TSMC - Page 12

Samsung reportedly plans a $4.09B memory-chip testing plant in Vietnam, per Korea Herald. Testing, not wafers; Samsung has not confirmed.

A paper by Zeiss and ASML engineers sets out a 0.75 NA Hyper NA EUV tool that reuses today's light source. Reuters says it is about a decade away.

Counterpoint Research says most Nvidia Rubin products will likely use 12-layer HBM4, not the rumoured eight, per Korea Herald. A forecast, not Nvidia's word.

Leakers say Nvidia has stopped allocating GB202 chips to the GeForce RTX 5090. Nvidia has not confirmed it. What is claimed, what is known and what is not.

Four chip-supply items from 8–9 October 2026: GlobalFoundries tops out a €1.1 billion Dresden expansion and plans an "FDX Fusion" platform that still needs German approval; Lumentum's CEO tells Bloomberg its optical parts are "completely sold out" through early 2029, even after a 12-fold capacity increase in Japan; Unisem proposes a RM396 million packaging expansion in Malaysia; and AI chip-design start-up Phinity raises a $5.2 million seed. What is confirmed and what is a claim.

Custom high-bandwidth memory puts a customer-designed base die under the memory stack, so the AI chip spends less of its own silicon talking to memory. What NVIDIA claims for its NVHBM, what SemiAnalysis estimates, and what is still unproven.

On 8 October 2026 the US Justice Department and FBI seized web domains behind two hacking tools allegedly run by China-based Integrity Technology Group, linked to "Flax Typhoon". Eleven agencies from seven countries issued a joint advisory, and CISA added five old flaws to its exploited-vulnerabilities list. What was done, what is alleged, and what defenders are told.

Samsung's third-quarter guidance points to about ₩107.4 trillion in operating profit on ₩195 trillion of sales, up from ₩12.17 trillion a year ago, with AI data-centre memory demand credited. AWS becomes a Platinum member of the Linux Foundation, with a board seat. What the numbers say and what they leave out.

DARPA has moved Atom Computing, Diraq, IBM and IonQ into the final, hands-on stage of its Quantum Benchmarking Initiative, and says it increasingly expects a useful quantum computer by 2033. UK trapped-ion firm Universal Quantum has raised more than $100m, IonQ claims big speed-ups for error-corrected operations in simulations, and a peer-reviewed Cornell paper shows a full gate set on a qubit that partly tolerates its main error. Plus a Jülich preprint and Infineon's ion-trap chips. What each confirms, and what is only claimed.

The Wall Street Journal reports Broadcom is arranging more than $50bn in financing for the custom AI chip it is building with OpenAI, while Oracle is in talks with Apollo and Goldman Sachs to fund a big chip purchase. What is reported, how these deals work, and what remains unconfirmed.