https://diesignal.com/articles/us-doe-commits-5-billion-to-278-genesis-mission-projects-7a878d9e Die Signal en 2026-10-10T14:29:55.336Z US DoE Commits $5 Billion to 278 Genesis Mission Projects https://diesignal.com/articles/dell-forecasts-75-of-datacenter-demand-will-come-from-ai-by-2030-4f856f54 Die Signal en 2026-10-10T14:29:55.336Z Dell Forecasts 75% of Datacenter Demand Will Come from AI by 2030 https://diesignal.com/articles/vsmc-opens-first-300mm-wafer-fab-in-singapore-2d1ff2cc Die Signal en 2026-10-10T14:24:55.327Z VSMC Opens First 300mm Wafer Fab in Singapore https://diesignal.com/articles/intel-unveils-xeon-6-cpus-for-telecom-cloud-edge-ai-a9229b7a Die Signal en 2026-10-10T12:59:55.265Z Intel unveils Xeon 6+ CPUs for telecom, cloud, Edge AI https://diesignal.com/articles/taiwan-indicts-10-over-us-military-chip-smuggling-to-china-2bd9ef0a Die Signal en 2026-10-10T12:59:55.265Z Taiwan Indicts 10 Over US Military Chip Smuggling to China https://diesignal.com/articles/kotra-backs-korean-firms-push-into-india-s-semiconductor-supply-chain-29199d24 Die Signal en 2026-10-10T12:59:55.265Z KOTRA Backs Korean Firms' Push into India's Semiconductor Supply Chain https://diesignal.com/articles/applied-digital-brings-75mw-online-at-ellendale-hits-250mw-campus-total-1290df02 Die Signal en 2026-10-10T12:59:55.265Z Applied Digital Brings 75MW Online at Ellendale, Hits 250MW Campus Total https://diesignal.com/articles/db-hitek-raises-foundry-prices-by-up-to-30-on-china-demand-bd0bd4c8 Die Signal en 2026-10-10T12:54:55.260Z DB HiTek Raises Foundry Prices by Up to 30% on China Demand https://diesignal.com/articles/micron-sets-61-5b-q1-revenue-guide-lifts-us-capex-past-250b-67e31fef Die Signal en 2026-10-10T12:54:55.260Z Micron Sets $61.5B Q1 Revenue Guide, Lifts US Capex Past $250B https://diesignal.com/articles/nvidia-ties-agent-containment-to-bluefield-4-as-100-firms-adopt-safety-stack-99c3f0a8 Die Signal en 2026-10-10T12:54:55.260Z NVIDIA Ties Agent Containment to BlueField-4 as 100+ Firms Adopt Safety Stack https://diesignal.com/articles/sk-hynix-details-advanced-packaging-for-next-gen-hbm-8247e40c Die Signal en 2026-10-10T12:54:55.260Z SK Hynix Details Advanced Packaging for Next-Gen HBM https://diesignal.com/articles/amd-outlines-epyc-9006-venice-lineup-up-to-256-cores-on-zen-6-1a83b03f Die Signal en 2026-10-10T12:54:55.260Z AMD Outlines EPYC 9006 Venice Lineup: Up to 256 Cores on Zen 6 https://diesignal.com/articles/hbm4-demand-holds-firm-as-nvidia-s-rubin-keeps-12-layers-7fdf454e Die Signal en 2026-10-10T12:54:55.260Z HBM4 Demand Holds Firm As Nvidia's Rubin Keeps 12 Layers https://diesignal.com/articles/semifive-signs-52m-asic-deal-with-unnamed-us-ai-firm-2bdfa571 Die Signal en 2026-10-10T12:54:55.260Z Semifive signs $52M ASIC deal with unnamed US AI firm https://diesignal.com/articles/olympic-ridge-reportedly-drops-igpu-for-dedicated-npu-248e2abf Die Signal en 2026-10-10T12:54:55.260Z Olympic Ridge Reportedly Drops iGPU for Dedicated NPU https://diesignal.com/articles/abb-ships-infinitus-first-source-to-rack-800vdc-portfolio-for-ai-data-centers-c32553f5 Die Signal en 2026-10-10T12:49:55.229Z ABB Ships Infinitus: First Source-to-Rack 800VDC Portfolio for AI Data Centers https://diesignal.com/articles/amd-s-lisa-su-names-samsung-and-sk-hynix-key-to-long-term-supply-chain-da3e4f25 Die Signal en 2026-10-10T12:49:55.229Z AMD's Lisa Su Names Samsung and SK Hynix Key to Long-Term Supply Chain https://diesignal.com/articles/terawulf-scales-muskie-site-to-1-gw-spacex-weighs-tsmc-for-terafab-d752bec9 Die Signal en 2026-10-10T12:49:55.229Z TeraWulf Scales Muskie Site to 1 GW; SpaceX Weighs TSMC for Terafab https://diesignal.com/articles/coreweave-leases-240mw-in-navi-mumbai-for-indian-ai-cloud-region-7e4b518b Die Signal en 2026-10-10T12:49:55.229Z CoreWeave Leases 240MW in Navi Mumbai for Indian AI Cloud Region https://diesignal.com/articles/google-signs-3-6gw-power-deal-with-constellation-for-pjm-grid-77ecdd98 Die Signal en 2026-10-10T12:49:55.229Z Google signs 3.6GW power deal with Constellation for PJM grid https://diesignal.com/articles/musk-caps-tsmc-s-role-in-terafab-sublease-only-no-ownership-f06bb7a2 Die Signal en 2026-10-10T12:49:55.229Z Musk Caps TSMC's Role in Terafab: Sublease Only, No Ownership https://diesignal.com/articles/musk-confirms-terafab-talks-with-tsmc-spacexai-to-be-renamed-spacexsi-f1eea44a Die Signal en 2026-10-10T12:44:55.225Z Musk confirms TeraFab talks with TSMC; SpaceXAI to be renamed SpaceXSI https://diesignal.com/articles/cowos-l-to-remain-leading-ai-chip-packaging-through-2028-3349c2ab Die Signal en 2026-10-10T12:39:55.223Z CoWoS-L to Remain Leading AI Chip Packaging Through 2028 https://diesignal.com/articles/china-weighs-tighter-export-controls-on-domestic-ai-and-chip-technology-153095a3 Die Signal en 2026-10-10T12:39:55.223Z China weighs tighter export controls on domestic AI and chip technology https://diesignal.com/articles/amd-to-acquire-world-labs-for-8-2b-names-fei-fei-li-chief-scientist-4f8f5dd8 Die Signal en 2026-10-10T12:39:55.223Z AMD to acquire World Labs for $8.2B, names Fei-Fei Li chief scientist https://diesignal.com/articles/japan-protests-china-s-export-controls-on-a-chipmaking-chemical-0d608317 Die Signal en 2026-10-10T12:39:55.223Z Japan Protests China's Export Controls on a Chipmaking Chemical https://diesignal.com/articles/trump-administration-revises-chip-export-rules-adds-tariffs-7f9ee62f Die Signal en 2026-10-10T12:34:55.199Z Trump Administration Revises Chip Export Rules, Adds Tariffs https://diesignal.com/articles/washington-needs-allies-to-make-ai-export-controls-work-79fae7f4 Die Signal en 2026-10-10T12:34:55.199Z Washington Needs Allies to Make AI Export Controls Work https://diesignal.com/articles/insufficient-source-material-for-article-production-1fff774e Die Signal en 2026-10-10T12:34:55.199Z Insufficient Source Material for Article Production https://diesignal.com/articles/nvidia-reportedly-halts-rtx-5090-production-for-ai-gpus-a2bd65ce Die Signal en 2026-10-10T12:34:55.199Z Nvidia Reportedly Halts RTX 5090 Production for AI GPUs https://diesignal.com/articles/taiwan-weighs-curbs-on-ai-chip-exports-to-china-to-align-with-us-04d6b677 Die Signal en 2026-10-10T12:34:55.199Z Taiwan Weighs Curbs on AI Chip Exports to China to Align With US https://diesignal.com/articles/tsmc-accelerates-equipment-orders-as-ai-demand-overruns-supply-planning-20072859 Die Signal en 2026-10-10T12:34:55.199Z TSMC Accelerates Equipment Orders as AI Demand Overruns Supply Planning https://diesignal.com/articles/us-export-controls-redraw-chip-supply-chains-as-china-scales-output-ee75bf81 Die Signal en 2026-10-10T12:34:55.199Z US export controls redraw chip supply chains as China scales output https://diesignal.com/articles/micron-commits-3b-to-strengthen-u-s-semiconductor-supply-chain-1b29f66e Die Signal en 2026-10-10T12:34:55.199Z Micron Commits $3B to Strengthen U.S. Semiconductor Supply Chain https://diesignal.com/articles/nvidia-aims-to-supply-every-chip-inside-ai-data-centers-4b36d597 Die Signal en 2026-10-10T12:29:55.189Z Nvidia Aims to Supply Every Chip Inside AI Data Centers https://diesignal.com/articles/arm-becomes-first-commercial-ip-provider-in-eu-s-eurocdp-403ada46 Die Signal en 2026-10-10T12:29:55.189Z Arm becomes first commercial IP provider in EU's EuroCDP https://diesignal.com/articles/brainchip-launches-akd1500-pcie-card-for-edge-ai-evaluation-c4084c93 Die Signal en 2026-10-10T12:29:55.189Z BrainChip launches AKD1500 PCIe card for edge AI evaluation https://diesignal.com/articles/nvidia-s-green-power-push-targets-grid-bottlenecks-revenue-shield-f57b37c7 Die Signal en 2026-10-10T12:29:55.189Z Nvidia's green-power push targets grid bottlenecks, revenue shield https://diesignal.com/articles/samsung-targets-record-100-trillion-profit-on-80-dram-margins-3744fcab Die Signal en 2026-10-10T12:29:55.189Z Samsung Targets Record ₩100 Trillion Profit on 80% DRAM Margins https://diesignal.com/articles/openai-nvidia-data-center-deal-145-billion-below-reported-figure-743e5e4b Die Signal en 2026-10-10T12:29:55.189Z OpenAI-Nvidia Data Center Deal $145 Billion Below Reported Figure https://diesignal.com/articles/samsung-foundry-cadence-team-on-chiplet-designs-for-physical-ai-0d22f0ae Die Signal en 2026-10-10T12:24:55.187Z Samsung Foundry, Cadence Team on Chiplet Designs for Physical AI https://diesignal.com/articles/virtus-secures-2-45bn-bank-financing-for-uk-and-europe-data-centers-67a1e326 Die Signal en 2026-10-10T12:24:55.187Z Virtus secures £2.45bn bank financing for UK and Europe data centers https://diesignal.com/articles/tsmc-oip-chip-industry-growth-blows-past-forecast-c3781a81 Die Signal en 2026-10-10T12:24:55.187Z TSMC OIP: Chip Industry Growth Blows Past Forecast https://diesignal.com/articles/nvidia-scales-back-plans-for-250-billion-openai-data-center-guarantee-5c3926a0 Die Signal en 2026-10-10T12:24:55.187Z Nvidia Scales Back Plans for $250 Billion OpenAI Data Center Guarantee https://diesignal.com/articles/salience-labs-ships-32-port-silicon-photonics-ocs-for-ai-scale-up-d866c671 Die Signal en 2026-10-10T12:24:55.187Z Salience Labs Ships 32-Port Silicon Photonics OCS for AI Scale-Up https://diesignal.com/articles/tsmc-ai-chips-drive-one-third-of-record-40-2b-q2-revenue-58c10457 Die Signal en 2026-10-10T12:24:55.187Z TSMC AI Chips Drive One-Third of Record $40.2B Q2 Revenue https://diesignal.com/articles/amd-reportedly-plans-10-chip-price-hike-in-q4-mirroring-intel-5d4ae2d8 Die Signal en 2026-10-10T12:24:55.187Z AMD Reportedly Plans 10% Chip Price Hike in Q4, Mirroring Intel https://diesignal.com/articles/500bn-nvidia-pact-exposes-20-year-data-centre-financing-gap-583ae424 Die Signal en 2026-10-10T12:24:55.187Z $500bn Nvidia pact exposes 20-year data centre financing gap https://diesignal.com/articles/vsmc-holds-grand-opening-for-first-300mm-singapore-fab-7a89a19a Die Signal en 2026-10-10T12:19:55.183Z VSMC Holds Grand Opening for First 300mm Singapore Fab https://diesignal.com/articles/germany-and-netherlands-link-up-on-ai-chip-design-006de636 Die Signal en 2026-10-10T12:19:55.183Z Germany and Netherlands Link Up on AI Chip Design https://diesignal.com/articles/smic-rises-to-third-place-among-global-semiconductor-foundries-27861e39 Die Signal en 2026-10-10T12:19:55.183Z SMIC Rises to Third Place Among Global Semiconductor Foundries https://diesignal.com/articles/alibaba-unveils-new-ai-chip-outlines-plan-for-larger-model-f38f5b5f Die Signal en 2026-10-10T12:19:55.183Z Alibaba Unveils New AI Chip, Outlines Plan for Larger Model https://diesignal.com/articles/a7-cfet-vs-a10-nsfet-joint-study-maps-parasitics-to-chip-reliability-8c409976 Die Signal en 2026-10-10T12:19:55.183Z A7 CFET vs A10 NSFET: Joint Study Maps Parasitics to Chip Reliability https://diesignal.com/articles/tsmc-lifts-chip-industry-forecast-to-1-7t-for-2026-at-oip-cae5e88b Die Signal en 2026-10-10T12:19:55.183Z TSMC Lifts Chip Industry Forecast to $1.7T for 2026 at OIP https://diesignal.com/articles/huawei-says-ai-chip-demand-outstrips-supply-as-nvidia-challenge-grows-f4074ea2 Die Signal en 2026-10-10T12:19:55.183Z Huawei says AI chip demand outstrips supply as Nvidia challenge grows https://diesignal.com/articles/alibaba-targets-20gw-data-center-buildout-by-2032-with-new-ai-chip-33bf08c7 Die Signal en 2026-10-10T12:19:55.183Z Alibaba Targets 20GW Data Center Buildout by 2032 with New AI Chip https://diesignal.com/articles/substrate-capacity-no-longer-equals-qualified-supply-505b5756 Die Signal en 2026-10-10T12:19:55.183Z Substrate Capacity No Longer Equals Qualified Supply https://diesignal.com/articles/semifive-lands-52m-ai-accelerator-deal-with-u-s-fabless-customer-1d95869e Die Signal en 2026-10-10T12:19:55.183Z SEMIFIVE Lands $52M AI Accelerator Deal With U.S. Fabless Customer https://diesignal.com/articles/sima-ai-raises-150m-at-1-45bn-valuation-for-physical-ai-chips-1fa88ed7 Die Signal en 2026-10-10T12:19:55.183Z SiMa.ai raises $150m at $1.45bn valuation for physical AI chips https://diesignal.com/articles/cipher-locks-in-20-years-of-barber-lake-leases-lifting-contracted-revenue-past-9-56242ea2 Die Signal en 2026-10-10T11:14:55.046Z Cipher locks in 20 years of Barber Lake leases, lifting contracted revenue past $9bn https://diesignal.com/articles/samsung-forecasts-record-80-billion-quarterly-profit-on-ai-chip-demand-c537ec51 Die Signal en 2026-10-10T11:14:55.046Z Samsung Forecasts Record $80 Billion Quarterly Profit on AI Chip Demand https://diesignal.com/articles/cologno-monzese-council-rejects-80mw-data-center-plan-7bd2b7f2 Die Signal en 2026-10-10T10:59:55.031Z Cologno Monzese council rejects 80MW data center plan https://diesignal.com/articles/micron-taiwan-union-authorizes-strike-over-bonus-dispute-f2f24069 