# #Semiconductors in the news

November 1, 2026 at 04:20 PM

> 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

[Sam Altman Meets Samsung Executives in South Korea](<https://hardwarebrief.com/article/sam-altman-meets-samsung-executives-in-south-korea-e2b7a32e>)
*November 1, 2026 at 04:20 PM* - OpenAI CEO Sam Altman visited Samsung to discuss AI infrastructure and memory semiconductor supply for the upcoming Stargate project.

[Intel Shares Plunge 29% After Weak Q4 Outlook](<https://hardwarebrief.com/article/intel-shares-plunge-29-after-weak-q4-outlook-35778ef0>)
*October 31, 2026 at 10:29 AM* - 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](<https://hardwarebrief.com/article/sk-hynix-hits-record-q3-2026-profit-and-revenue-7044d51a>)
*October 30, 2026 at 08:09 PM* - 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](<https://hardwarebrief.com/article/intel-shifts-18a-capacity-to-data-center-chips-b0e0dd5a>)
*October 30, 2026 at 05:57 PM* - 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](<https://hardwarebrief.com/article/intel-kiryat-gat-explosion-to-cost-600-million-b8864dd1>)
*October 30, 2026 at 11:00 AM* - 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](<https://hardwarebrief.com/article/gelsinger-backs-nagare-labs-z2ram-technology-673968e9>)
*October 30, 2026 at 09:58 AM* - 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](<https://hardwarebrief.com/article/intel-nova-lake-to-feature-advanced-18a-p-node-f2f16c03>)
*October 30, 2026 at 08:56 AM* - 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](<https://hardwarebrief.com/article/intel-beats-q3-2026-estimates-with-strong-growth-b1f76a3f>)
*October 29, 2026 at 07:43 PM* - 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](<https://hardwarebrief.com/article/solidigm-eyes-45b-u-s-plant-amid-china-talks-eebfc0dc>)
*October 29, 2026 at 04:45 PM* - 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](<https://hardwarebrief.com/article/cxmt-to-mass-produce-hbm3e-memory-by-late-2026-342cef74>)
*October 29, 2026 at 02:31 PM* - CXMT targets late 2026 for HBM3E mass production as the firm works to improve yield rates and scale high-bandwidth memory capacity.