https://www.diesignal.com/articles/tsmc-reports-68-7-rise-in-third-quarter-net-income-6b42ba81 Die Signal en 2026-10-15T12:25:06.988Z TSMC Reports 68.7% Rise in Third-Quarter Net Income https://www.diesignal.com/articles/tsmc-posts-sixth-straight-record-quarter-market-cap-doubles-samsung-s-eb3feab4 Die Signal en 2026-10-15T12:25:06.988Z TSMC posts sixth straight record quarter; market cap doubles Samsung's https://www.diesignal.com/articles/tsmc-s-2026-q3-earnings-call-ai-demand-a14-and-texas-6621a02d Die Signal en 2026-10-15T12:25:06.988Z TSMC's 2026 Q3 Earnings Call: AI Demand, A14 and Texas https://www.diesignal.com/articles/tsmc-third-quarter-profit-beats-expectations-7e4e8cdc Die Signal en 2026-10-15T12:10:06.991Z TSMC Third-Quarter Profit Beats Expectations https://www.diesignal.com/articles/tsmc-weighing-texas-production-and-cooperation-with-terafab-2486963a Die Signal en 2026-10-15T12:10:06.991Z TSMC weighing Texas production and cooperation with Terafab https://www.diesignal.com/articles/bytedance-in-advanced-talks-to-buy-custom-ai-chips-from-mediatek-efdcf0e5 Die Signal en 2026-10-15T12:10:06.991Z ByteDance in Advanced Talks to Buy Custom AI Chips From MediaTek https://www.diesignal.com/articles/tech-selloff-deepens-despite-record-tsmc-profit-5738aa88 Die Signal en 2026-10-15T12:10:06.991Z Tech Selloff Deepens Despite Record TSMC Profit https://www.diesignal.com/articles/tsmc-logs-sixth-straight-record-quarter-q4-guide-points-to-ai-demand-holding-4869d94b Die Signal en 2026-10-15T11:55:06.967Z TSMC Logs Sixth Straight Record Quarter; Q4 Guide Points to AI Demand Holding https://www.diesignal.com/articles/tsmc-confirms-talks-on-terafab-chip-plant-with-elon-musk-45ab8dec Die Signal en 2026-10-15T11:40:06.961Z TSMC confirms talks on Terafab chip plant with Elon Musk https://www.diesignal.com/articles/tsmc-q3-2026-net-income-jumps-69-to-record-level-4f9417b8 Die Signal en 2026-10-15T11:40:06.961Z TSMC Q3 2026: net income jumps 69% to record level https://www.diesignal.com/articles/tsmc-explores-texas-site-to-expand-u-s-chip-production-9436183c Die Signal en 2026-10-15T11:40:06.961Z TSMC Explores Texas Site to Expand U.S. Chip Production https://www.diesignal.com/articles/samsung-s-exynos-2800-could-be-first-mobile-chip-with-hbm-memory-7561607e Die Signal en 2026-10-15T11:40:06.961Z Samsung's Exynos 2800 Could Be First Mobile Chip With HBM Memory https://www.diesignal.com/articles/celestica-ships-102-4tbps-liquid-cooled-cpo-switch-for-ai-fabrics-fe9f0071 Die Signal en 2026-10-15T11:35:06.954Z Celestica Ships 102.4Tbps Liquid-Cooled CPO Switch for AI Fabrics https://www.diesignal.com/articles/virginia-senator-proposes-three-year-statewide-data-center-moratorium-61a4a747 Die Signal en 2026-10-15T11:20:06.940Z Virginia senator proposes three-year statewide data center moratorium https://www.diesignal.com/articles/russia-eyes-belarus-kazakhstan-for-ai-data-centers-as-power-grid-squeeze-deepens-6a90da14 Die Signal en 2026-10-15T11:20:06.940Z Russia Eyes Belarus, Kazakhstan for AI Data Centers as Power Grid Squeeze Deepens https://www.diesignal.com/articles/tsmc-logs-sixth-straight-record-profit-as-ai-demand-holds-1f3ba81e Die Signal en 2026-10-15T11:20:06.940Z TSMC Logs Sixth Straight Record Profit as AI Demand Holds https://www.diesignal.com/articles/tsmc-explores-texas-investment-to-expand-us-chip-production-63089ab6 Die Signal en 2026-10-15T11:20:06.940Z TSMC Explores Texas Investment to Expand US Chip Production https://www.diesignal.com/articles/tsmc-posts-record-q3-profit-of-23-55-billion-on-ai-demand-2dd82f5b Die Signal en 2026-10-15T11:20:06.940Z TSMC Posts Record Q3 Profit of $23.55 Billion on AI Demand https://www.diesignal.com/articles/senate-probes-meta-s-6-6-billion-in-research-credit-claims-78836d6e Die Signal en 2026-10-15T11:20:06.940Z Senate Probes Meta's $6.6 Billion in Research Credit Claims https://www.diesignal.com/articles/dutch-firm-expands-near-atlanta-to-support-u-s-chip-supply-chain-95e6147a Die Signal en 2026-10-15T11:20:06.940Z Dutch Firm Expands Near Atlanta to Support U.S. Chip Supply Chain https://www.diesignal.com/articles/tsmc-weighs-texas-sites-and-musk-terafab-for-us-push-fa30c779 Die Signal en 2026-10-15T11:20:06.940Z TSMC Weighs Texas Sites and Musk Terafab for US Push https://www.diesignal.com/articles/musk-calls-memory-pricing-extortionate-as-micron-hits-90-margins-a3b111dc Die Signal en 2026-10-15T11:05:06.933Z Musk Calls Memory Pricing 'Extortionate' as Micron Hits 90% Margins https://www.diesignal.com/articles/tsmc-in-talks-over-collaboration-with-musk-s-terafab-project-6f25e90a Die Signal en 2026-10-15T11:05:06.933Z TSMC in Talks Over Collaboration With Musk's Terafab Project https://www.diesignal.com/articles/tsmc-explores-texas-investment-to-expand-us-chip-production-00c1dee1 Die Signal en 2026-10-15T11:05:06.933Z TSMC Explores Texas Investment to Expand US Chip Production https://www.diesignal.com/articles/tsmc-optimism-fails-to-extinguish-ai-concerns-81bfd457 Die Signal en 2026-10-15T11:05:06.933Z TSMC Optimism Fails to Extinguish AI Concerns https://www.diesignal.com/articles/siemens-takes-stake-in-skeleton-technologies-valuation-tops-1b-bbc11b0c Die Signal en 2026-10-15T10:50:06.915Z Siemens takes stake in Skeleton Technologies, valuation tops $1B https://www.diesignal.com/articles/tsmc-beats-third-quarter-estimates-and-raises-its-outlook-889b31bc Die Signal en 2026-10-15T10:50:06.915Z TSMC Beats Third-Quarter Estimates and Raises Its Outlook https://www.diesignal.com/articles/tsmc-explores-texas-investment-to-expand-us-chip-production-be1c71c2 Die Signal en 2026-10-15T10:50:06.915Z TSMC Explores Texas Investment to Expand US Chip Production https://www.diesignal.com/articles/tsmc-says-yes-to-terafab-cooperation-no-to-shared-control-88ddb2ed Die Signal en 2026-10-15T10:50:06.915Z TSMC Says Yes to Terafab Cooperation, No to Shared Control https://www.diesignal.com/articles/telangana-s-chip-design-capacity-tied-to-india-s-global-standing-ba212c5a Die Signal en 2026-10-15T10:50:06.915Z Telangana's Chip Design Capacity Tied to India's Global Standing https://www.diesignal.com/articles/tsmc-explores-texas-investment-to-expand-us-chip-production-bc17626c Die Signal en 2026-10-15T10:35:06.914Z TSMC Explores Texas Investment to Expand US Chip Production https://www.diesignal.com/articles/tsmc-and-musk-s-terafab-are-talking-but-control-is-the-catch-c753a93a Die Signal en 2026-10-15T10:35:06.914Z TSMC and Musk's Terafab Are Talking, But Control Is the Catch https://www.diesignal.com/articles/tsmc-explores-texas-investment-to-expand-us-chip-production-404f303a Die Signal en 2026-10-15T10:35:06.914Z TSMC Explores Texas Investment to Expand US Chip Production https://www.diesignal.com/articles/tsmc-explores-texas-investment-to-expand-us-chip-production-85886baf Die Signal en 2026-10-15T10:35:06.914Z TSMC Explores Texas Investment to Expand US Chip Production https://www.diesignal.com/articles/tsmc-posts-47-billion-revenue-in-third-quarter-a4dd0f14 Die Signal en 2026-10-15T10:35:06.914Z TSMC Posts $47 Billion Revenue in Third Quarter https://www.diesignal.com/articles/tsmc-explores-texas-investment-to-expand-us-chip-production-db14efd4 Die Signal en 2026-10-15T10:35:06.914Z TSMC Explores Texas Investment to Expand US Chip Production https://www.diesignal.com/articles/tsmc-earnings-test-whether-ai-demand-doubts-can-be-settled-eb776393 Die Signal en 2026-10-15T10:35:06.914Z TSMC Earnings Test Whether AI Demand Doubts Can Be Settled https://www.diesignal.com/articles/tsmc-eyes-texas-for-next-wave-of-us-chip-production-d401a54f Die Signal en 2026-10-15T10:35:06.914Z TSMC Eyes Texas for Next Wave of US Chip Production https://www.diesignal.com/articles/meta-capacity-manager-surafell-kebede-joins-anthropic-7c211c1d Die Signal en 2026-10-15T10:35:06.914Z Meta capacity manager Surafell Kebede joins Anthropic https://www.diesignal.com/articles/citi-sees-asml-results-extending-ai-chip-demand-to-2030-c1b07e22 Die Signal en 2026-10-15T10:20:06.890Z Citi Sees ASML Results Extending AI Chip Demand to 2030 https://www.diesignal.com/articles/tsmc-targets-us-54-3bn-in-q4-2026-revenue-as-2nm-ramp-weighs-on-margins-cd5b256a Die Signal en 2026-10-15T10:20:06.890Z TSMC Targets US$54.3bn in Q4 2026 Revenue as 2nm Ramp Weighs on Margins https://www.diesignal.com/articles/tsmc-posts-41-1-q3-revenue-surge-sets-strong-q4-outlook-24ba7b69 Die Signal en 2026-10-15T10:20:06.890Z TSMC Posts 41.1% Q3 Revenue Surge, Sets Strong Q4 Outlook https://www.diesignal.com/articles/ctrls-commits-1-billion-to-150mw-hyperscale-campus-in-bihar-89b95940 Die Signal en 2026-10-15T10:20:06.890Z CtrlS Commits $1 Billion to 150MW Hyperscale Campus in Bihar https://www.diesignal.com/articles/citi-asml-results-extend-ai-chip-demand-outlook-to-2030-ea6cd0ff Die Signal en 2026-10-15T10:20:06.890Z Citi: ASML Results Extend AI Chip Demand Outlook to 2030 https://www.diesignal.com/articles/vietnamese-firms-push-for-larger-chip-supply-chain-role-3dad899b Die Signal en 2026-10-15T10:05:06.893Z Vietnamese Firms Push for Larger Chip Supply Chain Role https://www.diesignal.com/articles/tsmc-set-to-post-sixth-consecutive-quarter-of-record-profit-7546fe0d Die Signal en 2026-10-15T10:05:06.893Z TSMC Set to Post Sixth Consecutive Quarter of Record Profit https://www.diesignal.com/articles/tsmc-q3-profit-jumps-69-to-record-beating-expectations-f97e5bdb Die Signal en 2026-10-15T10:05:06.893Z TSMC Q3 Profit Jumps 69% to Record, Beating Expectations https://www.diesignal.com/articles/explosion-at-intel-fab-38-in-israel-injures-three-draws-hazmat-response-e4d5bb5e Die Signal en 2026-10-15T10:00:06.879Z Explosion at Intel Fab 38 in Israel Injures Three, Draws Hazmat Response https://www.diesignal.com/articles/the-ai-chip-that-sips-power-not-gulps-it-6eb0904e Die Signal en 2026-10-15T09:50:06.883Z The AI Chip That Sips Power, Not Gulps It https://www.diesignal.com/articles/two-dead-one-in-icu-after-explosion-at-intel-s-kiryat-gat-fab-c961522a Die Signal en 2026-10-15T09:50:06.883Z Two dead, one in ICU after explosion at Intel's Kiryat Gat fab