Die Signal en 2026-10-10T10:59:55.031Z Micron Taiwan Union Authorizes Strike Over Bonus Dispute https://diesignal.com/articles/huawei-weighs-dram-fab-role-blocks-files-reports-931c7a04 Die Signal en 2026-10-10T10:54:55.029Z Huawei weighs DRAM fab role, Blocks & Files reports https://diesignal.com/articles/kt-cloud-to-build-50mw-ai-data-center-in-incheon-by-q1-2030-b870ee8b Die Signal en 2026-10-10T10:54:55.029Z KT Cloud to build 50MW AI data center in Incheon by Q1 2030 https://diesignal.com/articles/tsmc-and-sony-to-pour-4-7-billion-into-image-sensor-venture-527b7b67 Die Signal en 2026-10-10T10:54:55.029Z TSMC and Sony to Pour $4.7 Billion Into Image Sensor Venture https://diesignal.com/articles/amd-pledges-major-chip-supply-increase-for-2027-d8fd9478 Die Signal en 2026-10-10T10:54:55.029Z AMD Pledges Major Chip Supply Increase for 2027 https://diesignal.com/articles/spacex-targets-40-billion-nvidia-ai-chip-deal-led-by-apollo-8633583c Die Signal en 2026-10-10T10:54:55.029Z SpaceX targets $40 billion Nvidia AI chip deal led by Apollo https://diesignal.com/articles/talent-and-supply-chain-expansion-top-india-s-chip-priorities-317f581c Die Signal en 2026-10-10T10:54:55.029Z Talent and Supply-Chain Expansion Top India's Chip Priorities https://diesignal.com/articles/samsung-table-260-billion-usd-national-semiconductor-complex-plans-054fb321 Die Signal en 2026-10-10T10:54:55.029Z Samsung Table 260 Billion USD National Semiconductor Complex Plans https://diesignal.com/articles/deepseek-and-huawei-partner-on-ai-chip-software-to-cut-nvidia-reliance-5d9e4fa7 Die Signal en 2026-10-10T10:54:55.029Z DeepSeek and Huawei partner on AI chip software to cut Nvidia reliance https://diesignal.com/articles/japanese-chip-equipment-sales-to-china-fall-10-as-curbs-backfire-fb1b8f2c Die Signal en 2026-10-10T10:54:55.029Z Japanese chip equipment sales to China fall 10% as curbs backfire https://diesignal.com/articles/nvidia-engages-insurers-to-spread-ai-chip-financing-risk-ba44e014 Die Signal en 2026-10-10T10:54:55.029Z Nvidia Engages Insurers to Spread AI Chip Financing Risk https://diesignal.com/articles/humanoid-robots-demand-specialized-non-volatile-memory-at-the-edge-7e70dc39 Die Signal en 2026-10-10T10:54:55.029Z Humanoid Robots Demand Specialized Non-Volatile Memory at the Edge https://diesignal.com/articles/bitdeer-ai-signs-10-year-67mw-ai-cloud-deal-in-malaysia-cfdadbbc Die Signal en 2026-10-10T10:54:55.029Z Bitdeer AI signs 10-year, 67MW AI cloud deal in Malaysia https://diesignal.com/articles/memory-upcycle-to-extend-past-2028-as-micron-confirms-supply-crunch-40e146e6 Die Signal en 2026-10-10T10:54:55.029Z Memory Upcycle to Extend Past 2028 as Micron Confirms Supply Crunch https://diesignal.com/articles/deepx-targets-smart-glasses-with-low-power-npu-eyes-6g-ai-ran-a437c7ef Die Signal en 2026-10-10T10:54:55.029Z DEEPX targets smart glasses with low-power NPU, eyes 6G AI RAN https://diesignal.com/articles/nvidia-jetson-orin-nano-2-2x-ai-throughput-at-40-lower-power-eb7699c5 Die Signal en 2026-10-10T10:54:55.029Z NVIDIA Jetson Orin Nano 2: 2x AI Throughput at 40% Lower Power https://diesignal.com/articles/america-plans-more-ai-datacenters-than-chips-can-equip-b1ab8f89 Die Signal en 2026-10-10T10:54:55.029Z America plans more AI datacenters than chips can equip https://diesignal.com/articles/intel-pulls-back-as-musk-confirms-tsmc-talks-on-terafab-541cc7d2 Die Signal en 2026-10-10T10:54:55.029Z Intel Pulls Back as Musk Confirms TSMC Talks on Terafab https://diesignal.com/articles/cadence-secures-tsmc-a14-tool-certification-cuts-design-iterations-2-5x-571f5270 Die Signal en 2026-10-10T10:54:55.029Z Cadence Secures TSMC A14 Tool Certification, Cuts Design Iterations 2.5X https://diesignal.com/articles/sk-hynix-commits-720-billion-to-ai-fueled-south-korea-buildout-a1ad7a50 Die Signal en 2026-10-10T10:54:55.029Z SK Hynix commits $720 billion to AI-fueled South Korea buildout https://diesignal.com/articles/tata-electronics-to-sign-16-supply-chain-pacts-at-semicon-india-879e143c Die Signal en 2026-10-10T10:54:55.029Z Tata Electronics to sign 16 supply-chain pacts at Semicon India https://diesignal.com/articles/amd-s-lisa-su-returns-to-seoul-for-hbm4-talks-with-samsung-sk-hynix-1a4733d9 Die Signal en 2026-10-10T10:54:55.029Z AMD's Lisa Su Returns to Seoul for HBM4 Talks with Samsung, SK hynix https://diesignal.com/articles/tsmc-q3-revenue-tops-46-billion-sets-foundry-record-18aee196 Die Signal en 2026-10-10T10:54:55.029Z TSMC Q3 Revenue Tops $46 Billion, Sets Foundry Record https://diesignal.com/articles/samsung-projects-record-107-4-trillion-won-q3-operating-profit-eaf88d22 Die Signal en 2026-10-10T10:54:55.029Z Samsung Projects Record 107.4 Trillion Won Q3 Operating Profit https://diesignal.com/articles/tata-electronics-signs-16-mous-to-broaden-india-s-chip-supply-chain-9aff6c6e Die Signal en 2026-10-10T10:54:55.029Z Tata Electronics Signs 16 MoUs to Broaden India's Chip Supply Chain https://diesignal.com/articles/samsung-s-59b-quarter-signals-memory-super-cycle-runs-to-2027-63383951 Die Signal en 2026-10-10T10:54:55.029Z Samsung's $59B quarter signals memory super-cycle runs to 2027 https://diesignal.com/articles/deepseek-huawei-to-co-develop-open-source-ai-chip-software-6a5131e7 Die Signal en 2026-10-10T10:54:55.029Z DeepSeek, Huawei to co-develop open-source AI chip software https://diesignal.com/articles/intel-shares-move-as-musk-cites-terafab-talks-with-tsmc-08176a47 Die Signal en 2026-10-10T10:54:55.029Z Intel Shares Move as Musk Cites 'Terafab' Talks With TSMC https://diesignal.com/articles/tsmc-books-50-third-quarter-revenue-growth-outpaces-forecasts-ae66241e Die Signal en 2026-10-10T10:54:55.029Z TSMC books 50% third-quarter revenue growth, outpaces forecasts https://diesignal.com/articles/tsmc-japan-plant-restarts-operations-after-earthquake-49ae70bc Die Signal en 2026-10-10T10:54:55.029Z TSMC Japan plant restarts operations after earthquake https://diesignal.com/articles/coreweave-opens-vera-rubin-nvl72-to-customers-adds-ennoble-care-644c358a Die Signal en 2026-10-10T10:54:55.029Z CoreWeave opens Vera Rubin NVL72 to customers, adds Ennoble Care https://diesignal.com/articles/intel-ceo-lip-bu-tan-confirms-role-in-musk-s-terafab-project-e0daeecc Die Signal en 2026-10-10T10:54:55.029Z Intel CEO Lip-Bu Tan Confirms Role in Musk's Terafab Project https://diesignal.com/articles/atnorth-commits-2bn-to-75mw-salo-data-center-campus-fin05-e4cd8ec9 Die Signal en 2026-10-10T10:54:55.029Z atNorth commits €2bn to 75MW Salo data center campus FIN05 https://diesignal.com/articles/globalfoundries-rallies-on-2-billion-tsmc-deal-report-81b64089 Die Signal en 2026-10-10T10:54:55.029Z GlobalFoundries Rallies on $2 Billion TSMC Deal Report https://diesignal.com/articles/qualcomm-s-snapdragon-x2-elite-interconnect-outpaces-strix-halo-and-gb10-28c53492 Die Signal en 2026-10-10T10:54:55.029Z Qualcomm's Snapdragon X2 Elite Interconnect Outpaces Strix Halo and GB10 https://diesignal.com/articles/globalfoundries-to-manufacture-silicon-interposers-for-tsmc-d902db01 Die Signal en 2026-10-10T10:54:55.029Z GlobalFoundries to manufacture silicon interposers for TSMC https://diesignal.com/articles/nvidia-reportedly-backstops-customer-gpus-in-exchange-for-cloud-revenue-share-f0d66c4f Die Signal en 2026-10-10T10:54:55.029Z Nvidia Reportedly Backstops Customer GPUs in Exchange for Cloud Revenue Share https://diesignal.com/articles/record-profits-at-samsung-and-tsmc-signal-the-ai-trade-is-intact-9a0d229f Die Signal en 2026-10-10T10:54:55.029Z Record Profits at Samsung and TSMC Signal the AI Trade Is Intact https://diesignal.com/articles/nvidia-s-olympus-server-core-10-wide-3-3-ghz-near-desktop-ipc-b62eda5d Die Signal en 2026-10-10T10:54:55.029Z NVIDIA's Olympus Server Core: 10-Wide, 3.3 GHz, Near-Desktop IPC https://diesignal.com/articles/micronex-plans-lead-frame-plant-in-sanand-as-india-builds-out-chip-packaging-sup-7e706b29 Die Signal en 2026-10-10T10:54:55.029Z Micronex Plans Lead-Frame Plant in Sanand as India Builds Out Chip Packaging Supply Chain https://diesignal.com/articles/ai-spending-to-overtake-traditional-it-in-2026-gartner-data-shows-02d39796 Die Signal en 2026-10-10T10:54:55.029Z AI Spending to Overtake Traditional IT in 2026, Gartner Data Shows https://diesignal.com/articles/sk-hynix-sandisk-unveil-first-hbf-standard-specifications-at-fms-2026-6d5ba817 Die Signal en 2026-10-10T10:54:55.029Z SK hynix, Sandisk Unveil First HBF Standard Specifications at FMS 2026 https://diesignal.com/articles/micron-projects-ram-shortage-through-2028-as-profit-tops-53b-ffa27597 Die Signal en 2026-10-10T10:54:55.029Z Micron projects RAM shortage through 2028 as profit tops $53B https://diesignal.com/articles/micron-settles-netlist-patent-dispute-for-600-million-e4b47fba Die Signal en 2026-10-10T10:54:55.029Z Micron Settles Netlist Patent Dispute for $600 Million https://diesignal.com/articles/micron-lifts-q1-revenue-outlook-to-61-5b-beats-estimates-9abc0660 Die Signal en 2026-10-10T10:54:55.029Z Micron Lifts Q1 Revenue Outlook to $61.5B, Beats Estimates https://diesignal.com/articles/broadcom-lines-up-60-billion-financing-for-anthropic-ai-chips-94b654fc Die Signal en 2026-10-10T10:54:55.029Z Broadcom Lines Up $60 Billion Financing for Anthropic AI Chips https://diesignal.com/articles/musk-excludes-tsmc-from-terafab-opening-door-for-intel-foundry-744bd2a5 Die Signal en 2026-10-10T10:54:55.029Z Musk excludes TSMC from Terafab, opening door for Intel foundry https://diesignal.com/articles/volta-lines-up-5b-leveraged-loan-package-for-data-center-buildout-fe9a13f6 Die Signal en 2026-10-10T10:54:55.029Z Volta Lines Up $5B Leveraged Loan Package for Data Center Buildout https://diesignal.com/articles/mobilint-targets-korea-s-edge-ai-market-with-npu-push-59b6f548 Die Signal en 2026-10-10T10:54:55.029Z Mobilint Targets Korea's Edge AI Market With NPU Push https://diesignal.com/articles/npes-filed-7-of-9-u-s-chip-patent-suits-against-korean-firms-1349d2ef Die Signal en 2026-10-10T10:54:55.029Z NPEs Filed 7 of 9 U.S. Chip Patent Suits Against Korean Firms https://diesignal.com/articles/amd-to-substantially-increase-chip-supply-in-2027-says-lisa-su-9570c889 Die Signal en 2026-10-10T10:54:55.029Z AMD to 'Substantially Increase' Chip Supply in 2027, Says Lisa Su https://diesignal.com/articles/samsung-hbm-prices-tipped-to-more-than-double-by-2027-a5e19dc2 Die Signal en 2026-10-10T10:54:55.029Z Samsung HBM Prices Tipped to More Than Double by 2027 https://diesignal.com/articles/boost-run-lands-525-6m-gpu-cloud-contract-with-cohere-ffa7bcb0 Die Signal en 2026-10-10T10:54:55.029Z Boost Run Lands $525.6m GPU Cloud Contract With Cohere https://diesignal.com/articles/air-liquide-targets-over-4bn-electronics-sales-by-2030-on-ai-chip-demand-ff59d82d Die Signal en 2026-10-10T10:54:55.029Z Air Liquide Targets Over €4bn Electronics Sales by 2030 on AI Chip Demand https://diesignal.com/articles/cxmt-begins-mass-production-of-fifth-generation-dram-platform-05e9057e Die Signal en 2026-10-10T10:54:55.029Z CXMT Begins Mass Production of Fifth-Generation DRAM Platform https://diesignal.com/articles/chip-controls-slid-down-the-agenda-at-xitrump-summit-7e82d078 Die Signal en 2026-10-10T10:54:55.029Z Chip controls slid down the agenda at Xi–Trump summit https://diesignal.com/articles/google-infrastructure-vp-bikash-koley-joins-tpu-neocloud-crux-ai-7753882b Die Signal en 2026-10-10T10:54:55.029Z Google infrastructure VP Bikash Koley joins TPU neocloud Crux AI https://diesignal.com/articles/kb-securities-sees-samsung-returning-600-trillion-to-shareholders-0aee87db Die Signal en 2026-10-10T10:54:55.029Z KB Securities Sees Samsung Returning ₩600 Trillion to Shareholders https://diesignal.com/articles/tsmc-quarterly-revenue-climbs-51-on-persistent-ai-demand-c8bd3f5e Die Signal en 2026-10-10T10:54:55.029Z TSMC quarterly revenue climbs 51% on persistent AI demand https://diesignal.com/articles/netlist-seeks-us-import-ban-on-micron-memory-in-nvidia-google-cases-83fc5497 Die Signal en 2026-10-10T10:54:55.029Z Netlist Seeks US Import Ban on Micron Memory in Nvidia, Google Cases https://diesignal.com/articles/sk-hynix-cuts-near-term-forecasts-on-korean-won-headwind-4f92386f Die Signal en 2026-10-10T10:54:55.029Z SK Hynix Cuts Near-Term Forecasts on Korean Won Headwind https://diesignal.com/articles/tsmc-posts-51-quarterly-revenue-jump-as-ai-demand-holds-4e54d31a Die Signal en 2026-10-10T10:54:55.029Z TSMC Posts 51% Quarterly Revenue Jump as AI Demand Holds https://diesignal.com/articles/cxmt-g5-dram-enters-mass-production-as-global-share-tops-10-d4a57356 Die Signal en 2026-10-10T10:54:55.029Z CXMT G5 DRAM Enters Mass Production as Global Share Tops 