https://diesignal.com/articles/data-center-fires-and-power-failures-have-doubled-since-2024-d43e1fbe Die Signal en 2026-10-12T10:30:03.266Z Data Center Fires and Power Failures Have Doubled Since 2024 https://diesignal.com/articles/samsung-hbm4e-passes-nvidia-qualification-tests-af86b314 Die Signal en 2026-10-12T10:30:03.266Z Samsung HBM4E Passes Nvidia Qualification Tests https://diesignal.com/articles/sia-report-details-us-chip-sector-s-china-exposure-01702272 Die Signal en 2026-10-12T10:15:03.261Z SIA Report Details US Chip Sector's China Exposure https://diesignal.com/articles/tsmc-s-60-billion-capex-boost-pushes-clean-business-to-near-full-capacity-163affe8 Die Signal en 2026-10-12T10:15:03.261Z TSMC's $60 Billion Capex Boost Pushes Clean Business to Near-Full Capacity https://diesignal.com/articles/intekplus-wins-30-9-billion-won-semiconductor-inspection-contract-5df85474 Die Signal en 2026-10-12T09:30:03.244Z Intekplus Wins 30.9 Billion Won Semiconductor Inspection Contract https://diesignal.com/articles/samsung-reportedly-locks-in-long-term-contracts-for-up-to-80-of-2027-memory-supp-4ea066ac Die Signal en 2026-10-12T09:15:03.239Z Samsung Reportedly Locks In Long-Term Contracts for Up to 80% of 2027 Memory Supply https://diesignal.com/articles/ai-chips-have-a-bending-problem-a-taiwanese-oven-maker-is-selling-the-fix-b6f10476 Die Signal en 2026-10-12T09:15:03.239Z AI Chips Have a Bending Problem. A Taiwanese Oven Maker Is Selling the Fix. https://diesignal.com/articles/tsmc-q3-preview-analysts-see-65-profit-growth-26aa43fc Die Signal en 2026-10-12T09:00:03.208Z TSMC Q3 Preview: Analysts See 65% Profit Growth https://diesignal.com/articles/amazon-in-talks-to-acquire-ai-chip-software-startup-decart-for-7-billion-f3b91833 Die Signal en 2026-10-12T09:00:03.208Z Amazon in Talks to Acquire AI Chip Software Startup Decart for $7 Billion https://diesignal.com/articles/tessolve-semiconductor-raises-75-million-from-vector-line-capital-b926205a Die Signal en 2026-10-12T09:00:03.208Z Tessolve Semiconductor Raises $75 Million From Vector Line Capital https://diesignal.com/articles/samsung-counters-sk-hynix-with-three-pronged-znand-lineup-7d897cc9 Die Signal en 2026-10-12T09:00:03.208Z Samsung Counters SK Hynix With Three-Pronged zNAND Lineup https://diesignal.com/articles/elon-musk-rules-out-tsmc-operational-role-in-terafab-chipmaking-e180905c Die Signal en 2026-10-12T09:00:03.208Z Elon Musk rules out TSMC operational role in Terafab chipmaking https://diesignal.com/articles/cxmt-accelerates-4f2-dram-push-targets-year-end-server-ddr5-rdimm-launch-7536bd58 Die Signal en 2026-10-12T09:00:03.208Z CXMT Accelerates 4F² DRAM Push, Targets Year-End Server DDR5 RDIMM Launch https://diesignal.com/articles/cxmt-targets-server-dram-with-4f2-design-for-2025-release-21556a3f Die Signal en 2026-10-12T09:00:03.208Z CXMT Targets Server DRAM With 4F² Design for 2025 Release https://diesignal.com/articles/spacex-seeks-40-billion-to-buy-nvidia-ai-chips-0e6bf2f5 Die Signal en 2026-10-12T08:10:03.143Z SpaceX Seeks $40 Billion to Buy Nvidia AI Chips https://diesignal.com/articles/biren-br20x-gpu-aims-at-1-024-chip-ai-clusters-amid-us-curb-18f775a9 Die Signal en 2026-10-12T08:10:03.143Z