https://www.diesignal.com/articles/tsmc-weighs-role-in-elon-musk-s-proposed-texas-chip-complex-90d37ae5 Die Signal en 2026-10-15T09:50:06.883Z TSMC Weighs Role in Elon Musk's Proposed Texas Chip Complex https://www.diesignal.com/articles/tsmc-profit-beats-expectations-as-ai-orders-pour-in-dfb5767d Die Signal en 2026-10-15T09:50:06.883Z TSMC Profit Beats Expectations as AI Orders Pour In https://www.diesignal.com/articles/motherboard-maker-leak-intel-nova-lake-npu-over-5x-arrow-lake-7ee923c5 Die Signal en 2026-10-15T09:50:06.883Z Motherboard Maker Leak: Intel Nova Lake NPU Over 5x Arrow Lake https://www.diesignal.com/articles/tsmc-lifts-2026-sales-growth-forecast-to-44-holds-capex-flat-69cef6f1 Die Signal en 2026-10-15T09:50:06.883Z TSMC lifts 2026 sales growth forecast to 44%, holds capex flat https://www.diesignal.com/articles/big-tech-reported-moving-off-nvidia-chips-opening-for-samsung-sk-hynix-157e2423 Die Signal en 2026-10-15T09:50:06.883Z Big Tech Reported Moving Off Nvidia Chips — Opening for Samsung, SK hynix https://www.diesignal.com/articles/tsmc-posts-record-quarterly-profit-as-ai-chip-demand-surges-6f765bdb Die Signal en 2026-10-15T09:50:06.883Z TSMC posts record quarterly profit as AI chip demand surges https://www.diesignal.com/articles/tsmc-ceo-reportedly-open-to-musk-s-terafab-on-one-condition-f6a92928 Die Signal en 2026-10-15T09:35:06.864Z TSMC CEO Reportedly Open to Musk's Terafab — On One Condition https://www.diesignal.com/articles/sk-hynix-commits-13-billion-to-world-s-largest-hbm-assembly-plant-cf0a3bc8 Die Signal en 2026-10-15T09:35:06.864Z SK hynix commits $13 billion to world's largest HBM assembly plant https://www.diesignal.com/articles/tsmc-logs-sixth-straight-record-quarter-as-q4-guidance-signals-no-ai-slowdown-28443b15 Die Signal en 2026-10-15T09:35:06.864Z TSMC Logs Sixth Straight Record Quarter as Q4 Guidance Signals No AI Slowdown https://www.diesignal.com/articles/taiwan-s-president-presses-micron-workers-to-negotiate-before-strike-275e9448 Die Signal en 2026-10-15T09:35:06.864Z Taiwan's President Presses Micron, Workers to Negotiate Before Strike https://www.diesignal.com/articles/ai-memory-supply-is-sold-out-triggering-unprecedented-price-surge-023b3835 Die Signal en 2026-10-15T09:35:06.864Z AI Memory Supply Is Sold Out, Triggering Unprecedented Price Surge https://www.diesignal.com/articles/china-s-ai-chip-gap-localization-accelerates-nvidia-still-leads-d20a91da Die Signal en 2026-10-15T09:35:06.864Z China's AI chip gap: localization accelerates, Nvidia still leads https://www.diesignal.com/articles/sk-hynix-overtakes-samsung-in-annual-profit-for-the-first-time-2bec83cf Die Signal en 2026-10-15T09:35:06.864Z SK Hynix overtakes Samsung in annual profit for the first time https://www.diesignal.com/articles/hbm-uses-three-times-ddr5-s-wafer-capacity-per-gigabyte-e8824341 Die Signal en 2026-10-15T09:35:06.864Z HBM Uses Three Times DDR5's Wafer Capacity per Gigabyte https://www.diesignal.com/articles/qualcomm-hbc-claims-6x-hbm-bandwidth-per-watt-by-stacking-compute-under-dram-fb88a0b9 Die Signal en 2026-10-15T09:35:06.864Z Qualcomm HBC Claims 6x HBM Bandwidth Per Watt By Stacking Compute Under DRAM https://www.diesignal.com/articles/google-unveils-edge-ai-chip-that-cuts-power-use-40-for-wearables-742a2b02 Die Signal en 2026-10-15T09:35:06.864Z Google Unveils Edge AI Chip That Cuts Power Use 40% for Wearables https://www.diesignal.com/articles/hbm-stays-a-hyperscaler-only-memory-locked-to-ai-accelerators-6c3738ab Die Signal en 2026-10-15T09:35:06.864Z HBM stays a hyperscaler-only memory, locked to AI accelerators https://www.diesignal.com/articles/tsmc-posts-record-net-profit-for-third-quarter-43997d79 Die Signal en 2026-10-15T09:20:06.865Z TSMC Posts Record Net Profit for Third Quarter https://www.diesignal.com/articles/tsmc-posts-69-profit-jump-sixth-straight-record-quarter-f9f36bc0 Die Signal en 2026-10-15T09:05:06.837Z TSMC Posts 69% Profit Jump, Sixth Straight Record Quarter https://www.diesignal.com/articles/microsoft-eyes-composable-memory-to-ease-data-center-shortages-1d3e0de3 Die Signal en 2026-10-15T09:05:06.837Z Microsoft Eyes Composable Memory to Ease Data Center Shortages https://www.diesignal.com/articles/tsmc-q3-profit-hits-record-high-beats-expectations-on-ai-demand-10f52413 Die Signal en 2026-10-15T09:05:06.837Z TSMC Q3 Profit Hits Record High, Beats Expectations on AI Demand https://www.diesignal.com/articles/tsmc-q3-profit-jumps-69-to-record-beats-forecasts-bbf714d4 Die Signal en 2026-10-15T08:50:06.825Z TSMC Q3 Profit Jumps 69% to Record, Beats Forecasts https://www.diesignal.com/articles/tsmc-to-build-another-3nm-fab-as-ai-demand-outpaces-capacity-2c4439bb Die Signal en 2026-10-15T08:50:06.825Z TSMC to Build Another 3nm Fab as AI Demand Outpaces Capacity https://www.diesignal.com/articles/taylor-texas-approves-1gw-behind-the-meter-data-center-campus-584ce215 Die Signal en 2026-10-15T08:45:06.822Z Taylor, Texas approves 1GW behind-the-meter data center campus https://www.diesignal.com/articles/tsmc-ceo-profitability-has-no-ceiling-high-na-euv-coming-2030-2d76814b Die Signal en 2026-10-15T08:45:06.822Z TSMC CEO: Profitability Has No Ceiling, High-NA EUV Coming 2030 https://www.diesignal.com/articles/tsmc-posts-record-23-billion-q3-net-profit-on-ai-demand-a6c20326 Die Signal en 2026-10-15T08:30:06.817Z TSMC posts record $23 billion Q3 net profit on AI demand https://www.diesignal.com/articles/tsmc-beats-forecasts-as-quarterly-sales-and-profits-soar-d934a7d0 Die Signal en 2026-10-15T08:30:06.817Z TSMC Beats Forecasts as Quarterly Sales and Profits Soar https://www.diesignal.com/articles/brightray-signs-first-us-letter-of-intent-for-10mw-indiana-data-center-7cb8927c Die Signal en 2026-10-15T08:30:06.817Z BrightRay Signs First US Letter of Intent for 10MW Indiana Data Center https://www.diesignal.com/articles/starling-bank-to-train-foundation-model-on-civo-s-uk-sovereign-cloud-4513deb5 Die Signal en 2026-10-15T08:30:06.817Z Starling Bank to train foundation model on Civo's UK sovereign cloud https://www.diesignal.com/articles/tsmc-posts-46-7b-in-q3-revenue-guides-to-58-yoy-jump-1d7a11ad Die Signal en 2026-10-15T08:30:06.817Z TSMC Posts $46.7B in Q3 Revenue, Guides to 58% YoY Jump https://www.diesignal.com/articles/tsmc-confirms-talks-on-musk-s-terafab-refuses-to-yield-fab-control-0b9986e2 Die Signal en 2026-10-15T08:15:06.802Z TSMC Confirms Talks on Musk's Terafab, Refuses to Yield Fab Control https://www.diesignal.com/articles/micron-opens-second-taichung-facility-2027-hbm-output-sold-out-ef559a13 Die Signal en 2026-10-15T08:15:06.802Z Micron Opens Second Taichung Facility; 2027 HBM Output Sold Out https://www.diesignal.com/articles/tsmc-beats-profit-expectations-as-ai-orders-accelerate-3a80c211 Die Signal en 2026-10-15T08:15:06.802Z TSMC Beats Profit Expectations as AI Orders Accelerate https://www.diesignal.com/articles/tsmc-raises-2026-growth-target-to-44-on-ai-demand-40a820ac Die Signal en 2026-10-15T08:15:06.802Z TSMC Raises 2026 Growth Target to 44% on AI Demand https://www.diesignal.com/articles/tsmc-on-track-for-sixth-straight-record-profit-quarter-7502c68f Die Signal en 2026-10-15T08:00:06.786Z TSMC On Track for Sixth Straight Record Profit Quarter https://www.diesignal.com/articles/tsmc-posts-record-quarterly-net-profit-for-q3-ca2f6473 Die Signal en 2026-10-15T08:00:06.786Z TSMC Posts Record Quarterly Net Profit for Q3 https://www.diesignal.com/articles/crusoe-claims-nvidia-exemplar-performance-for-spark-ai-factories-979c5f39 Die Signal en 2026-10-15T08:00:06.786Z Crusoe Claims NVIDIA 'Exemplar' Performance for Spark AI Factories https://www.diesignal.com/articles/tsmc-forecasts-higher-q4-revenue-after-sixth-straight-record-quarter-85257743 Die Signal en 2026-10-15T08:00:06.786Z TSMC Forecasts Higher Q4 Revenue After Sixth Straight Record Quarter https://www.diesignal.com/articles/tsmc-q3-profit-jumps-69-to-record-beating-expectations-bd615a46 Die Signal en 2026-10-15T08:00:06.786Z TSMC Q3 Profit Jumps 69% to Record, Beating Expectations https://www.diesignal.com/articles/taiwan-s-president-presses-micron-to-negotiate-as-strike-looms-056f0500 Die Signal en 2026-10-15T08:00:06.786Z Taiwan's President Presses Micron to Negotiate as Strike Looms https://www.diesignal.com/articles/tsmc-says-it-would-work-with-terafab-but-only-if-it-runs-the-plants-f143526a Die Signal en 2026-10-15T08:00:06.786Z TSMC Says It Would Work With Terafab — But Only If It Runs the Plants https://www.diesignal.com/articles/tsmc-posts-record-q3-profit-on-ai-demand-weighs-texas-fab-a67590bd Die Signal en 2026-10-15T07:45:06.773Z TSMC Posts Record Q3 Profit on AI Demand, Weighs Texas Fab https://www.diesignal.com/articles/tsmc-posts-record-quarterly-profit-up-69-on-ai-demand-c5a33b84 Die Signal en 2026-10-15T07:45:06.773Z TSMC Posts Record Quarterly Profit, Up 69% on AI Demand https://www.diesignal.com/articles/korea-s-memory-glut-may-double-as-leverage-against-china-cb32cbbe Die Signal en 2026-10-15T07:30:06.768Z Korea's Memory Glut May Double as Leverage Against China https://www.diesignal.com/articles/tsmc-demand-significantly-exceeds-supply-capacity-419679df Die Signal en 2026-10-15T07:30:06.768Z TSMC: Demand 'Significantly Exceeds' Supply Capacity https://www.diesignal.com/articles/tsmc-reports-record-net-profit-for-third-quarter-51b5c3e7 Die Signal en 2026-10-15T07:30:06.768Z TSMC Reports Record Net Profit for Third Quarter https://www.diesignal.com/articles/tsmc-q3-profit-up-69-to-record-beating-expectations-5f88873c Die Signal en 2026-10-15T07:30:06.768Z TSMC Q3 Profit Up 69% to Record, Beating Expectations https://www.diesignal.com/articles/tsmc-books-record-us-23-6-billion-quarterly-profit-flags-2027-risk-722862c3 Die Signal en 2026-10-15T07:30:06.768Z TSMC Books Record US$23.6 Billion Quarterly Profit, Flags 2027 Risk https://www.diesignal.com/articles/deepx-s-3w-npu-brings-vision-and-small-language-models-to-raspberry-pi-b075e877 Die Signal en 2026-10-15T07:30:06.768Z DeepX's 3W NPU Brings Vision and Small Language Models to Raspberry Pi https://www.diesignal.com/articles/tsmc-prepares-to-report-earnings-as-institutions-stay-bullish-add01ad4 