https://diesignal.com/articles/gmi-cloud-seeks-635m-loan-backed-by-gpu-customer-contracts-1e6afc9a Die Signal en 2026-10-18T18:17:37.535Z GMI Cloud Seeks $635m Loan Backed by GPU Customer Contracts https://diesignal.com/articles/samsung-plans-second-texas-chip-plant-before-first-one-opens-0742acbe Die Signal en 2026-10-18T17:47:37.500Z Samsung Plans Second Texas Chip Plant Before First One Opens https://diesignal.com/articles/samsung-to-use-tsmc-technology-for-nvidia-s-next-gen-memory-chips-fc55e2c4 Die Signal en 2026-10-18T17:17:37.465Z Samsung to Use TSMC Technology for Nvidia's Next-Gen Memory Chips https://diesignal.com/articles/neocloud-shakeout-warning-puts-nvidia-s-exposure-in-focus-6a092165 Die Signal en 2026-10-18T17:17:37.465Z Neocloud Shakeout Warning Puts Nvidia's Exposure in Focus https://diesignal.com/articles/hbm-supply-is-the-bottleneck-for-china-s-ai-chip-push-report-finds-2300d797 Die Signal en 2026-10-18T16:57:37.446Z HBM Supply Is the Bottleneck for China's AI Chip Push, Report Finds https://diesignal.com/articles/chinese-firms-advance-in-high-bandwidth-memory-for-ai-chips-6bd3a322 Die Signal en 2026-10-18T16:57:37.446Z Chinese Firms Advance in High Bandwidth Memory for AI Chips https://diesignal.com/articles/tsmc-plans-up-to-64-billion-in-spending-this-year-0943002b Die Signal en 2026-10-18T15:57:37.392Z TSMC Plans Up to $64 Billion in Spending This Year https://diesignal.com/articles/cxmt-posts-600-revenue-surge-in-q3-dram-market-data-shows-e3b82ce0 Die Signal en 2026-10-18T15:57:37.392Z CXMT Posts 600% Revenue Surge in Q3, DRAM Market Data Shows https://diesignal.com/articles/tsmc-lifts-2025-capex-to-as-much-as-64-billion-c9d4b856 Die Signal en 2026-10-18T15:12:37.285Z TSMC Lifts 2025 Capex to as Much as $64 Billion https://diesignal.com/articles/tsmc-plans-capital-spending-of-up-to-64-billion-this-year-27d09420 Die Signal en 2026-10-18T14:57:37.259Z TSMC Plans Capital Spending of up to $64 Billion This Year https://diesignal.com/articles/nvidia-weighs-lower-memory-rubin-ultra-designs-to-ease-hbm-squeeze-b2531c5d Die Signal en 2026-10-18T14:57:37.259Z Nvidia Weighs Lower-Memory Rubin Ultra Designs to Ease HBM Squeeze https://diesignal.com/articles/samsung-will-build-nvidia-s-next-gen-memory-chips-on-tsmc-tech-1f9aa82c Die Signal en 2026-10-18T13:22:37.190Z Samsung Will Build Nvidia's Next-Gen Memory Chips on TSMC Tech https://diesignal.com/articles/tsmc-targets-1-4nm-mass-production-in-h1-2028-apple-first-in-line-cdf99fd7 Die Signal en 2026-10-18T13:22:37.190Z TSMC Targets 1.4nm Mass Production in H1 2028, Apple First in Line https://diesignal.com/articles/samsung-to-build-nvidia-s-next-gen-memory-chips-on-tsmc-technology-ab07ccb1 Die Signal en 2026-10-18T12:22:37.144Z Samsung to Build Nvidia's Next-Gen Memory Chips on TSMC Technology https://diesignal.com/articles/samsung-to-build-nvidia-s-next-gen-memory-on-tsmc-technology-407fc4cd Die Signal en 2026-10-18T12:07:37.133Z Samsung to Build Nvidia's Next-Gen Memory on TSMC Technology https://diesignal.com/articles/samsung-to-use-tsmc-3-nanometer-lines-for-nvidia-custom-hbm-a1c3d771 