Biren BR20X GPU Aims at 1,024-Chip AI Clusters Amid US Curb https://diesignal.com/articles/micron-sk-hynix-shares-slip-as-china-s-cxmt-advances-next-gen-dram-1e19ca2e Die Signal en 2026-10-12T07:25:03.081Z Micron, SK Hynix Shares Slip as China's CXMT Advances Next-Gen DRAM https://diesignal.com/articles/tsmc-taps-u-s-interposers-to-speed-ai-chip-packaging-shift-2ffca713 Die Signal en 2026-10-12T07:25:03.081Z TSMC taps U.S. interposers to speed AI chip packaging shift https://diesignal.com/articles/micron-and-sk-hynix-shares-fall-as-china-s-cxmt-advances-dram-f1ba467c Die Signal en 2026-10-12T07:25:03.081Z Micron and SK Hynix Shares Fall as China's CXMT Advances DRAM https://diesignal.com/articles/tsmc-q3-preview-65-profit-growth-net-margin-seen-slipping-to-50-963d9ef8 Die Signal en 2026-10-12T07:25:03.081Z TSMC Q3 Preview: 65% Profit Growth, Net Margin Seen Slipping to 50% https://diesignal.com/articles/digitimes-samsung-could-overtake-sk-hynix-in-hbm-by-2027-56aed6dc Die Signal en 2026-10-12T07:10:03.063Z Digitimes: Samsung Could Overtake SK Hynix in HBM by 2027 https://diesignal.com/articles/humanoid-robots-eyed-as-next-driver-of-memory-chip-demand-fb43455a Die Signal en 2026-10-12T07:10:03.063Z Humanoid Robots Eyed as Next Driver of Memory Chip Demand https://diesignal.com/articles/amazon-in-talks-to-buy-ai-chip-startup-to-rival-nvidia-fc09a9a9 Die Signal en 2026-10-12T06:55:03.055Z Amazon in Talks to Buy AI Chip Startup to Rival NVIDIA https://diesignal.com/articles/tsmc-reports-earnings-october-15-three-metrics-investors-will-watch-5e65327d Die Signal en 2026-10-12T06:40:03.031Z TSMC Reports Earnings October 15: Three Metrics Investors Will Watch https://diesignal.com/articles/tsmc-sources-2-billion-in-ai-chip-parts-from-globalfoundries-157f460b Die Signal en 2026-10-12T06:40:03.031Z TSMC Sources $2 Billion in AI Chip Parts From GlobalFoundries https://diesignal.com/articles/nvidia-extends-nvlink-fusion-with-nvhbm-for-ai-infrastructure-d7aaf5d0 Die Signal en 2026-10-12T06:10:03.014Z NVIDIA Extends NVLink Fusion with NVHBM for AI Infrastructure https://diesignal.com/articles/tata-s-dholera-fab-sold-out-before-start-commitments-now-meet-reality-80a103da Die Signal en 2026-10-12T05:55:03.014Z Tata's Dholera fab sold out before start: commitments now meet reality https://diesignal.com/articles/eu-backs-malaysia-s-move-up-the-semiconductor-value-chain-2306461a Die Signal en 2026-10-12T05:35:02.954Z EU Backs Malaysia's Move Up the Semiconductor Value Chain https://diesignal.com/articles/amazon-eyes-decart-acquisition-at-7-billion-140e9c5d Die Signal en 2026-10-12T04:50:02.871Z Amazon Eyes Decart Acquisition at $7 Billion https://diesignal.com/articles/tsmc-heads-for-sixth-consecutive-record-profit-on-ai-chip-demand-ca58c850 Die Signal en 2026-10-12T04:20:02.817Z TSMC Heads for Sixth Consecutive Record Profit on AI Chip Demand https://diesignal.com/articles/rapidus-courts-customers-tsmc-leaves-behind-f4188199 Die Signal en 2026-10-12T04:20:02.817Z Rapidus Courts Customers TSMC Leaves Behind https://diesignal.com/articles/samsung-affiliates-commit-usd-9-15-billion-to-semiconductor-buildout-85f333c8 Die Signal en 2026-10-12T04:05:02.808Z Samsung Affiliates