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Taiwan Plans to Add AI Servers and Advanced Chips to Its Export-Control List

Taiwan's economy minister told Bloomberg Taipei will add AI servers and advanced chips to its export-control list, aligning with the US. No start date yet.

Swedish Firms Launch Sferical One Shared AI Supercomputer

AstraZeneca, Ericsson, Saab, SEB and Wallenberg Investments launched Sferical One, an NVIDIA DGX SuperPOD of 16 GB300 systems, running since late summer.

Infineon and Wolfspeed Extend SiC Wafer Supply Deal to 200 mm

Infineon and Wolfspeed moved their SiC wafer supply deal to 200 mm. No value or volumes disclosed; Yole market figure is via Wolfspeed.

DuckDB Posts Unaudited TPC-H SF1,000 Results for v2.0-dev on a Single NVIDIA Vera Socket

DuckDB published unaudited TPC-H SF1,000 results for a v2.0-dev preview on one NVIDIA Vera socket. Figures are DuckDB’s own, with NVIDIA’s help.

SK hynix Shows CXL Pooled Memory and MARS Rack Demos at OCP 2026

At OCP Global Summit 2026, SK hynix showed second-gen CMM-DDR5, MARS rack demos and CMM-Ax. Bandwidth and efficiency gains are the company’s comparisons.

SemiAnalysis Says ASML Is Building a Hybrid Bonding Tool, Pointing to Patent Filings

SemiAnalysis says patents point to an ASML die-to-wafer hybrid bonder on a track. ASML has not announced one; the forecasts are SemiAnalysis's own.

Adobe and NVIDIA Expand Collaboration to Speed Photoshop, Premiere, Frame.io and Brand Concierge

Adobe and NVIDIA say Photoshop, Premiere and Substance 3D are up to 2x faster on RTX Spark; Frame.io and Brand Concierge also optimised. Vendor claims.

VESSL AI Plans a Vera Rubin NVL72 Cluster in H1 2027 and 200,000 GPUs by 2030

Seoul Economic Daily and Edaily say VESSL AI plans a Vera Rubin NVL72 cluster in H1 2027 and 200,000 GPUs by 2030. Targets, not done deals.

Elon Musk Says Micron Has Been ‘Reasonable’ on Memory Prices While ‘Others Have Been Extortionate’

Elon Musk praised Micron on X and said "others have been extortionate" on memory prices. He did not name any other company.

Two Workers Killed in Explosion at Intel’s Kiryat Gat Plant in Southern Israel

A blast at Intel's Kiryat Gat plant in Israel killed one worker and seriously injured two, the Times of Israel reports. Police suspect a gas cylinder.

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