Die Signal en 2026-10-18T09:47:36.982Z Samsung to Use TSMC 3-Nanometer Lines for Nvidia Custom HBM https://diesignal.com/articles/sk-hynix-expects-ai-memory-market-to-grow-30-annually-to-2030-1b607ebc Die Signal en 2026-10-18T09:32:36.956Z SK Hynix Expects AI Memory Market to Grow 30% Annually to 2030 https://diesignal.com/articles/glenfly-puts-gf800-into-sampling-arm-soc-with-own-gpu-and-npu-63a77198 Die Signal en 2026-10-18T09:32:36.956Z Glenfly Puts GF800 Into Sampling: Arm SoC With Own GPU and NPU https://diesignal.com/articles/the-next-platform-scarce-hbm-supply-reshapes-ai-inference-memory-design-eaf579aa Die Signal en 2026-10-18T09:27:36.953Z The Next Platform: Scarce HBM Supply Reshapes AI Inference Memory Design https://diesignal.com/articles/sk-hynix-ships-next-generation-hbm-samples-to-major-customers-9d80941a Die Signal en 2026-10-18T09:27:36.953Z SK Hynix Ships Next-Generation HBM Samples to Major Customers https://diesignal.com/articles/china-builds-advanced-memory-chips-without-top-tier-tools-cd4f10ad Die Signal en 2026-10-18T09:12:36.945Z China Builds Advanced Memory Chips Without Top-Tier Tools https://diesignal.com/articles/sk-hynix-overtakes-samsung-to-become-world-s-top-dram-maker-d5127fd0 Die Signal en 2026-10-18T08:12:36.861Z SK Hynix Overtakes Samsung to Become World's Top DRAM Maker https://diesignal.com/articles/samsung-turns-to-tsmc-for-base-die-in-nvidia-s-custom-hbm-7536b393 Die Signal en 2026-10-18T08:12:36.861Z Samsung Turns to TSMC for Base Die in Nvidia's Custom HBM https://diesignal.com/articles/sk-hynix-puts-3-86-billion-into-dram-production-in-south-korea-63f28e2b Die Signal en 2026-10-18T08:12:36.861Z SK Hynix Puts $3.86 Billion Into DRAM Production in South Korea https://diesignal.com/articles/dram-contract-prices-rise-20-for-a-second-consecutive-month-d083c9e1 Die Signal en 2026-10-18T08:12:36.861Z DRAM Contract Prices Rise 20% for a Second Consecutive Month https://diesignal.com/articles/taiwan-to-criminalise-ai-chip-smuggling-plans-4b-us-hub-9d2e3895 Die Signal en 2026-10-18T07:42:36.820Z Taiwan to Criminalise AI Chip Smuggling, Plans $4B US Hub https://diesignal.com/articles/micron-to-pay-netlist-600-million-for-five-year-memory-patent-license-72b89831 Die Signal en 2026-10-18T06:37:36.732Z Micron to Pay Netlist $600 Million for Five-Year Memory Patent License https://diesignal.com/articles/cxmt-targets-next-gen-dram-cost-competitiveness-in-question-e93344da Die Signal en 2026-10-18T06:37:36.732Z CXMT Targets Next-Gen DRAM; Cost Competitiveness in Question https://diesignal.com/articles/auo-chairman-glass-substrates-to-mature-in-23-years-enter-ai-packaging-chain-f4a36c65 Die Signal en 2026-10-18T05:07:36.626Z AUO Chairman: Glass Substrates to Mature in 2–3 Years, Enter AI Packaging Chain https://diesignal.com/articles/tsmc-posts-70-profit-jump-as-ai-demand-boom-runs-longer-1ca4c3b8 Die Signal en 2026-10-18T05:07:36.626Z TSMC Posts 70% Profit Jump as AI Demand Boom Runs Longer https://diesignal.com/articles/dell-ceo-memory-shortage-will-worsen-in-2027-c25ef79a