Die Signal en 2026-10-15T07:30:06.768Z TSMC Prepares to Report Earnings as Institutions Stay Bullish https://www.diesignal.com/articles/musk-china-will-mass-produce-memory-chips-by-2028-24ed9f6e Die Signal en 2026-10-15T07:30:06.768Z Musk: China Will Mass-Produce Memory Chips by 2028 https://www.diesignal.com/articles/tsmc-beats-earnings-estimates-as-anthropic-declares-profitability-70aadb55 Die Signal en 2026-10-15T07:15:06.828Z TSMC Beats Earnings Estimates as Anthropic Declares Profitability https://www.diesignal.com/articles/orca-s-pt-3-photonic-quantum-computer-goes-live-in-london-803ec551 Die Signal en 2026-10-15T07:15:06.828Z Orca's PT-3 photonic quantum computer goes live in London https://www.diesignal.com/articles/globalfoundries-draws-up-to-21-billion-for-two-new-fabs-449aed4c Die Signal en 2026-10-15T07:00:06.747Z GlobalFoundries Draws Up to $21 Billion for Two New Fabs https://www.diesignal.com/articles/tsmc-posts-sixth-consecutive-record-profit-in-3q26-8838b7f4 Die Signal en 2026-10-15T07:00:06.747Z TSMC Posts Sixth Consecutive Record Profit in 3Q26 https://www.diesignal.com/articles/ai-demand-extends-tsmc-s-record-earnings-streak-600fa96a Die Signal en 2026-10-15T07:00:06.747Z AI Demand Extends TSMC's Record Earnings Streak https://www.diesignal.com/articles/bytedance-nears-deal-for-mediatek-custom-ai-data-center-chips-78935b11 Die Signal en 2026-10-15T07:00:06.747Z ByteDance Nears Deal for MediaTek Custom AI Data Center Chips https://www.diesignal.com/articles/tsmc-posts-sixth-straight-record-quarter-guides-q4-higher-6200539c Die Signal en 2026-10-15T07:00:06.747Z TSMC Posts Sixth Straight Record Quarter, Guides Q4 Higher https://www.diesignal.com/articles/tsmc-posts-record-profit-for-sixth-straight-quarter-on-ai-demand-8cf42e7d Die Signal en 2026-10-15T07:00:06.747Z TSMC Posts Record Profit for Sixth Straight Quarter on AI Demand https://www.diesignal.com/articles/tsmc-profits-surge-as-ai-chip-demand-runs-unabated-9af7c5a7 Die Signal en 2026-10-15T07:00:06.747Z TSMC Profits Surge as AI Chip Demand Runs Unabated https://www.diesignal.com/articles/tsmc-posts-record-23-6-billion-quarterly-profit-on-ai-demand-eac766d7 Die Signal en 2026-10-15T07:00:06.747Z TSMC posts record $23.6 billion quarterly profit on AI demand https://www.diesignal.com/articles/tsmc-posts-record-net-profit-for-third-quarter-c0bec7fb Die Signal en 2026-10-15T07:00:06.747Z TSMC Posts Record Net Profit for Third Quarter https://www.diesignal.com/articles/tsmc-logs-sixth-straight-quarter-of-record-profit-on-ai-demand-a3997578 Die Signal en 2026-10-15T06:45:06.734Z TSMC Logs Sixth Straight Quarter of Record Profit on AI Demand https://www.diesignal.com/articles/tsmc-guides-q4-revenue-to-52-354-3-billion-gross-margin-at-6567-7df76afc Die Signal en 2026-10-15T06:45:06.734Z TSMC Guides Q4 Revenue to $52.3–54.3 Billion, Gross Margin at 65–67% https://www.diesignal.com/articles/tsmc-logs-sixth-consecutive-record-quarter-on-ai-demand-49f9dfab Die Signal en 2026-10-15T06:45:06.734Z TSMC Logs Sixth Consecutive Record Quarter on AI Demand https://www.diesignal.com/articles/tsmc-q3-net-profit-jumps-69-to-record-high-on-ai-demand-4de04d09 Die Signal en 2026-10-15T06:45:06.734Z TSMC Q3 Net Profit Jumps 69% to Record High on AI Demand https://www.diesignal.com/articles/tsmc-posts-third-quarter-profit-above-analyst-expectations-bfe27a2b Die Signal en 2026-10-15T06:30:06.724Z TSMC Posts Third-Quarter Profit Above Analyst Expectations https://www.diesignal.com/articles/tsmc-beats-profit-expectations-as-ai-orders-accelerate-2078f4c7 Die Signal en 2026-10-15T06:30:06.724Z TSMC Beats Profit Expectations as AI Orders Accelerate https://www.diesignal.com/articles/sk-hynix-reportedly-seeks-u-s-tool-approval-for-china-expansion-c0d99d1c Die Signal en 2026-10-15T06:30:06.724Z SK hynix Reportedly Seeks U.S. Tool Approval for China Expansion https://www.diesignal.com/articles/globalfoundries-weighs-21-billion-new-york-fab-expansion-af31160b Die Signal en 2026-10-15T06:30:06.724Z GlobalFoundries Weighs $21 Billion New York Fab Expansion https://www.diesignal.com/articles/nvidia-s-huang-got-no-response-from-tsmc-its-founder-called-b44a12c3 Die Signal en 2026-10-15T06:30:06.724Z Nvidia's Huang Got No Response From TSMC. Its Founder Called. https://www.diesignal.com/articles/tsmc-sets-q3-revenue-and-profit-records-on-ai-chip-demand-89f86f0d Die Signal en 2026-10-15T06:30:06.724Z TSMC Sets Q3 Revenue and Profit Records on AI Chip Demand https://www.diesignal.com/articles/tsmc-posts-record-quarter-as-net-profit-jumps-69-on-ai-demand-e391f6e6 Die Signal en 2026-10-15T06:15:07.789Z TSMC Posts Record Quarter as Net Profit Jumps 69% on AI Demand https://www.diesignal.com/articles/asml-posts-record-11-7-billion-sales-on-ai-chip-demand-e973267f Die Signal en 2026-10-15T06:10:06.707Z ASML posts record €11.7 billion sales on AI chip demand https://www.diesignal.com/articles/tsmc-posts-record-third-quarter-profit-on-ai-chip-demand-e1dbbcd1 Die Signal en 2026-10-15T06:10:06.707Z TSMC Posts Record Third-Quarter Profit on AI Chip Demand https://www.diesignal.com/articles/tsmc-posts-third-quarter-eps-of-nt-29-43-in-headline-release-f918b217 Die Signal en 2026-10-15T06:00:06.704Z TSMC Posts Third-Quarter EPS of NT$29.43 in Headline Release https://www.diesignal.com/articles/taiwan-president-calls-on-micron-workers-to-negotiate-before-possible-strike-f2d6e64f Die Signal en 2026-10-15T06:00:06.704Z Taiwan President Calls on Micron, Workers to Negotiate Before Possible Strike https://www.diesignal.com/articles/tsmc-q3-net-profit-jumps-69-to-record-beats-forecasts-5360d375 Die Signal en 2026-10-15T06:00:06.704Z TSMC Q3 Net Profit Jumps 69% to Record, Beats Forecasts https://www.diesignal.com/articles/tsmc-q3-net-profit-jumps-69-to-a-record-beats-forecasts-4da918e9 Die Signal en 2026-10-15T06:00:06.704Z TSMC Q3 net profit jumps 69% to a record, beats forecasts https://www.diesignal.com/articles/tsmc-posts-nt-1-494-24-billion-q3-revenue-nt-763-06-billion-net-income-0960e8f1 Die Signal en 2026-10-15T05:55:06.702Z TSMC Posts NT$1,494.24 Billion Q3 Revenue, NT$763.06 Billion Net Income https://www.diesignal.com/articles/tsmc-reports-69-q3-profit-jump-to-record-high-fe4e086f Die Signal en 2026-10-15T05:55:06.702Z TSMC Reports 69% Q3 Profit Jump to Record High https://www.diesignal.com/articles/tsmc-q3-profit-jumps-69-to-record-beating-expectations-b720aab7 Die Signal en 2026-10-15T05:40:06.696Z TSMC Q3 profit jumps 69% to record, beating expectations https://www.diesignal.com/articles/globalfoundries-commits-us-2-billion-to-tsmc-s-cowos-ecosystem-ae5caa29 Die Signal en 2026-10-15T05:40:06.696Z GlobalFoundries Commits US$2 Billion to TSMC's CoWoS Ecosystem https://www.diesignal.com/articles/tsmc-posts-46-72-billion-in-q3-revenue-up-41-2-6fbc568b Die Signal en 2026-10-15T05:40:06.696Z TSMC Posts $46.72 Billion in Q3 Revenue, Up 41.2% https://www.diesignal.com/articles/tsmc-on-track-for-sixth-straight-record-quarterly-profit-on-ai-demand-53ce00f9 Die Signal en 2026-10-15T05:25:06.698Z TSMC on Track for Sixth Straight Record Quarterly Profit on AI Demand https://www.diesignal.com/articles/openai-backs-100-000-nvidia-chip-data-center-in-europe-9defca43 Die Signal en 2026-10-15T05:25:06.698Z OpenAI Backs 100,000-Nvidia-Chip Data Center in Europe https://www.diesignal.com/articles/microsoft-links-wisconsin-and-atlanta-sites-into-first-ai-superfactory-e2054c4e Die Signal en 2026-10-15T05:25:06.698Z Microsoft Links Wisconsin and Atlanta Sites Into First AI 'Superfactory' https://www.diesignal.com/articles/synopsys-ceo-fully-autonomous-ai-chip-design-not-coming-yet-0eb5fad8 Die Signal en 2026-10-15T05:10:06.675Z Synopsys CEO: Fully Autonomous AI Chip Design Not Coming Yet https://www.diesignal.com/articles/tsmc-may-post-record-q3-profit-as-globalfoundries-joins-cowos-push-fb100c51 Die Signal en 2026-10-15T04:25:06.648Z TSMC May Post Record Q3 Profit as GlobalFoundries Joins CoWoS Push https://www.diesignal.com/articles/semi-ceo-manocha-forecasts-3-trillion-chip-market-by-2035-877563d4 Die Signal en 2026-10-15T04:25:06.648Z SEMI CEO Manocha Forecasts $3 Trillion Chip Market by 2035 https://www.diesignal.com/articles/bytedance-in-talks-with-mediatek-for-ai-data-center-chips-631f60bf Die Signal en 2026-10-15T04:25:06.648Z ByteDance in Talks With MediaTek for AI Data Center Chips https://www.diesignal.com/articles/tsmc-targets-sixth-straight-record-quarter-on-65-profit-jump-0dca62f0 Die Signal en 2026-10-15T04:25:06.648Z TSMC Targets Sixth Straight Record Quarter on 65% Profit Jump https://www.diesignal.com/articles/blackrock-and-nvidia-back-40-billion-ai-data-center-consortium-384a5ce1 Die Signal en 2026-10-15T03:25:06.590Z BlackRock and Nvidia Back $40 Billion AI Data Center Consortium https://www.diesignal.com/articles/meta-expands-nvidia-deal-to-millions-of-ai-chips-adds-standalone-cpus-59d8cca6 Die Signal en 2026-10-15T03:25:06.590Z Meta expands Nvidia deal to millions of AI chips, adds standalone CPUs https://www.diesignal.com/articles/nvidia-ships-data-center-tool-for-gpu-thermal-reliability-monitoring-24e40d22 Die Signal en 2026-10-15T03:25:06.590Z Nvidia Ships Data Center Tool for GPU Thermal, Reliability Monitoring https://www.diesignal.com/articles/microsoft-s-ai-gpus-sit-unused-as-data-center-power-runs-short-50a2aa20 Die Signal en 2026-10-15T03:25:06.590Z Microsoft's AI GPUs sit unused as data-center power runs short https://www.diesignal.com/articles/nvidia-backed-starcloud-claims-first-ai-training-in-space-75951427 Die Signal en 2026-10-15T03:25:06.590Z Nvidia-Backed Starcloud Claims First AI Training in Space https://www.diesignal.com/articles/terafab-to-get-first-asml-euv-tool-in-mid-2027-report-says-14c5fdf6 Die Signal en 2026-10-15T03:20:06.587Z Terafab to Get First ASML EUV Tool in Mid-2027, Report Says https://www.diesignal.com/articles/musk-s-terafab-targets-10-chip-iterations-a-year-b88649bf Die Signal en 2026-10-15T03:20:06.587Z Musk's Terafab Targets 10 Chip Iterations a Year https://www.diesignal.com/articles/sk-hynix-delays-hbm4-equipment-orders-amid-five-day-stock-slide-abd90b74 