HIGH BANDWIDTH MEMORY TECHNOLOGY
Micron enters $600 million settlement of Netlist patent dispute
Netlist said in a statement that Micron would pay $30 million per quarter for a five-year license to Netlist's patent portfolio that includes its "high bandwidth memory" technology.
Global Market: AMD to increase AI chip supply substantially in 2027 to meet rising demand
AMD plans to substantially increase chip supplies in 2027 as demand for AI processors accelerates. CEO Lisa Su is working with key suppliers in Taiwan and South Korea to expand manufacturing and secure advanced wafer and memory capacity.
AMD plans to substantially increase supply in 2027, CEO says
AMD, Nvidia's closest rival in AI graphics processors, has been rapidly expanding its AI chip business, with its market value recently topping $1 trillion amid an AI-driven rally.
Micron stock has surged 275% this year; MU earnings beat Wall Street estimates as AI demand fuels $60 billion-$63 billion revenue outlook
MU stock today: Micron reported better-than-expected earnings, resulting in a significant stock increase for the company this year. The company is projecting future revenue between $60 billion and $63 billion, exceeding analyst forecasts. Driven by strong demand for memory chips, Micron plans to invest $10 billion in research focused on memory and AI.
On the right path of easing ease of biz
To strengthen compliance and reduce conflicts, reforming the Goods and Services Tax (GST) administration is essential. The GST Council will introduce initiatives to rectify persistent tax structure issues. India's energy sector remains excluded from GST, affecting economic progress and inflation rates. It's also vital to recognize states' contribution to tax revenue to preserve fiscal independence. Additionally, a portion of GST revenue could support urban municipal bodies in fostering sustainable development.
Samsung poised for historic $73.4 billion quarterly operating profit on memory demand surge
Samsung Electronics is expected to report a record quarterly profit due to increased demand for memory semiconductors. The anticipated operating profit for the third quarter is approximately 108.1 trillion won. Revenue for the July-September period is projected to reach about 201.7 trillion won. Additionally, the Device Solutions division is likely to have an impressive operational margin between 72 percent and 75 percent.
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The only billionaires making money this year are in tech
The roughly 100 technology fortunes among the world’s 500 richest people gained a combined $845 billion through Sept. 30, the most ever for the first nine months of a year, according to the Bloomberg Billionaires Index.
Audit rotation boom puts Big Four under sharper scrutiny
India’s audit rotation cycle is prompting companies to scrutinise prospective auditors far beyond credentials, examining team stability, sector expertise, regulatory records, technology capabilities and conflicts involving non-audit services. With over 1,000 mandates expiring in FY27, audit committees are demanding greater detail on partner continuity, independence and the value firms can deliver.
Global Market: Japan’s Nikkei jumps 2.5% to 3-month high as AI stocks rally
Japan’s Nikkei surged 2.53% to a three-month high, led by AI and chip stocks following Wall Street gains. Advantest and Tokyo Electron rallied, while SoftBank also advanced. Easing expectations for a Federal Reserve rate hike supported sentiment, though investors remained selective amid a more cautious outlook for the AI-led rally.
Trump has just fired the starting gun on a new Cold War with China
The US-China AI race is increasingly taking on the character of a Cold War-style strategic contest, with artificial intelligence becoming linked to economic power, military capability, national security and technological leadership.
Global equity funds draw $34.76 billion, log second straight week of inflows
Global equity funds attracted $34.76 billion in the week through September 30, marking a second straight week of inflows as optimism around AI investment and softer US inflation pushed up investor demand for stocks despite rising bond. US, European and Asian equity funds all saw inflows, while emerging-market equity funds posted outflows for a fourth consecutive week.
Memory, not processors, remains Europe's supercomputing weakness, Bull CEO says
Bull, a French supercomputer maker, reports an increase in local sourcing of its components to 70%. Despite the progress in sourcing, memory components still lack European suppliers. The CEO expressed concerns over rising memory prices and the reliance on non-European manufacturers. Notable initiatives for memory production in Europe exist but are expected to take considerable time. Current industry dynamics show dominance by Samsung, SK Hynix, and Micron in memory production.
In 2017, Google researchers published “Attention Is All You Need”; they were solving translation, but accidentally laid the foundation for today’s AI age
Google Translate once struggled with long sentences because its software processed language one word at a time. This sequential reading approach created severe computational bottlenecks, slowing down translation and causing models to lose context by the time they reached the end of a paragraph. Computer scientists solved this limitation by abandoning step-by-step reading entirely. Their Transformer architecture analyzed full blocks of text simultaneously using self-attention.