10% https://diesignal.com/articles/sesterce-plans-10bn-600mw-ai-data-center-campus-in-finland-6eb67ed8 Die Signal en 2026-10-10T10:54:55.029Z Sesterce Plans $10bn, 600MW AI Data Center Campus in Finland https://diesignal.com/articles/musk-terafab-breakthrough-lifts-korean-chip-toolmakers-order-hopes-0e9049ac Die Signal en 2026-10-10T10:54:55.029Z Musk 'Terafab' Breakthrough Lifts Korean Chip Toolmakers' Order Hopes https://diesignal.com/articles/vanguard-opens-singapore-12-inch-fab-first-phase-fully-booked-52e03528 Die Signal en 2026-10-10T10:54:55.029Z Vanguard Opens Singapore 12-Inch Fab; First Phase Fully Booked https://diesignal.com/articles/china-s-chip-output-climbs-nearly-350-in-ten-years-85ba0467 Die Signal en 2026-10-10T10:54:55.029Z China's chip output climbs nearly 350% in ten years https://diesignal.com/articles/us-semiconductor-patent-suits-against-korean-firms-hit-record-18-191a7fc1 Die Signal en 2026-10-10T10:54:55.029Z US Semiconductor Patent Suits Against Korean Firms Hit Record 18 https://diesignal.com/articles/spacex-in-40b-debt-talks-for-nvidia-ai-chips-report-31ec23a4 Die Signal en 2026-10-10T10:54:55.029Z SpaceX in $40B debt talks for Nvidia AI chips: report https://diesignal.com/articles/intel-shares-fall-as-tsmc-discusses-potential-terafab-collaboration-203c876f Die Signal en 2026-10-10T10:54:55.029Z Intel Shares Fall as TSMC Discusses Potential Terafab Collaboration https://diesignal.com/articles/micron-guides-61-5b-revenue-lifts-us-investment-to-250b-58ed8aae Die Signal en 2026-10-10T10:54:55.029Z Micron Guides $61.5B Revenue, Lifts US Investment to $250B https://diesignal.com/articles/samsung-hbm-to-absorb-nearly-30-of-global-dram-capacity-next-year-6864f660 Die Signal en 2026-10-10T10:54:55.029Z Samsung: HBM to Absorb Nearly 30% of Global DRAM Capacity Next Year https://diesignal.com/articles/samsung-commits-nearly-80-of-next-year-s-memory-output-in-long-term-deals-1b2daf13 Die Signal en 2026-10-10T10:54:55.029Z Samsung Commits Nearly 80% of Next Year's Memory Output in Long-Term Deals https://diesignal.com/articles/tsmc-s-265-billion-u-s-expansion-may-grow-further-6fe7d0f4 Die Signal en 2026-10-10T10:54:55.029Z TSMC's $265 Billion U.S. Expansion May Grow Further https://diesignal.com/articles/samsung-expects-nearly-ninefold-profit-jump-on-ai-memory-prices-6ad0231f Die Signal en 2026-10-10T10:54:55.029Z Samsung Expects Nearly Ninefold Profit Jump on AI Memory Prices https://diesignal.com/articles/tsmc-posts-record-q3-revenue-beats-market-forecast-e9389074 Die Signal en 2026-10-10T10:54:55.029Z TSMC Posts Record Q3 Revenue, Beats Market Forecast https://diesignal.com/articles/samsung-electronics-wins-200b-broadcom-ai-chip-partnership-aa07986f Die Signal en 2026-10-10T10:54:55.029Z Samsung Electronics Wins $200B Broadcom AI Chip Partnership https://diesignal.com/articles/nebius-inks-50mw-lease-with-aib-data-centers-in-south-carolina-d4fca5b8 Die Signal en 2026-10-10T10:54:55.029Z Nebius inks 50MW lease with AIB Data Centers in South Carolina https://diesignal.com/articles/globalfoundries-and-tsmc-sign-2b-deal-for-us-made-interposers-cb46201a Die Signal en 2026-10-10T10:54:55.029Z GlobalFoundries and TSMC sign $2B deal for US-made interposers https://diesignal.com/articles/umc-to-build-new-22nm-wafer-fab-in-singapore-f389edf1 Die Signal en 2026-10-10T10:54:55.029Z UMC to Build New 22nm Wafer Fab in Singapore https://diesignal.com/articles/amd-ceo-confirms-2027-plan-for-substantial-supply-ramp-0b64cc66 Die Signal en 2026-10-10T10:54:55.029Z AMD CEO confirms 2027 plan for substantial supply ramp https://diesignal.com/articles/samsung-flags-80-billion-quarterly-profit-on-ai-chip-demand-819aa2af Die Signal en 2026-10-10T10:54:55.029Z Samsung Flags $80 Billion Quarterly Profit on AI Chip Demand https://diesignal.com/articles/tsmc-posts-record-quarterly-revenue-highest-ever-september-sales-bb71930b Die Signal en 2026-10-10T10:49:55.026Z TSMC posts record quarterly revenue, highest-ever September sales https://diesignal.com/articles/cisco-extends-nvidia-alliance-to-ride-ai-data-center-boom-ee5e8619 Die Signal en 2026-10-10T10:49:55.026Z Cisco extends Nvidia alliance to ride AI data-center boom https://diesignal.com/articles/foundry-2-0-market-to-hit-record-320-billion-in-2025-236d2847 Die Signal en 2026-10-10T10:49:55.026Z Foundry 2.0 Market to Hit Record $320 Billion in 2025 https://diesignal.com/articles/us-confirms-ai-chip-ban-extends-to-chinese-firms-abroad-d0d17586 Die Signal en 2026-10-10T10:49:55.026Z US Confirms AI Chip Ban Extends to Chinese Firms Abroad https://diesignal.com/articles/samsung-commits-1bn-to-kkr-s-helix-data-center-platform-3cd4840e Die Signal en 2026-10-10T10:49:55.026Z Samsung commits $1bn to KKR's Helix data center platform https://diesignal.com/articles/singapore-lands-first-advanced-semiconductor-materials-plant-be6ef559 Die Signal en 2026-10-10T10:49:55.026Z Singapore lands first advanced semiconductor materials plant https://diesignal.com/articles/huang-s-2x-chip-vow-reserves-37-of-hbm-supply-through-2026-aa129652 Die Signal en 2026-10-10T10:49:55.026Z Huang's '2x Chip Vow' Reserves 37% of HBM Supply Through 2026 https://diesignal.com/articles/tsmc-q3-revenue-jumps-50-year-on-year-tops-forecasts-b4a8bad8 Die Signal en 2026-10-10T10:49:55.026Z TSMC Q3 Revenue Jumps 50% Year on Year, Tops Forecasts https://diesignal.com/articles/nvidia-targets-data-center-water-use-amid-ai-s-thirst-1ec7a2ae Die Signal en 2026-10-10T10:49:55.026Z Nvidia Targets Data Center Water Use Amid AI's Thirst https://diesignal.com/articles/tsmc-q3-revenue-rises-50-year-over-year-clearing-market-forecast-bf96d676 Die Signal en 2026-10-10T10:49:55.026Z TSMC Q3 revenue rises 50% year-over-year, clearing market forecast https://diesignal.com/articles/nvidia-firmus-plan-170-000-gpu-data-center-in-indonesia-1ba1cc2b Die Signal en 2026-10-10T10:49:55.026Z Nvidia, Firmus plan 170,000-GPU data center in Indonesia https://diesignal.com/articles/amd-explores-samsung-foundry-deal-to-expand-ai-chip-supply-94fb6750 Die Signal en 2026-10-10T10:49:55.026Z AMD Explores Samsung Foundry Deal to Expand AI Chip Supply https://diesignal.com/articles/vsmc-opens-first-12-inch-wafer-fab-in-singapore-targets-2027-ramp-124b3833 Die Signal en 2026-10-10T10:49:55.026Z VSMC Opens First 12-Inch Wafer Fab in Singapore, Targets 2027 Ramp https://diesignal.com/articles/upscale-ai-doubles-valuation-to-2b-and-partners-with-nvidia-s-spectrum-x-a74b2d09 Die Signal en 2026-10-10T10:49:55.026Z Upscale AI Doubles Valuation to $2B and Partners With Nvidia's Spectrum-X https://diesignal.com/articles/alibaba-unveils-new-gpu-as-it-expands-ai-chip-roadmap-597eff85 Die Signal en 2026-10-10T10:49:55.026Z Alibaba unveils new GPU as it expands AI chip roadmap https://diesignal.com/articles/samsung-s-preliminary-numbers-match-consensus-as-hbm-strategy-takes-center-stage-1cb885b6 Die Signal en 2026-10-10T10:49:55.026Z Samsung's Preliminary Numbers Match Consensus as HBM Strategy Takes Center Stage https://diesignal.com/articles/nvidia-unveils-rtx-spark-superchip-at-computex-2026-1efe3213 Die Signal en 2026-10-10T10:49:55.026Z Nvidia Unveils RTX Spark Superchip at Computex 2026 https://diesignal.com/articles/tsmc-targets-120-000-wafers-per-month-at-2-nm-by-end-of-2026-5f48c304 Die Signal en 2026-10-10T10:49:55.026Z TSMC Targets 120,000 Wafers per Month at 2 nm by End of 2026 https://diesignal.com/articles/samsung-lays-out-ai-memory-roadmap-across-dram-and-nand-a14431ac Die Signal en 2026-10-10T10:49:55.026Z Samsung Lays Out AI Memory Roadmap Across DRAM and NAND https://diesignal.com/articles/schneider-electric-launches-3-5mw-wcdu-for-hybrid-ai-cooling-9a37279c Die Signal en 2026-10-10T10:49:55.026Z Schneider Electric launches 3.5MW WCDU for hybrid AI cooling https://diesignal.com/articles/alibaba-unveils-new-ai-chip-it-calls-china-s-most-powerful-ddfd7028 Die Signal en 2026-10-10T10:49:55.026Z Alibaba Unveils New AI Chip It Calls China's Most Powerful https://diesignal.com/articles/spacex-seeks-40-billion-in-debt-to-buy-nvidia-ai-chips-5df3e502 Die Signal en 2026-10-10T10:49:55.026Z SpaceX Seeks $40 Billion in Debt to Buy Nvidia AI Chips https://diesignal.com/articles/china-slows-critical-material-exports-to-taiwan-hitting-chip-supply-chain-97fe726d Die Signal en 2026-10-10T10:49:55.026Z China Slows Critical Material Exports to Taiwan, Hitting Chip Supply Chain https://diesignal.com/articles/synopsys-tsmc-extend-design-and-ip-support-for-ai-silicon-df97e029 Die Signal en 2026-10-10T10:49:55.026Z Synopsys, TSMC extend design and IP support for AI silicon https://diesignal.com/articles/upscale-ai-launches-platform-to-interconnect-rival-vendor-ai-chips-71949aac Die Signal en 2026-10-10T10:49:55.026Z Upscale AI launches platform to interconnect rival-vendor AI chips https://diesignal.com/articles/tsmc-revenue-climbs-51-percent-in-latest-reporting-4802f6d4 Die Signal en 2026-10-10T10:49:55.026Z TSMC Revenue Climbs 51 Percent in Latest Reporting https://diesignal.com/articles/cxmt-moves-new-memory-chip-platform-into-mass-production-d446a755 Die Signal en 2026-10-10T10:49:55.026Z CXMT moves new memory-chip platform into mass production https://diesignal.com/articles/spacex-targets-40-billion-debt-raise-for-nvidia-chip-procurement-7b1e6a0c Die Signal en 2026-10-10T10:49:55.026Z SpaceX Targets $40 Billion Debt Raise for Nvidia Chip Procurement https://diesignal.com/articles/amd-q2-revenue-jumps-50-to-11-54b-on-data-center-surge-780ddeaf Die Signal en 2026-10-10T10:49:55.026Z AMD Q2 Revenue Jumps 50% to $11.54B on Data Center Surge https://diesignal.com/articles/tsmc-posts-50-q3-revenue-growth-on-ai-demand-86ae0cfd Die Signal en 2026-10-10T10:49:55.026Z TSMC Posts 50% Q3 Revenue Growth on AI Demand https://diesignal.com/articles/nvidia-s-96-22b-quarter-exposes-40-supply-demand-gap-553d44d1 Die Signal en 2026-10-10T10:49:55.026Z Nvidia's $96.22B Quarter Exposes 40% Supply-Demand Gap https://diesignal.com/articles/vmware-launches-private-ai-cloud-with-ai-factory-at-explore-2026-af7ea241 Die Signal en 2026-10-10T10:49:55.026Z VMware Launches Private AI Cloud With AI Factory At Explore 2026 https://diesignal.com/articles/synopsys-ships-agentengineer-ai-agents-for-autonomous-chip-design-eaee7f59 Die Signal en 2026-10-10T10:49:55.026Z Synopsys ships AgentEngineer AI agents for autonomous chip design https://diesignal.com/articles/nvidia-to-invest-in-chip-rival-d-matrix-as-its-challengers-choose-partnership-08cdabd1 Die Signal en 2026-10-10T10:49:55.026Z Nvidia to Invest in Chip Rival d-Matrix as Its Challengers Choose Partnership https://diesignal.com/articles/alibaba-targets-20-gw-data-center-capacity-by-2032-backed-by-v900-ec5b562d Die Signal en 2026-10-10T10:49:55.026Z Alibaba Targets 20 GW Data Center Capacity by 2032 Backed by V900 https://diesignal.com/articles/amazon-to-acquire-grand-ming-s-itech-tower-3-1-and-3-2-for-hk-2-45bn-e281c2ee Die Signal en 2026-10-10T10:49:55.026Z Amazon to acquire Grand Ming's iTech Tower 3.1 and 3.2 for HK$2.45bn https://diesignal.com/articles/cdc-plans-1-4gw-au-15bn-data-center-campus-near-wagga-wagga-bcd8902b Die Signal en 2026-10-10T10:49:55.026Z CDC plans 1.4GW, AU$15bn data center campus near Wagga Wagga https://diesignal.com/articles/nvidia-vera-rubin-nvl72-delivers-up-to-30x-throughput-per-megawatt-01e5e696 Die Signal en 2026-10-10T10:49:55.026Z NVIDIA Vera Rubin NVL72 Delivers Up to 30x Throughput Per Megawatt https://diesignal.com/articles/microsoft-claims-nvidia-powered-laptop-beats-apple-s-macbooks-36768e75 Die Signal en 2026-10-10T10:49:55.026Z Microsoft Claims Nvidia-Powered Laptop Beats Apple's MacBooks https://diesignal.com/articles/tata-electronics-and-asml-partner-on-india-s-first-semiconductor-fab-ec951d2d Die Signal en 2026-10-10T10:49:55.026Z Tata Electronics and ASML partner on India's first semiconductor fab https://diesignal.com/articles/tsmc-september-revenue-hits-usd-16-07b-on-54-6-yoy-growth-b9c01cd6 Die Signal en 2026-10-10T10:49:55.026Z TSMC September revenue hits USD 16.07B on 54.6% YoY growth https://diesignal.com/articles/samsung-sds-launches-npu-as-a-service-on-furiosaai-silicon-in-south-korea-89650ef0 Die Signal en 2026-10-10T10:49:55.026Z Samsung SDS launches NPU-as-a-Service on FuriosaAI silicon in South Korea https://diesignal.com/articles/sk-hynix-reportedly-trails-samsung-in-hbm-hybrid-bonding-race-3e3d3e3a Die Signal en 2026-10-10T10:49:55.026Z SK hynix Reportedly Trails Samsung in HBM Hybrid Bonding Race https://diesignal.com/articles/commerce-department-commits-874-million-to-7-companies-for-semiconductor-r-d-ba869f14 Die Signal en 2026-10-10T10:49:55.026Z Commerce Department Commits $874 Million to 7 Companies for Semiconductor R&D