GlobalFoundries VP details FDX Fusion technology, sporting 7nm-class performance without the need for EUV tools — company targets 2030 for high-volume manufacturing, with planar transistors in tow
#semiconductors — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #semiconductors, aggregated by home.social.
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https://www.europesays.com/unitedstates/98945/ Q1 2026 Shatters Venture Funding Records As AI Boom Pushes Startup Investment To $300B #ai #DefenseTech #IPO #ma #Robotics #Semiconductors #Startups #Transportation #unicorn #venture #VentureCapital #VentureCapital&Startups
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Schneider Electric Q2 Profit Plunges 43% Despite 51% Order Growth
Schneider Electric Infrastructure net profit declined 43.3 per cent year-on-year to Rs 29.65 crore in the second quarter…
#France #FR #Europe #EU #SchneiderElectric #265CroreOrders #datacentres #EBIT #GridInfrastructure #OrderBacklog #OrderIntake #Q2FY27 #Q2Results #Rs1 #SCHNEIDERELECTRICINFRASTRUCTURE #Semiconductors
https://www.europesays.com/france/106263/ -
China's pure-play AI chipmakers swung into profit for the first time in the third quarter. Moore Threads booked an adjusted net profit of 7.4M USD on a 1,774 per cent revenue surge, and MetaX logged a second profitable quarter. Morgan Stanley warns a shortage of high-bandwidth memory threatens those margins. https://www.scmp.com/tech/big-tech/article/3373532/chinas-ai-chipmakers-report-first-profits-will-trend-continue #China #Tech #Semiconductors
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Gelsinger-backed Nagare Labs’ Z2RAM promises SRAM speed at DRAM density
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About 600,000 Nvidia H200 AI chips are stored in Hong Kong because Beijing has not approved large-scale imports into mainland China, Reuters said.
Source: The Next Web
https://thenextweb.com/news/nvidia-h200-chips-hong-kong-china-import-approval -
Yangtze Memory Technologies plans to obtain up to seventy percent of the equipment for its fourth NAND flash factory from Chinese suppliers.
Source: DigiTimes Asia
https://www.digitimes.com/news/a20261106VL217/ymtc-nand-equipment-manufacturing.html -
Moonshot AI is reportedly seeking remote access to Nvidia GPUs located in Europe.
Source: DigiTimes Asia
https://www.digitimes.com/news/a20261106VL219/moonshot-nvidia-chips-blackwell-data.html -
https://www.europesays.com/3356097/ South Korea’s National Debt Per Child Hits approximately $180,000, Up 22-Fold in 25 Years — BigGo Finance #2027BudgetProposal #ChildPopulation #ExcessTaxRevenue #GovermentDebt #GovermentDebtStress #GrossDomesticProduct(GDP) #KimSunTaek #KoreaTaxpayersAssociation #NationalDebt #NationalDebtStress #semiconductors #SovereignDebt #SovereignDebtStress
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The AI boom is turning advanced chip packaging into the next battleground.
Source: BusinessLine
https://www.thehindubusinessline.com/info-tech/ai-boom-turns-advanced-chip-packaging-into-the-next-battleground/article71673081.ece -
Naver is preparing to launch its Nvidia-backed AI factory business after securing an infrastructure agreement with Brookfield worth up to US$9 billion.
Source: DigiTimes Asia
https://www.digitimes.com/news/a20261105VL226/naver-infrastructure-gpu-launch-business.html -
AMD is on track to overtake Intel as the world’s largest x86 processor company by revenue. Strong demand for EPYC server CPUs and growing AI infrastructure investments are driving AMD’s rapid growth, while Intel faces increasing pressure to keep up. If AMD takes the lead, it would mark a major shift in the CPU industry.
#AMD #Intel #CPU #x86 #EPYC #AI #DataCenter #Semiconductors #tech
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Apple's inventory surged 154% to $14.54 billion as memory chip costs continue to rise. The company is committing billions more to component purchases to secure supply. With AI infrastructure driving strong demand for DRAM and NAND, memory prices could remain elevated into 2027. What does this mean for PC, server, and smartphone buyers?