Die Signal en 2026-10-18T04:52:36.604Z Dell CEO: Memory Shortage Will Worsen in 2027 https://diesignal.com/articles/tsmc-explores-texas-investment-to-expand-us-chip-production-03aa31c5 Die Signal en 2026-10-18T03:47:36.510Z TSMC Explores Texas Investment to Expand US Chip Production https://diesignal.com/articles/cxmt-pushes-into-next-gen-dram-but-can-it-compete-on-cost-8222102c Die Signal en 2026-10-18T02:17:36.417Z CXMT Pushes Into Next-Gen DRAM, But Can It Compete on Cost? https://diesignal.com/articles/nvidia-s-rtx-spark-n1x-gb10-specs-partners-and-what-it-changes-1517ccff Die Signal en 2026-10-18T01:12:36.367Z NVIDIA's RTX Spark N1X: GB10 Specs, Partners and What It Changes https://diesignal.com/articles/samsung-and-sk-hynix-recovery-timing-tied-to-ai-data-center-funding-93541bb6 Die Signal en 2026-10-18T00:12:36.312Z Samsung and SK Hynix recovery timing tied to AI data center funding https://diesignal.com/articles/intel-and-qualcomm-both-court-jim-keller-s-ai-chip-startup-tenstorrent-7651af36 Die Signal en 2026-10-17T22:22:36.176Z Intel and Qualcomm Both Court Jim Keller's AI Chip Startup Tenstorrent https://diesignal.com/articles/tesla-accused-of-squeezing-samsung-on-ai-chips-poaching-staff-1d0a5e4f Die Signal en 2026-10-17T22:22:36.176Z Tesla accused of squeezing Samsung on AI chips, poaching staff https://diesignal.com/articles/sk-hynix-ai-infrastructure-will-need-20-times-more-memory-a61e6e29 Die Signal en 2026-10-17T21:37:36.128Z SK Hynix: AI Infrastructure Will Need 20 Times More Memory https://diesignal.com/articles/micron-targets-2028-mass-production-for-edge-inference-memory-e77f3af4 Die Signal en 2026-10-17T21:22:36.120Z Micron Targets 2028 Mass Production for Edge Inference Memory https://diesignal.com/articles/synaptics-rolls-out-next-gen-astra-edge-ai-processors-5bb2e93b Die Signal en 2026-10-17T19:17:35.961Z Synaptics Rolls Out Next-Gen Astra Edge AI Processors https://diesignal.com/articles/tsmc-posts-record-profit-up-69-plans-new-3nm-fab-in-tainan-6f709855 Die Signal en 2026-10-17T18:17:35.853Z TSMC Posts Record Profit, Up 69%, Plans New 3nm Fab in Tainan https://diesignal.com/articles/musk-s-china-ram-warning-puts-pressure-on-samsung-and-sk-hynix-19733063 Die Signal en 2026-10-17T16:57:35.785Z Musk's China RAM Warning Puts Pressure on Samsung and SK Hynix https://diesignal.com/articles/taiwan-threatens-five-year-prison-terms-for-illicit-ai-server-exports-1b1d13de Die Signal en 2026-10-17T16:42:35.777Z Taiwan Threatens Five-Year Prison Terms for Illicit AI Server Exports https://diesignal.com/articles/source-unavailable-no-article-body-received-for-rewrite-29620162 Die Signal en 2026-10-17T16:12:35.744Z Source unavailable: no article body received for rewrite https://diesignal.com/articles/samsung-sets-november-groundbreaking-for-second-texas-fab-8205d61a Die Signal en 2026-10-17T15:22:35.684Z Samsung Sets November Groundbreaking for Second Texas Fab https://diesignal.com/articles/flexnpu-ai-chip-rewires-itself-layer-by-layer-to-cut-energy-55b61c23 Die Signal en 2026-10-17T13:22:35.564Z