Commit USD 9.15 Billion to Semiconductor Buildout https://diesignal.com/articles/samsung-and-sk-hynix-set-for-hbm4e-cooling-showdown-at-sedex-a93dacc0 Die Signal en 2026-10-12T04:05:02.808Z Samsung and SK Hynix Set for HBM4E Cooling Showdown at SEDEX https://diesignal.com/articles/samsung-to-expand-chip-capacity-in-vietnam-high-end-output-in-south-korea-57196263 Die Signal en 2026-10-12T03:35:02.786Z Samsung to expand chip capacity in Vietnam, high-end output in South Korea https://diesignal.com/articles/samsung-s-1bn-end-to-end-ai-infrastructure-play-e5c80738 Die Signal en 2026-10-12T03:35:02.786Z Samsung's $1bn End-to-End AI Infrastructure Play https://diesignal.com/articles/nvidia-forms-alliance-to-build-power-flexible-ai-data-center-ab2bacbb Die Signal en 2026-10-12T03:20:02.768Z Nvidia Forms Alliance to Build Power-Flexible AI Data Center https://diesignal.com/articles/ai-boom-puts-memory-chips-center-stage-singapore-targets-advanced-packaging-role-9bcef2e5 Die Signal en 2026-10-12T03:15:02.737Z AI Boom Puts Memory Chips Center Stage; Singapore Targets Advanced Packaging Role https://diesignal.com/articles/tsmc-on-track-for-sixth-consecutive-quarter-of-record-profit-9ba31716 Die Signal en 2026-10-12T03:05:02.739Z TSMC on Track for Sixth Consecutive Quarter of Record Profit https://diesignal.com/articles/mediatek-set-to-overtake-samsung-in-flagship-phone-processors-a613dce9 Die Signal en 2026-10-12T02:45:02.698Z MediaTek Set to Overtake Samsung in Flagship Phone Processors https://diesignal.com/articles/tsmc-on-track-for-sixth-consecutive-quarter-of-record-profit-906d9f39 Die Signal en 2026-10-12T02:45:02.698Z TSMC on Track for Sixth Consecutive Quarter of Record Profit https://diesignal.com/articles/amazon-reportedly-in-talks-to-acquire-ai-chip-portability-startup-decart-for-7-b-353ca4f8 Die Signal en 2026-10-12T02:45:02.698Z Amazon Reportedly in Talks to Acquire AI Chip-Portability Startup Decart for $7 Billion https://diesignal.com/articles/tsmc-on-track-for-another-record-quarter-as-ai-demand-holds-a80635f3 Die Signal en 2026-10-12T02:30:02.672Z TSMC On Track for Another Record Quarter as AI Demand Holds https://diesignal.com/articles/samsung-sk-hynix-nand-profits-projected-to-surge-up-to-40-fold-c779af92 Die Signal en 2026-10-12T02:00:02.640Z Samsung, SK hynix NAND Profits Projected to Surge Up to 40-Fold https://diesignal.com/articles/samsung-and-sk-hynix-miss-out-as-global-chip-stocks-rally-7a7f14a3 Die Signal en 2026-10-12T01:30:02.595Z Samsung and SK hynix Miss Out as Global Chip Stocks Rally https://diesignal.com/articles/samsung-chip-profit-jumps-nearly-ninefold-on-ai-memory-demand-a92e5d92 Die Signal en 2026-10-12T01:00:02.545Z Samsung Chip Profit Jumps Nearly Ninefold on AI Memory Demand https://diesignal.com/articles/globalfoundries-shares-rise-on-2-billion-tsmc-agreement-a4ef4de0 Die Signal en 2026-10-12T00:45:02.515Z GlobalFoundries Shares Rise on $2 Billion TSMC Agreement https://diesignal.com/articles/china-s-cxmt-advances-chip-design-also-pursued-by-samsung-sk-hynix-dc6ced79 Die Signal en 2026-10-12T00:40:02.511Z China's CXMT Advances Chip Design Also Pursued by Samsung, SK Hynix https://diesignal.com/articles/meritz-lifts-sk-hynix-target-price-after-hbm-driven-q3-profit-beat-e0737adb