Samsung Doubles Glass Carrier Orders for HBM4

Samsung Doubles Glass Carrier Orders for HBM4
The chipmaker reported $11.54 billion in Q2 revenue, up 50% year-over-year, as surging demand for artificial intelligence hardware powers its record valuation. #AMD #AIChips #MarketCap
Dimensity CX C10 Max debuts in Lenovo Googlebook — 3nm, all-big-core, fanless AI power. #MediaTek #Dimensity #Googlebook #AIChips #LaptopTech #ComputeExperience https://thedailytechfeed.com/mediatek-unveils-dimensity-cx-c10-max-chip-in-upcoming-lenovo-googlebook/
Huawei moved its next AI chip up by 3 quarters -- then admitted in the same breath it can't build enough of the current one to meet demand. Real roadmap, real shortfall.
https://rtfclmgzn.com/?utm_source=bluesky&utm_medium=social&utm_campaign=autopost#
#Huawei #AIChips #China
EVAS Intelligence raised $295 million at a $2.21 billion valuation on September 18, building RISC-V AI chips that sit structurally outside US export control reach.
#AiChips #China #Evas #ExportControls #Funding #RiscV #Semiconductors
Silicon Sovereignty: Anthropic's High-Stakes Pivot to Custom AI Hardware
Anthropic enters the semiconductor arena by hiring Google TPU veteran Amir Salek to build a custom silicon team, aiming to reduce reliance on third-party hardwa
Europe must decide: copy China's whole-chain approach, or deepen the chokepoints that make the world need European technology. #Semiconductors #QuantumComputing #ChinaTech #EuroTech #Lithography #AIChips #TechSovereignty #ComputeFrontier
Alleged M6 Pro benchmark with 18 cores and 37,565 multi-core score appears—Pro/Max variants may return. #AppleSilicon #M6Pro #Benchmark #Mac #ChipRoadmap #AIChips https://thedailytechfeed.com/leak-hints-at-m6-pro-apple-silicon-chip-despite-short-gen-rumors/
ICYMI: After the Fed's rate hike, traders bet big on AI chips bouncing back #AIChips #FedRateHike
Read Full Article: https://globalbusinessoutlook.com/technology/cant-produce-enough-equipment-huawei-says-ai-chip-demand-outstrips-supply/
#globalbusinessoutlook #news #AIChips
[Huawei AI chips, Ascend 950DT, China AI computing]
After the Fed's rate hike, traders bet big on AI chips bouncing back #AIChips #FedRateHike
Huawei Unveils Ascend AI Chip Roadmap Through 2029
Huawei plans to launch two AI chips in 2027, stepping up competition with Nvidia as China expands domestic computing capacity amid US semiconductor export restrictions.
Read Full Article: deccanfounders.com/2026/18/news...
Qualcomm is in early talks to buy Jim Keller's Tenstorrent for $8-10 billion, a deal that would hand the mobile chip giant its first serious data center AI accelerator.
As Huawei's semiconductor ambitions accelerate, I see a unique opportunity for Chinese firms to merge and create a Chinese NVIDIA rivaling US leaders. This consolidation could boost their competitiveness in the burgeoning AI chip market, where margins are already tight. #AIChips...
Rotating chairman David Wang announced the Ascend 960DT and 960PR for 2027, plus the Atlas 960 SuperPoD, as Huawei pushes its challenge to Nvidia on home ground.
Huawei moves Ascend 960DT to Q1 2027, powering Peerium super-clusters to rival Nvidia. #AI #Huawei #AIChips #Semiconductors #Peerium #Nvidia thedailytechfeed.com/huawei-accel...
MediaTek launched the Dimensity 9600 Pro on TSMC's 2nm node, claiming 17% faster single-core performance and a dual-NPU design for on-device AI.
The U.S. is building AI chip factories faster than it can find workers to run them #Semiconductors #AIChips