TSMC - Page 11
Stories from TSMC come first, newest first, then stories from connected topics (Foundry, Semiconductors, Taiwan, AI chips, AI Chips & Compute, Samsung), each labelled with where it comes from. This view is not indexed by search engines.
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Nanya Technology’s Q3 2026 Revenue Jumps 61.9% as DRAM Prices Rise More Than 60%
Nanya Technology's unaudited Q3 2026 revenue rose 61.9% to NT$133.6bn as DRAM prices jumped more than 60%; gross margin reached 85.7%.
Intel Names Crescent Island the Intel GPU D-Series; First Card Is the D270
Intel names its Crescent Island inference GPU the Intel GPU D-series. The first card, the D270, is an air-cooled PCIe card with up to 480GB of memory.
Amazon Bedrock Opens GPT-6 Sol and Luna to Five Asia Pacific Regions Through Global Cross-Region Inference, Astra From Singapore
AWS: Bedrock offers GPT-6 Sol and Luna via global cross-Region inference from Thailand, Malaysia, Singapore, Indonesia and Taiwan; Astra from Singapore.
Smartphone Shipments Fell 20% in Q3 2026, the Lowest Q3 Since 2012, Counterpoint Says, as Memory Costs Bite
Counterpoint's preliminary data: Q3 2026 smartphone shipments fell 20% YoY, the lowest Q3 since 2012, as DRAM and NAND costs squeezed supply.
Marvell Unveils Second-Generation Structera X CXL 3.2 Memory Expanders With Six Memory Channels
Marvell unveils second-gen Structera X CXL 3.2 memory expanders with six memory channels for AI inference. Samples expected Q1 2027. Figures are Marvell's.
AMD Introduces Helion, an Open Rack Design for Agentic AI With Up to 32,768 CPU Cores
AMD unveils Helion, an open OCP-based rack blueprint for agentic AI with up to 32,768 EPYC CPU cores. AMD says it is planned for November 2026.
Lumentum, Astera Labs and Corning to Show PCIe Running Over Light Inside an AI Rack
Lumentum, Astera Labs and Corning will demo PCIe carried over light inside an AI rack at OCP Summit. It is a proof of concept, not a shipping product.
SK’s Chey Tae-won Says Korea Must Build Chip Fabs Faster as Micron and China’s CXMT Catch Up
SK chairman Chey Tae-won says Korea must build chip fabs faster as Micron and China's CXMT expand. It is commentary; no new investment was announced.
Korea Customs: Chip Exports for 1 to 10 October Hit a Record $12.2 Billion, Up 170.9% (Preliminary)
Korea Customs preliminary data: chip exports for 1 to 10 October reached $12.198bn, up 170.9%, helped by two extra working days this year.
Super Micro-Linked Contractor Willy Sun Pleads Guilty in the Nvidia-Server China Diversion Case, Reuters and Bloomberg Report
Contractor Willy Sun pleaded guilty to four counts in the Nvidia-server China case, Reuters and Bloomberg report. Co-defendants are presumed innocent.
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