Technology Samsung plans TSMC-made base dies for Nvidia custom memory, report says Samsung would use TSMC’s 3nm process for Nvidia NVHBM base dies, according to Reuters and Seoul Economic Daily.
Technology Apple strengthens App Store rules against nonconsensual AI imagery Apple has tightened safeguards against nonconsensual intimate images and hidden app features, with removal possible for developers who breach its rules.
Technology China proposes export controls on 40 technologies, including AI Beijing proposes restrictions on AI, biotechnology and solar know-how, while requiring export registration immediately.
Technology TSMC explores Texas chip expansion but insists on running any Terafab plant TSMC is assessing Texas expansion and talks with Elon Musk, while keeping factory control a condition of any Terafab cooperation.
Technology ASML says AI demand will exceed planned chipmaking capacity through 2028 The Dutch equipment maker is exploring further expansion as customers signal demand reaching into 2029 and 2030.
Technology Nvidia China AI chip share falls to 34% as Huawei narrows gap IDC figures reported on October 13 show Nvidia shipments falling as Huawei and other Chinese AI chip suppliers gain ground.
Technology Microsoft unveils Maia 300 AI chip with production rollout planned for 2027 Microsoft plans to expand its Maia chips to multi-gigawatt deployments, with Maia 300 entering production service in 2027.
Technology Nvidia-backed Firmus scraps $5 billion AI data-centre listing Firmus will seek private funding after withdrawing its Australian listing, as investors question the valuation and financing of AI infrastructure.
Technology GlobalFoundries signs $2 billion TSMC deal for US AI chip packaging GlobalFoundries will expand its New York plant to supply TSMC with silicon interposers, with volume production expected to ramp in early 2028.
Technology Microsoft opens Surface Laptop Ultra preorders in push for local AI Microsoft’s Nvidia-powered laptop starts at $2,599, while new Windows tools aim to split AI work between PCs and the cloud.
Technology AMD plans major chip supply increase in 2027 as AI demand grows Lisa Su says AMD will expand chip supplies in 2027, with talks in Taiwan focused on production capacity and components.
Technology Huawei and Qualcomm agree patent deal covering 5G and AI The multiyear agreement includes cross-licensing and Qualcomm’s purchase of certain Huawei US patents, subject to regulatory approval.