Sam Altman Meets Samsung Executives in South Korea
- OpenAI CEO Sam Altman visited Samsung to discuss AI infrastructure and memory semiconductor supply for the upcoming Stargate project.
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Sam Altman Meets Samsung Executives in South Korea · Intel Shares Plunge 29% After Weak Q4 Outlook · SK Hynix Hits Record Q3 2026 Profit and Revenue
Intel Shares Plunge 29% After Weak Q4 Outlook
- Intel stock dropped to $65.76 as disappointing revenue forecasts and a projected PC market contraction overshadowed strong AI segment growth.
SK Hynix Hits Record Q3 2026 Profit and Revenue
- SK Hynix reports record-breaking Q3 results with an 80 percent operating margin and secures major supply deals through 2028.
Intel Shifts 18A Capacity to Data Center Chips
- Intel CEO Lip-Bu Tan warns of PC market challenges as the company reallocates 18A production capacity from consumer to data center nodes.
Intel Kiryat Gat Explosion to Cost $600 Million
- An October explosion at Intel's Israel plant killed two and halted production, leading to a projected $600 million revenue loss through 2027.
Gelsinger Backs Nagare Labs' Z2RAM Technology
- Former Intel CEO Patrick Gelsinger supports Nagare Labs, a startup developing high-density Z2RAM memory integrated directly onto logic chips.
Intel Nova Lake to Feature Advanced 18A-P Node
- Intel CEO Lip-Bu Tan confirms Nova Lake desktop processors will be the first client products to utilize the high-performance 18A-P node.
Intel Beats Q3 2026 Estimates with Strong Growth
- Intel reports record data center revenue and a $23 billion equity offering alongside new partnerships with Oracle, SAP, and AMD.
Solidigm Eyes $45B U.S. Plant Amid China Talks
- Solidigm proposes a New York manufacturing site by 2027 while seeking U.S. approval to upgrade its NAND flash memory facility in China.
CXMT to Mass Produce HBM3E Memory by Late 2026
- CXMT targets late 2026 for HBM3E mass production as the firm works to improve yield rates and scale high-bandwidth memory capacity.