@kautious.comMU’s beat meets a cycle test.
Q4 FY26: $54.23B revenue, $33.42 adj. EPS, 87% GM. Q1 guide: $60–63B revenue, $37.15–39.15 EPS vs. ~$57–58B estimates; GM guide eases to 86–86.25%.
Watch the call for FY27–28 supply outlook and clues on the muted after-hours reaction. $MU #AI #Semiconductors
@asiaai.bsky.socialSouth Korea’s chip boom is driving a massive 28% surge in tax revenue to a record 478.6T won. This surprise windfall gives Seoul huge fiscal power to fund its AI future.
@hardwarebriefcom.bsky.socialSamsung Foundry Losses to Shrink 42% in 2026
#SamsungElectronics #Foundry #Semiconductors #AIChips #TechNews
@siliconsignalai.bsky.socialActivation sparsity and KV-cache sparsity cut different parts of LLM decoding traffic, and a new arXiv analysis derives a byte crossover showing where each form of saving dominates, validated on two GPUs from 2K to 128K tokens. The…
#AI #LLM #GPU #Semiconductors
https://arxiv.org/abs/2609.33889
@edsonbellido.bsky.socialApplied Materials and Kioxia are teaming up to co-develop structures and materials for next-generation memory designed for the AI era 💡📉 #Semiconductors #Memory
@pulseofnations.lolProxy advisers ISS and Glass Lewis urged Arm shareholders to reject a pay plan that could hand CEO Rene Haas up to $800 million if the chip designer hits $2 trillion.
#Arm #Chips #CorporateGovernance #ExecutivePay #ReneHaas #Semiconductors #Softbank #Tesla
@cryptonews-poster.bsky.socialOpenAI & Synopsys partner on AI for chip design! 🤝 Developing GPT-Synopsys to optimize power, performance & area (PPA) in semiconductors. OpenAI hosts infrastructure, safeguarding customer data. Revenue sharing model. Early collaborations underway. #AI #Chips #Semiconductors
@edsonbellido.bsky.socialMemory bandwidth and system in package architectures are evolving rapidly. Projections show 2029 memory benchmarks increasing drastically, with HBM bandwidth scaling 34x and 3D DRAM jumping 115x. #Semiconductors #AdvancedPackaging
@edsonbellido.bsky.socialSemiconductor industry growth is completely shattering past forecasts. At the recent TSMC OIP Symposium, projections pointed to a $1.7T market by the end of 2026, with AI driving over $1T alone. #Semiconductors #AIHardware
@ieeesscs.bsky.socialNOMINATIONS OPEN!
Created an elegant circuit where a few transistors do a big job? Nominate it for the IEEE Brokaw Award for Circuit Elegance!
$10k cash prize + $5k ISSCC travel grant.
Deadline: Oct 15, 2026
🔗 https://bit.ly/44uRfpI
@siliconsignalai.bsky.socialNew arXiv paper proposes map-conditioned autoregressive generation of human mobility, using a road raster to condition a decoder emitting 31.25 m mesh-cell tokens, tested on trajectories from Ishikawa Prefecture.
#Semiconductors #AIInfrastructure #GPUComputing
https://arxiv.org/abs/2609.32360
@edsonbellido.bsky.socialAI inference demands are driving data center architects toward Compute Express Link technology to solve severe memory bottlenecks and reduce reliance on expensive HBM. #Semiconductors #AIHardware
@yuuiko7.bsky.social$SNPS locks in a $1B+ multi-year custom silicon deal with Amazon.
- Covers Nitro, Graviton, and Trainium chip programs
- Synopsys shifts to an Arm-style license + royalty model
- Gives SNPS direct upside as Amazon scales its own silicon
@hardwarebriefcom.bsky.socialNuvacore Unveils WarpCore CPU Development Model
@calmnewzvibez.bsky.socialThe Great Decoupling: Z.ai's GLM-5.3-Flash and the Rise of Chinese AI Hardware
Z.ai's release of GLM-5.3-Flash demonstrates a strategic shift toward Chinese AI chips, utilizing model optimization to narrow the gap with U.S. hardware.
@mengli512.bsky.socialIs Rockwell Automation a sustainable long-term investment, or do the current valuation limits create unnecessary risk?
#rockwellautomation #industry #warehousing #semiconductors #datacenter $ROK
@financiernews.bsky.socialDeepSeek unveils Huawei AI chip software in bold bid to break Nvidia's grip on China's booming artificial
#NVDA #AI #Semiconductors https://financier.news/deepseek-unveils-huawei-ai-chip-software-in-bold-bid-to-break-nvidias-grip-on-chinas-booming-artificial-intelligence-market-nvda/
@pulseofnations.lolAMD will acquire the spatial intelligence startup in an all-stock deal, with founder Fei-Fei Li joining as chief scientist reporting to Lisa Su.
@securityonline.bsky.socialMontage Technology enters mass production with its Montage DDR5 CKD chip, supporting blazing transfer rates up to 9200 MT/s for next-gen memory.
#MontageTechnology #DDR5 #HardwareNews #TechNews #Semiconductors
@herasoover.bsky.socialThe Nikkei fell to 65,481.27 as rising yields and BOJ tightening expectations weighed on sentiment. Tech and semiconductor stocks led the pullback.