CUSTOM DESIGNED MODEM CHIP
Companies want AI-powered customer service; EY says they need a bigger reset
Adopting artificial intelligence tools alone is insufficient for companies aiming to enhance customer service operations. They need to redesign their operating models and workforce capabilities, as highlighted in an EY report. Assessing existing operations and identifying gaps are crucial first steps in this transformation process. Additionally, integrating AI into existing systems is necessary to drive measurable business outcomes and improve customer experiences.
Singapore confirms a probe into Megaspeed but denies investigating Alice Huang over spy claims; how is Nvidia CEO Jensen Huang linked to the controversy?
US media reports have alleged that Nvidia CEO Jensen Huang developed a 'close relationship' with an alleged Chinese spy. US intelligence believes Alice Huang was recruited by China's Ministry of State Security (MSS). The alleged relationship was reportedly mentioned in a memo. Singapore has reportedly rejected the claims that Alice Huang was investigated by its authorities.
The Elder Scrolls: Shadows Of Oblivion: Release date, cost, pre-order, new items and features
The Elder Scrolls: Shadows Of Oblivion is launching on November 30 and acts as an expansion for The Elder Scrolls: Betrayal of the Second Era’s Heroes of Tamriel board game. The expansion is based around the Daedric princes. The game adds new enemies, skill and fatigue dice, and a hedonism system. It can be pre-ordered for £20.99 and can be played with 1 to 4 players.
Is Cathie Wood betting on the next stage of the AI boom amid Wall Street’s tech stock crash, buying SpaceX and Nvidia while selling $120 million in Broadcom stock?
Cathie Wood is buying AI stocks while Wall Street is selling them. ARK Invest purchased nearly $49 million in SpaceX and $46 million in Nvidia after Thursday’s tech sell-off wiped out more than $3 trillion in US market value. But it sold $119.7 million in Broadcom and $20 million in CoreWeave. The contrasting trades raise questions about Wood’s AI strategy.
TSM stock rallies as Nvidia reportedly turns to TSMC for advanced memory chips - can it challenge Samsung, Micron and SK Hynix?
TSM stock today: TSMC stock climbed more than 6% in early trading Friday after a report said the chipmaker is considering manufacturing advanced 3D DRAM chips at Nvidia's request. The potential move could expand TSMC's role in the AI hardware market as memory shortages increase competition among leading chipmakers.
Chip stocks bounce up to 8% as US stock futures recover after Thursday’s stock market crash - Jefferies says sell-off was ‘reactionary, not a reset’
Chip stocks bounced back before Friday's market open after Thursday's brutal sell-off sent the Philadelphia Semiconductor Index down 12.2%. Nvidia, AMD and Intel recovered, while Aehr Test Systems, Camtek and Cohu also posted strong gains. Jefferies called the sell-off "reactionary, not a fundamental reset."
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AI boom turns chip packaging into the next battleground for semiconductors
Billions of dollars are being invested in advanced chip packaging due to the demand for AI chips. This growing need is pushing companies to expand their production capacities significantly. Taiwan's TSMC is at the forefront of packaging technology, yet limitations have spurred alternatives.
Nvidia CEO Jensen Huang called by key Republicans over Chinese spy Alice Huang allegations
Top Republican lawmakers have requested Nvidia CEO Jensen Huang to provide a briefing on his connections to Alice Huang. This request follows allegations related to national security concerns involving advanced AI chips. Lawmakers emphasized the need to address the extent of risk posed to U.S. national security. Huang's discussions with numerous executives include ordinary business information, according to Nvidia's claims.
Qualcomm shares slump 9% as weak smartphone chip sales overshadow data-center momentum
Qualcomm's shares dropped significantly in early trading following disappointing smartphone chip sales. The company's largest business segment faced a 26% revenue decline, leading to lower overall chip sales. While Qualcomm's investments in data-center and automotive chips strengthen its growth potential, analysts remain skeptical about immediate earnings. Brokerages have reduced their price targets on Qualcomm's stock after recent results were released.
SanDisk stock crash deepens: Why did SNDK fall 19% today, wiping out 36% in six trading days?
SanDisk stock: SanDisk shares plunged more than 19% on Thursday, extending a six-session slide despite strong quarterly earnings and an upbeat forecast. Growing attention on China’s CXMT, pressure across memory stocks and concerns about data-centre expansion have added to the sell-off.
Key Republicans seek briefing from Nvidia CEO over Chinese spy allegations
The New York Times reported last month that US authorities were investigating Alice Huang, a former executive of Singpore-based company Megaspeed, which buys AI chips from Nvidia. US authorities have scrutinized Megaspeed over suspicionsit helped Beijing gain access to advanced AI chips that are barred from shipment to China.
Nvidia chips pile up in Hong Kong as China withholds import approval
About 600,000 of Nvidia's advanced artificial intelligence chips are stored in Hong Kong awaiting shipment to mainland China, two people familiar with the matter said, as Beijing withholds approval for large-scale imports despite demand from technology firms.
Arm beats second-quarter revenue estimates on AI and data-center demand
Arm said its server-chip architecture accounted for more than 50% of deployments at major cloud providers in 2025 and is expected to exceed 60% by the end of 2026.
Qualcomm's smartphone chip sales miss estimates, shares fall
Demand for lucrative high-bandwidth storage for AI servers has pushed up memory chip prices, raising the cost of consumer electronics and squeezing smartphone processor designers such as Qualcomm.
