Semiconductors
Stories curated for Semiconductors
Strange Bedfellows: Samsung Turns to TSMC to Build Nvidia's Custom NVHBM Memory
Samsung Electronics will reportedly use rival TSMC's 3nm process for the base dies of Nvidia's next-generation custom HBM memory. The unprecedented tie-up between two decades-long foundry rivals signals how much power Nvidia now wields over the entire AI chip supply chain.
Chip Stocks Tumble as Wall Street Asks: Is the AI Boom a Bubble?
A global chip-stock rout, hot US inflation data, and a sobering IMF warning about financial stability have put the trillion-dollar AI buildout under its first real market stress test. Investors are now asking whether the AI boom is a durable structural shift or a debt-fueled bubble.
Nvidia's Grip on China's AI Chip Market Slips to 34% as Huawei Closes In
New IDC data reveals Nvidia's share of China's data-center AI chip market fell to 34% in the first half of 2026 as Huawei surged to 28%. The numbers signal a historic shift in one of the world's most important semiconductor markets.
GlobalFoundries and TSMC sign $2 billion deal for US silicon interposers in AI packaging
GlobalFoundries will manufacture silicon interposers for TSMC's CoWoS advanced packaging at its Malta, New York fab under a five-year $2 billion agreement, creating the first US source with volume production ramping in early 2028.
NVIDIA pledges $1 billion for U.S. science compute under the Genesis Mission
NVIDIA committed $1 billion over five years to U.S. science and quantum research. The White House listed it inside a $2.4 billion industry package of tools and compute credits for the Genesis Mission.
Samsung guides Q3 operating profit to 107.4 trillion won on AI memory
Samsung Electronics guided third-quarter operating profit to 107.4 trillion won, about $80 billion, up 782.5% year over year, with revenue seen at 195 trillion won. Detailed results are due October 29.
TSMC September revenue rises 54.6% as AI chip demand holds
TSMC reported September revenue of NT$511.86 billion, up 54.6% year over year. The monthly print keeps the AI foundry boom in view ahead of earnings.
The AI Infrastructure Boom Is Entering Its Payback Phase
AI investment is moving into a new phase as data centers, chips and power infrastructure scale rapidly. The key question is whether new AI applications can generate enough value to support the buildout.
TechPulse Daily: AI Agents, India’s AI Push, UPI and Space
Five major stories shaping AI, technology, science, business and India on October 1, 2026, including OpenAI agents, IndiaAI, Crew-13 and UPI.