https://diesignal.com/articles/us-chip-export-controls-have-cooled-down-east-asia-forum-reports-2912a8a2 Die Signal en 2026-10-10T10:49:55.026Z US Chip Export Controls Have Cooled Down, East Asia Forum Reports https://diesignal.com/articles/cxmt-earmarks-34-9b-for-expansion-post-ipo-targets-hbm-08dd494d Die Signal en 2026-10-10T10:49:55.026Z CXMT Earmarks ¥34.9B for Expansion Post-IPO, Targets HBM https://diesignal.com/articles/insider-musk-should-stick-to-rockets-not-chip-making-2870aaad Die Signal en 2026-10-10T10:49:55.026Z Insider: Musk Should Stick to Rockets, Not Chip Making https://diesignal.com/articles/court-cxmt-ran-project-hefei-to-copy-samsung-dram-recipe-46e21896 Die Signal en 2026-10-10T10:49:55.026Z Court: CXMT ran 'Project Hefei' to copy Samsung DRAM recipe https://diesignal.com/articles/samsung-s-chip-arm-profits-from-memory-rally-as-device-unit-pays-the-price-3514aff3 Die Signal en 2026-10-10T10:49:55.026Z Samsung's Chip Arm Profits From Memory Rally as Device Unit Pays the Price https://diesignal.com/articles/amd-ryzen-ai-npus-reach-practical-linux-llm-use-phoronix-631a979d Die Signal en 2026-10-10T10:49:55.026Z AMD Ryzen AI NPUs Reach Practical Linux LLM Use: Phoronix https://diesignal.com/articles/semiconductor-engineering-maps-data-movement-across-heterogeneous-npus-8a880937 Die Signal en 2026-10-10T10:49:55.026Z Semiconductor Engineering Maps Data Movement Across Heterogeneous NPUs https://diesignal.com/articles/samsung-q3-profit-jumps-nearly-nine-fold-on-ai-memory-boom-ad3e9e06 Die Signal en 2026-10-10T10:49:55.026Z Samsung Q3 Profit Jumps Nearly Nine-Fold on AI Memory Boom https://diesignal.com/articles/tsmc-lifts-2026-chip-revenue-forecast-to-1-7t-anchored-by-ai-d3f8d21d Die Signal en 2026-10-10T10:49:55.026Z TSMC Lifts 2026 Chip Revenue Forecast to $1.7T, Anchored by AI https://diesignal.com/articles/huawei-opens-10-000-npu-compute-pool-to-external-ai-developers-284be556 Die Signal en 2026-10-10T10:49:55.026Z Huawei Opens 10,000-NPU Compute Pool to External AI Developers https://diesignal.com/articles/samsung-sk-hynix-and-micron-have-sold-out-memory-supply-through-2027-61b5aa30 Die Signal en 2026-10-10T10:49:55.026Z Samsung, SK Hynix and Micron Have Sold Out Memory Supply Through 2027 https://diesignal.com/articles/oracle-broadcom-and-spacex-open-ai-chip-debt-pipeline-wsj-reports-2682b2f5 Die Signal en 2026-10-10T10:49:55.026Z Oracle, Broadcom and SpaceX Open AI-Chip Debt Pipeline, WSJ Reports https://diesignal.com/articles/microsoft-unveils-nvidia-powered-ai-laptop-in-copilot-push-004b2038 Die Signal en 2026-10-10T10:49:55.026Z Microsoft unveils Nvidia-powered AI laptop in Copilot+ push https://diesignal.com/articles/tsmc-posts-record-nt-1-49-trillion-q3-revenue-up-50-year-on-year-a60c55c0 Die Signal en 2026-10-10T10:49:55.026Z TSMC posts record NT$1.49 trillion Q3 revenue, up 50% year-on-year https://diesignal.com/articles/openai-weighs-leasing-ohio-data-center-with-nvidia-backing-59ab60a7 Die Signal en 2026-10-10T10:49:55.026Z OpenAI Weighs Leasing Ohio Data Center With Nvidia Backing https://diesignal.com/articles/hundreds-of-ai-chip-workers-strike-in-taiwan-report-says-72b9f91b Die Signal en 2026-10-10T10:49:55.026Z Hundreds of AI Chip Workers Strike in Taiwan, Report Says https://diesignal.com/articles/tsmc-reportedly-weighs-second-texas-campus-six-additional-advanced-fabs-2a986686 Die Signal en 2026-10-10T10:49:55.026Z TSMC Reportedly Weighs Second Texas Campus, Six Additional Advanced Fabs https://diesignal.com/articles/broadcom-targets-56b-ai-revenue-as-chip-shepherding-reshapes-silicon-f76924be Die Signal en 2026-10-10T10:49:55.026Z Broadcom Targets $56B AI Revenue as Chip Shepherding Reshapes Silicon https://diesignal.com/articles/aws-ships-graviton5-192-cores-2-4x-performance-per-socket-3445518e Die Signal en 2026-10-10T10:49:55.026Z AWS Ships Graviton5: 192 Cores, 2.4x Performance per Socket https://diesignal.com/articles/china-warns-us-chip-equipment-curbs-will-break-supply-chains-a2ddeabe Die Signal en 2026-10-10T10:49:55.026Z China warns US chip equipment curbs will break supply chains https://diesignal.com/articles/samsung-to-outsource-custom-dram-redirect-fabs-to-hbm-for-ai-9a229774 Die Signal en 2026-10-10T10:49:55.026Z Samsung to outsource custom DRAM, redirect fabs to HBM for AI https://diesignal.com/articles/tsmc-q3-revenue-jumps-50-year-on-year-beats-forecast-0720183a Die Signal en 2026-10-10T10:49:55.026Z TSMC Q3 Revenue Jumps 50% Year-on-Year, Beats Forecast https://diesignal.com/articles/tata-electronics-and-sumitomo-chemical-sign-semiconductor-mou-d58fd07b Die Signal en 2026-10-10T10:49:55.026Z Tata Electronics and Sumitomo Chemical Sign Semiconductor MoU https://diesignal.com/articles/nvidia-cfo-half-of-data-center-revenue-comes-from-beyond-hyperscalers-eeb7179b Die Signal en 2026-10-10T10:49:55.026Z Nvidia CFO: Half of Data Center Revenue Comes From Beyond Hyperscalers https://diesignal.com/articles/synopsys-certifies-a14-eda-flow-with-tsmc-64g-ucie-hits-2nm-3nm-1c7f2a9f Die Signal en 2026-10-10T10:49:55.026Z Synopsys Certifies A14 EDA Flow with TSMC; 64G UCIe Hits 2nm/3nm https://diesignal.com/articles/china-weighs-tighter-export-controls-on-ai-models-and-chips-bc284c6e Die Signal en 2026-10-10T10:49:55.026Z China weighs tighter export controls on AI models and chips https://diesignal.com/articles/tsmc-posts-record-q3-revenue-of-nt-1-49-trillion-beating-guidance-24accadd Die Signal en 2026-10-10T10:49:55.026Z TSMC Posts Record Q3 Revenue of NT$1.49 Trillion, Beating Guidance https://diesignal.com/articles/samsung-signals-80-billion-quarterly-profit-on-ai-chip-demand-e351f2fe Die Signal en 2026-10-10T10:49:55.026Z Samsung signals $80 billion quarterly profit on AI chip demand https://diesignal.com/articles/amd-to-acquire-world-labs-for-8-2-billion-in-all-stock-deal-edbc305d Die Signal en 2026-10-10T10:49:55.026Z AMD to Acquire World Labs for $8.2 Billion in All-Stock Deal https://diesignal.com/articles/amd-pays-8-2-billion-in-stock-for-world-labs-94ea4d21 Die Signal en 2026-10-10T10:49:55.026Z AMD Pays $8.2 Billion in Stock for World Labs https://diesignal.com/articles/tsmc-third-quarter-revenue-climbs-51-on-ai-chip-demand-bce04115 Die Signal en 2026-10-10T10:49:55.026Z TSMC Third-Quarter Revenue Climbs 51% on AI Chip Demand https://diesignal.com/articles/intel-stays-in-musk-s-terafab-ceo-lip-bu-tan-confirms-7b55f175 Die Signal en 2026-10-10T10:49:55.026Z Intel Stays in Musk's Terafab, CEO Lip-Bu Tan Confirms https://diesignal.com/articles/china-s-grip-on-indium-phosphide-exports-threatens-ai-data-centre-rollout-e6dcaeba Die Signal en 2026-10-10T10:49:55.026Z China's Grip on Indium Phosphide Exports Threatens AI Data Centre Rollout https://diesignal.com/articles/server-market-hits-122-6-billion-in-q1-2026-as-price-hikes-offset-chip-shortages-ed085edd Die Signal en 2026-10-10T10:49:55.026Z Server Market Hits $122.6 Billion in Q1 2026 as Price Hikes Offset Chip Shortages https://diesignal.com/articles/encrypted-messages-expose-nvidia-chip-smuggling-to-china-russia-2b8a9a6b Die Signal en 2026-10-10T10:49:55.026Z Encrypted Messages Expose Nvidia Chip Smuggling to China, Russia https://diesignal.com/articles/samsung-forecasts-780-jump-in-quarterly-operating-profit-5b58149a Die Signal en 2026-10-10T10:49:55.026Z Samsung Forecasts 780% Jump in Quarterly Operating Profit https://diesignal.com/articles/cxmt-commits-34-9-billion-yuan-to-dram-r-d-and-back-end-capacity-422b1b64 Die Signal en 2026-10-10T10:49:55.026Z CXMT Commits 34.9 Billion Yuan to DRAM R&D and Back-End Capacity https://diesignal.com/articles/u-s-questions-asml-over-china-export-compliance-26e677f2 Die Signal en 2026-10-10T10:49:55.026Z U.S. Questions ASML Over China Export Compliance https://diesignal.com/articles/gudeng-begins-us-production-localizing-tsmc-supply-chain-3457d84e Die Signal en 2026-10-10T10:49:55.026Z Gudeng begins US production, localizing TSMC supply chain https://diesignal.com/articles/ubs-ai-demand-splits-foundry-market-into-two-capacity-tracks-e16fbe77 Die Signal en 2026-10-10T10:49:55.026Z UBS: AI Demand Splits Foundry Market Into Two Capacity Tracks https://diesignal.com/articles/nvidia-to-acquire-hugging-face-for-12-9-billion-in-open-ai-play-1dd46e97 Die Signal en 2026-10-10T10:49:55.026Z Nvidia to Acquire Hugging Face for $12.9 Billion in Open AI Play https://diesignal.com/articles/oracle-orders-50-000-amd-mi450-gpus-in-3-54b-helios-deployment-7b35d634 Die Signal en 2026-10-10T10:49:55.026Z Oracle Orders 50,000 AMD MI450 GPUs in $3.5–4B Helios Deployment https://diesignal.com/articles/optics-outsell-custom-chips-ai-revenue-hits-1-82b-at-marvell-cdc78511 Die Signal en 2026-10-10T10:49:55.026Z Optics Outsell Custom Chips: AI Revenue Hits $1.82B at Marvell https://diesignal.com/articles/spacex-seeks-40-billion-in-financing-to-buy-nvidia-ai-chips-65a95431 Die Signal en 2026-10-10T10:49:55.026Z SpaceX seeks $40 billion in financing to buy Nvidia AI chips https://diesignal.com/articles/microsoft-amd-unveil-helios-rack-for-azure-ai-inference-5feb5cf5 Die Signal en 2026-10-10T10:49:55.026Z Microsoft, AMD Unveil Helios Rack for Azure AI Inference https://diesignal.com/articles/csis-examines-transatlantic-export-control-gaps-amid-new-momentum-fdb4eec0 Die Signal en 2026-10-10T10:49:55.026Z CSIS Examines Transatlantic Export Control Gaps Amid New Momentum https://diesignal.com/articles/adreno-x2-qualcomm-s-snapdragon-x2-elite-gpu-doubles-compute-falters-in-gpgpu-96f79c98 Die Signal en 2026-10-10T10:49:55.026Z Adreno X2: Qualcomm's Snapdragon X2 Elite GPU Doubles Compute, Falters in GPGPU https://diesignal.com/articles/lg-cns-external-sales-pass-50-as-gpu-push-reshapes-business-c8b0783e Die Signal en 2026-10-10T10:49:55.026Z LG CNS External Sales Pass 50% as GPU Push Reshapes Business https://diesignal.com/articles/cxmt-plans-second-beijing-dram-plant-report-says-e4ac8293 Die Signal en 2026-10-10T10:49:55.026Z CXMT Plans Second Beijing DRAM Plant, Report Says https://diesignal.com/articles/spacex-weighs-debt-funded-nvidia-chip-purchase-for-ai-buildout-1675b5ee Die Signal en 2026-10-10T10:49:55.026Z SpaceX weighs debt-funded Nvidia chip purchase for AI buildout https://diesignal.com/articles/amd-olympic-ridge-zen-6-drops-igpu-gains-on-die-npu-1f4137ea Die Signal en 2026-10-10T10:49:55.026Z AMD Olympic Ridge Zen 6 Drops iGPU, Gains On-Die NPU https://diesignal.com/articles/sk-hynix-resumes-dram-packaging-outsourcing-to-winpac-after-four-years-4058e38c Die Signal en 2026-10-10T10:49:55.026Z SK hynix Resumes DRAM Packaging Outsourcing to WINPAC After Four Years https://diesignal.com/articles/qualcomm-enters-ai-data-center-chip-market-challenging-nvidia-3f7d8e19 Die Signal en 2026-10-10T10:49:55.026Z Qualcomm Enters AI Data Center Chip Market, Challenging Nvidia https://diesignal.com/articles/acer-ceo-memory-makers-hype-2030-shortage-to-defend-margins-87b7a19f Die Signal en 2026-10-10T10:49:55.026Z Acer CEO: Memory Makers Hype 2030 Shortage to Defend Margins https://diesignal.com/articles/siemens-and-partners-build-reference-architecture-for-nvidia-ai-data-centers-c8349659 Die Signal en 2026-10-10T10:49:55.026Z Siemens and Partners Build Reference Architecture for NVIDIA AI Data Centers https://diesignal.com/articles/tsmc-captures-nearly-70-of-2025-foundry-market-taipei-times-3fd62e8b Die Signal en 2026-10-10T10:49:55.026Z TSMC Captures Nearly 70% of 2025 Foundry Market: Taipei Times https://diesignal.com/articles/arista-raises-2026-guidance-by-1-1-billion-as-ai-networks-scale-1c3eeeb5 Die Signal en 2026-10-10T10:49:55.026Z Arista Raises 2026 Guidance by $1.1 Billion as AI Networks Scale https://diesignal.com/articles/asml-tata-electronics-partner-for-india-s-first-300-mm-fab-e1c227b6 Die Signal en 2026-10-10T10:49:55.026Z ASML, Tata Electronics Partner for India's First 300 mm Fab https://diesignal.com/articles/zhu-yiming-s-twin-ventures-anchor-china-s-memory-chip-drive-c2357e98 Die Signal en 2026-10-10T10:49:55.026Z Zhu Yiming's Twin Ventures Anchor China's Memory Chip Drive https://diesignal.com/articles/quadric-lands-46m-series-c-to-scale-edge-ai-chip-rollout-3f56ed04 Die Signal en 2026-10-10T10:49:55.026Z Quadric Lands $46M Series C to Scale Edge AI Chip Rollout https://diesignal.com/articles/sifive-s-bigsky-sf-2u870-32-risc-v-cores-in-a-2u-server-box-8b758ceb Die Signal en 2026-10-10T10:49:55.026Z SiFive's BigSky SF-2U870: 32 RISC-V Cores in a 2U Server Box https://diesignal.com/articles/samsung-returns-to-pc-silicon-targets-copilot-category-74f84287 Die Signal en 2026-10-10T10:49:55.026Z Samsung returns to PC silicon, targets Copilot+ category https://diesignal.com/articles/global-switch-to-host-major-nvidia-blackwell-cluster-in-paris-917cde81 Die Signal en 2026-10-10T10:49:55.026Z Global