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2025-10-02

[News] OpenAI’s Stargate 900k DRAM Wafers Could Hit 40% of Global Output — Led by Samsung & SK hynix

According to Tom’s Hardware, citing Reuters, Samsung and SK hynix have reached preliminary agreements to supply memory for OpenAI’s massive Stargate data center project. OpenAI’s projected demand could climb to 900,000 DRAM wafers per month—a staggering figure that may represent as much as 4...

2025-10-02

[News] Intel Rumored to Explore Foundry Deal with Archrival AMD Amid Big Tech Backing

After securing fresh backing from U.S. government and tech giants like NVIDIA and SoftBank, Intel is now eager to stabilize its foundry business by locking in external customers. According to Semafor, the company is in preliminary talks with AMD—once its fiercest rival in the PC and server chip wa...

2025-10-02

[News] Intel Rumored to Purchase more ASML High-NA EUV Equipment

As per TechNews, citing Wccftech, Intel will raise its order of High-NA EUV (High Numerical Aperture Extreme Ultraviolet) lithography machines from ASML in the Netherlands from one unit to two recently, underscoring the company’s strong commitment to its 14A process node. As semiconductor proce...

2025-10-02

[News] Samsung Reportedly Revives Plus Model in Galaxy S26 after Weak S25 Edge Sales

While Samsung is expected to unveil its Galaxy S26 lineup in the first quarter of 2026, market rumors have been circulating that the company might be adjusting its plan due to the lackluster sales of Galaxy S25 Edge. According to THE ELEC, Samsung recently kicked off development of the so-called “...

2025-10-01

[News] Rapidus Reportedly Flags U.S. Firms as Potential Customers, IBM and Tenstorrent Lead the Pack

While Japan’s Rapidus reached a major milestone in July, announcing that prototyping for its 2nm gate-all-around (GAA) chips has begun at the IIM-1 foundry in Chitose, Hokkaido, CEO Atsuyoshi Koike, according to Hokkaido Shimbun, identifies U.S. firms IBM and chip-design startup Tenstorrent as the...

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