Big Tech
Samsung and SK Hynix Upgrade China Plants for More Advanced Memory Chips as YMTC Gains Ground
Samsung and SK Hynix are upgrading their China plants to make higher-layer NAND for AI demand, Reuters reported, as YMTC gains share.
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Big Tech
Apple, Google, Microsoft, Amazon, Meta — earnings, strategy, and scrutiny.
Big Tech
China’s Tech Giants Ordered $35 Billion of Nvidia’s Weaker AI Chips — and Nvidia May Deliver Only a Fraction
ByteDance, Alibaba and Tencent ordered 3M+ Nvidia RTX PRO 5500 cards worth $35B+, but Nvidia may deliver only 5-10%, Reuters reported.
Big Tech
A Google Cloud Outage in London Took Down Revolut’s Banking Services Worldwide
A Google Cloud failure in its London region disrupted Revolut worldwide on Tuesday, with UK bank customers reporting problems through the morning.
Big Tech
Samsung to Use Rival TSMC’s 3nm Process for Nvidia’s Next-Gen AI Memory, Report Says
Samsung will reportedly produce the base dies for Nvidia's custom NVHBM memory on TSMC's 3nm process — a first for the two…
Big Tech
Meta Removes the Scraping Language That Read Like an AI Training License
Meta removed commercial-terms language experts said could let it scrape business websites for AI training, insisting its crawling never changed.
Big Tech
Microsoft Walks Away From a UK Data Center Deal — Because the Power May Not Arrive Until the 2030s
Microsoft terminated its agreement for Nscale's Loughton data center after grid officials reportedly saw no power supply until the 2030s.
Big Tech
Britain Proposes Strategic Market Status for Microsoft’s Business Software — With Copilot in Its Sights
The UK CMA proposes strategic market status for Microsoft's business software, with bundling, security and Copilot on its roadmap.
Big Tech
TSMC Posts a Sixth Straight Record Quarter as AI Demand Outruns the Selloff
TSMC's profit jumped 68.7% to a record NT$763.1 billion in Q3 as AI chip demand lifted revenue past the top of its…
Big Tech
ASML Posts Record €11.7 Billion Quarter — and Says It Still Can’t Build Machines Fast Enough
ASML reported record Q3 sales of €11.7 billion as AI demand pushed customers to ask about 2029 and 2030 orders it cannot…
Big Tech
CXMT’s 4F2 Memory Plan Rattled Samsung, SK Hynix and Micron — Before a Single Chip Has Shipped
CXMT says server DDR5 on a denser 4F2 design arrives by year-end. Samsung fell 7.4% and SK hynix 10.1% — on a…
Big Tech
TSMC Is Expected to Post a Sixth Straight Record Quarter as AI Demand Keeps Beating Its Own Forecasts
TSMC is expected to post a sixth straight record quarter on Thursday, with net profit seen up 65% as AI chip demand…
Big Tech
Samsung Posts Record $80 Billion Quarterly Profit as AI Memory Boom Lifts Chip Earnings
Samsung Electronics projected a record 107.4 trillion won ($80.2 billion) in third-quarter operating profit — nearly nine times a year earlier —…