FlexNPU: AI Chip Rewires Itself Layer by Layer to Cut Energy https://diesignal.com/articles/china-ai-chip-push-drives-surge-in-semiconductor-equipment-orders-55f8d478 Die Signal en 2026-10-17T12:32:35.523Z China AI Chip Push Drives Surge in Semiconductor Equipment Orders https://diesignal.com/articles/tsmc-weighs-texas-expansion-as-wei-sets-terafab-operator-condition-de2f6375 Die Signal en 2026-10-17T10:12:35.391Z TSMC Weighs Texas Expansion as Wei Sets Terafab Operator Condition https://diesignal.com/articles/japan-approves-tsmc-3nm-kumamoto-plan-up-to-4-1-billion-in-aid-fa2ef6c7 Die Signal en 2026-10-17T10:12:35.391Z Japan Approves TSMC 3nm Kumamoto Plan, Up to $4.1 Billion in Aid https://diesignal.com/articles/japan-reportedly-to-finance-up-to-21-billion-for-two-globalfoundries-fabs-65a71bd7 Die Signal en 2026-10-17T10:12:35.391Z Japan Reportedly to Finance Up to $21 Billion for Two GlobalFoundries Fabs https://diesignal.com/articles/moncalieri-halts-576mw-data-center-plan-italy-s-largest-application-c0e10054 Die Signal en 2026-10-17T09:12:35.345Z Moncalieri halts 576MW data center plan, Italy's largest application https://diesignal.com/articles/japan-approves-plans-for-tsmc-3-nm-fab-185e30db Die Signal en 2026-10-17T09:12:35.345Z Japan Approves Plans for TSMC 3 nm Fab https://diesignal.com/articles/taiwan-moves-to-criminalize-ai-chip-smuggling-to-china-8eac2055 Die Signal en 2026-10-17T08:42:35.325Z Taiwan Moves to Criminalize AI Chip Smuggling to China https://diesignal.com/articles/chinese-firms-bought-over-1m-nvidia-gaming-chips-6016aadc Die Signal en 2026-10-17T08:27:35.315Z Chinese Firms Bought Over 1M NVIDIA Gaming Chips https://diesignal.com/articles/cxmt-reports-architecture-breakthrough-in-memory-chips-38030549 Die Signal en 2026-10-17T07:07:35.245Z CXMT Reports Architecture Breakthrough in Memory Chips https://diesignal.com/articles/canada-widens-export-controls-on-semiconductor-equipment-and-chips-5086c5d6 Die Signal en 2026-10-17T05:52:35.155Z Canada widens export controls on semiconductor equipment and chips https://diesignal.com/articles/microsoft-bets-on-homegrown-maia-ai-chip-to-challenge-nvidia-1ff77f79 Die Signal en 2026-10-17T04:32:35.081Z Microsoft Bets on Homegrown Maia AI Chip to Challenge Nvidia https://diesignal.com/articles/dram-supply-to-module-makers-could-fall-over-70-in-2027-9f6e7447 Die Signal en 2026-10-17T04:17:35.057Z DRAM Supply to Module Makers Could Fall Over 70% in 2027 https://diesignal.com/articles/sk-hynix-falls-24-in-a-week-as-analysts-push-back-5567f316 Die Signal en 2026-10-17T04:02:35.046Z SK Hynix Falls 24% in a Week as Analysts Push Back https://diesignal.com/articles/micron-opens-hbm-plant-2027-output-fully-sold-a4fea5a1 Die Signal en 2026-10-17T03:32:35.019Z Micron Opens HBM Plant; 2027 Output Fully Sold https://diesignal.com/articles/anthropic-offers-blackstone-over-10-yield-in-60b-ai-chip-financing-7c994af3 Die Signal en 2026-10-17T02:47:34.937Z Anthropic Offers Blackstone Over 10% Yield in $60B AI Chip Financing