Die Signal en 2026-10-15T03:05:06.582Z SK Hynix Delays HBM4 Equipment Orders Amid Five-Day Stock Slide https://www.diesignal.com/articles/bytedance-in-talks-with-mediatek-over-ai-data-center-chips-698e85c8 Die Signal en 2026-10-15T03:05:06.582Z ByteDance in Talks With MediaTek Over AI Data Center Chips https://www.diesignal.com/articles/bytedance-in-talks-with-mediatek-for-ai-data-center-chips-72e292ae Die Signal en 2026-10-15T03:05:06.582Z ByteDance in Talks With MediaTek for AI Data Center Chips https://www.diesignal.com/articles/korean-memory-makers-accept-asml-price-hike-tsmc-still-undecided-85dc05aa Die Signal en 2026-10-15T02:20:06.566Z Korean Memory Makers Accept ASML Price Hike; TSMC Still Undecided https://www.diesignal.com/articles/nvidia-s-rubin-to-lean-on-12-layer-hbm4-despite-8-layer-reports-23bbecc6 Die Signal en 2026-10-15T01:50:06.550Z Nvidia's Rubin to Lean on 12-Layer HBM4 Despite 8-Layer Reports https://www.diesignal.com/articles/tsmc-posts-record-nt-1-49t-q3-revenue-plans-60-64b-capex-2d9b16aa Die Signal en 2026-10-15T01:35:09.039Z TSMC posts record NT$1.49T Q3 revenue, plans $60-64B capex https://www.diesignal.com/articles/skyechip-unveils-malaysia-s-first-domestic-edge-ai-processor-b86517ef Die Signal en 2026-10-15T00:40:06.509Z SkyeChip Unveils Malaysia's First Domestic Edge AI Processor https://www.diesignal.com/articles/malaysia-debuts-edge-ai-processor-targets-global-value-chain-d9d31011 Die Signal en 2026-10-15T00:15:06.484Z Malaysia debuts edge AI processor, targets global value chain https://www.diesignal.com/articles/malaysia-s-skyechip-unveils-country-s-first-edge-ai-processor-35f03bb1 Die Signal en 2026-10-15T00:15:06.484Z Malaysia's SkyeChip Unveils Country's First Edge AI Processor https://www.diesignal.com/articles/brainchip-ships-sequora-edge-ai-ip-runs-generative-models-on-device-6bf3f15d Die Signal en 2026-10-15T00:15:06.484Z BrainChip Ships Sequora: Edge AI IP Runs Generative Models On-Device https://www.diesignal.com/articles/malaysia-unveils-mars1000-its-first-locally-developed-edge-ai-chip-618f9ac6 Die Signal en 2026-10-15T00:15:06.484Z Malaysia Unveils MARS1000, Its First Locally Developed Edge AI Chip https://www.diesignal.com/articles/samsung-sk-hynix-shares-fall-as-china-s-cxmt-unveils-4f2-dram-594486a2 Die Signal en 2026-10-14T23:30:06.433Z Samsung, SK Hynix Shares Fall as China's CXMT Unveils 4F² DRAM https://www.diesignal.com/articles/tsmc-on-track-for-sixth-consecutive-record-profit-quarter-8a4ade0a Die Signal en 2026-10-14T23:15:06.421Z TSMC on Track for Sixth Consecutive Record Profit Quarter https://www.diesignal.com/articles/tsmc-to-reach-2027-2nm-target-early-bank-of-america-says-abf77dc9 Die Signal en 2026-10-14T23:15:06.421Z TSMC to Reach 2027 2nm Target Early, Bank of America Says https://www.diesignal.com/articles/cxmt-dram-announcement-hits-samsung-and-sk-hynix-shares-b5fd8250 Die Signal en 2026-10-14T22:45:06.396Z CXMT DRAM Announcement Hits Samsung and SK Hynix Shares https://www.diesignal.com/articles/dhl-plans-semiconductor-warehouse-in-dholera-33fd7c6c Die Signal en 2026-10-14T22:25:06.384Z DHL Plans Semiconductor Warehouse in Dholera https://www.diesignal.com/articles/isig-summit-puts-india-s-chip-ecosystem-and-supply-chains-on-agenda-04ad1b9e Die Signal en 2026-10-14T22:25:06.384Z ISIG Summit Puts India's Chip Ecosystem and Supply Chains on Agenda https://www.diesignal.com/articles/rebellion-npus-now-process-4-billion-tokens-daily-inside-skt-ai-services-27573d21 Die Signal en 2026-10-14T22:10:06.385Z Rebellion NPUs Now Process 4 Billion Tokens Daily Inside SKT AI Services https://www.diesignal.com/articles/microsoft-unveils-new-ai-chip-reviving-the-nvidia-killer-question-9a3834bf Die Signal en 2026-10-14T21:55:06.359Z Microsoft Unveils New AI Chip, Reviving the Nvidia-Killer Question https://www.diesignal.com/articles/amd-shares-fall-further-as-investors-question-ai-trade-762bfa1f Die Signal en 2026-10-14T20:55:06.290Z AMD Shares Fall Further as Investors Question AI Trade https://www.diesignal.com/articles/nvidia-put-ai-to-work-on-chip-design-the-result-was-a-reality-check-ec485956 Die Signal en 2026-10-14T20:40:06.286Z Nvidia Put AI to Work on Chip Design. The Result Was a Reality Check. https://www.diesignal.com/articles/cnbc-tours-25b-supplier-behind-next-generation-ai-chips-79e1879e Die Signal en 2026-10-14T20:40:06.286Z CNBC tours $25B supplier behind next-generation AI chips https://www.diesignal.com/articles/siemens-joins-ibm-s-7-angstrom-ai-chip-research-ibm-stock-edges-lower-a1af0edf Die Signal en 2026-10-14T20:10:06.274Z Siemens Joins IBM's 7-Angstrom AI Chip Research; IBM Stock Edges Lower https://www.diesignal.com/articles/ibm-shares-slip-as-siemens-enters-its-7-angstrom-ai-chip-race-cec644db Die Signal en 2026-10-14T19:50:06.266Z IBM Shares Slip as Siemens Enters Its 7-Angstrom AI Chip Race https://www.diesignal.com/articles/tech-s-renewable-electricity-blind-spot-semiconductor-supply-chains-b24ad014 Die Signal en 2026-10-14T19:20:06.255Z Tech's renewable electricity blind spot: semiconductor supply chains https://www.diesignal.com/articles/tsmc-set-to-post-surging-earnings-terafab-and-texas-talks-steal-focus-02256ac0 Die Signal en 2026-10-14T18:50:06.244Z TSMC Set to Post Surging Earnings; Terafab and Texas Talks Steal Focus https://www.diesignal.com/articles/sk-hynix-delays-backend-equipment-orders-to-2027-fueling-hbm4-talk-1d3e4a26 Die Signal en 2026-10-14T18:50:06.244Z SK hynix Delays Backend Equipment Orders to 2027, Fueling HBM4 Talk https://www.diesignal.com/articles/iurc-clears-aes-indiana-s-1-3bn-solar-storage-build-for-google-a34eab9a Die Signal en 2026-10-14T18:35:06.238Z IURC clears AES Indiana's $1.3bn solar-storage build for Google https://www.diesignal.com/articles/nvidia-s-huang-we-would-cut-chip-supply-over-unsafe-ai-c8b3247b Die Signal en 2026-10-14T18:20:06.231Z Nvidia's Huang: We Would Cut Chip Supply Over Unsafe AI https://www.diesignal.com/articles/sk-hynix-falls-5-as-china-s-cxmt-targets-server-memory-9ceb773a Die Signal en 2026-10-14T18:20:06.231Z SK Hynix Falls 5% as China's CXMT Targets Server Memory https://www.diesignal.com/articles/cxmt-s-4f2-pivot-opens-a-path-from-1c-to-1d-dram-yield-questions-remain-1804d7c4 Die Signal en 2026-10-14T18:05:06.225Z CXMT's 4F² Pivot Opens a Path From 1c to 1d DRAM, Yield Questions Remain https://www.diesignal.com/articles/microsoft-prepares-maia-300-ai-chip-rollout-ba9b4573 Die Signal en 2026-10-14T18:05:06.225Z Microsoft Prepares Maia 300 AI Chip Rollout https://www.diesignal.com/articles/musk-calls-samsung-s-ai-memory-pricing-extortionate-93da2f80 Die Signal en 2026-10-14T17:35:06.195Z Musk Calls Samsung's AI Memory Pricing 'Extortionate' https://www.diesignal.com/articles/globalfoundries-to-build-21b-in-new-york-fabs-under-us-japan-deal-65244711 Die Signal en 2026-10-14T17:00:06.173Z GlobalFoundries to Build $21B in New York Fabs Under US-Japan Deal https://www.diesignal.com/articles/nvidia-and-chipagents-launch-benchmark-for-ai-in-chip-design-57f763d6 Die Signal en 2026-10-14T17:00:06.173Z Nvidia and ChipAgents Launch Benchmark for AI in Chip Design https://www.diesignal.com/articles/globalfoundries-to-build-two-new-malta-chip-fabs-in-21b-push-512c7f84 Die Signal en 2026-10-14T17:00:06.173Z GlobalFoundries to Build Two New Malta Chip Fabs in $21B Push https://www.diesignal.com/articles/google-research-frames-coral-npu-as-a-full-stack-edge-ai-platform-c8f0032c Die Signal en 2026-10-14T16:45:06.166Z Google Research Frames Coral NPU as a Full-Stack Edge AI Platform https://www.diesignal.com/articles/openai-puts-uday-ruddarraju-in-charge-of-750-billion-compute-push-4034650c Die Signal en 2026-10-14T16:45:06.166Z OpenAI Puts Uday Ruddarraju in Charge of $750 Billion Compute Push https://www.diesignal.com/articles/eth-zurich-and-nyu-publish-hbm-power-consumption-study-ef7244cc Die Signal en 2026-10-14T16:45:06.166Z ETH Zurich and NYU Publish HBM Power Consumption Study https://www.diesignal.com/articles/axionic-raises-80m-pre-seed-for-ai-chips-1b9b0d6b Die Signal en 2026-10-14T16:45:06.166Z Axionic Raises $80M Pre-Seed for AI Chips https://www.diesignal.com/articles/cxmt-begins-mass-production-of-fifth-generation-dram-a15c85cd Die Signal en 2026-10-14T16:15:06.144Z CXMT Begins Mass Production of Fifth-Generation DRAM https://www.diesignal.com/articles/globalfoundries-picked-to-run-two-new-malta-fabs-under-us-japan-plan-c2c93d27 Die Signal en 2026-10-14T16:15:06.144Z GlobalFoundries Picked to Run Two New Malta Fabs Under US-Japan Plan https://www.diesignal.com/articles/3-34-million-sq-ft-data-center-campus-filed-for-augusta-georgia-97c4f7bb Die Signal en 2026-10-14T16:00:06.126Z 3.34 Million Sq Ft Data Center Campus Filed for Augusta, Georgia https://www.diesignal.com/articles/globalfoundries-picked-to-run-two-new-fabs-in-malta-n-y-1dce522d Die Signal en 2026-10-14T16:00:06.126Z GlobalFoundries picked to run two new fabs in Malta, N.Y. https://www.diesignal.com/articles/indiaai-mission-opens-door-gpu-bidders-can-now-sell-capacity-globally-d898a032 Die Signal en 2026-10-14T15:45:06.114Z IndiaAI Mission opens door: GPU bidders can now sell capacity globally https://www.diesignal.com/articles/nvidia-and-chipagents-start-evaluation-of-ai-powered-chip-design-9b84d22d Die Signal en 2026-10-14T15:30:06.110Z Nvidia and ChipAgents Start Evaluation of AI-Powered Chip Design https://www.diesignal.com/articles/globalfoundries-to-build-two-new-york-fabs-under-21bn-us-japan-deal-eea87f9d Die Signal en 2026-10-14T15:30:06.110Z GlobalFoundries to build two New York fabs under $21bn US-Japan deal https://www.diesignal.com/articles/up-to-21-billion-u-s-japan-plan-puts-two-new-york-fabs-under-globalfoundries-a0a7c2a5 Die Signal en 2026-10-14T15:15:06.103Z Up To $21 Billion U.S.