Switch to Host Major Nvidia Blackwell Cluster in Paris https://diesignal.com/articles/qualcomm-to-license-huawei-s-logicfolding-chip-patents-report-says-0bc17267 Die Signal en 2026-10-10T10:49:55.026Z Qualcomm to license Huawei's LogicFolding chip patents, report says https://diesignal.com/articles/vietnam-s-chip-expansion-points-to-a-broad-supply-chain-shift-cd3918e3 Die Signal en 2026-10-10T10:49:55.026Z Vietnam's chip expansion points to a broad supply chain shift https://diesignal.com/articles/musk-issues-terafab-tsmc-clarification-let-there-be-zero-doubt-a0965aab Die Signal en 2026-10-10T10:49:55.026Z Musk issues Terafab-TSMC clarification: 'Let there be ZERO doubt' https://diesignal.com/articles/contractor-pleads-guilty-to-diverting-super-micro-ai-servers-to-china-658aa5b4 Die Signal en 2026-10-10T10:49:55.026Z Contractor pleads guilty to diverting Super Micro AI servers to China https://diesignal.com/articles/intel-sets-14a-parity-target-within-5-of-tsmc-s-a14-08d516d6 Die Signal en 2026-10-10T10:49:55.026Z Intel Sets 14A Parity Target Within 5% of TSMC's A14 https://diesignal.com/articles/spacex-to-operate-musk-s-terafab-yahoo-finance-flags-tsmc-stakes-c399f2f0 Die Signal en 2026-10-10T10:49:55.026Z SpaceX to Operate Musk's 'Terafab'; Yahoo Finance Flags TSMC Stakes https://diesignal.com/articles/asml-shares-fall-as-proposed-u-s-export-curbs-hit-fragile-china-market-f5ac9be6 Die Signal en 2026-10-10T10:49:55.026Z ASML shares fall as proposed U.S. export curbs hit fragile China market https://diesignal.com/articles/nvidia-microsoft-open-rtx-spark-laptop-preorders-preview-dgx-station-e9b4b3c5 Die Signal en 2026-10-10T10:49:55.026Z NVIDIA, Microsoft Open RTX Spark Laptop Preorders, Preview DGX Station https://diesignal.com/articles/arm-launches-css-for-mobile-2-with-c2-ultra-cpu-and-mali-g2-ultra-nx-gpu-ec993246 Die Signal en 2026-10-10T10:49:55.026Z Arm launches CSS for Mobile 2 with C2-Ultra CPU and Mali G2-Ultra NX GPU https://diesignal.com/articles/samsung-posts-record-q3-operating-profit-up-782-5-year-on-year-f77b251b Die Signal en 2026-10-10T10:49:55.026Z Samsung Posts Record Q3: Operating Profit Up 782.5% Year-on-Year https://diesignal.com/articles/musk-rejects-tsmc-takeover-of-terafab-intel-reaffirms-14a-deal-df77329a Die Signal en 2026-10-10T10:49:55.026Z Musk rejects TSMC takeover of Terafab, Intel reaffirms 14A deal https://diesignal.com/articles/tsmc-posts-record-september-revenue-as-ai-demand-holds-b10e2b2b Die Signal en 2026-10-10T10:49:55.026Z TSMC Posts Record September Revenue as AI Demand Holds https://diesignal.com/articles/nvidia-in-talks-to-guarantee-250-billion-for-openai-data-centers-14f9bad0 Die Signal en 2026-10-10T10:49:55.026Z Nvidia in Talks to Guarantee $250 Billion for OpenAI Data Centers https://diesignal.com/articles/south-korean-exports-on-track-for-16th-straight-monthly-increase-a9962e73 Die Signal en 2026-10-10T10:49:55.026Z South Korean Exports on Track for 16th Straight Monthly Increase https://diesignal.com/articles/intel-stock-rebounds-as-musk-details-spacex-ai-chip-project-90a883fc Die Signal en 2026-10-10T10:44:55.009Z Intel Stock Rebounds as Musk Details SpaceX AI Chip Project https://diesignal.com/articles/marvell-shares-rise-as-ai-chip-demand-drives-upgraded-revenue-outlook-5672f311 Die Signal en 2026-10-10T10:44:55.009Z Marvell Shares Rise as AI Chip Demand Drives Upgraded Revenue Outlook https://diesignal.com/articles/amd-zen-6-olympic-ridge-ryzen-to-cut-igpu-silicon-add-on-die-npu-75135f19 Die Signal en 2026-10-10T10:44:55.009Z AMD Zen 6 'Olympic Ridge' Ryzen to cut iGPU silicon, add on-die NPU https://diesignal.com/articles/intel-cpu-prices-rise-30-as-ai-demand-absorbs-memory-output-c6a5cb57 Die Signal en 2026-10-10T10:44:55.009Z Intel CPU Prices Rise 30% as AI Demand Absorbs Memory Output https://diesignal.com/articles/samsung-hbm4e-clears-qualification-at-nvidia-hyperscalers-a69930d5 Die Signal en 2026-10-10T10:44:55.009Z Samsung HBM4E clears qualification at Nvidia, hyperscalers https://diesignal.com/articles/airtrunk-commits-extra-1bn-to-inzai-data-center-campus-in-japan-bea767bd Die Signal en 2026-10-10T10:44:55.009Z AirTrunk commits extra $1bn to Inzai data center campus in Japan https://diesignal.com/articles/samsung-electronics-seen-posting-nine-fold-q3-profit-on-ai-demand-b71e356d Die Signal en 2026-10-10T10:44:55.009Z Samsung Electronics seen posting nine-fold Q3 profit on AI demand https://diesignal.com/articles/tata-electronics-begins-pilot-production-at-assam-semiconductor-plant-4437d34b Die Signal en 2026-10-10T10:44:55.009Z Tata Electronics Begins Pilot Production at Assam Semiconductor Plant https://diesignal.com/articles/amd-ceo-lisa-su-ai-chip-demand-stays-robust-as-production-expansion-accelerates-428f9f6f Die Signal en 2026-10-10T10:44:55.009Z AMD CEO Lisa Su: AI chip demand stays robust as production expansion accelerates https://diesignal.com/articles/spacex-and-nvidia-in-40-billion-debt-finance-deal-for-chips-b19a45f8 Die Signal en 2026-10-10T10:44:55.009Z SpaceX and Nvidia in $40 Billion Debt Finance Deal for Chips https://diesignal.com/articles/amd-s-su-chip-demand-outruns-supply-ai-should-self-police-6666c726 Die Signal en 2026-10-10T10:44:55.009Z AMD's Su: chip demand outruns supply, AI should self-police https://diesignal.com/articles/intel-will-remain-on-musk-s-terafab-chip-project-ceo-says-c2116701 Die Signal en 2026-10-10T10:44:55.009Z Intel will remain on Musk's Terafab chip project, CEO says https://diesignal.com/articles/samsung-sk-hynix-test-chinese-chip-tools-against-u-s-export-risk-7eaebcd9 Die Signal en 2026-10-10T10:44:55.009Z Samsung, SK Hynix Test Chinese Chip Tools Against U.S. Export Risk https://diesignal.com/articles/cxmt-shares-slip-1-4-as-5-2-billion-expansion-looms-8e094099 Die Signal en 2026-10-10T10:44:55.009Z CXMT Shares Slip 1.4% as $5.2 Billion Expansion Looms https://diesignal.com/articles/amd-s-lisa-su-to-travel-to-taiwan-amid-ai-chip-supply-tightness-8f736ad9 Die Signal en 2026-10-10T10:44:55.009Z AMD's Lisa Su to travel to Taiwan amid AI chip supply tightness https://diesignal.com/articles/navitas-closes-claros-deal-as-ai-chips-hit-a-power-wall-63e63991 Die Signal en 2026-10-10T10:44:55.009Z Navitas closes Claros deal as AI chips hit a 'power wall' https://diesignal.com/articles/samsung-s-drop-in-dram-chip-triples-ai-inference-speed-977842f5 Die Signal en 2026-10-10T10:44:55.009Z Samsung's Drop-In DRAM Chip Triples AI Inference Speed https://diesignal.com/articles/taiwan-firms-boost-ai-capex-across-us-southeast-asia-a0997f4e Die Signal en 2026-10-10T10:44:55.009Z Taiwan Firms Boost AI Capex Across US, Southeast Asia https://diesignal.com/articles/micron-settles-netlist-patent-feud-with-600-million-deal-efafa83d Die Signal en 2026-10-10T10:44:55.009Z Micron Settles Netlist Patent Feud With $600 Million Deal https://diesignal.com/articles/amd-plans-substantial-2027-ai-accelerator-ramp-as-demand-outruns-supply-05a7195e Die Signal en 2026-10-10T10:44:55.009Z AMD Plans 'Substantial' 2027 AI Accelerator Ramp as Demand Outruns Supply https://diesignal.com/articles/arteris-secures-funding-for-tam-microelectronics-supply-chain-assurance-0677b9a4 Die Signal en 2026-10-10T10:44:55.009Z Arteris Secures Funding for TAM Microelectronics Supply Chain Assurance https://diesignal.com/articles/sk-hynix-reportedly-lags-samsung-in-hbm-hybrid-bonding-2390a5c5 Die Signal en 2026-10-10T10:44:55.009Z SK hynix Reportedly Lags Samsung in HBM Hybrid Bonding https://diesignal.com/articles/amd-targets-major-ai-chip-supply-ramp-in-2027-7d07c5d3 Die Signal en 2026-10-10T10:44:55.009Z AMD Targets Major AI Chip Supply Ramp in 2027 https://diesignal.com/articles/nittobo-to-expand-glass-cloth-output-as-ai-chip-demand-tightens-supply-1dca0891 Die Signal en 2026-10-10T10:44:55.009Z Nittobo to expand glass cloth output as AI chip demand tightens supply https://diesignal.com/articles/aehr-secures-6m-follow-on-orders-for-next-gen-ai-chip-1dec1744 Die Signal en 2026-10-10T10:44:55.009Z Aehr secures $6M follow-on orders for next-gen AI chip https://diesignal.com/articles/samsung-ships-faster-hbm4e-chip-samples-shares-jump-8d6259f4 Die Signal en 2026-10-10T10:44:55.009Z Samsung Ships Faster HBM4E Chip Samples; Shares Jump https://diesignal.com/articles/micron-posts-record-results-shares-fall-2-03-percent-e6b712c5 Die Signal en 2026-10-10T10:44:55.009Z Micron Posts Record Results, Shares Fall 2.03 Percent https://diesignal.com/articles/lawmaker-pushes-30-domestic-npu-quota-for-industrial-parks-3f92f27d Die Signal en 2026-10-10T10:44:55.009Z Lawmaker Pushes 30% Domestic NPU Quota for Industrial Parks https://diesignal.com/articles/foxconn-puts-nvidia-vera-rubin-ai-datacenter-cost-at-47-billion-per-gigawatt-b8dedf11 Die Signal en 2026-10-10T10:44:55.009Z Foxconn Puts NVIDIA Vera Rubin AI Datacenter Cost at $47 Billion Per Gigawatt https://diesignal.com/articles/trendforce-qualcomm-apple-mediatek-compete-at-tsmc-2nm-007fd6ff Die Signal en 2026-10-10T10:44:55.009Z TrendForce: Qualcomm, Apple, MediaTek Compete at TSMC 2nm https://diesignal.com/articles/anthropic-s-custom-ai-chips-could-be-built-on-samsung-s-2nm-process-ddb218cd Die Signal en 2026-10-10T10:44:55.009Z Anthropic's Custom AI Chips Could Be Built on Samsung's 2nm Process https://diesignal.com/articles/amd-targets-2027-for-chip-supply-boost-to-meet-ai-demand-ba68547e Die Signal en 2026-10-10T10:44:55.009Z AMD targets 2027 for chip supply boost to meet AI demand https://diesignal.com/articles/spacex-seeks-40-billion-in-debt-financing-for-nvidia-ai-chips-63b61c24 Die Signal en 2026-10-10T10:44:55.009Z SpaceX Seeks $40 Billion in Debt Financing for Nvidia AI Chips https://diesignal.com/articles/amd-ceo-lisa-su-pledges-tens-of-billions-for-ai-chip-supply-ccfdc6cd Die Signal en 2026-10-10T10:44:55.009Z AMD CEO Lisa Su Pledges Tens of Billions for AI Chip Supply https://diesignal.com/articles/tsmc-expansion-lifts-da-yi-cheng-orders-past-nt-10-billion-f90cb1fc Die Signal en 2026-10-10T10:44:55.009Z TSMC Expansion Lifts Da Yi Cheng Orders Past NT$10 Billion https://diesignal.com/articles/intel-drops-3-as-musk-confirms-tsmc-talks-over-terafab-role-471ae399 Die Signal en 2026-10-10T10:44:55.009Z Intel Drops 3% as Musk Confirms TSMC Talks Over Terafab Role https://diesignal.com/articles/wall-street-musk-s-terafab-talks-with-tsmc-could-hurt-intel-f4d37403 Die Signal en 2026-10-10T10:44:55.009Z Wall Street: Musk's Terafab Talks With TSMC Could Hurt Intel https://diesignal.com/articles/auo-and-innolux-bet-on-glass-as-next-gen-ai-chip-material-9621c2d7 Die Signal en 2026-10-10T10:44:55.009Z AUO and Innolux Bet on Glass as Next-Gen AI Chip Material https://diesignal.com/articles/micron-s-hbm-expansion-lifts-korean-chip-suppliers-hanmi-tc-bonder-in-focus-3b220b49 Die Signal en 2026-10-10T10:44:55.009Z Micron's HBM Expansion Lifts Korean Chip Suppliers; Hanmi TC Bonder in Focus https://diesignal.com/articles/rapidus-launches-core-ecosystem-with-17-design-partners-dc4992bb Die Signal en 2026-10-10T10:44:55.009Z Rapidus Launches CORE Ecosystem With 17 Design Partners https://diesignal.com/articles/musk-rules-out-tsmc-from-terafab-operations-across-three-outlets-aa7c479f Die Signal en 2026-10-10T10:44:55.009Z Musk Rules Out TSMC from Terafab Operations Across Three Outlets https://diesignal.com/articles/amd-ceo-pledges-substantial-capacity-increase-11419c65 Die Signal en 2026-10-10T10:44:55.009Z AMD CEO Pledges 'Substantial' Capacity Increase https://diesignal.com/articles/amd-courts-samsung-for-hbm-supply-and-possible-korea-foundry-work-ac79e46b Die Signal en 2026-10-10T10:44:55.009Z AMD courts Samsung for HBM supply and possible Korea foundry work https://diesignal.com/articles/amd-plans-substantial-chip-supply-increase-for-2027-0c8b8526 Die Signal en 2026-10-10T10:44:55.009Z AMD Plans Substantial Chip Supply Increase for 2027 https://diesignal.com/articles/forum-markets-forms-51-owned-jv-with-edge-node-for-us-edge-compute-41caff48 Die Signal en 2026-10-10T10:44:55.009Z Forum Markets forms 51%-owned JV with Edge Node for US edge compute https://diesignal.com/articles/amd-ceo-holds-ai-talks-with-samsung-and-sk-hynix-on-memory-supply-98d39012 Die Signal en 2026-10-10T10:44:55.009Z AMD CEO Holds AI Talks With Samsung and SK Hynix on Memory Supply https://diesignal.com/articles/amd-pledges-tens-of-billions-in-investment-to-ease-ai-chip-supply-crunch-b1e065e9 Die Signal en 2026-10-10T10:44:55.009Z AMD Pledges 'Tens of Billions' in Investment to Ease AI Chip Supply Crunch https://diesignal.com/articles/hanmi-semiconductor-books-krw24-5-billion-ai-equipment-order-2ff03cf4 Die Signal en 2026-10-10T10:44:55.009Z Hanmi Semiconductor Books KRW24.5 Billion AI Equipment Order