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05.05.26 - 11:06
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Tesla AI5 dual sourcing may not mean equal weight for Samsung (Digitimes)
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Tesla CEO Elon Musk has confirmed that the company's in-house AI5 chip has completed design tape-out and entered a critical pre-production validation stage. The move has drawn renewed attention from supply chains in Taiwan and South Korea as Tesla builds a scalable computing infrastructure for vehicles, AI training systems, and humanoid robots....
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05.05.26 - 09:18
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Iran War: Flareup of Violence Tests Ceasefire | Daybreak Europe 05/05/2026 (Bloomberg)
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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins.
On today's show, the four-week ceasefire in the Middle East has been tested by a flareup of violence between the US and Iran. The American military fought off attacks from Iranian drones, missiles and armed small boats as it guided two US-flagged vessels through the Strait of Hormuz.
Plus Bloomberg understands that Apple is exploring using Intel and Samsung to produce the main processors for its devices in the US. Doing so would offer a secondary option beyond its longtime partner TSMC.
Today's guest: Sunaina Sinha Haldea, Raymond James, Global Head of Private Capital Advisory. (Source: Bloomberg)...
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05.05.26 - 07:54
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Apple Considers Using Intel, Samsung to Build Device Processors (Bloomberg)
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Apple has held exploratory discussions about using Intel and Samsung to produce the main processors for its devices in the US. According to people familiar with the deliberations, Apple had early-stage talks with Intel about enlisting the company's chipmaking services. Apple executives also made visits to a Samsung plant under development in Texas. The move would offer a secondary option beyond longtime partner TSMC. Bloomberg's Neil Campling explains. (Source: Bloomberg)...
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05.05.26 - 02:00
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Samsung reportedly eyes SiC foundry reboot, targets 2028 mass production (Digitimes)
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Samsung Electronics is reportedly restarting its silicon carbide (SiC) wafer foundry business, aiming to tap into the fast-growing next-generation power semiconductor market, reinforce its market position, and improve utilization rates at its existing 8-inch foundry lines. Industry estimates suggest Samsung could enter mass production of SiC chips by 2028....
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04.05.26 - 20:12
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Nvidia Backs DeepInfra in $107 Million Raise (Bloomberg)
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Cloud inference platform DeepInfra closes a $107 million in Series B funding round, backed by the likes of Nvidia and Samsung, as it aims to tackle bottlenecks in AI compute. DeepInfra CEO Nikola Borisov speaks with Caroline Hyde on “Bloomberg Tech.” (Source: Bloomberg)...
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04.05.26 - 16:30
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Über- oder Unterbewertet? Micron, Samsung und SK Hynix im Direktvergleich (Sharedeals)
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Im Markt für Speicherchips werden jetzt die Bullen von der Leine gelassen. Sogenannte High Bandwidth Memory (HBM) (auf Deutsch: Speicher mit hoher Bandbreite) sind mehr als nur ein Massenprodukt. Es ist eine hochprofitable Spezialkomponente des KI-Zeitalters, dessen Produktion sich gerade einmal nur drei Unternehmen weltweit untereinander aufteilen. Die bisherige Rallye war bereits steil, doch es […]
The post Über- oder Unterbewertet? Micron, Samsung und SK Hynix im Direktvergleich first appeared on sharedeals.de....
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