-Japan Plan Puts Two New York Fabs Under GlobalFoundries https://www.diesignal.com/articles/globalfoundries-plans-new-york-fab-worth-up-to-3-3-trillion-cd787494 Die Signal en 2026-10-14T15:15:06.103Z GlobalFoundries Plans New York Fab Worth Up to ¥3.3 Trillion https://www.diesignal.com/articles/semi-forecasts-227-billion-in-300mm-fab-equipment-spend-by-2029-a624abd2 Die Signal en 2026-10-14T15:00:06.095Z SEMI forecasts $227 billion in 300mm fab equipment spend by 2029 https://www.diesignal.com/articles/tsmc-accelerates-arizona-build-out-to-ride-ai-megatrend-960539b3 Die Signal en 2026-10-14T14:40:06.093Z TSMC Accelerates Arizona Build-Out to Ride AI 'Megatrend' https://www.diesignal.com/articles/microsoft-to-deploy-over-one-million-maia-300-ai-chips-e11c71de Die Signal en 2026-10-14T14:25:06.071Z Microsoft to Deploy Over One Million Maia 300 AI Chips https://www.diesignal.com/articles/sk-hynix-puts-custom-h-tpu-cores-in-ssd-controllers-ba5d6d7b Die Signal en 2026-10-14T14:10:06.066Z SK hynix puts custom H-TPU cores in SSD controllers https://www.diesignal.com/articles/asml-warns-20272028-chip-tool-output-will-fall-short-of-ai-demand-7e576d06 Die Signal en 2026-10-14T14:10:06.066Z ASML Warns 2027–2028 Chip Tool Output Will Fall Short of AI Demand https://www.diesignal.com/articles/analysts-call-cxmt-s-two-year-ddr5-leapfrog-plan-a-paper-tiger-63cba9fd Die Signal en 2026-10-14T13:55:06.056Z Analysts Call CXMT's Two-Year DDR5 Leapfrog Plan a Paper Tiger https://www.diesignal.com/articles/tsmc-q3-preview-ai-demand-drives-50-revenue-growth-margins-in-focus-e4442ca3 Die Signal en 2026-10-14T13:55:06.056Z TSMC Q3 Preview: AI Demand Drives 50% Revenue Growth, Margins in Focus https://www.diesignal.com/articles/iren-plans-900mw-data-center-campus-near-wagga-wagga-australia-f7f2faed Die Signal en 2026-10-14T13:55:06.056Z Iren Plans 900MW Data Center Campus Near Wagga Wagga, Australia https://www.diesignal.com/articles/asml-flags-capacity-concerns-as-ai-chip-demand-outruns-supply-94cf0d8a Die Signal en 2026-10-14T13:55:06.056Z ASML flags capacity concerns as AI chip demand outruns supply https://www.diesignal.com/articles/apple-s-minions-turns-idle-macs-into-a-virtual-gpu-cloud-3d9bdf65 Die Signal en 2026-10-14T13:40:06.043Z Apple's 'Minions' Turns Idle Macs Into a Virtual GPU Cloud https://www.diesignal.com/articles/cisco-and-nvidia-team-up-on-fatter-faster-pluggable-optics-4d04ae53 Die Signal en 2026-10-14T13:40:06.043Z Cisco and Nvidia Team Up on Fatter, Faster Pluggable Optics https://www.diesignal.com/articles/brainchip-launches-sequora-an-edge-ai-that-responds-not-just-recognizes-4fca5188 Die Signal en 2026-10-14T13:40:06.043Z BrainChip Launches Sequora, an Edge AI That Responds, Not Just Recognizes https://www.diesignal.com/articles/brainchip-pushes-generative-ai-onto-battery-powered-earbuds-00c719ca Die Signal en 2026-10-14T13:25:06.047Z BrainChip Pushes Generative AI Onto Battery-Powered Earbuds https://www.diesignal.com/articles/globalfoundries-picked-to-run-two-new-york-fabs-under-u-s-japan-plan-7eb6cf3e Die Signal en 2026-10-14T13:25:06.047Z GlobalFoundries Picked to Run Two New York Fabs Under U.S.-Japan Plan https://www.diesignal.com/articles/americas-fab-equipment-spending-to-double-to-40-6b-by-2029-semi-says-2bc2ae68 Die Signal en 2026-10-14T13:25:06.047Z Americas Fab Equipment Spending to Double to $40.6B by 2029, SEMI Says https://www.diesignal.com/articles/analyst-musk-s-terafab-plan-poses-no-short-term-threat-to-tsmc-0e9e69cb Die Signal en 2026-10-14T12:55:06.014Z Analyst: Musk's Terafab Plan Poses No Short-Term Threat to TSMC https://www.diesignal.com/articles/submer-and-bsnl-sign-mou-for-ai-ready-data-centers-across-india-a83437fb Die Signal en 2026-10-14T12:55:06.014Z Submer and BSNL Sign MoU for AI-Ready Data Centers Across India https://www.diesignal.com/articles/digi-power-x-lands-200m-debt-financing-for-alabama-ai-data-center-074e7043 Die Signal en 2026-10-14T12:40:06.008Z Digi Power X Lands $200m Debt Financing for Alabama AI Data Center https://www.diesignal.com/articles/gorilla-technology-targets-us-entry-with-6mw-data-center-buy-06ef288d Die Signal en 2026-10-14T12:40:06.008Z Gorilla Technology Targets US Entry With 6MW Data Center Buy https://www.diesignal.com/articles/gulf-creates-holding-company-for-thai-data-center-push-e9bf9fd0 Die Signal en 2026-10-14T12:40:06.008Z Gulf creates holding company for Thai data center push https://www.diesignal.com/articles/tsmc-books-record-nt-1-494-trillion-in-q3-revenue-c98e4051 Die Signal en 2026-10-14T12:25:06.003Z TSMC Books Record NT$1.494 Trillion in Q3 Revenue https://www.diesignal.com/articles/aether-buys-strasbourg-gearbox-site-for-25mw-ai-campus-fr-sxb1-95b27aad Die Signal en 2026-10-14T12:20:06.000Z Aether Buys Strasbourg Gearbox Site for 25MW AI Campus FR-SXB1 https://www.diesignal.com/articles/oregon-governor-halts-data-center-pollution-permits-until-july-2027-4046bc6c Die Signal en 2026-10-14T12:05:06.000Z Oregon Governor Halts Data Center Pollution Permits Until July 2027 https://www.diesignal.com/articles/asml-guides-fourth-quarter-sales-above-expectations-on-ai-demand-b2a0c309 Die Signal en 2026-10-14T12:05:06.000Z ASML Guides Fourth-Quarter Sales Above Expectations on AI Demand https://www.diesignal.com/articles/amd-guarantees-fermi-financing-for-first-222mw-at-project-matador-0e24fdec Die Signal en 2026-10-14T11:50:05.981Z AMD Guarantees Fermi Financing for First 222MW at Project Matador https://www.diesignal.com/articles/cxmt-memory-breakthrough-puts-global-chip-rivals-on-the-back-foot-8d4409ec Die Signal en 2026-10-14T11:35:05.976Z CXMT Memory Breakthrough Puts Global Chip Rivals on the Back Foot https://www.diesignal.com/articles/sk-hynix-to-set-hbf-memory-standard-in-january-55e465f7 Die Signal en 2026-10-14T11:35:05.976Z SK Hynix to Set HBF Memory Standard in January https://www.diesignal.com/articles/asml-guides-fourth-quarter-sales-above-expectations-on-ai-demand-705506fb Die Signal en 2026-10-14T11:35:05.976Z ASML Guides Fourth-Quarter Sales Above Expectations on AI Demand https://www.diesignal.com/articles/cxmt-s-4f2-dram-push-rattles-korea-s-memory-giants-d4806e0f Die Signal en 2026-10-14T11:20:05.959Z CXMT's 4F² DRAM Push Rattles Korea's Memory Giants https://www.diesignal.com/articles/microsoft-targets-million-chip-rollout-with-new-maia-ai-processor-1550d3ef Die Signal en 2026-10-14T10:50:05.936Z Microsoft Targets Million-Chip Rollout With New Maia AI Processor https://www.diesignal.com/articles/nvidia-shares-fall-as-china-ai-chip-share-drops-to-34-a9707b8a Die Signal en 2026-10-14T10:50:05.936Z Nvidia Shares Fall as China AI-Chip Share Drops to 34% https://www.diesignal.com/articles/sk-hynix-reported-to-trail-samsung-in-hbm-hybrid-bonding-b7c86f30 Die Signal en 2026-10-14T10:50:05.936Z SK hynix Reported to Trail Samsung in HBM Hybrid Bonding https://www.diesignal.com/articles/coreweave-turns-to-insurers-to-bankroll-its-ai-data-center-buildout-7dd9d2c3 Die Signal en 2026-10-14T10:35:05.930Z CoreWeave Turns to Insurers to Bankroll Its AI Data Center Buildout https://www.diesignal.com/articles/ls-electric-wins-138-5m-bloom-energy-switchgear-order-969c8f72 Die Signal en 2026-10-14T10:35:05.930Z LS Electric wins $138.5m Bloom Energy switchgear order https://www.diesignal.com/articles/tsmc-projects-record-profits-on-ai-hardware-demand-ed8f8f1f Die Signal en 2026-10-14T10:35:05.930Z TSMC Projects Record Profits on AI Hardware Demand https://www.diesignal.com/articles/sk-hynix-falls-over-3-pre-market-on-hbm4-order-delays-6e835f9f Die Signal en 2026-10-14T10:20:05.926Z SK Hynix Falls Over 3% Pre-Market on HBM4 Order Delays https://www.diesignal.com/articles/asml-forecasts-q4-sales-above-expectations-on-ai-chip-demand-9b35ed87 Die Signal en 2026-10-14T10:20:05.926Z ASML Forecasts Q4 Sales Above Expectations on AI Chip Demand https://www.diesignal.com/articles/himax-ai-chip-enters-alibaba-s-qwen-glasses-n1-series-fed687f3 Die Signal en 2026-10-14T10:20:05.926Z Himax AI Chip Enters Alibaba's Qwen Glasses N1 Series https://www.diesignal.com/articles/asml-posts-record-3q26-sales-ai-demand-to-outrun-capacity-through-2028-e1b244ba Die Signal en 2026-10-14T10:05:05.913Z ASML posts record 3Q26 sales, AI demand to outrun capacity through 2028 https://www.diesignal.com/articles/hua-hong-targets-stronger-specialty-foundry-share-by-2030-06c810e9 Die Signal en 2026-10-14T10:05:05.913Z Hua Hong Targets Stronger Specialty Foundry Share by 2030 https://www.diesignal.com/articles/huawei-passes-100-million-kirin-chips-despite-us-sanctions-83a72313 Die Signal en 2026-10-14T10:05:05.913Z Huawei Passes 100 Million Kirin Chips Despite US Sanctions https://www.diesignal.com/articles/foundry-market-reached-record-320-billion-in-2025-434bac1e Die Signal en 2026-10-14T09:30:05.874Z Foundry Market Reached Record $320 Billion in 2025 https://www.diesignal.com/articles/analyst-musk-chip-fab-plan-poses-no-near-term-threat-to-tsmc-970935bb Die Signal en 2026-10-14T09:30:05.874Z Analyst: Musk Chip Fab Plan Poses No Near-Term Threat to TSMC https://www.diesignal.com/articles/tata-chief-flags-hard-road-for-india-s-semiconductor-push-25b4d439 Die Signal en 2026-10-14T09:15:05.854Z Tata Chief Flags Hard Road for India's Semiconductor Push https://www.diesignal.com/articles/india-s-semiconductor-mission-faces-a-supply-chain-in-flux-6ed34d25 Die Signal en 2026-10-14T09:15:05.854Z India's Semiconductor Mission Faces a Supply Chain in Flux https://www.diesignal.com/articles/omdia-geopolitics-is-driving-a-decoupling-of-chip-supply-chains-d0dae624 Die Signal en 2026-10-14T09:15:05.854Z Omdia: Geopolitics Is Driving a Decoupling of Chip Supply Chains https://www.diesignal.com/articles/malaysia-widens-e-e-value-chain-to-cut-chip-concentration-risk-4d34d8d1 Die Signal en 2026-10-14T09:15:05.854Z Malaysia Widens E&E Value Chain to Cut Chip Concentration Risk https://www.diesignal.com/articles/global-chip-executives-head-to-delhi-for-isig-executive-summit-72a88619 Die Signal en 2026-10-14T09:00:05.845Z Global Chip Executives Head to Delhi for ISIG Executive Summit https://www.diesignal.com/articles/upscale-ai-launches-token-fabric-to-link-rival-ai-chips-5a3942c0 Die Signal en 2026-10-14T08:45:05.841Z Upscale AI Launches Token Fabric to Link Rival AI Chips https://www.diesignal.com/articles/cxmt-memory-breakthrough-puts-global-chip-rivals-on-the-back-foot-032ecdd2 Die Signal en 2026-10-14T08:45:05.841Z CXMT