vertical integration - Page 21
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NVIDIA Releases Nemotron 3.5 Super VL, an Open 120B Multimodal MoE for Agents
NVIDIA released Nemotron 3.5 Super VL, an open 120B multimodal MoE for agents. Benchmark and partner figures are NVIDIA and partner claims.
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.
TSMC Adds Another 3nm Fab in Tainan, With Volume Output in 1H 2028
TSMC will add a further 3nm fab in Tainan, with volume production in the first half of 2028, making three new 3nm fabs in Taiwan, Arizona and Japan.
TSMC Q3 Revenue Rises 50.9% to NT$1.49tn, Guides Q4 to US$52.3-54.3bn
TSMC's third-quarter revenue rose 50.9% to NT$1,494.24bn. It guided Q4 to US$52.3-54.3bn and now expects about 44% revenue growth for 2026.
ByteDance Is in Advanced Talks to Buy Custom MediaTek Chips for Its Data Centres, Bloomberg Reports
ByteDance is close to a deal to buy custom MediaTek chips for its data centres, Bloomberg reports, citing people familiar. Neither company has confirmed.
SK Hynix’s Solidigm Ties a New US NAND Plant to a Licence for More Chip Tools in China, Reuters Reports
SK Hynix's Solidigm is making a new US NAND plant depend on a US licence to ship more chip tools to Dalian, China, Reuters reports, citing sources.
Micron Reaches Deal With Taichung Union; Taoyuan Strike Status Unclear
Micron's Taoyuan union plans a solidarity strike on 22 October over profit-sharing, CNA reports, a week after Micron opened its second Taiwan HBM plant.
KYEC Signs a Prepayment Deal With NVIDIA to Build Chip-Testing Capacity in the US
NVIDIA will prepay KYEC to build and reserve chip-testing capacity in the US, KYEC's filing shows. The prepayment amount was not disclosed.
BrainChip Launches Sequora, Chip Designs for Running Language Models on Battery-Powered Devices
BrainChip's Sequora is chip IP for running language models on battery-powered devices, using a state-space design it says keeps memory use fixed.
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