How to win Xbox Series X-BITE: Microsoft announces giveaway of custom alligator-inspired console worth $799
Microsoft has launched an exciting sweepstakes on social media for a unique Xbox Series X-BITE console and controller bundle. To participate, fans can enter via X, Instagram, and TikTok by completing specific actions and using the designated hashtag. Open to US residents aged 18 and older, the lucky winner will be randomly chosen and notified after the sweepstakes ends, with prize deliveries expected around eight weeks post-selection.
AI boom draws chip supply from other end-markets, Siltronic CEO says
Siltronic, which makes silicon wafers used in semiconductors, raised its annual sales forecast for the second time this year on Wednesday, citing stronger demand for its wafers.
Qualcomm signs major 5G infrastructure deal with SpaceX for Starlink Mobile network
Qualcomm said the equipment would provide a flexible foundation for a multi-band network, which can be deployed in stages. The initial rollout will focus on terrestrial 5G, with the architecture designed to accommodate developments in connectivity and network intelligence.
AMD's OpenAI, Meta chip deals trigger $1 billion quarterly charge
AMD in February agreed to sell up to $60 billion worth of AI chips to Meta over five years, giving the Facebook owner warrants that could let it buy as much as 10% of the chip firm if it meets certain milestones. The deal followed a similar agreement with OpenAI last year, giving the startup the option to buy up to roughly 10% of the chipmaker.
AMD's OpenAI, Meta chip deals trigger $1 billion quarterly charge
AMD in February agreed to sell up to $60 billion worth of AI chips to Meta over five years, giving the Facebook owner warrants that could let it buy as much as 10% of the chip firm if it meets certain milestones. The deal followed a similar agreement with OpenAI last year, giving the startup the option to buy up to roughly 10% of the chipmaker.
Marvell to buy Lumentum in $115 billion deal in AI data-center bet
Marvell Technology is poised to acquire Lumentum in a groundbreaking all-stock transaction worth $115 billion. This strategic acquisition is intended to position Marvell more competitively against Broadcom in the rapidly growing AI sector. With this expansion, Marvell anticipates boosting its optical components production to satisfy the escalating demand in data transfer spurred by AI innovations in data centers.
Why are Marvell and Lumentum share prices down over $115 billion acquisition?
Marvell and Lumentum shares have dropped after Marvell announced that it will be acquiring Lumentum in a $115 billion all stock deal. Marvell will be able to expand its AI data centre and optical networking technologies after the acquisition. The acquisition will help Marvell compete with Broadcom successfully. The investors are now looking at the cost of the acquisition, debt, dilution and integration risks.
In 2026, Sonya Jin and Aadi Nashikkar-led Phinity Labs raised $5.2 million to let AI agents design computer chips from text prompts
Phinity Labs has raised $5.2 million to develop AI agents that can design computer chips from text prompts. Founders Sonya Jin and Aadi Nashikkar want the technology to explore chip architectures beyond conventional engineering methods. Backed by Uncork Capital, Moxxie and investors including Jeff Dean, the startup plans to build a system that tests designs using physical feedback and improves them before manufacturing.
India aims to be globally competitive semiconductor powerhouse by 2047: MoD
India is working towards becoming a globally competitive semiconductor powerhouse by 2047 and focuses on next-generation technologies. The Defence Research and Development Organisation participated in the Emerging Science, Technology and Innovation Conclave 2026 themed 'Creative Minds, Catalysing Science, Empowering Society'.
DRDO showcases indigenous chips for advanced radar, electronic warfare and missile systems
At the Emerging Science, Technology and Innovation Conclave (ESTIC) 2026, held at Bharat Mandapam in New Delhi from October 27 to 29, DRDO displayed Monolithic Microwave Integrated Circuits (MMICs) and Infrared Focal Plane Arrays (IRFPAs), developed by its Solid State Physics Laboratory (SSPL), Delhi.
China's new export curbs draw a line around its AI crown jewels
The draft rules, released on October 16, distinguish between foreign customers using Chinese AI services and foreign companies obtaining the models, data or expertise needed to operate or reproduce them independently.
US DOJ is inquiring about Nvidia's purchase of Hugging Face
The Justice Department's recent questioning covers Nvidia's acquisitions, investments, sales practices, and whether the chip designer has exerted pressure on its customers, the two people said.
China's new export curbs draw a line around its AI crown jewels
The draft rules, released on October 16, distinguish between foreign customers using Chinese AI services and foreign companies obtaining the models, data or expertise needed to operate or reproduce them independently.
China's CXMT to start advanced AI memory production despite poor yields
The decision highlights China's intense shortage of the AI memory chips, which are essential to a government-backed push to develop domestic alternatives to Nvidia's AI processors at scale amid US curbs on access to foreign-made technology.
Apple unveils iPad mini with OLED display, A20 Pro and water resistance, starting at Rs 82,900
Apple has unveiled a new iPad mini with an 8.5-inch OLED display, A20 Pro chip, thinner 5.4mm design and IP67 water and dust resistance. The tablet features upgraded cameras, Wi-Fi 7, Bluetooth 6 and support for Apple Pencil Pro. It runs iPadOS 27 with Apple Intelligence features, including enhanced Siri capabilities and updated photo editing tools. The new iPad mini starts at Rs 82,900 for the Wi-Fi model and Rs 1,00,900 for Wi-Fi + Cellular, with storage options of up to 512GB. Pre-orders open on October 28, while sales begin November 6.
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