Read more: https://www.buysellram.com/blog/apple-inventory-154-memory-prices-2027/
#Apple #DRAM #NAND #RAMPrices #MemoryShortage #AIInfrastructure #Semiconductors
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CNBC reports that Seoul’s appeals court sentenced a former Samsung Electronics employee to five years in prison on 22 October for leaking Samsung technology.
The sentence was reduced from the seven years imposed at the first trial in April.
The employee joined Chinese memory-chip maker ChangXin Memory Technologies (CXMT) in 2016.
The report also describes Samsung’s use of agreements that could bar employees from working for compe…
https://en.hacks.gr/proin-ypallilos-tis-samsung-katadikastike-se-5-chronia-gia-diarroi-technologias/
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India targets creating homegrown GPUs within 2 years and plans to commercialize indigenous SHAKTI and VEGA processors
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https://www.europesays.com/unitedstates/96488/ US Trade Deficit Narrows to $105 Billion in September as Exports Accelerate — BigGo Finance #Bloomberg #CapitalGoods #DataCenters #exports #imports #Oil #Semiconductors #SupplyChains #tariffs #Trade #Trade&SupplyChains #USDepartmentOfCommerce #USTradeDeficit
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Micron's $4.5 billion Taoyuan plant construction halted amidst labor dispute
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China's second-largest contract chipmaker Hua Hong Grace plans to expand heavily into silicon photonics, a key technology for AI optical modules, during its next major capacity build-out. Chairman Bai Peng made the announcement on an earnings call as net profits surged 147 per cent and third-quarter sales reached 987.13M USD. https://www.scmp.com/tech/big-tech/article/3373445/chinese-chipmaker-hua-hong-bets-big-silicon-photonics-amid-ai-boom #China #Tech #Semiconductors
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Discovered Materials is offering $1 million in prizes for solutions to five materials science problems, selected with input from an academic advisory group representing international universities.
The topics include superconductivity, silicon interfaces, thermal management, material photoresponse and density functional theory.
The company says it tested autonomous AI models on the problems…
#MaterialsScience #Superconductivity #DensityFunctionalTheory #Semiconductors
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Marvell to buy Lumentum in $115 billion all-stock deal
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€525m European semiconductor investment to spur design
This European semiconductor investment is intended to stimulate investment, creation, and expansion of the next generation of chip…
#Europe #EU #ArtificialIntelligence #European #High-PerformanceComputing #InnovationFunding #Semiconductors
https://www.europesays.com/europe/174805/ -
EU Launches Chip Design Platform With €525 Million Mobilization
The European Commission launched the European Chip Design Platform on Nov. 4, 2026, and said it would mobilize…
#Europe #EU #EuropeanCommission #Chipdesign #EuropeanChipsDesignPlatform #Semiconductors #Synopsys
https://www.europesays.com/europe/174762/ -
Huawei has debuted its first HarmonyOS desktop PCs, the Qingyun HM650 for enterprise and HM650G for government buyers, at a Wuhan summit. Both run HarmonyOS on the Kirin X90 processor, and Huawei claims a fully domestically sourced bill of materials. The series extends Huawei's HarmonyOS line beyond notebooks into tower desktops for office and engineering work. https://pandaily.com/huawei-qingyun-hm650-hm650g-first-harmonyos-desktop-kirin-x90 #China #Tech #Semiconductors
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Export control evasion: Illicit workshops in China are reportedly harvesting HBM3E memory from packaged logic chips to circumvent US restrictions.
By utilizing heat to disassemble the chips, they isolate the memory stacks, which are allegedly trading at roughly $4,000 each on the black market.
Researchers note that this process has high failure rates due to thermal damage.
While manufacturers like Samsung and SK hynix st…
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Europe is stepping up its semiconductor ambitions with a major €525 million investment aimed at strengthening its chip innovation ecosystem and supporting the next generation of semiconductor startups.
The initiative includes €440 million in grants and €85 million for a new chip design platform.
