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2026-10-12

[News] AI Interposers Grow Larger, Raising HBM4E Cooling Challenges: How Samsung, SK hynix Are Responding

As AI packages expand to accommodate more compute and memory, managing heat is becoming increasingly important for next-generation HBM. According to Chosun Biz, the interposers connecting compute chips and HBM are expected to grow dramatically in size, while Samsung Electronics is preparing a range ...

2026-10-09

[News] Samsung Reportedly Plans Exynos Auto Exit, Prioritizes Mobile APs, Image Sensors for 2027 System LSI Turnaround

Samsung is reportedly pulling back from automotive application processors (APs) as it restructures its chip design business and shifts resources toward areas with stronger profitability and market-share potential. According to Munhwa Ilbo, sources say Samsung has decided to exit the automotive AP bu...

2026-10-09

[News] NVIDIA’s NVHBM Reshapes Base Die Strategies: How Micron, Samsung Are Bringing TSMC Into the Fold

NVIDIA’s NVHBM, announced in August, could mark a turning point for custom HBM. By moving the memory controller into the HBM base die, the architecture gives base dies a bigger role—and is already reshaping how memory makers source them. Against this backdrop, Micron and Samsung are already s...

2026-10-08

[News] AI Chip Spending Fuels Debt Financing Wave; Broadcom Reportedly Eyes Tens of Billions to Fund OpenAI

AI companies and their infrastructure partners are increasingly turning to debt financing to fund massive chip purchases as they expand AI capacity. According to Bloomberg, Broadcom has held preliminary discussions on arranging financing to help OpenAI purchase the custom AI chips the two companies ...

2026-10-08

[News] TSMC Q3 Revenue Beats Forecasts at Record NT$1.49 Trillion; Net Profit Seen Surging 64%

Ahead of its October 15 earnings call, TSMC reported September revenue of NT$511.86 billion, topping NT$500 billion for the second straight month. The strong finish propelled third-quarter revenue to a record NT$1.49 trillion (US$46.71 billion), up 50% year over year and beating market expectations,...

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