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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,...

2026-10-08

[News] Microsoft Expands Local AI Push With NVIDIA RTX Spark; Surface Ultra Priced Up to $5,899 as Memory Costs Rise

Microsoft is stepping up its push to bring more powerful AI capabilities directly onto PCs as it seeks to make Windows a platform for AI agents. According to Reuters, the company unveiled an AI coding model that can run directly on PCs and demonstrated that models previously dependent on cloud acces...

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