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30.10.26 - 01:18
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Samsung secures Faraday 2nm ASIC order, broadening AI and HPC footprint (Digitimes)
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Samsung Electronics has secured a 2nm foundry order from Taiwan-based ASIC design house Faraday Technology. This win expands the application scope of Samsung's 2nm process from mobile devices to cloud AI and high-performance computing (HPC), and is expected to help broaden its advanced-process customer base and strengthen the competitiveness of its foundry business....
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30.10.26 - 01:18
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Alibaba, Tencent, ByteDance reportedly seek 10-year DRAM deals (Digitimes)
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Alibaba, Tencent, and ByteDance are reportedly seeking long-term server DRAM supply agreements with Samsung Electronics and SK Hynix, with some requests extending through 2035, as Chinese cloud service providers (CSPs) join US technology giants in competing for future memory capacity....
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29.10.26 - 13:01
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Tech Stocks Slide After Earnings; Warsh Signals Potential Rate Hikes (Bloomberg)
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Nasdaq futures fall after disappointing earnings from Alphabet and Samsung revive doubts over whether billions of dollars in AI spending will deliver sufficient returns. Treasuries gain for a second day after the Federal Reserve left interest rates unchanged. Marvin Loh of State Street joins "Bloomberg Brief" to discuss the Fed's future rate path. Jason Hsu of Rayliant Global Advisors breaks down tech results. (Source: Bloomberg)...
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