SK hynix posts record 80% margin as HBM4 ramps and DRAM sells out through 2029
Record quarterly revenue above 100 trillion won and an 80% operating margin show how completely AI memory demand has outrun supply, with capacity booked years ahead.
Chips, GPUs, processors, and the physical infrastructure powering the digital world.
107 articles
Record quarterly revenue above 100 trillion won and an 80% operating margin show how completely AI memory demand has outrun supply, with capacity booked years ahead.
Apple has introduced an M6 powered 24 inch iMac starting at $1,499 and a 14 inch MacBook Pro starting at $1,999, with preorders opening October 28 and sales in 35 countries from November 6.
Samsung's in-house Exynos 2700 posted about 13,000 points on Geekbench 6.5 multicore against roughly 11,000 for Qualcomm's top Snapdragon, though the numbers come from unverified internal tests.
South Korea approved 13 regulatory changes on 23 October 2026 that let permits, land compensation and design run in parallel, cutting fab development from more than 10 years to within five.
Amkor will receive prepayments from NVIDIA to fund packaging and interposer expansion in South Korea, part of a wider push to lock in substrates, testing and optics capacity through 2029.
The PyTorch native backend arrives with separate vLLM and SGLang engines, and Meta says one of those engines already handles production inference on Google hardware.
Nvidia's containerized DSX POD reference design bundles seven Vera Rubin racks, factory cabling and liquid cooling, aiming to shorten onsite AI data center fit-out from six months to 14 days.
Synaptics has launched the Astra SR200 series, an xMCU family that pairs Arm Cortex-M85 and Cortex-M52 cores with a 400 GOPS Torq NPU built on Google Research's open Coral architecture.
Key Tronic will assemble TP-Link Wi-Fi 8 routers in Corinth, Mississippi, from as early as 2027, giving the router maker a domestic plant as it seeks FCC clearance to keep selling in the U.S.
Under Nvidia's NVHBM plan, Samsung will pair its own HBM core dies with base dies built on rival TSMC's 3 nanometre lines, ending its turnkey approach for this custom memory.
Six PC makers now sell Windows notebooks built around NVIDIA's first combined CPU and GPU superchip, with prices from $2,599 and up to 128GB of unified memory for local AI work.
Japan will supply as much as $21 billion for two 300mm plants at GlobalFoundries' Malta campus, with Apple and Renesas named as initial customers and Commerce taking equity.
The Dutch lithography giant beat profit expectations and lifted its 2026 sales guidance, saying customers now want tools for 2029 and 2030 and planned capacity will fall short.
Apple's October 13 event introduced a 7 inch smart display, a refreshed streaming box with an A19 chip, and a faster HomePod mini, with prices starting at $149.
The new Helion blueprint supports a CPU heavy rack with 128 EPYC Venice processors or a mixed rack pairing EPYC nodes with Instinct MI350P GPUs, shipping from November 2026.
Reports from multiple hardware outlets say Nvidia has stopped sending GB202 chips to its GeForce RTX 5090, a move that would leave the RTX 5080 as the fastest consumer card.
GlobalFoundries will build silicon interposers for TSMC at its Malta, New York fab under a five-year, $2 billion agreement, with volume production expected in the first half of 2028.
Samsung's preliminary third quarter figures point to a 782.5 percent profit jump and a 55 percent operating margin, with TSMC also booking record revenue on the same AI demand.
The 15 inch Surface Laptop Ultra pairs Nvidia's RTX Spark N1X superchip with up to 128 GB of unified memory and ships October 16 starting at $2,599.
Custom AI data-center silicon is now the center of Marvell's long-range plan, with management telling investors in New York that fiscal 2031 revenue could land between $70 billion and $90 billion.
A new report from the Centre for Technology & Statecraft says Chinese fabs built a stockpile of 343 immersion DUV lithography systems, mostly ASML NXT:1980i scanners, to make 7nm-class AI chips despite EUV bans.