https://diesignal.com/articles/hf-sinclair-s-innovate-launches-dtc25-direct-to-chip-data-center-coolant-c6511d2a Die Signal en 2026-10-10T10:44:55.009Z HF Sinclair's Innovate launches DTC25 direct-to-chip data center coolant https://diesignal.com/articles/house-ccp-committee-presses-commerce-on-dram-ai-chip-licensing-612b404f Die Signal en 2026-10-10T10:44:55.009Z House CCP Committee Presses Commerce on DRAM, AI Chip Licensing https://diesignal.com/articles/musk-terafab-evaluating-additional-partner-beyond-intel-ff8c6bea Die Signal en 2026-10-10T10:44:55.009Z Musk: Terafab evaluating additional partner beyond Intel https://diesignal.com/articles/synopsys-tsmc-bring-design-ip-to-2nm-for-agentic-ai-chips-72291a0c Die Signal en 2026-10-10T10:44:55.009Z Synopsys, TSMC bring design IP to 2nm for agentic AI chips https://diesignal.com/articles/applied-materials-intel-widen-ai-chip-development-partnership-ddb44197 Die Signal en 2026-10-10T10:44:55.009Z Applied Materials, Intel Widen AI Chip Development Partnership https://diesignal.com/articles/musk-rules-out-tsmc-role-in-terafab-operations-intel-gains-2f64781c Die Signal en 2026-10-10T10:44:55.009Z Musk Rules Out TSMC Role in Terafab Operations, Intel Gains https://diesignal.com/articles/amd-ceo-lisa-su-tours-taiwan-and-south-korea-to-lock-in-2027-chip-supply-2371f01a Die Signal en 2026-10-10T10:44:55.009Z AMD CEO Lisa Su Tours Taiwan and South Korea to Lock In 2027 Chip Supply https://diesignal.com/articles/musk-rules-out-tsmc-role-in-terafab-operations-5bb083c4 Die Signal en 2026-10-10T10:44:55.009Z Musk Rules Out TSMC Role in Terafab Operations https://diesignal.com/articles/amd-s-lisa-su-ai-demand-to-stay-very-very-high-for-years-61cec5ee Die Signal en 2026-10-10T10:44:55.009Z AMD's Lisa Su: AI Demand to Stay 'Very, Very High' for Years https://diesignal.com/articles/amd-flags-substantial-chip-supply-lift-for-2027-on-ai-demand-bf847ac5 Die Signal en 2026-10-10T10:44:55.009Z AMD flags 'substantial' chip supply lift for 2027 on AI demand https://diesignal.com/articles/bytedance-consumes-one-fifth-of-china-s-24gw-data-center-market-0fe6dac1 Die Signal en 2026-10-10T10:44:55.009Z ByteDance Consumes One-Fifth of China's 24GW Data Center Market https://diesignal.com/articles/sia-releases-2026-state-of-the-u-s-semiconductor-industry-report-960a9e95 Die Signal en 2026-10-10T10:44:55.009Z SIA Releases 2026 State of the U.S. Semiconductor Industry Report https://diesignal.com/articles/dell-targets-agentic-ai-data-gaps-with-semantic-layer-and-knowledge-graphs-bcb6fb1e Die Signal en 2026-10-10T10:44:55.009Z Dell Targets Agentic AI Data Gaps With Semantic Layer and Knowledge Graphs https://diesignal.com/articles/intel-retains-stake-in-musk-s-terafab-chip-venture-despite-tsmc-talks-a7a41f31 Die Signal en 2026-10-10T10:44:55.009Z Intel Retains Stake in Musk's Terafab Chip Venture Despite TSMC Talks https://diesignal.com/articles/ev-charging-operator-to-deploy-100-000-nvidia-gpus-at-us-sites-45df5fdb Die Signal en 2026-10-10T10:44:55.009Z EV Charging Operator to Deploy 100,000 Nvidia GPUs at US Sites https://diesignal.com/articles/broadcom-reported-to-be-preparing-large-ai-chip-financing-deal-13466559 Die Signal en 2026-10-10T10:44:55.009Z Broadcom Reported to Be Preparing Large AI Chip Financing Deal https://diesignal.com/articles/amd-targets-higher-chip-output-for-2027-lisa-su-pushes-for-capacity-001094c8 Die Signal en 2026-10-10T10:44:55.009Z AMD Targets Higher Chip Output for 2027, Lisa Su Pushes for Capacity https://diesignal.com/articles/kb-securities-flags-samsung-revaluation-as-hbm-prices-climb-d033e241 Die Signal en 2026-10-10T10:44:55.009Z KB Securities flags Samsung revaluation as HBM prices climb https://diesignal.com/articles/intel-links-ai-chipmaking-push-to-faster-next-gen-process-rollout-f97abbc2 Die Signal en 2026-10-10T10:44:55.009Z Intel Links AI Chipmaking Push to Faster Next-Gen Process Rollout https://diesignal.com/articles/taipower-denies-formal-tsmc-power-plant-takeover-proposal-0716405e Die Signal en 2026-10-10T10:44:55.009Z Taipower Denies Formal TSMC Power Plant Takeover Proposal https://diesignal.com/articles/tsmc-texas-terafab-buzz-pushes-taiwan-contractors-to-move-fast-4b9f7a72 Die Signal en 2026-10-10T10:44:55.009Z TSMC Texas Terafab Buzz Pushes Taiwan Contractors to Move Fast https://diesignal.com/articles/ic-designers-eye-5-to-double-digit-price-hikes-for-late-2026-bd943267 Die Signal en 2026-10-10T10:44:55.009Z IC Designers Eye 5% to Double-Digit Price Hikes for Late 2026 https://diesignal.com/articles/bofa-downgrades-be-semiconductor-on-hbm-delays-asml-threat-f9f281a2 Die Signal en 2026-10-10T10:44:55.009Z BofA Downgrades BE Semiconductor on HBM Delays, ASML Threat https://diesignal.com/articles/hbm4-contract-prices-to-nearly-triple-in-2027-digitimes-report-c3df6435 Die Signal en 2026-10-10T10:44:55.009Z HBM4 contract prices to nearly triple in 2027: DIGITIMES report https://diesignal.com/articles/samsung-sk-pivot-memory-back-end-to-vietnam-india-philippines-29bacb55 Die Signal en 2026-10-10T10:44:55.009Z Samsung, SK Pivot Memory Back-End to Vietnam, India, Philippines https://diesignal.com/articles/tsmc-reportedly-evaluates-second-u-s-site-for-chip-making-hub-f6aca502 Die Signal en 2026-10-10T10:44:55.009Z TSMC Reportedly Evaluates Second U.S. Site for Chip-Making Hub https://diesignal.com/articles/amd-chief-flags-very-high-chip-demand-calls-for-ai-firm-cooperation-f9ef07e5 Die Signal en 2026-10-10T10:44:55.009Z AMD chief flags very high chip demand, calls for AI firm cooperation https://diesignal.com/articles/amd-counters-nvidia-with-192gb-ryzen-ai-max-pro-chip-b9b2f4f5 Die Signal en 2026-10-10T10:44:55.009Z AMD counters Nvidia with 192GB Ryzen AI Max+ Pro chip https://diesignal.com/articles/hanmi-semiconductor-wins-24-5b-won-samsung-electro-mechanics-order-487e433b Die Signal en 2026-10-10T10:44:55.009Z Hanmi Semiconductor Wins 24.5B Won Samsung Electro-Mechanics Order https://diesignal.com/articles/cxmt-starts-mass-production-of-fifth-gen-dram-targeting-50-more-dies-per-wafer-e6953508 Die Signal en 2026-10-10T10:44:55.009Z CXMT starts mass production of fifth-gen DRAM, targeting 50% more dies per wafer https://diesignal.com/articles/amd-plans-a-big-chip-supply-increase-next-year-50e28e61 Die Signal en 2026-10-10T10:44:55.009Z AMD Plans A Big Chip Supply Increase Next Year https://diesignal.com/articles/denmark-puts-large-data-centers-at-back-of-grid-connection-queue-b11148ce Die Signal en 2026-10-10T10:44:55.009Z Denmark puts large data centers at back of grid connection queue https://diesignal.com/articles/firmus-tops-out-first-42mw-data-hall-in-tasmania-starts-batam-fit-out-6873c147 Die Signal en 2026-10-10T10:44:55.009Z Firmus tops out first 42MW data hall in Tasmania, starts Batam fit-out https://diesignal.com/articles/south-korea-adds-semiconductors-to-national-export-control-list-a4272674 Die Signal en 2026-10-10T10:44:55.009Z South Korea Adds Semiconductors to National Export Control List https://diesignal.com/articles/deepx-kt-and-sesol-partner-on-npu-powered-ai-edge-box-f3de0d33 Die Signal en 2026-10-10T10:44:55.009Z DeepX, KT, and Sesol Partner on NPU-Powered AI Edge Box https://diesignal.com/articles/intel-remains-in-musk-s-terafab-chip-venture-despite-tsmc-talks-9459a2e8 Die Signal en 2026-10-10T10:44:55.009Z Intel Remains in Musk's Terafab Chip Venture Despite TSMC Talks https://diesignal.com/articles/dayone-files-for-nasdaq-ipo-targets-2-3gw-capacity-by-2028-5567e3e5 Die Signal en 2026-10-10T10:44:55.009Z DayOne Files for Nasdaq IPO, Targets 2.3GW Capacity by 2028 https://diesignal.com/articles/musk-says-tesla-and-spacexai-will-build-and-run-terafab-ai-chip-plant-baf4eb3b Die Signal en 2026-10-10T10:44:55.009Z Musk says Tesla and SpaceXAI will build and run Terafab AI chip plant https://diesignal.com/articles/micron-to-pay-netlist-600-million-in-five-year-ai-memory-patent-deal-adca3f6f Die Signal en 2026-10-10T10:44:55.009Z Micron to Pay Netlist $600 Million in Five-Year AI Memory Patent Deal https://diesignal.com/articles/sk-hynix-reportedly-struggles-with-hbm-hybrid-bonding-6d4869a4 Die Signal en 2026-10-10T10:44:55.009Z SK hynix Reportedly Struggles With HBM Hybrid Bonding https://diesignal.com/articles/tsmc-supplier-gudeng-starts-operations-at-arizona-plant-e99667f8 Die Signal en 2026-10-10T10:44:55.009Z TSMC Supplier Gudeng Starts Operations at Arizona Plant https://diesignal.com/articles/amazon-seeks-to-move-8-billion-in-nvidia-chips-off-its-books-ce37dd64 Die Signal en 2026-10-10T10:44:55.009Z Amazon Seeks to Move $8 Billion in Nvidia Chips Off Its Books https://diesignal.com/articles/teradyne-enhances-titan-hp-platform-for-ai-chip-reliability-testing-9e625c93 Die Signal en 2026-10-10T10:44:55.009Z Teradyne Enhances Titan HP Platform for AI Chip Reliability Testing https://diesignal.com/articles/intel-shares-gain-1-58-as-ceo-confirms-terafab-role-0a5f21f1 Die Signal en 2026-10-10T10:44:55.009Z Intel Shares Gain 1.58% as CEO Confirms Terafab Role https://diesignal.com/articles/amd-targets-2027-for-major-ai-chip-supply-ramp-ceo-says-cb4bb401 Die Signal en 2026-10-10T10:44:55.009Z AMD Targets 2027 for Major AI Chip Supply Ramp, CEO Says https://diesignal.com/articles/musk-limits-tsmc-role-in-texas-terafab-his-companies-to-run-it-2941b3ec Die Signal en 2026-10-10T10:44:55.009Z Musk Limits TSMC Role in Texas Terafab, His Companies to Run It https://diesignal.com/articles/china-pressures-arizona-governor-as-tsmc-expansion-hits-265-billion-bb75401a Die Signal en 2026-10-10T10:44:55.009Z China Pressures Arizona Governor as TSMC Expansion Hits $265 Billion https://diesignal.com/articles/dram-module-revenue-surged-59-in-2025-as-crowding-out-effect-drove-prices-up-6e9c4872 Die Signal en 2026-10-10T10:44:55.009Z DRAM Module Revenue Surged 59% in 2025 as Crowding-Out Effect Drove Prices Up https://diesignal.com/articles/aws-files-plans-for-36-building-data-center-campus-in-pennsylvania-3232a7c9 Die Signal en 2026-10-10T10:44:55.009Z AWS Files Plans for 36-Building Data Center Campus in Pennsylvania https://diesignal.com/articles/gpus-could-expand-to-multi-tb-with-storage-inspired-memory-4fd6c334 Die Signal en 2026-10-10T10:44:55.009Z GPUs Could Expand to Multi-TB With Storage-Inspired Memory https://diesignal.com/articles/hbm-test-demand-surge-pushes-chinese-suppliers-into-80-import-gap-821ee797 Die Signal en 2026-10-10T10:39:55.000Z HBM Test Demand Surge Pushes Chinese Suppliers Into 80% Import Gap https://diesignal.com/articles/chinese-state-funds-tied-to-restricted-nvidia-ai-chip-buys-30ecb56c Die Signal en 2026-10-10T10:39:55.000Z Chinese state funds tied to restricted Nvidia AI chip buys https://diesignal.com/articles/senate-blocks-ratepayer-protection-act-in-57-43-vote-cdc654ee Die Signal en 2026-10-10T10:39:55.000Z Senate blocks Ratepayer Protection Act in 57-43 vote https://diesignal.com/articles/broadcom-offers-anthropic-42-billion-loan-for-ai-chip-leases-2e7bf4eb Die Signal en 2026-10-10T10:39:55.000Z Broadcom Offers Anthropic $42 Billion Loan for AI Chip Leases https://diesignal.com/articles/tencent-to-rent-100-000-offshore-ai-chips-from-oracle-for-7-billion-2a9a3a90 Die Signal en 2026-10-10T10:39:55.000Z Tencent to rent 100,000 offshore AI chips from Oracle for $7 billion https://diesignal.com/articles/exascale-and-compal-to-build-platform-for-next-gen-gpu-systems-d4a89532 Die Signal en 2026-10-10T10:39:55.000Z Exascale and Compal to Build Platform for Next-Gen GPU Systems https://diesignal.com/articles/musk-confirms-spacex-tsmc-terafab-talks-spacexai-to-become-spacexsi-480aca70 Die Signal en 2026-10-10T10:39:55.000Z Musk confirms SpaceX-TSMC TeraFab talks; SpaceXAI to become SpaceXSI https://diesignal.com/articles/tsmc-weighs-multibillion-dollar-chip-campus-in-texas-9e750025 Die Signal en 2026-10-10T10:39:55.000Z TSMC weighs multibillion-dollar chip campus in Texas https://diesignal.com/articles/broadcom-banks-assemble-60bn-ai-chip-financing-for-anthropic-efcaa287 Die Signal en 2026-10-10T10:39:55.000Z Broadcom, Banks Assemble $60bn AI Chip Financing for Anthropic https://diesignal.com/articles/northrop-grumman-us-chip-production-to-quadruple-by-2030-17edeebf Die Signal en 2026-10-10T10:39:55.000Z Northrop Grumman: US Chip Production to Quadruple by 2030 https://diesignal.com/articles/samsung-to-build-taylor-fab-2-in-2025-locks-70-memory-capacity-cfccc6b5 Die Signal en 2026-10-10T10:39:55.000Z Samsung to Build Taylor Fab 2 in 2025, Locks 70% Memory Capacity https://diesignal.com/articles/xiaomi-s-xring-chip-enters-production-at-tsmc-sources-say-d219fe99 Die Signal en 2026-10-10T10:39:55.000Z Xiaomi's Xring chip enters production at TSMC, sources say https://diesignal.com/articles/nation-data-center-breaks-ground-on-7mw-facility-in-velizy-villacoublay-a412d7ef