Memory Breakthrough Puts Global Chip Rivals on the Back Foot https://www.diesignal.com/articles/ex-intel-chief-ramps-up-hbm-criticismbut-concedes-it-s-unavoidable-9aac2e5b Die Signal en 2026-10-14T08:45:05.841Z Ex-Intel Chief Ramps Up HBM Criticism—But Concedes It's Unavoidable https://www.diesignal.com/articles/cxmt-pledges-4f2-dram-cell-this-year-samsung-confirms-parallel-effort-e3736fe9 Die Signal en 2026-10-14T08:30:05.834Z CXMT Pledges 4F2 DRAM Cell This Year; Samsung Confirms Parallel Effort https://www.diesignal.com/articles/brainchip-puts-sequora-edge-ai-ip-up-for-licensing-0a9c2c6e Die Signal en 2026-10-14T08:30:05.834Z BrainChip Puts Sequora Edge AI IP Up for Licensing https://www.diesignal.com/articles/microsoft-showcases-maia-300-its-new-custom-ai-chip-f1f911f6 Die Signal en 2026-10-14T08:30:05.834Z Microsoft showcases Maia 300, its new custom AI chip https://www.diesignal.com/articles/kt-switches-on-800gbps-dedicated-lines-for-ai-data-centers-77ccffd7 Die Signal en 2026-10-14T08:15:05.827Z KT Switches On 800Gbps Dedicated Lines for AI Data Centers https://www.diesignal.com/articles/india-must-cut-critical-materials-dependence-vaishnaw-says-ae60bc25 Die Signal en 2026-10-14T08:00:05.809Z India must cut critical materials dependence, Vaishnaw says https://www.diesignal.com/articles/vdraft-pre-trains-language-models-on-npus-no-gpus-required-9cbdb378 Die Signal en 2026-10-14T08:00:05.809Z Vdraft Pre-Trains Language Models on NPUs, No GPUs Required https://www.diesignal.com/articles/nvidia-s-china-ai-chip-share-falls-to-34-as-huawei-hits-28-022037d4 Die Signal en 2026-10-14T07:45:05.794Z Nvidia's China AI-chip share falls to 34% as Huawei hits 28% https://www.diesignal.com/articles/sk-hynix-calls-for-memory-hierarchy-optimization-d404e27b Die Signal en 2026-10-14T07:45:05.794Z SK Hynix Calls for Memory Hierarchy Optimization https://www.diesignal.com/articles/asml-guides-q4-sales-higher-on-ai-chip-demand-691ea5ff Die Signal en 2026-10-14T07:30:05.787Z ASML Guides Q4 Sales Higher on AI Chip Demand https://www.diesignal.com/articles/supermicro-widens-ocp-portfolio-for-ai-data-center-builds-7e4d85cb Die Signal en 2026-10-14T07:30:05.787Z Supermicro Widens OCP Portfolio for AI Data Center Builds https://www.diesignal.com/articles/sk-hynix-reports-20-fold-growth-in-ai-infrastructure-demand-32448dee Die Signal en 2026-10-14T07:15:05.774Z SK hynix Reports 20-Fold Growth in AI Infrastructure Demand https://www.diesignal.com/articles/sk-hynix-unveils-next-gen-memory-roadmap-hbm-alone-isn-t-enough-76291c40 Die Signal en 2026-10-14T06:55:05.773Z SK hynix unveils next-gen memory roadmap: "HBM alone isn't enough" https://www.diesignal.com/articles/tok-expands-koriyama-photoresist-capacity-on-ai-chip-demand-0c4dbf71 Die Signal en 2026-10-14T06:40:05.756Z TOK Expands Koriyama Photoresist Capacity on AI Chip Demand https://www.diesignal.com/articles/sk-hynix-projects-20-fold-ai-infrastructure-performance-growth-by-2030-2f3d8f04 Die Signal en 2026-10-14T06:25:05.756Z SK hynix Projects 20-Fold AI Infrastructure Performance Growth by 2030 https://www.diesignal.com/articles/sk-hynix-unveils-next-generation-memory-roadmap-targeting-ai-bottlenecks-875df305 Die Signal en 2026-10-14T06:25:05.756Z SK hynix Unveils Next-Generation Memory Roadmap Targeting AI Bottlenecks https://www.diesignal.com/articles/asml-forecasts-fourth-quarter-sales-above-expectations-on-ai-demand-aaf054fd Die Signal en 2026-10-14T06:10:05.730Z ASML Forecasts Fourth-Quarter Sales Above Expectations on AI Demand https://www.diesignal.com/articles/asml-profit-more-than-doubles-as-ai-chip-demand-runs-hot-through-2028-da0b3199 Die Signal en 2026-10-14T06:10:05.730Z ASML Profit More Than Doubles as AI Chip Demand Runs Hot Through 2028 https://www.diesignal.com/articles/asml-guides-fourth-quarter-sales-above-expectations-on-ai-demand-3cf4569f Die Signal en 2026-10-14T05:55:05.731Z ASML Guides Fourth-Quarter Sales Above Expectations on AI Demand https://www.diesignal.com/articles/asml-sees-q4-sales-topping-estimates-on-ai-chip-demand-4b6600df Die Signal en 2026-10-14T05:25:05.699Z ASML Sees Q4 Sales Topping Estimates on AI Chip Demand https://www.diesignal.com/articles/asml-lifts-q4-sales-outlook-as-ai-chip-demand-accelerates-07dd53ae Die Signal en 2026-10-14T05:25:05.699Z ASML lifts Q4 sales outlook as AI chip demand accelerates https://www.diesignal.com/articles/asml-lifts-q4-sales-outlook-above-consensus-on-ai-chip-orders-4c2b8406 Die Signal en 2026-10-14T05:25:05.699Z ASML Lifts Q4 Sales Outlook Above Consensus on AI Chip Orders https://www.diesignal.com/articles/asml-projects-q4-sales-above-estimates-on-ai-chip-demand-d8cb896f Die Signal en 2026-10-14T05:25:05.699Z ASML projects Q4 sales above estimates on AI chip demand https://www.diesignal.com/articles/sk-hynix-projects-20-fold-jump-in-ai-compute-needs-by-2030-8eac4686 Die Signal en 2026-10-14T05:10:05.677Z SK Hynix Projects 20-Fold Jump in AI Compute Needs by 2030 https://www.diesignal.com/articles/matrade-and-semi-partner-to-push-malaysian-firms-into-global-chip-supply-chain-718c83f2 Die Signal en 2026-10-14T04:55:05.670Z Matrade and Semi partner to push Malaysian firms into global chip supply chain https://www.diesignal.com/articles/city-lawyers-cast-gpu-financing-as-data-centre-gold-rush-a71dc148 Die Signal en 2026-10-14T04:40:05.666Z City Lawyers Cast GPU Financing as Data Centre Gold Rush https://www.diesignal.com/articles/sk-hynix-calls-tier-transfer-a-new-bottleneck-points-to-3d-dram-and-hbf-cb462ea4 Die Signal en 2026-10-14T04:40:05.666Z SK hynix Calls Tier Transfer a New Bottleneck, Points to 3D DRAM and HBF https://www.diesignal.com/articles/matrade-semi-to-drive-malaysian-firms-into-global-chip-supply-chain-78157c33 Die Signal en 2026-10-14T04:20:05.653Z Matrade, Semi to drive Malaysian firms into global chip supply chain https://www.diesignal.com/articles/musk-calls-memory-prices-outrageous-singles-out-micron-as-exception-5c5cea1f Die Signal en 2026-10-14T04:20:05.653Z Musk Calls Memory Prices "Outrageous," Singles Out Micron as Exception https://www.diesignal.com/articles/sk-hynix-chief-backs-korea-s-ai-surge-pushes-3d-stacked-dram-and-hbf-fa15ec15 Die Signal en 2026-10-14T04:05:05.653Z SK hynix Chief Backs Korea's AI Surge, Pushes 3D Stacked DRAM and HBF https://www.diesignal.com/articles/nvidia-targets-mass-market-with-arm-chips-ai-pc-silicon-due-2026-4b702890 Die Signal en 2026-10-14T03:35:05.617Z NVIDIA Targets Mass Market With Arm Chips, AI PC Silicon Due 2026 https://www.diesignal.com/articles/jensen-huang-signals-nvidia-s-n1-plans-for-ai-pcs-e63a2ea9 Die Signal en 2026-10-14T03:35:05.617Z Jensen Huang Signals NVIDIA's N1 Plans for AI PCs https://www.diesignal.com/articles/nvidia-and-mediatek-rumored-to-pair-on-ai-smartphone-chip-457bb794 Die Signal en 2026-10-14T03:35:05.617Z NVIDIA and MediaTek Rumored to Pair on AI Smartphone Chip https://www.diesignal.com/articles/nvidia-n1x-rumor-claims-igpu-parity-with-rtx-5070-core-count-34615538 Die Signal en 2026-10-14T03:35:05.617Z NVIDIA N1X Rumor Claims iGPU Parity With RTX 5070 Core Count https://www.diesignal.com/articles/amd-uses-ces-2026-to-unveil-ai-pc-chips-next-gen-data-center-silicon-ab52e3d3 Die Signal en 2026-10-14T03:35:05.617Z AMD Uses CES 2026 to Unveil AI PC Chips, Next-Gen Data Center Silicon https://www.diesignal.com/articles/amd-unveils-new-ai-pc-processors-at-ces-for-work-and-gaming-24781dee Die Signal en 2026-10-14T03:35:05.617Z AMD Unveils New AI PC Processors at CES for Work and Gaming https://www.diesignal.com/articles/intel-launches-next-gen-pc-chip-at-ces-in-las-vegas-861585e9 Die Signal en 2026-10-14T03:35:05.617Z Intel Launches Next-Gen PC Chip at CES in Las Vegas https://www.diesignal.com/articles/kyec-and-nvidia-eye-texas-site-for-us-ai-chip-testing-plant-74ce197c Die Signal en 2026-10-14T03:20:05.611Z KYEC and Nvidia Eye Texas Site for US AI Chip Testing Plant https://www.diesignal.com/articles/dhl-targets-dholera-for-semiconductor-warehouse-in-india-push-d3b02398 Die Signal en 2026-10-14T03:20:05.611Z DHL Targets Dholera for Semiconductor Warehouse in India Push https://www.diesignal.com/articles/memory-bottlenecks-push-hbm-market-toward-8-layer-stacks-9b5d17da Die Signal en 2026-10-14T03:20:05.611Z Memory bottlenecks push HBM market toward 8-layer stacks https://www.diesignal.com/articles/hanmi-semiconductor-shows-hbm4-equipment-at-semicon-west-aims-at-u-s-1ce7de8c Die Signal en 2026-10-14T02:50:05.573Z Hanmi Semiconductor Shows HBM4 Equipment at SEMICON West, Aims at U.S. https://www.diesignal.com/articles/idc-foundry-2-0-market-grows-11-in-2025-exits-recovery-11c34794 Die Signal en 2026-10-14T02:35:05.571Z IDC: Foundry 2.0 Market Grows 11% in 2025, Exits Recovery https://www.diesignal.com/articles/china-set-to-hold-30-of-global-foundry-capacity-by-2030-31204d6c Die Signal en 2026-10-14T02:35:05.571Z China Set to Hold 30% of Global Foundry Capacity by 2030 https://www.diesignal.com/articles/where-are-the-world-s-new-semiconductor-fabs-actually-rising-8e5febeb Die Signal en 2026-10-14T02:35:05.571Z Where Are the World's New Semiconductor Fabs Actually Rising? https://www.diesignal.com/articles/tsmc-lifts-planned-us-investment-to-165-billion-for-ai-fea4c7c5 Die Signal en 2026-10-14T02:35:05.571Z TSMC Lifts Planned US Investment to $165 Billion for AI https://www.diesignal.com/articles/hanmi-semiconductor-shows-hbm4-and-2-5d-packaging-gear-dc6e32d6 Die Signal en 2026-10-14T02:20:05.559Z Hanmi Semiconductor shows HBM4 and 2.5D packaging gear https://www.diesignal.com/articles/musk-attacks-memory-chip-pricing-putting-samsung-and-sk-hynix-in-focus-0096fd4d Die Signal en 2026-10-14T01:45:05.504Z Musk Attacks Memory Chip Pricing, Putting Samsung and SK hynix in Focus https://www.diesignal.com/articles/tsmc-intel-samsung-target-ai-chipmaking-s-next-barrier-e818e13f Die Signal en 2026-10-14T01:30:05.488Z TSMC, Intel, Samsung Target AI Chipmaking's Next Barrier https://www.diesignal.com/articles/globalfoundries-to-supply-tsmc-with-us-made-packaging-in-2b-deal-af697f2b Die Signal en 2026-10-14T01:30:05.488Z GlobalFoundries to Supply TSMC