Subject


Semiconductors


2025-10-15

[News] OpenAI Ramps Up Global Compute Power with NVIDIA, AMD, and Broadcom — Securing 26 GW of AI Infrastructure

In a rapid series of announcements over the past month, OpenAI has unveiled three landmark hardware partnerships that together amount to a staggering 26 gigawatts (GW) of AI compute capacity. The company has struck deals to: Co-develop 10 GW of custom AI accelerators with Broadcom Invest up ...

2025-10-14

[News] Dutch Government Seizes Control of Chinese-Owned Nexperia Over Alleged Technology Leak Risks

On October 9, Nexperia said it had been hit by an export control order barring the export of certain components and sub-assemblies made in China, effective October 4, 2025 — a situation the company deems a force majeure event under its contracts. Nexperia said it is assessing the broader impact...

2025-10-14

[News] NVIDIA Adds Samsung Foundry to NVLink Fusion Ecosystem for Custom Silicon Manufacturing

After the recent NVIDIA–Intel collaboration—which lets Intel build x86 CPUs that plug directly into NVIDIA platforms via NVLink Fusion—Team Green is expanding its NVLink ecosystem in a surprising move, now bringing in Samsung Foundry. According to NVIDIA, Samsung will help meet growing demand ...

2025-10-14

[News] Samsung Q3 Profit Soars 158% to 12 Trillion Won as Memory, Foundry Rebounds Fuel Strong Turnaround

Amid a rebound in memory and foundry performance, Samsung Electronics said Tuesday its third-quarter operating profit likely jumped 32% year-on-year to 12.1 trillion won ($8.5 billion), far exceeding market expectations of roughly 10 trillion won, according to Reuters, ZDNet and the Chosun Daily. ...

2025-10-14

[News] Amkor Breaks Ground on USD 7 Billion Advanced Semiconductor Packaging Facility in Arizona

Chip packaging and testing giant Amkor Technology has officially broken ground on its new advanced packaging campus in Peoria, Arizona, marking a major expansion of its U.S. manufacturing footprint. Amkor initially planned to invest USD 2 billion to build a packaging and testing plant in the Fiv...

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