Die Signal en 2026-10-10T10:39:55.000Z Nation Data Center Breaks Ground on 7MW Facility in Vélizy-Villacoublay https://diesignal.com/articles/lenovo-thinkbook-14-gen-9-adds-snapdragon-x2-plus-variant-e1f01b9d Die Signal en 2026-10-10T10:39:55.000Z Lenovo ThinkBook 14 Gen 9 Adds Snapdragon X2 Plus Variant https://diesignal.com/articles/report-intel-razor-lake-to-use-tsmc-2nm-n2x-pressuring-amd-supply-d3388d43 Die Signal en 2026-10-10T10:39:55.000Z Report: Intel Razor Lake to Use TSMC 2nm N2X, Pressuring AMD Supply https://diesignal.com/articles/tsmc-us-fab-completion-to-extend-past-2034-former-minister-e50b0ede Die Signal en 2026-10-10T10:39:55.000Z TSMC US fab completion to extend past 2034: former minister https://diesignal.com/articles/micron-nvhbm-margins-to-rise-even-with-outsourced-base-die-8146a368 Die Signal en 2026-10-10T10:39:55.000Z Micron: NVHBM Margins to Rise Even With Outsourced Base Die https://diesignal.com/articles/kit-brings-33-petaflops-horeka-2-supercomputer-online-for-17-million-eb072880 Die Signal en 2026-10-10T10:39:55.000Z KIT Brings 33-Petaflops HoreKa 2 Supercomputer Online for €17 Million https://diesignal.com/articles/blackstone-and-banks-assemble-60-billion-for-broadcom-ai-chip-deal-14b50298 Die Signal en 2026-10-10T10:39:55.000Z Blackstone and Banks Assemble $60 Billion for Broadcom AI Chip Deal https://diesignal.com/articles/nvidia-s-500b-plan-techcrunch-flags-risk-and-upside-for-aging-gpus-a68d311e Die Signal en 2026-10-10T10:39:55.000Z Nvidia's $500B plan: TechCrunch flags risk and upside for aging GPUs https://diesignal.com/articles/tencent-signs-7bn-lease-for-100-000-oracle-ai-chips-e1c8138a Die Signal en 2026-10-10T10:39:55.000Z Tencent signs $7bn lease for 100,000 Oracle AI chips https://diesignal.com/articles/broadcom-locks-samsung-memory-pricing-at-nvidia-parity-5753c58c Die Signal en 2026-10-10T10:39:55.000Z Broadcom Locks Samsung Memory Pricing at Nvidia Parity https://diesignal.com/articles/samsung-builds-semiconductor-test-fab-in-vietnam-6ce7fc47 Die Signal en 2026-10-10T10:39:55.000Z Samsung Builds Semiconductor Test Fab in Vietnam https://diesignal.com/articles/qualcomm-s-2nm-snapdragon-8-elite-gen-6-extreme-targets-ultra-premium-handsets-beeea55e Die Signal en 2026-10-10T10:39:55.000Z Qualcomm's 2nm Snapdragon 8 Elite Gen 6 Extreme Targets Ultra-Premium Handsets https://diesignal.com/articles/micron-q3-deep-dive-names-ai-demand-hbm-supply-constraints-53649136 Die Signal en 2026-10-10T10:39:55.000Z Micron Q3 Deep Dive Names AI Demand, HBM, Supply Constraints https://diesignal.com/articles/doj-arrests-ceo-over-300m-smuggling-of-nvidia-ai-servers-to-china-a2e12c46 Die Signal en 2026-10-10T10:39:55.000Z DOJ Arrests CEO Over $300M Smuggling of Nvidia AI Servers to China https://diesignal.com/articles/amazon-weighs-sale-of-8-billion-in-nvidia-ai-chips-0c54b526 Die Signal en 2026-10-10T10:39:55.000Z Amazon Weighs Sale of $8 Billion in Nvidia AI Chips https://diesignal.com/articles/musk-confirms-talks-with-tsmc-over-terafab-chipmaking-collaboration-1ac307b6 Die Signal en 2026-10-10T10:39:55.000Z Musk Confirms Talks With TSMC Over Terafab Chipmaking Collaboration https://diesignal.com/articles/networkocean-runs-nvidia-h100-on-floating-solar-data-center-871653b0 Die Signal en 2026-10-10T10:39:55.000Z NetworkOcean runs Nvidia H100 on floating solar data center https://diesignal.com/articles/micron-posts-record-54-23b-q4-revenue-stock-barely-moves-1632e042 Die Signal en 2026-10-10T10:39:55.000Z Micron Posts Record $54.23B Q4 Revenue, Stock Barely Moves https://diesignal.com/articles/china-amasses-hundreds-of-asml-duv-scanners-for-7nm-ai-output-c34f1da4 Die Signal en 2026-10-10T10:39:55.000Z China amasses hundreds of ASML DUV scanners for 7nm AI output https://diesignal.com/articles/broadcom-weighs-up-to-42-billion-loan-to-anthropic-for-ai-chip-leases-4467f4b3 Die Signal en 2026-10-10T10:39:55.000Z Broadcom Weighs Up to $42 Billion Loan to Anthropic for AI Chip Leases https://diesignal.com/articles/us-export-controls-fuel-china-s-domestic-semiconductor-boom-3234dd55 Die Signal en 2026-10-10T10:39:55.000Z US Export Controls Fuel China's Domestic Semiconductor Boom https://diesignal.com/articles/amazon-seeks-to-offload-8-billion-in-nvidia-ai-chips-a917e454 Die Signal en 2026-10-10T10:39:55.000Z Amazon Seeks to Offload $8 Billion in Nvidia AI Chips https://diesignal.com/articles/google-s-head-of-global-data-center-construction-joins-anthropic-576739c7 Die Signal en 2026-10-10T10:39:55.000Z Google's Head of Global Data Center Construction Joins Anthropic https://diesignal.com/articles/general-compute-signs-multi-year-deal-to-host-cerebras-wafer-scale-ai-165738a0 Die Signal en 2026-10-10T10:39:55.000Z General Compute Signs Multi-Year Deal to Host Cerebras Wafer-Scale AI https://diesignal.com/articles/samsung-set-to-post-usd-73-4-billion-quarterly-operating-profit-0ec84ef5 Die Signal en 2026-10-10T10:39:55.000Z Samsung Set to Post USD 73.4 Billion Quarterly Operating Profit https://diesignal.com/articles/google-s-ai-chips-live-in-orbit-investorplace-headline-confirms-2fd3c0d2 Die Signal en 2026-10-10T10:39:55.000Z Google's AI Chips Live in Orbit, InvestorPlace Headline Confirms https://diesignal.com/articles/california-man-indicted-over-300m-nvidia-ai-chip-smuggling-cf946296 Die Signal en 2026-10-10T10:39:55.000Z California Man Indicted Over $300M Nvidia AI Chip Smuggling https://diesignal.com/articles/ey-iesa-report-puts-india-semiconductor-market-at-200b-by-2035-d31c9d1f Die Signal en 2026-10-10T10:39:55.000Z EY-IESA Report Puts India Semiconductor Market at $200B by 2035 https://diesignal.com/articles/musk-confirms-talks-with-tsmc-over-terafab-chip-plant-1e412f04 Die Signal en 2026-10-10T10:39:55.000Z Musk Confirms Talks With TSMC Over Terafab Chip Plant https://diesignal.com/articles/broadcom-opens-60-billion-debt-raise-to-fund-ai-chips-for-anthropic-fe9e3ec4 Die Signal en 2026-10-10T10:39:55.000Z Broadcom Opens $60 Billion Debt Raise to Fund AI Chips for Anthropic https://diesignal.com/articles/broadcom-posts-16-7b-ai-chip-revenue-up-221-yoy-in-q3-fy2026-0dea6f7d Die Signal en 2026-10-10T10:39:55.000Z Broadcom Posts $16.7B AI Chip Revenue, Up 221% YoY in Q3 FY2026 https://diesignal.com/articles/morgan-stanley-ai-power-crunch-strains-chip-supply-chain-674ed649 Die Signal en 2026-10-10T10:39:55.000Z Morgan Stanley: AI power crunch strains chip supply chain https://diesignal.com/articles/tsmc-weighs-multibillion-dollar-chip-manufacturing-campus-in-texas-37e15524 Die Signal en 2026-10-10T10:39:55.000Z TSMC weighs multibillion-dollar chip manufacturing campus in Texas https://diesignal.com/articles/eu-opens-80-million-call-for-european-ai-chip-projects-8952d463 Die Signal en 2026-10-10T10:39:55.000Z EU opens €80 million call for European AI chip projects https://diesignal.com/articles/micron-faces-strike-vote-and-itc-complaint-as-32-billion-backlog-builds-ba9045a4 Die Signal en 2026-10-10T10:39:55.000Z Micron Faces Strike Vote and ITC Complaint as $32 Billion Backlog Builds https://diesignal.com/articles/nvidia-locks-down-sk-hynix-memory-supply-under-500-billion-ai-deal-7c33bac9 Die Signal en 2026-10-10T10:39:55.000Z Nvidia Locks Down SK Hynix Memory Supply Under $500 Billion AI Deal https://diesignal.com/articles/chinese-quartz-approved-for-chipmaking-tools-and-dram-production-a70cf3c4 Die Signal en 2026-10-10T10:39:55.000Z Chinese quartz approved for chipmaking tools and DRAM production https://diesignal.com/articles/blackstone-and-banks-assemble-60-billion-package-for-broadcom-ai-chip-deal-1dfa330d Die Signal en 2026-10-10T10:39:55.000Z Blackstone and Banks Assemble $60 Billion Package for Broadcom AI Chip Deal https://diesignal.com/articles/elon-musk-confirms-tsmc-talks-intel-shares-fall-4-8217fdab Die Signal en 2026-10-10T10:39:55.000Z Elon Musk confirms TSMC talks; Intel shares fall 4% https://diesignal.com/articles/korea-alcohol-group-pivots-to-semiconductor-materials-2e724a62 Die Signal en 2026-10-10T10:39:55.000Z Korea Alcohol Group Pivots to Semiconductor Materials https://diesignal.com/articles/micron-ceo-memory-supply-is-only-getting-tighter-8b97c123 Die Signal en 2026-10-10T10:39:55.000Z Micron CEO: memory supply is "only getting tighter" https://diesignal.com/articles/morgan-stanley-nvidia-and-broadcom-shielded-from-ai-power-crunch-0769a36b Die Signal en 2026-10-10T10:39:55.000Z Morgan Stanley: Nvidia and Broadcom shielded from AI power crunch https://diesignal.com/articles/sk-hynix-yongin-fab-moves-to-cleanroom-fit-out-phase-1e5cc9b2 Die Signal en 2026-10-10T10:39:55.000Z SK Hynix Yongin fab moves to cleanroom fit-out phase https://diesignal.com/articles/kit-to-build-24-million-ai-data-center-with-waste-heat-recovery-129d04d6 Die Signal en 2026-10-10T10:39:55.000Z KIT to build €24 million AI data center with waste heat recovery https://diesignal.com/articles/memory-price-momentum-slows-as-peak-cycle-questions-mount-5c2b887c Die Signal en 2026-10-10T10:39:55.000Z Memory Price Momentum Slows as Peak-Cycle Questions Mount https://diesignal.com/articles/micron-warns-ai-memory-wall-is-worsening-80b64635 Die Signal en 2026-10-10T10:39:55.000Z Micron Warns AI Memory Wall Is Worsening https://diesignal.com/articles/aiia-report-frames-australia-s-chip-position-as-multiple-conundrums-5555dd28 Die Signal en 2026-10-10T10:39:55.000Z AIIA Report Frames Australia's Chip Position as Multiple Conundrums https://diesignal.com/articles/nvidia-enters-pc-cpu-market-with-arm-chip-microsoft-dell-hp-confirmed-d73452d6 Die Signal en 2026-10-10T10:39:55.000Z Nvidia Enters PC CPU Market with Arm Chip, Microsoft, Dell, HP Confirmed https://diesignal.com/articles/l-t-data-center-unit-to-host-nvidia-hardware-for-together-ai-4c946b01 Die Signal en 2026-10-10T10:39:55.000Z L&T Data Center Unit to Host Nvidia Hardware for Together AI https://diesignal.com/articles/qualcomm-to-buy-huawei-patents-in-multi-year-5g-and-ai-licensing-deal-b9e825db Die Signal en 2026-10-10T10:39:55.000Z Qualcomm to Buy Huawei Patents in Multi-Year 5G and AI Licensing Deal https://diesignal.com/articles/cisco-and-nvidia-target-enterprise-ai-with-rack-scale-systems-4fa1f465 Die Signal en 2026-10-10T10:39:55.000Z Cisco and Nvidia target enterprise AI with rack-scale systems https://diesignal.com/articles/gmi-cloud-raises-668m-in-series-b-equity-and-debt-package-52c1822b Die Signal en 2026-10-10T10:39:55.000Z GMI Cloud raises $668m in Series B equity and debt package https://diesignal.com/articles/packet-based-npus-in-the-llm-era-compute-bound-cnns-give-way-to-memory-bound-wor-7d9ddc95 Die Signal en 2026-10-10T10:39:55.000Z Packet-Based NPUs In The LLM Era: Compute-Bound CNNs Give Way To Memory-Bound Workloads https://diesignal.com/articles/morgan-stanley-ai-power-crunch-strains-chip-supply-chain-7229bd5b Die Signal en 2026-10-10T10:39:55.000Z Morgan Stanley: AI power crunch strains chip supply chain https://diesignal.com/articles/intro-group-commits-270m-to-first-phase-of-egypt-s-kemet-data-center-318195eb Die Signal en 2026-10-10T10:39:55.000Z Intro Group Commits $270m to First Phase of Egypt's Kemet Data Center https://diesignal.com/articles/sk-hynix-taps-intel-emib-t-for-next-gen-hbm-packaging-6cb33abc Die Signal en 2026-10-10T10:39:55.000Z SK Hynix Taps Intel EMIB-T for Next-Gen HBM Packaging https://diesignal.com/articles/tsmc-earnings-preview-terafab-talks-price-hikes-a14-intel-race-top-five-themes-9b86f6dd Die Signal en 2026-10-10T10:39:55.000Z TSMC Earnings Preview: Terafab Talks, Price Hikes, A14-Intel Race Top Five Themes https://diesignal.com/articles/qualcomm-shares-rise-after-huawei-ai-chip-patent-agreement-bead283f Die Signal en 2026-10-10T10:39:55.000Z Qualcomm Shares Rise After Huawei AI Chip Patent Agreement https://diesignal.com/articles/samsung-set-to-post-usd-73-4-billion-quarterly-operating-profit-ef21efac Die Signal en 2026-10-10T10:39:55.000Z Samsung Set to Post USD 73.4 Billion Quarterly Operating Profit https://diesignal.com/articles/micron-ram-shortages-to-persist-through-2028-as-prices-climb-7023b022 Die Signal en 2026-10-10T10:39:55.000Z Micron: RAM shortages to persist through 2028 as prices climb https://diesignal.com/articles/sony-and-tsmc-to-invest-6-4-billion-in-japanese-sensor-plant-db1c3a1e Die Signal en 2026-10-10T10:39:55.000Z Sony and TSMC to Invest $6.4 Billion in Japanese Sensor Plant https://diesignal.com/articles/china-stockpiles-343-immersion-duv-systems-targeting-7-nm-ai-base-751b523f Die Signal en 2026-10-10T10:39:55.000Z China Stockpiles 343 Immersion DUV Systems, Targeting 7-nm AI Base https://diesignal.com/articles/musk-confirms-talks-with-tsmc-over-texas-terafab-chip-plant-2edacf34 Die Signal en 2026-10-10T10:39:55.000Z Musk Confirms Talks With TSMC Over Texas Terafab Chip Plant https://diesignal.com/articles/tata-s-assam-chip-plant-nears-commissioning-non-china-chain-cited-74d92554 Die Signal en 2026-10-10T10:39:55.000Z Tata's Assam Chip Plant Nears Commissioning; Non-China Chain Cited https://diesignal.com/articles/california-ceo-arrested-over-300-million-nvidia-server-smuggling-b73c8f89 Die Signal en 2026-10-10T10:39:55.000Z California CEO Arrested Over $300 Million Nvidia Server Smuggling https://diesignal.com/articles/ai-chip-startup-etched-reaches-21-billion-valuation-819b27d4 Die Signal en 2026-10-10T10:39:55.000Z AI Chip Startup Etched Reaches $21 Billion Valuation https://diesignal.com/articles/micron-75-of-2027-memory-supply-already-committed-ceo-says-7382b118 Die Signal en 2026-10-10T10:39:55.000Z Micron: 75% of 2027 Memory Supply Already Committed, CEO Says https://diesignal.com/articles/broadcom-lines-up-60b-in-ai-chip-financing-backed-by-anthropic-demand-85e34bb2 Die Signal en 2026-10-10T10:39:55.000Z Broadcom Lines Up $60B in AI Chip Financing Backed by Anthropic Demand https://diesignal.com/articles/japan-times-semiconductor-chokepoints-define-u-s-china-rivalry-7512ea3f Die Signal en 2026-10-10T10:39:55.000Z Japan Times: Semiconductor Chokepoints Define U.S.