With US-Made Packaging in $2B Deal https://www.diesignal.com/articles/tsmcglobalfoundries-interposer-deal-reshapes-us-ai-supply-chain-fd5cb850 Die Signal en 2026-10-14T01:15:05.476Z TSMC–GlobalFoundries interposer deal reshapes US AI supply chain https://www.diesignal.com/articles/trane-rolls-out-liquidstack-cdu-2-x-for-ai-cooling-loads-20da70eb Die Signal en 2026-10-14T00:45:05.446Z Trane rolls out LiquidStack CDU 2.X for AI cooling loads https://www.diesignal.com/articles/trane-launches-liquidstack-cdu-2-x-for-ai-data-centre-cooling-40555283 Die Signal en 2026-10-14T00:30:05.435Z Trane launches LiquidStack CDU 2.X for AI data centre cooling https://www.diesignal.com/articles/musk-calls-memory-chip-pricing-extortionate-singles-out-micron-67b9cca8 Die Signal en 2026-10-14T00:15:05.418Z Musk Calls Memory Chip Pricing "Extortionate", Singles Out Micron https://www.diesignal.com/articles/tsmc-posts-record-46-7-billion-q3-revenue-up-50-on-ai-demand-8e4c2247 Die Signal en 2026-10-14T00:00:05.413Z TSMC Posts Record $46.7 Billion Q3 Revenue, Up 50% on AI Demand https://www.diesignal.com/articles/d-matrix-ships-squadron-compute-clusters-for-data-center-ai-inference-3e6fe11e Die Signal en 2026-10-13T23:30:05.400Z d-Matrix Ships Squadron Compute Clusters for Data-Center AI Inference https://www.diesignal.com/articles/silicon-valley-bets-5-billion-on-advanced-ai-chip-facility-a9b7cd9b Die Signal en 2026-10-13T23:30:05.400Z Silicon Valley Bets $5 Billion on Advanced AI Chip Facility https://www.diesignal.com/articles/ai-chips-need-testing-and-teradyne-is-winning-but-is-the-stock-too-rich-bea8365d Die Signal en 2026-10-13T22:40:05.354Z AI Chips Need Testing, and Teradyne Is Winning — but Is the Stock Too Rich? https://www.diesignal.com/articles/power-not-hbm-is-ai-s-real-bottleneck-nvidia-partner-says-ee3205f1 Die Signal en 2026-10-13T22:10:05.344Z Power, Not HBM, Is AI's Real Bottleneck, Nvidia Partner Says https://www.diesignal.com/articles/yearlong-study-will-test-magnetic-memory-for-future-ai-chips-bf4ef5a0 Die Signal en 2026-10-13T21:55:05.338Z Yearlong Study Will Test Magnetic Memory for Future AI Chips https://www.diesignal.com/articles/nvidia-s-china-ai-chip-share-falls-to-34-as-huawei-gains-51ed3f27 Die Signal en 2026-10-13T21:10:05.305Z Nvidia's China AI Chip Share Falls to 34% as Huawei Gains https://www.diesignal.com/articles/intel-announces-gpu-d-series-and-xeon-rack-designs-8ff7dd3d Die Signal en 2026-10-13T20:55:05.299Z Intel Announces GPU D-Series And Xeon Rack Designs https://www.diesignal.com/articles/tsmc-may-reach-2027-2nm-capacity-target-a-year-early-0d534ae0 Die Signal en 2026-10-13T20:50:05.297Z TSMC May Reach 2027 2nm Capacity Target a Year Early https://www.diesignal.com/articles/amd-helion-reframes-cpu-rack-as-core-of-ai-data-center-fabric-b337e361 Die Signal en 2026-10-13T20:20:05.279Z AMD Helion Reframes CPU Rack as Core of AI Data Center Fabric https://www.diesignal.com/articles/nvidia-s-china-ai-chip-share-falls-to-34-as-huawei-closes-in-512d1734 Die Signal en 2026-10-13T19:35:05.259Z Nvidia's China AI Chip Share Falls to 34% as Huawei Closes In https://www.diesignal.com/articles/samsung-and-sk-hynix-lead-chip-selloff-as-china-competition-fears-grow-437c2514 Die Signal en 2026-10-13T19:35:05.259Z Samsung and SK Hynix Lead Chip Selloff as China Competition Fears Grow https://www.diesignal.com/articles/nvidia-to-detail-spectrum-xgs-networking-tonight-at-ocp-summit-8185aec6 Die Signal en 2026-10-13T18:50:05.220Z NVIDIA to Detail Spectrum-XGS Networking Tonight at OCP Summit https://www.diesignal.com/articles/intel-starts-customer-sampling-of-d-series-gpus-extends-ai-buildout-2a382bad Die Signal en 2026-10-13T18:50:05.220Z Intel Starts Customer Sampling of D-Series GPUs, Extends AI Buildout https://www.diesignal.com/articles/emd-electronics-survey-flags-semiconductor-capacity-strain-855115a0 Die Signal en 2026-10-13T18:50:05.220Z EMD Electronics survey flags semiconductor capacity strain https://www.diesignal.com/articles/microsoft-lines-up-multi-gigawatt-rollout-of-next-gen-maia-ai-racks-1f8d8818 Die Signal en 2026-10-13T18:35:05.218Z Microsoft Lines Up Multi-Gigawatt Rollout of Next-Gen Maia AI Racks https://www.diesignal.com/articles/microsoft-s-maia-300-inference-xpu-96-chips-12-288-per-cluster-2256cec4 Die Signal en 2026-10-13T18:30:05.208Z Microsoft's Maia 300 Inference XPU: 96 Chips, 12,288 Per Cluster https://www.diesignal.com/articles/japanese-giant-expands-china-chip-packaging-materials-output-amid-ai-boom-70853899 Die Signal en 2026-10-13T18:15:05.192Z Japanese Giant Expands China Chip Packaging Materials Output Amid AI Boom https://www.diesignal.com/articles/sk-hynix-names-onto-innovation-best-partner-for-hbm-defect-control-2d43a4ea Die Signal en 2026-10-13T17:30:05.176Z SK hynix names Onto Innovation Best Partner for HBM defect control https://www.diesignal.com/articles/easy-money-is-past-investors-reassess-the-ai-memory-chip-trade-d35cebf8 Die Signal en 2026-10-13T17:30:05.176Z 'Easy money is past': investors reassess the AI memory-chip trade https://www.diesignal.com/articles/micron-sk-hynix-shares-extend-slide-as-cxmt-threat-grows-1759b6e7 Die Signal en 2026-10-13T17:30:05.176Z Micron, SK Hynix Shares Extend Slide as CXMT Threat Grows https://www.diesignal.com/articles/micron-down-23-from-peak-sector-reset-china-rival-taiwan-strike-vote-b52f3316 Die Signal en 2026-10-13T17:30:05.176Z Micron Down 23% From Peak: Sector Reset, China Rival, Taiwan Strike Vote https://www.diesignal.com/articles/cathie-wood-warns-of-vicious-memory-chip-cycles-as-china-adds-capacity-aa248e79 Die Signal en 2026-10-13T17:15:05.170Z Cathie Wood warns of 'vicious' memory chip cycles as China adds capacity https://www.diesignal.com/articles/cxmt-claims-memory-breakthrough-that-would-leapfrog-samsung-and-sk-hynix-cebc7a72 Die Signal en 2026-10-13T17:00:05.157Z CXMT Claims Memory Breakthrough That Would Leapfrog Samsung and SK Hynix https://www.diesignal.com/articles/microsoft-bets-a-new-ai-chip-can-slow-its-175-billion-spend-88e0d484 Die Signal en 2026-10-13T17:00:05.157Z Microsoft Bets a New AI Chip Can Slow Its $175 Billion Spend https://www.diesignal.com/articles/d-wave-extends-quantum-chip-manufacturing-deal-with-skywater-c917c820 Die Signal en 2026-10-13T16:45:05.151Z D-Wave Extends Quantum Chip Manufacturing Deal With SkyWater https://www.diesignal.com/articles/openai-hires-google-data-center-sourcing-lead-allyson-fealtman-34360f3e Die Signal en 2026-10-13T16:45:05.151Z OpenAI Hires Google Data Center Sourcing Lead Allyson Fealtman https://www.diesignal.com/articles/amd-unveils-helion-cpu-as-agentic-ai-reshapes-data-center-demand-5c44aba7 Die Signal en 2026-10-13T16:45:05.151Z AMD Unveils Helion CPU as Agentic AI Reshapes Data Center Demand https://www.diesignal.com/articles/korean-v-die-and-japanese-mosaic-designs-reorient-hbm-stacks-to-cut-heat-c8805f97 Die Signal en 2026-10-13T16:35:05.143Z Korean V-Die and Japanese MOSAIC designs reorient HBM stacks to cut heat https://www.diesignal.com/articles/scaleway-plans-gpu-cluster-deployments-in-sweden-and-copenhagen-cc00f4fe Die Signal en 2026-10-13T16:30:05.141Z Scaleway Plans GPU Cluster Deployments in Sweden and Copenhagen https://www.diesignal.com/articles/gelsinger-calls-hbm-hideous-memory-as-dram-shortages-run-to-2028-6b97c8ef Die Signal en 2026-10-13T16:30:05.141Z Gelsinger Calls HBM 'Hideous Memory' as DRAM Shortages Run to 2028 https://www.diesignal.com/articles/globalfoundries-and-tsmc-sign-2-billion-interposer-supply-deal-f29ec38e Die Signal en 2026-10-13T16:30:05.141Z GlobalFoundries and TSMC Sign $2 Billion Interposer Supply Deal https://www.diesignal.com/articles/nvidia-stock-falls-as-its-china-ai-chip-share-drops-to-34-e6674e2b Die Signal en 2026-10-13T16:30:05.141Z Nvidia Stock Falls as Its China AI-Chip Share Drops to 34% https://www.diesignal.com/articles/global-chip-stocks-slide-as-investors-doubt-ai-spending-spree-5a5f7758 Die Signal en 2026-10-13T16:15:05.136Z Global chip stocks slide as investors doubt AI spending spree https://www.diesignal.com/articles/amazon-reportedly-eyes-7-billion-deal-for-ai-chip-startup-1f36afa9 Die Signal en 2026-10-13T15:45:05.117Z Amazon Reportedly Eyes $7 Billion Deal for AI Chip Startup https://www.diesignal.com/articles/microchip-refreshes-data-center-line-for-ai-and-hpc-workloads-70035533 Die Signal en 2026-10-13T15:40:05.116Z Microchip refreshes data center line for AI and HPC workloads https://www.diesignal.com/articles/scaleway-to-deploy-amd-mi355x-supercomputer-in-sweden-nvidia-gpu-zone-in-copenha-166ef7b7 Die Signal en 2026-10-13T15:40:05.116Z Scaleway to Deploy AMD MI355X Supercomputer in Sweden, Nvidia GPU Zone in Copenhagen https://www.diesignal.com/articles/microsoft-s-new-maia-chip-makes-every-major-nvidia-customer-a-rival-06f45af9 Die Signal en 2026-10-13T15:25:05.111Z Microsoft's New Maia Chip Makes Every Major Nvidia Customer a Rival https://www.diesignal.com/articles/chinese-ai-firms-bought-1-million-nvidia-gpus-in-one-year-5bb6537a Die Signal en 2026-10-13T15:25:05.111Z Chinese AI firms bought 1 million Nvidia GPUs in one year https://www.diesignal.com/articles/microsoft-unveils-maia-300-ai-chip-targets-multi-gigawatt-deployment-from-2027-71336f8b Die Signal en 2026-10-13T15:10:05.105Z Microsoft Unveils Maia 300 AI Chip, Targets Multi-Gigawatt Deployment From 2027 https://www.diesignal.com/articles/goldman-jpmorgan-decline-to-underwrite-3-7-billion-ai-chip-loan-2572cac6 Die Signal en 2026-10-13T15:10:05.105Z Goldman, JPMorgan Decline to Underwrite $3.7 Billion AI Chip Loan https://www.diesignal.com/articles/nvidia-stock-falls-as-its-china-ai-chip-share-drops-to-34-d496b608 Die Signal en 2026-10-13T15:10:05.105Z Nvidia Stock Falls as Its China AI-Chip Share Drops to 34% https://www.diesignal.com/articles/micron-s-hbm4-ramp-can-higher-pricing-lift-margins-further-8b35f033 Die Signal en 2026-10-13T14:55:05.099Z Micron's HBM4 Ramp: Can Higher Pricing Lift Margins Further? https://www.diesignal.com/articles/vivopower-breaks-ground-on-42mw-mo-i-rana-ai-data-center-in-norway-551683bd Die Signal en 2026-10-13T14:55:05.099Z