Die Signal en 2026-10-12T00:10:02.484Z Meritz lifts SK hynix target price after HBM-driven Q3 profit beat https://diesignal.com/articles/cxmt-targets-4f2-ddr5-server-memory-launch-by-year-end-a7c73508 Die Signal en 2026-10-12T00:10:02.484Z CXMT Targets 4F² DDR5 Server Memory Launch by Year-End https://diesignal.com/articles/contractor-admits-guilt-in-illegal-ai-chip-export-scheme-b682c54f Die Signal en 2026-10-11T23:25:02.432Z Contractor Admits Guilt in Illegal AI Chip Export Scheme https://diesignal.com/articles/globalfoundries-moves-to-expand-dresden-manufacturing-site-864e0636 Die Signal en 2026-10-11T23:10:02.396Z GlobalFoundries Moves to Expand Dresden Manufacturing Site https://diesignal.com/articles/tata-electronics-and-besi-partner-on-advanced-semiconductor-packaging-in-india-d0996b74 Die Signal en 2026-10-11T22:40:02.370Z Tata Electronics and Besi Partner on Advanced Semiconductor Packaging in India https://diesignal.com/articles/globalfoundries-to-produce-ai-chip-component-for-tsmc-in-2b-deal-5da4eb11 Die Signal en 2026-10-11T21:05:02.245Z GlobalFoundries to Produce AI Chip Component for TSMC in $2B Deal https://diesignal.com/articles/tsmc-posts-record-nt-1-49-trillion-q3-revenue-beating-forecasts-e3ffd3a4 Die Signal en 2026-10-11T21:05:02.245Z TSMC Posts Record NT$1.49 Trillion Q3 Revenue, Beating Forecasts https://diesignal.com/articles/wedbush-s-dan-ives-backs-spacex-s-40-billion-nvidia-chip-debt-plan-a1b97a8a Die Signal en 2026-10-11T20:20:02.191Z Wedbush's Dan Ives Backs SpaceX's $40 Billion Nvidia Chip Debt Plan https://diesignal.com/articles/samsung-electronics-posts-first-100-trillion-won-quarterly-profit-ba281570 Die Signal en 2026-10-11T19:45:02.140Z Samsung Electronics Posts First 100 Trillion Won Quarterly Profit https://diesignal.com/articles/where-do-vietnamese-businesses-stand-in-the-global-semiconductor-supply-chain-99c546bb Die Signal en 2026-10-11T17:15:01.966Z Where Do Vietnamese Businesses Stand in the Global Semiconductor Supply Chain? https://diesignal.com/articles/tsmc-and-sony-to-invest-billions-in-advanced-chip-sensor-plant-d2a8d984 Die Signal en 2026-10-11T16:24:58.011Z TSMC and Sony to Invest Billions in Advanced Chip Sensor Plant https://diesignal.com/articles/broker-pleads-guilty-in-super-micro-ai-chip-smuggling-case-9fe18abd Die Signal en 2026-10-11T13:19:57.741Z Broker Pleads Guilty in Super Micro AI Chip Smuggling Case https://diesignal.com/articles/contractor-for-super-micro-computer-pleads-guilty-in-ai-chip-export-case-778b53df Die Signal en 2026-10-11T12:34:57.679Z Contractor For Super Micro Computer Pleads Guilty In AI Chip Export Case https://diesignal.com/articles/contractor-pleads-guilty-in-2-5bn-nvidia-ai-chip-smuggling-case-7f4a2327 Die Signal en 2026-10-11T12:34:57.679Z Contractor Pleads Guilty in $2.5bn Nvidia AI Chip Smuggling Case https://diesignal.com/articles/tsmc-to-spend-up-to-64-billion-and-it-still-isn-t-building-enough-c2ae1d63 Die Signal en 2026-10-11T12:19:57.661Z TSMC to Spend Up to $64 Billion — and It Still 'Isn't Building Enough' https://diesignal.com/articles/amazon-seeks-investor-financing-for-8-billion-in-nvidia-ai-chips-df70b5cd Die