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07.11.26 - 00:54
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TSMC May Enter The Memory Chip Production Game Amid Global Squeeze (ZeroHedge)
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TSMC May Enter The Memory Chip Production Game Amid Global Squeeze
Taiwan Semiconductor Manufacturing Co. is reportedly considering producing advanced memory chips as a severe chip shortage squeezes margins at some of the world's largest device makers and pushes up prices for products ranging from Apple's iPhones to Sony's PlayStation consoles. The Information reported that TSMC is weighing the move at Nvidia's request. Producing memory chips would give the world's largest contract chipmaker a much larger role in the AI hardware supply chain ecosystem, providing better visibility into industry trends and eventually helping to ease the shortage. The effort centers on three-dimensional dynamic random-access memory, or 3D DRAM, according to the report.BOOM*TSMC MULLS EXPANDING INTO ADVANCED MEMORY CHIPS: INFORMATION— zerohedge (@zerohedge) November 6, 2026
TSMC already manufactures Nvidia's AI processors. Producing memory as well could give its AI customers - such as Nvidia - ...
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06.11.26 - 08:24
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Sony schlägt Nintendo klar: 45 Prozent mehr Gewinn! Was ist da los? (Ariva)
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Zwei Gaming-Giganten, zwei völlig unterschiedliche Entwicklungen! Sony überrascht mit einem Gewinnsprung von 45 Prozent, während Nintendo enttäuscht. Und jetzt könnte ein Spiele-Blockbuster das Duell entscheiden. Zwei japanische Gaming-Giganten, aber zwei völlig unterschiedliche Erfolgsgeschichten! Während Sony mit einem Gewinnsprung von 45 Prozent die Erwartungen der Analysten pulverisiert, muss Nintendo einen Gewinneinbruch verkraften. Dabei kämpfen beide Unternehmen mit demselben Problem: ......
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06.11.26 - 02:06
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Sony′s entertainment businesses lift profit as hardware and sensor demand diverge (Digitimes)
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Sony's latest quarter strengthens the case for its emphasis on entertainment platforms and intellectual property, with games and films lifting earnings despite falling console shipments and weaker mobile image-sensor sales. The result also shows why headline profit growth should be considered separately from currency benefits and the absence of earlier charges....
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