VivoPower Breaks Ground on 42MW Mo i Rana AI Data Center in Norway https://www.diesignal.com/articles/semi-forecasts-149b-spend-on-300mm-fab-equipment-in-2026-f4a5f67a Die Signal en 2026-10-13T14:55:05.099Z SEMI Forecasts $149B Spend on 300mm Fab Equipment in 2026 https://www.diesignal.com/articles/chinese-ai-firms-bought-1-million-nvidia-gpus-in-one-year-6cae0ea7 Die Signal en 2026-10-13T14:40:05.093Z Chinese AI firms bought 1 million Nvidia GPUs in one year https://www.diesignal.com/articles/nvidia-loses-ground-to-huawei-in-china-ai-chip-market-6db9f258 Die Signal en 2026-10-13T14:40:05.093Z Nvidia Loses Ground to Huawei in China AI Chip Market https://www.diesignal.com/articles/cxmt-plans-4f2-ddr5-rdimm-before-year-end-2-years-ahead-of-samsung-fe74d4b8 Die Signal en 2026-10-13T14:30:08.941Z CXMT Plans 4F² DDR5 RDIMM Before Year-End, ~2 Years Ahead of Samsung https://www.diesignal.com/articles/samsung-projects-780-quarterly-operating-profit-jump-df3673cf Die Signal en 2026-10-13T14:30:08.941Z Samsung projects 780% quarterly operating profit jump https://www.diesignal.com/articles/cxmt-expects-revenue-surge-as-memory-chip-demand-rebounds-839bc08c Die Signal en 2026-10-13T14:30:08.941Z CXMT Expects Revenue Surge as Memory Chip Demand Rebounds https://www.diesignal.com/articles/contractor-pleads-guilty-in-2-5-billion-ai-chip-diversion-case-f2e51137 Die Signal en 2026-10-13T14:30:08.941Z Contractor Pleads Guilty In $2.5 Billion AI Chip Diversion Case https://www.diesignal.com/articles/naver-cloud-fpt-sign-mou-to-scale-ai-infrastructure-across-apac-6b970ca3 Die Signal en 2026-10-13T14:30:08.941Z Naver Cloud, FPT sign MoU to scale AI infrastructure across APAC https://www.diesignal.com/articles/ferc-approves-pjm-data-center-database-rejects-curtailment-bid-601e9089 Die Signal en 2026-10-13T14:30:08.941Z FERC Approves PJM Data Center Database, Rejects Curtailment Bid https://www.diesignal.com/articles/amd-queues-more-aie4-npu-code-for-linux-7-2-amdxdna-driver-a5347985 Die Signal en 2026-10-13T14:30:08.941Z AMD Queues More AIE4 NPU Code for Linux 7.2 AMDXDNA Driver https://www.diesignal.com/articles/d-matrix-brings-raptor-3d-dram-inference-chip-to-hot-chips-2026-b2049e29 Die Signal en 2026-10-13T14:30:08.941Z d-Matrix Brings Raptor 3D-DRAM Inference Chip to Hot Chips 2026 https://www.diesignal.com/articles/xeal-to-run-100-000-nvidia-gpus-on-idle-ev-charging-power-5a995d58 Die Signal en 2026-10-13T14:30:08.941Z Xeal to Run 100,000 Nvidia GPUs on Idle EV Charging Power https://www.diesignal.com/articles/globalfoundries-lands-us-2b-tsmc-interposer-order-easing-us-packaging-gap-33bf5e98 Die Signal en 2026-10-13T14:30:08.941Z GlobalFoundries lands US$2B TSMC interposer order, easing US packaging gap https://www.diesignal.com/articles/ionq-spent-1-8-billion-on-a-chip-foundry-what-it-means-for-investors-6ce2715e Die Signal en 2026-10-13T14:30:08.941Z IonQ Spent $1.8 Billion on a Chip Foundry: What It Means for Investors https://www.diesignal.com/articles/intel-and-tsmc-share-research-floor-at-applied-materials-epic-center-71d9b8d9 Die Signal en 2026-10-13T14:30:08.941Z Intel and TSMC Share Research Floor at Applied Materials EPIC Center https://www.diesignal.com/articles/senate-probe-100-mw-ai-data-centers-deliver-only-100-jobs-be42cb80 Die Signal en 2026-10-13T14:30:08.941Z Senate probe: 100 MW AI data centers deliver only 100 jobs https://www.diesignal.com/articles/china-builds-first-3-5d-infinity-chiplet-and-3d-dram-to-bypass-hbm-squeeze-4b135fde Die Signal en 2026-10-13T14:30:08.941Z China Builds First 3.5D 'Infinity Chiplet' and 3D DRAM to Bypass HBM Squeeze https://www.diesignal.com/articles/nvidia-targets-windows-laptops-in-direct-challenge-to-intel-and-amd-fbf00a42 Die Signal en 2026-10-13T14:30:08.941Z Nvidia Targets Windows Laptops in Direct Challenge to Intel and AMD https://www.diesignal.com/articles/amd-to-integrate-korean-npus-into-its-hardware-stack-439ede4c Die Signal en 2026-10-13T14:30:08.941Z AMD to Integrate Korean NPUs Into Its Hardware Stack https://www.diesignal.com/articles/globalfoundries-lands-2b-tsmc-deal-for-us-ai-interposers-fd345427 Die Signal en 2026-10-13T14:30:08.941Z GlobalFoundries Lands $2B TSMC Deal for US AI Interposers https://www.diesignal.com/articles/intel-patent-shows-xbm-memory-stack-without-hbm-s-silicon-interposer-ebee4dbc Die Signal en 2026-10-13T14:30:08.941Z Intel patent shows XBM memory stack without HBM's silicon interposer https://www.diesignal.com/articles/legrand-to-embed-karman-ai-platform-into-data-center-pdus-89833996 Die Signal en 2026-10-13T14:30:08.941Z Legrand to embed Karman AI platform into data center PDUs https://www.diesignal.com/articles/nvidia-considers-cutting-memory-on-rubin-ultra-chips-00341b6c Die Signal en 2026-10-13T14:30:08.941Z Nvidia Considers Cutting Memory on Rubin Ultra Chips https://www.diesignal.com/articles/china-s-ai-chipmakers-raise-prices-as-hbm-shortage-bites-b24d83c7 Die Signal en 2026-10-13T14:30:08.941Z China's AI Chipmakers Raise Prices as HBM Shortage Bites https://www.diesignal.com/articles/nvidia-brings-ai-superchip-to-windows-laptops-betting-on-the-pc-c101c9d1 Die Signal en 2026-10-13T14:30:08.941Z Nvidia brings AI 'superchip' to Windows laptops, betting on the PC https://www.diesignal.com/articles/all-of-2027-s-memory-supply-is-booked-dram-and-hbm-sold-out-38298537 Die Signal en 2026-10-13T14:30:08.941Z All of 2027's Memory Supply Is Booked, DRAM and HBM Sold Out https://www.diesignal.com/articles/samsung-to-detail-evolving-hbm-base-die-at-hot-chips-2026-61b9b55a Die Signal en 2026-10-13T14:30:08.941Z Samsung to Detail Evolving HBM Base Die at Hot Chips 2026 https://www.diesignal.com/articles/micron-ai-compute-outruns-hbm-bandwidth-3x-every-two-years-459cf12d Die Signal en 2026-10-13T14:30:08.941Z Micron: AI Compute Outruns HBM Bandwidth 3x Every Two Years https://www.diesignal.com/articles/nvidia-launches-superchip-aimed-at-ai-workloads-in-laptops-and-pcs-6ac74fd3 Die Signal en 2026-10-13T14:30:08.941Z Nvidia launches 'superchip' aimed at AI workloads in laptops and PCs https://www.diesignal.com/articles/gelsinger-calls-hbm-terrible-memory-warns-of-data-center-defaults-14331040 Die Signal en 2026-10-13T14:30:08.941Z Gelsinger Calls HBM 'Terrible Memory,' Warns of Data Center Defaults https://www.diesignal.com/articles/globalfoundries-and-tsmc-confirm-2-billion-ai-packaging-partnership-69b7b592 Die Signal en 2026-10-13T14:30:08.941Z GlobalFoundries and TSMC Confirm $2 Billion AI Packaging Partnership https://www.diesignal.com/articles/supermicro-adds-250-kw-rack-cooling-unit-to-ai-portfolio-9aa85a53 Die Signal en 2026-10-13T14:10:05.073Z Supermicro Adds 250 kW Rack Cooling Unit to AI Portfolio https://www.diesignal.com/articles/nvidia-s-china-ai-chip-share-falls-to-34-as-huawei-closes-in-a0eed23a Die Signal en 2026-10-13T13:55:05.067Z Nvidia's China AI chip share falls to 34% as Huawei closes in https://www.diesignal.com/articles/brainchip-akd1500-edge-ai-cards-start-at-99-d6fc1268 Die Signal en 2026-10-13T13:55:05.067Z Brainchip AKD1500 Edge AI cards start at $99 https://www.diesignal.com/articles/digi-power-x-lands-200m-financing-commitment-for-alabama-ai-data-center-b060ed6b Die Signal en 2026-10-13T13:55:05.067Z Digi Power X Lands $200M Financing Commitment for Alabama AI Data Center https://www.diesignal.com/articles/nvidia-s-china-ai-chip-market-share-falls-to-34-under-export-curbs-4f4a3e0c Die Signal en 2026-10-13T13:55:05.067Z Nvidia's China AI Chip Market Share Falls to 34% Under Export Curbs https://www.diesignal.com/articles/tsmc-q3-revenue-beats-forecasts-on-ai-chip-demand-0e4c5954 Die Signal en 2026-10-13T13:55:05.067Z TSMC Q3 Revenue Beats Forecasts on AI Chip Demand https://www.diesignal.com/articles/microsoft-unveils-maia-300-its-next-gen-custom-ai-chip-78bcae79 Die Signal en 2026-10-13T13:40:05.059Z Microsoft Unveils Maia 300, Its Next-Gen Custom AI Chip https://www.diesignal.com/articles/micron-shares-fall-5-as-china-s-cxmt-targets-server-memory-3d8e476f Die Signal en 2026-10-13T13:25:05.051Z Micron Shares Fall 5% as China's CXMT Targets Server Memory https://www.diesignal.com/articles/cxmt-s-first-4f2-dram-will-be-a-server-ddr5-rdimm-by-year-end-9a185e63 Die Signal en 2026-10-13T13:25:05.051Z CXMT's First 4F² DRAM Will Be a Server DDR5 RDIMM by Year-End https://www.diesignal.com/articles/cisco-and-nvidia-s-usfp-optics-target-1-6tbps-on-four-400g-lanes-93b70bf8 Die Signal en 2026-10-13T13:10:05.039Z Cisco and NVIDIA's USFP Optics Target 1.6Tbps on Four 400G Lanes https://www.diesignal.com/articles/cxmt-claims-memory-advances-over-samsung-and-sk-hynix-6b9cbc13 Die Signal en 2026-10-13T13:10:05.039Z CXMT Claims Memory Advances Over Samsung and SK Hynix https://www.diesignal.com/articles/microsoft-unveils-maia-300-its-next-gen-custom-ai-chip-17849015 Die Signal en 2026-10-13T13:10:05.039Z Microsoft Unveils Maia 300, Its Next-Gen Custom AI Chip https://www.diesignal.com/articles/nvidia-s-china-ai-chip-share-falls-to-34-under-u-s-export-curbs-96afaf0f Die Signal en 2026-10-13T13:10:05.039Z Nvidia's China AI Chip Share Falls to 34% Under U.S. Export Curbs https://www.diesignal.com/articles/cxmt-claims-denser-dram-targets-server-ddr5-launch-03708d31 Die Signal en 2026-10-13T13:10:05.039Z CXMT Claims Denser DRAM, Targets Server DDR5 Launch https://www.diesignal.com/articles/blue-origin-taps-amazon-ring-exec-leticia-ambriz-to-run-terawave-7659907f Die Signal en 2026-10-13T12:50:05.016Z Blue Origin Taps Amazon Ring Exec Leticia Ambriz to Run TeraWave https://www.diesignal.com/articles/china-s-4f2-dram-claim-puts-samsung-and-sk-hynix-on-notice-8b195d69 Die Signal en 2026-10-13T12:50:05.016Z China's 4F² DRAM claim puts Samsung and SK Hynix on notice https://www.diesignal.com/articles/nvidia-ai-chip-shipments-to-china-fall-44-percent-f4b75210 Die Signal en 2026-10-13T12:50:05.016Z Nvidia AI Chip Shipments to China Fall 44 Percent https://www.diesignal.com/articles/axera-claims-ax8860-beats-nvidia-dgx-spark-by-25-in-llm-tests-e75a0571 Die Signal en 2026-10-13T12:50:05.016Z Axera Claims AX8860 Beats Nvidia DGX Spark by 25% in LLM Tests