Signal en 2026-10-11T10:29:57.562Z Amazon Seeks Investor Financing for $8 Billion in Nvidia AI Chips https://diesignal.com/articles/tsmc-posts-54-6-september-sales-jump-on-ai-chip-demand-b5b13862 Die Signal en 2026-10-11T10:14:57.542Z TSMC Posts 54.6% September Sales Jump on AI Chip Demand https://diesignal.com/articles/nvidia-gpu-debt-backstop-links-capital-offtake-and-datacenters-816d35e9 Die Signal en 2026-10-11T08:54:57.442Z Nvidia GPU Debt Backstop Links Capital, Offtake and Datacenters https://diesignal.com/articles/cxmt-s-4f2-dram-design-signals-china-s-entry-into-server-memory-41670cac Die Signal en 2026-10-11T06:54:57.280Z CXMT's 4F² DRAM Design Signals China's Entry Into Server Memory https://diesignal.com/articles/bernstein-ai-data-center-buildout-costs-hit-39-5-billion-per-gw-83761a88 Die Signal en 2026-10-11T06:54:57.280Z Bernstein: AI Data Center Buildout Costs Hit $39.5 Billion per GW https://diesignal.com/articles/tsmc-holds-1-billion-in-apple-chips-pending-dram-supply-074c0084 Die Signal en 2026-10-11T06:39:57.279Z TSMC Holds $1 Billion in Apple Chips Pending DRAM Supply https://diesignal.com/articles/samsung-guides-for-record-profit-on-surging-ai-chip-demand-e5e04d50 Die Signal en 2026-10-11T06:04:57.212Z Samsung Guides for Record Profit on Surging AI Chip Demand https://diesignal.com/articles/samsung-and-sk-hynix-target-humanoid-robots-as-next-growth-market-eeaa8f7b Die Signal en 2026-10-11T06:04:57.212Z Samsung and SK Hynix Target Humanoid Robots as Next Growth Market https://diesignal.com/articles/samsung-plans-chip-capacity-expansion-in-vietnam-high-end-output-growth-in-korea-1da0f26c Die Signal en 2026-10-11T05:34:57.171Z Samsung Plans Chip Capacity Expansion in Vietnam, High-End Output Growth in Korea https://diesignal.com/articles/humanoid-robots-to-drive-20-fold-dram-demand-jump-by-2030-37e93f1e Die Signal en 2026-10-11T05:04:57.153Z Humanoid Robots to Drive 20-Fold DRAM Demand Jump by 2030 https://diesignal.com/articles/broadcom-seeks-over-50-billion-to-finance-openai-ai-chips-9ace0a63 Die Signal en 2026-10-11T04:04:56.401Z Broadcom Seeks Over $50 Billion to Finance OpenAI AI Chips https://diesignal.com/articles/sk-hynix-q3-operating-profit-projected-at-7-7-trillion-won-68400979 Die Signal en 2026-10-11T03:29:56.371Z SK Hynix Q3 Operating Profit Projected at 7.7 Trillion Won https://diesignal.com/articles/morningstar-asml-threat-fears-for-besi-s-hybrid-bonding-market-overdone-164c98a7 Die Signal en 2026-10-11T01:44:56.290Z Morningstar: ASML Threat Fears for Besi's Hybrid Bonding Market Overdone https://diesignal.com/articles/tsmc-texas-fab-plans-push-taiwan-contractors-into-action-3583c03e Die Signal en 2026-10-11T01:09:56.235Z TSMC Texas Fab Plans Push Taiwan Contractors Into Action https://diesignal.com/articles/solar-powered-data-centers-turn-wasted-sunlight-into-ai-compute-5907df1d Die Signal en 2026-10-11T01:09:56.235Z Solar-Powered Data Centers Turn Wasted Sunlight Into AI Compute https://diesignal.com/articles/nvidia-s-nvhbm-shifts-memory-control-into-the-hbm-base-die-6cce9181 Die Signal en 2026-10-11T00:24:56.133Z Nvidia's NVHBM Shifts Memory Control Into the HBM Base Die 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