-China Rivalry https://diesignal.com/articles/spacex-to-orbit-google-ai-chips-in-space-data-center-push-d0be282b Die Signal en 2026-10-10T10:39:55.000Z SpaceX to orbit Google AI chips in space-data-center push https://diesignal.com/articles/kit-puts-33-petaflops-horeka-2-supercomputer-into-operation-147b2441 Die Signal en 2026-10-10T10:39:55.000Z KIT puts 33-petaflops HoreKa 2 supercomputer into operation https://diesignal.com/articles/verda-lands-189m-series-b-targets-250mw-by-2027-de7413e1 Die Signal en 2026-10-10T10:39:55.000Z Verda lands $189m Series B, targets 250MW by 2027 https://diesignal.com/articles/musk-confirms-tsmc-talks-for-dedicated-terafab-chip-plant-98642b8b Die Signal en 2026-10-10T10:39:55.000Z Musk Confirms TSMC Talks for Dedicated Terafab Chip Plant https://diesignal.com/articles/cxmt-starts-mass-production-of-fifth-generation-dram-platform-2de2e4bc Die Signal en 2026-10-10T10:39:55.000Z CXMT Starts Mass Production of Fifth-Generation DRAM Platform https://diesignal.com/articles/ares-pushes-sabey-data-centers-investment-past-500-million-79c1f529 Die Signal en 2026-10-10T10:39:55.000Z Ares Pushes Sabey Data Centers Investment Past $500 Million https://diesignal.com/articles/jera-dell-and-rhaelm-plan-15-billion-ai-data-center-in-chiba-c43e201e Die Signal en 2026-10-10T10:39:55.000Z Jera, Dell and Rhaelm Plan $15 Billion AI Data Center in Chiba https://diesignal.com/articles/nvidia-broadcom-insulated-as-ai-power-strain-hits-supply-chain-866ff81a Die Signal en 2026-10-10T10:39:55.000Z Nvidia, Broadcom insulated as AI power strain hits supply chain https://diesignal.com/articles/aws-drops-ndas-on-data-center-projects-amid-raskin-probe-bf9a458e Die Signal en 2026-10-10T10:39:55.000Z AWS drops NDAs on data center projects amid Raskin probe https://diesignal.com/articles/broadcom-lines-up-60-billion-ai-financing-to-rival-nvidia-509961a6 Die Signal en 2026-10-10T10:39:55.000Z Broadcom Lines Up $60 Billion AI Financing to Rival Nvidia https://diesignal.com/articles/infineon-opens-us-1-4-billion-semiconductor-plant-in-thailand-2d86b7a0 Die Signal en 2026-10-10T10:39:55.000Z Infineon opens US$1.4 billion semiconductor plant in Thailand https://diesignal.com/articles/broadcom-ai-chip-revenue-triples-applied-digital-signs-36b-capacity-deal-5465f522 Die Signal en 2026-10-10T10:39:55.000Z Broadcom AI chip revenue triples; Applied Digital signs $36B capacity deal https://diesignal.com/articles/netlist-files-new-itc-complaint-against-micron-over-hbm-patents-f1c116fe Die Signal en 2026-10-10T10:39:55.000Z Netlist Files New ITC Complaint Against Micron Over HBM Patents https://diesignal.com/articles/micron-ceo-memory-shortage-has-no-end-in-sight-will-probably-get-worse-f3f0255b Die Signal en 2026-10-10T10:34:54.993Z Micron CEO: Memory Shortage Has No End in Sight, Will Probably Get Worse https://diesignal.com/articles/nvidia-nearly-doubles-data-center-revenue-in-latest-earnings-beat-c9ce8cc8 Die Signal en 2026-10-10T10:34:54.993Z Nvidia Nearly Doubles Data Center Revenue in Latest Earnings Beat https://diesignal.com/articles/chinese-memory-turf-war-cxmt-targets-nand-ymtc-eyes-dram-cf370ec2 Die Signal en 2026-10-10T10:34:54.993Z Chinese Memory Turf War: CXMT Targets NAND, YMTC Eyes DRAM https://diesignal.com/articles/deepseek-and-huawei-open-source-ascend-ai-tools-to-bypass-cuda-37861849 Die Signal en 2026-10-10T10:34:54.993Z DeepSeek and Huawei open-source Ascend AI tools to bypass CUDA https://diesignal.com/articles/google-cloud-to-double-brazil-capacity-by-2030-adds-blackwell-gpus-c981d9f4 Die Signal en 2026-10-10T10:34:54.993Z Google Cloud to Double Brazil Capacity by 2030, Adds Blackwell GPUs https://diesignal.com/articles/tencent-signs-7-billion-ai-chip-lease-with-oracle-866f56f9 Die Signal en 2026-10-10T10:34:54.993Z Tencent Signs $7 Billion AI Chip Lease With Oracle https://diesignal.com/articles/chinese-semiconductor-tool-vendors-gain-share-under-u-s-sanctions-b47dfd62 Die Signal en 2026-10-10T10:34:54.993Z Chinese Semiconductor Tool Vendors Gain Share Under U.S. Sanctions https://diesignal.com/articles/sk-hynix-approves-38-3bn-for-two-memory-fabs-in-south-korea-19b1e031 Die Signal en 2026-10-10T10:34:54.993Z SK hynix approves $38.3bn for two memory fabs in South Korea https://diesignal.com/articles/smic-posts-20-surge-takes-third-place-from-globalfoundries-2478a80f Die Signal en 2026-10-10T10:34:54.993Z SMIC Posts 20% Surge, Takes Third Place From GlobalFoundries https://diesignal.com/articles/haydale-graphene-additive-lifts-data-center-coolant-conductivity-28-be58b409 Die Signal en 2026-10-10T10:34:54.993Z Haydale graphene additive lifts data center coolant conductivity 28% https://diesignal.com/articles/m31-and-ambiq-build-low-power-foundation-ip-for-tsmc-n12e-65c25a93 Die Signal en 2026-10-10T10:34:54.993Z M31 and Ambiq Build Low-Power Foundation IP for TSMC N12e https://diesignal.com/articles/advantech-launches-edge-ai-lineup-on-qualcomm-dragonwing-iq-9075-962a16f4 Die Signal en 2026-10-10T10:34:54.993Z Advantech Launches Edge AI Lineup on Qualcomm Dragonwing IQ-9075 https://diesignal.com/articles/broadcom-offers-anthropic-42-billion-loan-for-ai-chip-leases-d51467af Die Signal en 2026-10-10T10:34:54.993Z Broadcom offers Anthropic $42 billion loan for AI chip leases https://diesignal.com/articles/tsm-under-scrutiny-as-taiwan-weighs-ai-chip-export-controls-4874e237 Die Signal en 2026-10-10T10:34:54.993Z TSM Under Scrutiny as Taiwan Weighs AI Chip Export Controls https://diesignal.com/articles/samsung-commits-1-billion-to-ai-infrastructure-operator-helix-74be7f82 Die Signal en 2026-10-10T10:34:54.993Z Samsung Commits $1 Billion to AI Infrastructure Operator Helix https://diesignal.com/articles/sk-hynix-buyback-bid-wilts-as-analysts-cut-hbm-forecasts-ad001594 Die Signal en 2026-10-10T10:34:54.993Z SK Hynix Buyback Bid Wilts as Analysts Cut HBM Forecasts https://diesignal.com/articles/tata-electronics-and-sumitomo-chemical-expand-semiconductor-supply-tie-up-in-ind-4c9f8600 Die Signal en 2026-10-10T10:34:54.993Z Tata Electronics and Sumitomo Chemical Expand Semiconductor Supply Tie-Up in India https://diesignal.com/articles/deepseek-and-huawei-team-up-on-ai-chip-software-stack-be368f43 Die Signal en 2026-10-10T10:34:54.993Z DeepSeek and Huawei team up on AI chip software stack https://diesignal.com/articles/deepseek-releases-huawei-ai-chip-tooling-targets-nvidia-replacement-cfa37437 Die Signal en 2026-10-10T10:34:54.993Z DeepSeek Releases Huawei AI Chip Tooling, Targets Nvidia Replacement https://diesignal.com/articles/nvidia-debuts-rtx-spark-processor-for-windows-laptops-0e9b5d56 Die Signal en 2026-10-10T10:34:54.993Z Nvidia debuts RTX Spark processor for Windows laptops https://diesignal.com/articles/nvidia-and-firmus-to-build-170-000-gpu-data-center-in-indonesia-60829b12 Die Signal en 2026-10-10T10:34:54.993Z Nvidia and Firmus to build 170,000-GPU data center in Indonesia https://diesignal.com/articles/nvidia-s-108-5-billion-buyer-guarantees-surface-ai-credit-risk-4adf80b9 Die Signal en 2026-10-10T10:34:54.993Z Nvidia's $108.5 Billion Buyer Guarantees Surface AI Credit Risk https://diesignal.com/articles/helium-shortage-has-started-impacting-tech-supply-chains-execs-say-c4e75eaf Die Signal en 2026-10-10T10:34:54.993Z Helium Shortage Has Started Impacting Tech Supply Chains, Execs Say https://diesignal.com/articles/bisi-report-ties-europe-semiconductor-supply-chain-risk-to-iran-conflict-cf47cd1b Die Signal en 2026-10-10T10:34:54.993Z BISI report ties Europe semiconductor supply-chain risk to Iran conflict https://diesignal.com/articles/micron-beats-q4-earnings-estimates-as-ai-memory-demand-lifts-revenue-dedc006b Die Signal en 2026-10-10T10:34:54.993Z Micron Beats Q4 Earnings Estimates as AI Memory Demand Lifts Revenue https://diesignal.com/articles/tencent-signs-7bn-deal-for-100-000-oracle-gpus-ft-reports-da5975a8 Die Signal en 2026-10-10T10:34:54.993Z Tencent signs $7bn deal for 100,000 Oracle GPUs, FT reports https://diesignal.com/articles/deepseek-launches-huawei-ascend-tools-plans-160-000-chip-data-centre-8bf9858e Die Signal en 2026-10-10T10:34:54.993Z DeepSeek launches Huawei Ascend tools, plans 160,000-chip data centre https://diesignal.com/articles/nvidia-chip-prices-surge-on-china-s-black-market-under-us-export-curbs-a179c82e Die Signal en 2026-10-10T10:34:54.993Z NVIDIA Chip Prices Surge on China's Black Market Under US Export Curbs https://diesignal.com/articles/china-warns-us-export-bills-threaten-chip-supply-chains-0f6cacb5 Die Signal en 2026-10-10T10:34:54.993Z China warns US export Bills threaten chip supply chains https://diesignal.com/articles/tencent-reportedly-commits-7-billion-to-lease-100-000-ai-chips-from-oracle-cd7fe541 Die Signal en 2026-10-10T10:34:54.993Z Tencent Reportedly Commits $7 Billion to Lease 100,000 AI Chips From Oracle https://diesignal.com/articles/memory-supply-tightens-around-ai-demand-equiti-analysis-shows-10410935 Die Signal en 2026-10-10T10:34:54.993Z Memory supply tightens around AI demand, Equiti analysis shows https://diesignal.com/articles/lg-cns-targets-ai-factory-market-with-modular-data-center-cafc16e2 Die Signal en 2026-10-10T10:34:54.993Z LG CNS Targets AI Factory Market With Modular Data Center https://diesignal.com/articles/micron-data-center-revenue-rises-11-fold-on-ai-demand-ef67ad5e Die Signal en 2026-10-10T10:34:54.993Z Micron Data Center Revenue Rises 11-Fold on AI Demand https://diesignal.com/articles/micron-raises-us-manufacturing-commitment-to-253-billion-cc87841d Die Signal en 2026-10-10T10:34:54.993Z Micron raises US manufacturing commitment to $253 billion https://diesignal.com/articles/nvidia-and-coherent-partner-on-optics-for-next-gen-data-centers-a6ab17de Die Signal en 2026-10-10T10:34:54.993Z NVIDIA and Coherent Partner on Optics for Next-Gen Data Centers https://diesignal.com/articles/china-accuses-u-s-of-abusing-semiconductor-export-controls-45b57a03 Die Signal en 2026-10-10T10:34:54.993Z China Accuses U.S. of 'Abusing' Semiconductor Export Controls https://diesignal.com/articles/us-trade-chief-chip-export-controls-not-a-major-topic-in-china-talks-db66830b Die Signal en 2026-10-10T10:34:54.993Z US trade chief: chip export controls not a major topic in China talks https://diesignal.com/articles/colovore-files-for-430-million-156-500-sq-ft-fort-worth-data-center-74b454b5 Die Signal en 2026-10-10T10:34:54.993Z Colovore files for $430 million, 156,500 sq ft Fort Worth data center https://diesignal.com/articles/deepseek-huawei-align-on-ai-chip-software-stack-1a9beb3e Die Signal en 2026-10-10T10:34:54.993Z DeepSeek, Huawei Align on AI Chip Software Stack https://diesignal.com/articles/tencent-leases-100-000-ai-chips-from-oracle-in-7b-deal-a29639ce Die Signal en 2026-10-10T10:34:54.993Z Tencent Leases 100,000 AI Chips from Oracle in $7B Deal https://diesignal.com/articles/amazon-signs-1-billion-ai-chip-design-deal-as-aws-goes-in-house-8ed87521 Die Signal en 2026-10-10T10:34:54.993Z Amazon Signs $1 Billion AI Chip Design Deal as AWS Goes In-House https://diesignal.com/articles/report-tsmc-weighs-265-billion-us-expansion-with-six-dallas-fabs-1ee9f6f2 Die Signal en 2026-10-10T10:34:54.993Z Report: TSMC Weighs $265 Billion US Expansion With Six Dallas Fabs https://diesignal.com/articles/dram-and-nand-prices-rise-660-year-over-year-bernstein-data-shows-7a516599 Die Signal en 2026-10-10T10:34:54.993Z DRAM and NAND Prices Rise 660% Year-Over-Year, Bernstein Data Shows