https://diesignal.com/articles/intel-demonstrates-8x-reticle-ai-test-chip-with-12-hbm4-stacks-0abf5dfe Die Signal en 2026-10-17T01:42:34.855Z Intel Demonstrates 8X Reticle AI Test Chip With 12 HBM4 Stacks https://diesignal.com/articles/tsmc-posts-record-q3-profit-plans-98-billion-capex-through-2028-5316dacc Die Signal en 2026-10-17T01:27:34.838Z TSMC Posts Record Q3 Profit, Plans $98 Billion Capex Through 2028 https://diesignal.com/articles/ai-boom-drives-up-prices-of-conventional-memory-chips-57bc9b29 Die Signal en 2026-10-17T00:42:34.786Z AI Boom Drives Up Prices of Conventional Memory Chips https://diesignal.com/articles/taiwan-lines-up-4-billion-for-texas-industrial-park-targeting-ai-chips-f9f5ff0c Die Signal en 2026-10-17T00:27:34.772Z Taiwan Lines Up $4 Billion for Texas Industrial Park Targeting AI Chips https://diesignal.com/articles/tsmc-capacity-is-a-fierce-battleground-as-ai-customers-fight-for-wafers-7c48b755 Die Signal en 2026-10-16T23:22:34.632Z TSMC Capacity Is a 'Fierce' Battleground as AI Customers Fight for Wafers https://diesignal.com/articles/micron-opens-second-ai-memory-packaging-plant-in-taichung-5433a8e2 Die Signal en 2026-10-16T22:52:34.606Z Micron Opens Second AI Memory Packaging Plant in Taichung https://diesignal.com/articles/broadcom-slides-4-as-hock-tan-s-capital-spending-warning-weighs-on-ai-chips-0d5676dd Die Signal en 2026-10-16T22:52:34.606Z Broadcom Slides 4% as Hock Tan's Capital Spending Warning Weighs on AI Chips https://diesignal.com/articles/samsung-weighs-silicon-photonics-buyout-in-push-against-tsmc-16d38080 Die Signal en 2026-10-16T22:37:34.586Z Samsung Weighs Silicon Photonics Buyout in Push Against TSMC https://diesignal.com/articles/taiwan-plans-4-billion-texas-industrial-park-for-nvidia-tsmc-suppliers-65954fac Die Signal en 2026-10-16T21:52:34.511Z Taiwan Plans $4 Billion Texas Industrial Park for Nvidia, TSMC Suppliers https://diesignal.com/articles/leaked-nova-lake-die-shots-show-6-tile-design-mixing-intel-18a-p-tsmc-n2p-2993b972 Die Signal en 2026-10-16T19:47:34.353Z Leaked Nova Lake die shots show 6-tile design mixing Intel 18A-P, TSMC N2P https://diesignal.com/articles/ai-chip-demand-is-squeezing-transpacific-air-cargo-capacity-580a973c Die Signal en 2026-10-16T19:47:34.353Z AI Chip Demand Is Squeezing Transpacific Air Cargo Capacity https://diesignal.com/articles/musk-slams-memory-makers-over-extortionate-chip-pricing-e2e97d18 Die Signal en 2026-10-16T19:32:33.935Z Musk Slams Memory Makers Over "Extortionate" Chip Pricing https://diesignal.com/articles/tamil-nadu-adds-state-semiconductor-incentives-on-top-of-central-schemes-d94029df Die Signal en 2026-10-16T19:32:33.935Z Tamil Nadu Adds State Semiconductor Incentives on Top of Central Schemes https://diesignal.com/articles/malaysia-s-semiconductor-exports-jump-82-4-in-eight-months-97b7de56 Die Signal en 2026-10-16T19:32:33.935Z Malaysia's semiconductor exports jump 82.4% in eight months https://diesignal.com/articles/micron-bets-on-hbm4-pricing-to-push-margins-higher-e9ceb4af Die Signal en 2026-10-16T19:17:33.915Z Micron Bets on HBM4 Pricing to Push Margins Higher