Nvidia reportedly wants all its HBM suppliers to use TSMC’s 3nm process
Nvidia reportedly wants all its HBM suppliers to use TSMC’s 3nm process

Samsung Electronics will make a core part of Nvidia’s custom memory chips on TSMC’s 3-nanometre process. The Seoul Economic Daily reported the move on Sunday, citing industry sources. It would be the first time the two have worked together on making hi…

Amnon Shashua’s doubleAI launches an AI that speeds up code while it runs
Amnon Shashua’s doubleAI launches an AI that speeds up code while it runs

Amnon Shashua’s startup doubleAI has launched Maxwell, an AI model that works inside running software to make it use less computing power. Shashua co-founded the Tel Aviv company and is its chief executive. The company announced Maxwell on Monday and o…

Tenstorrent raises $1.5B at a $6.2B valuation to scale its Galaxy servers
Tenstorrent raises $1.5B at a $6.2B valuation to scale its Galaxy servers

Tenstorrent, the AI chip company run by Jim Keller, has closed a $1.5bn Series E round at a $6.2bn post-money valuation, it announced on Monday. Trace Capital and Innovation X led the round. New and existing investors also took part. They include Agost…

Apple and Meta team up to run Meta’s Muse Spark Open model on Macs
Apple and Meta team up to run Meta’s Muse Spark Open model on Macs

Apple and Meta worked together so that Meta’s new open-weight model, Muse Spark Open, runs on Apple’s Mac Studio desktops. The companies revealed the work on Thursday. The two rivals had not struck a public partnership since 2017, CNBC reported. Meta c…

Apple CEO John Ternus calls the memory chip shortage a crisis, TIME reports
Apple CEO John Ternus calls the memory chip shortage a crisis, TIME reports

Apple chief executive John Ternus told TIME that “all options should be on the table” on memory chips, after reports that Apple tested Chinese-made memory. Ternus took over as CEO on 1 September. He is on the cover of TIME’s 2026 Best Inventions issue,…

TSMC posts a sixth straight record profit but turns cautious on 2027
TSMC posts a sixth straight record profit but turns cautious on 2027

TSMC made a record net profit of NT$763.1bn ($23.59bn) in the third quarter, up 69% on a year earlier. That beat the NT$746.3bn LSEG SmartEstimate, Reuters reported. Revenue rose 51% to NT$1.49tn, or 41.2% to $46.72bn in US dollar terms, according to T…

Jury finds Arm breached its Qualcomm licence, then awards Qualcomm $2
Jury finds Arm breached its Qualcomm licence, then awards Qualcomm $2

“The jury’s verdict confirms that Arm operated in good faith under its technology license agreement and its award of only two dollars confirms the merit of Arm’s arguments in the case,” Arm said in a statement. A federal jury in Delaware found on 13 Oc…

Japan puts up to $21bn into two GlobalFoundries chip fabs in New York
Japan puts up to $21bn into two GlobalFoundries chip fabs in New York

“Right now, the whole industry is in short supply,” GlobalFoundries CEO Tim Breen told Bloomberg. Japan will put up to $21bn into two new chip factories at GlobalFoundries’ site in Malta, New York, the company announced on 14 October. GlobalFoundries (…

Taiwan targets illicit AI server exports to China with five-year prison terms

Taiwan is expanding the Foreign Trade Act to include AI servers and semiconductors in its list of controlled exports.

China startup demoes prototype EUV light source
China startup demoes prototype EUV light source

Chinese startup Langdao Silex showcased its laser-produced plasma EUV source at a trade show, but the technology will likely take many years before it gets to decent EUV power levels. Even if it does, China will need many more advancements to build a practical EUV lithography tool.