#semiconductors #europe_gallery #chipindustry #aichips #artificialintelligence #techinnovation #startups #deeptech #newtechnology #globaltech
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Apple's inventory surged 154% to $14.54 billion as memory chip costs continue to rise. The company is committing billions more to component purchases to secure supply. With AI infrastructure driving strong demand for DRAM and NAND, memory prices could remain elevated into 2027. What does this mean for PC, server, and smartphone buyers?
https://www.buysellram.com/blog/apple-inventory-154-memory-prices-2027/
#Apple #DRAM #NAND #RAMPrices #MemoryShortage #AIInfrastructure #Semiconductors #technology #BuySellRam
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GlobalFoundries secured custom silicon design wins worth nearly US$1 billion in lifetime revenue during the third quarter, CEO Tim Breen said.
Source: DigiTimes Asia
https://www.digitimes.com/news/a20261105VL212/globalfoundries-ip-processor-design-physical-ai.html -
https://www.europesays.com/people/293322/ Singapore denies investigating alleged Chinese spy links involving Nvidia boss #JensenHuang #Nvidia #semiconductors #Singapore
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AMD raised fourth-quarter revenue guidance to $17B, above analyst expectations, signaling chip demand remains solid despite data center uncertainty. The forecast came after three days of share declines tied to AI spending concerns. https://www.implicator.ai/amd-forecast-canva-restructuring-binance-revolut/ #semiconductors #earnings #ai
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China's NDRC says it will increase support for emerging pillar industries, with output projected to exceed 10 trillion yuan (1.4T USD) by 2030, almost double last year's figure. Integrated circuit output reached 442.8 billion units in the first three quarters, up 23.3 per cent year on year, and the AI Plus initiative will be deepened with tighter AI regulation. https://www.technologynewschina.com/2026/11/china-to-beef-up-support-for-emerging.html #China #Tech #Semiconductors
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South Korea’s EST Swings Wildly on KOSDAQ Debut: Up 67% Intraday, Then Closes 20% Below IPO Price — BigGo Finance
EST, a South Korean manufacturer of electrostatic chucks for semiconductors and displays, soared nearly 67% early on its…
#EuropeSays #Korea #KR #KoreaExchange #bookbuilding #Display #electrostaticchuck #EST #generalsubscription #KOSDAQ #KRX #lock-upcommitment #semiconductors
https://www.europesays.com/korea/216401/ -
bne IntelliNews – ASIA BLOG: Taiwan is giving China an economic thrashing
Had anyone suggested in spring that the standout economic performance in East Asia in 2026 would come from…
#Conflict #Conflicts #War #aiboom #China #Chinaconsumption #Chinaeconomy #ChinaTaiwanConflicts #DGBAS #Householdloans #imfforecast #RaiffeisenResearch #semiconductors #Taiwan #TaiwanEconomy #TaiwanGDPgrowth2026 #XiJinping
https://www.europesays.com/3352324/ -
Quantum computing passed $1 billion in worldwide revenue in 2025.
Source: EE Times
https://www.eetimes.com/quantum-roadmaps-are-finally-meeting-reality/ -
https://www.europesays.com/3352324/ bne IntelliNews – ASIA BLOG: Taiwan is giving China an economic thrashing #AiBoom #China #ChinaConsumption #ChinaEconomy #ChinaTaiwanConflicts #Conflicts #DGBAS #HouseholdLoans #ImfForecast #RaiffeisenResearch #semiconductors #Taiwan #TaiwanEconomy #TaiwanGDPGrowth2026 #XiJinping
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Oracle cancelled a chip leasing agreement with Tencent valued at about $7 billion after U.S. officials raised concerns, according to the Financial Times.
Source: The Next Web
https://thenextweb.com/news/oracle-cancels-tencent-ai-chip-lease -
Oracle has canceled a $7 billion chip lease with Tencent after US pressure. The five-year deal would have given the Chinese firm access to roughly 100,000 advanced AI chips outside China's borders. The cancellation signals tighter enforcement of US export controls on semiconductor access. https://www.implicator.ai/sources-oracle-has-scrapped-7b-five-year-deal-lease-100k/ #AI #semiconductors #policy