vertical integration - Page 23
Stories from vertical integration come first, newest first, then stories from connected topics (AI chips, Semiconductors, Nvidia, AI Chips & Compute, Tech News, AI), each labelled with where it comes from. This view is not indexed by search engines.
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Marvell Launches Alaska E 3.2T Retimer and Second-Generation Alaska A 1.6T AEC DSP for AI Racks
Marvell's Alaska E 3.2T retimer and 3nm Alaska A 1.6T AEC DSP target 224G-per-lane copper links inside AI racks. Both chips are now sampling, Marvell says.
Marvell, Microsoft and Oracle Form OCP Group for Built-In Server HSMs
Marvell, Microsoft and Oracle have formed an Open Compute Project group to standardise a hardware security module built into each data-centre server.
IBM Moves Its Spyre AI Chip’s Compiler Onto PyTorch’s Open-Source Inductor
IBM's Spyre accelerator now compiles through PyTorch's open-source Inductor. IBM says the new compiler code is about 7x smaller than the one it replaced.
SkyWater and D-Wave Sign a Multi-Year Deal to Keep Making D-Wave’s Quantum Chips in Minnesota
D-Wave will keep making its superconducting quantum processors at SkyWater's Minnesota fab under a new multi-year deal. No value or term was disclosed.
Chip Stocks Slide: SK Hynix Falls 10% or More and Samsung 7.4% After China’s CXMT Claims a Denser DRAM
SK Hynix fell 10% or more and Samsung 7.4% on 13 Oct, CNBC and the Guardian report, after China's CXMT said it would ship a denser DRAM by year-end.
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%.
Applied Materials Unveils Its EPIC Chip R&D Center in Sunnyvale
Applied Materials has opened its EPIC chip R&D center in Sunnyvale with TSMC, Intel, Samsung, Micron and SK hynix. Spending is due to scale to about $5bn.
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.
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.
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