Samsung Galaxy S27 price may rise next year, leak points to higher costs for 512GB and 1TB models. Check all updates
Samsung Galaxy S27 could be more expensive next year, with a Korean tipster claiming a price increase of up to more than 130,000 won in the South Korean market. Higher-storage variants may see larger increases as memory costs rise. The potential hike has also raised questions over Indian pricing, especially after Samsung increased Galaxy S26 prices in the country.
Global markets rattled as bond yields surge, offsetting AI-stock optimism
Global bond market volatility led to declines in stock indexes, with the S&P 500 on track for consistent losses. Oil prices rose, contributing to persistent inflation, while economic reports indicated US resilience despite challenges. The 10-year Treasury yield hovered near a 2002 high, raising concerns for real-estate stocks. Technology stocks demonstrated some strength, aided by Micron Technology’s better-than-expected quarterly profit.
Global memory deficit set to prolong Korean chip supercycle through 2028
The projection gained ground after US-based Micron Technology reported that over 75 per cent of its planned production for fiscal 2027 stood fully committed to buyers, with enterprise discussions shifting toward securing 2028 inventories.
Volantis raises $88 million for tech to connect AI, memory chips
The fundamental limit for AI chips from both Nvidia and rivals like Advanced Micro Devices is how well the computing parts of a chip can talk to the memory chips where an AI model lives and feeds data to the computing chip. Nvidia and AMD solve the problem by encircling their computing chips with expensive high-bandwidth memory chips.
Google launches AI model Gemini 4 Argon: Here’s how it stacks up against GPT-6 Astra and Claude Fable 5.1
Google has unveiled Gemini 4 Argon, an advanced AI model tailored for coding and cybersecurity tasks. The model is currently available to select partners through the Fairwind Program for enhanced security measures. It has reportedly outperformed competitors in various benchmarks while demonstrating significant improvements in memory efficiency. Google intends to make Argon accessible at a competitive price point starting at $2 per million tokens.
Global Market: Japan’s Nikkei hits six-week high as chip stocks rally on AI optimism
Japan's Nikkei share average soared to a six-week peak, buoyed by chip sector stocks after favorable earnings guidance from Micron Technology. The Nikkei 225 surged 2.28%, while the broader Topix remained relatively stable. Nevertheless, various stocks within the Nikkei faced downturns, particularly in finance. Analysts are wary about the durability of AI stock gains amid Micron's forecasts, with monetary policy talks suggesting possible interest rate hikes, creating market uncertainty.
Huawei unveils Mate 90 phones, leans on homegrown chip design to offset US curbs
Huawei has showcased its Mate 90 smartphone series, enhancing performance with new chip technology and HarmonyOS 7. The latest models feature Huawei's Kirin 9050 Pro chip, utilizing an innovative LogicFolding architecture. As smartphone prices rise in China, Huawei has adjusted its pricing strategy to stay competitive in the market. While Apple's new foldable phone enters the market, Huawei maintains a dominant share in foldable phones.
IndiaAI Mission likely to rewire after GPU glitch
The IndiaAI Mission currently has access to about 30,000 GPUs against a total commitment of 45,000. Several firms that had committed capacity have been unable to deliver due to market pressures. The IT ministry is now planning to issue fresh bids while also pressing companies to meet their pledges.
US stocks: US market rises as cooler inflation data ease October Fed hike bets
U.S. stocks surged higher as inflation reports came in softer than analysts predicted, easing worries about potential interest rate hikes. The Commerce Department revealed a 3.4% increase in the Personal Consumption Expenditures price index year-over-year. Major players like Apple and Alphabet enjoyed price rises, contributing to a notable boost in the Nasdaq Composite.
Netlist seeks US import ban on Micron chips used in Google, Nvidia AI computing
The company asked the tribunal to bar imports of Micron dynamic random access memory (DRAM) devices and Google, Nvidia and Broadcom graphics processing units, servers and other products that incorporate Micron's infringing technology.
ASML turned an old BBC description into a badge of honor as its chipmaking technology took off - why “relatively obscure” is printed on its hoodie
ASML has transitioned from being relatively obscure to becoming a key player in the chip technology arena. While it does not manufacture computer chips directly, it produces machines that are critical for their production. These machines, which employ extreme ultraviolet light, require a year to construct and must function in meticulously controlled conditions.
Global Market: South Korean stocks under pressure ahead of trade data, Micron results
South Korean shares were largely flat as semiconductor gains offset declines across other sectors. Investors awaited September trade data and Micron Technology’s earnings for signals on AI-chip demand, while higher oil prices, Treasury yields and foreign selling weighed on the broader market.
Global Market: Japan’s Nikkei slips after early gains as Nasdaq futures weaken
Japan’s Nikkei slipped after giving up early gains as weaker Nasdaq futures pressured technology stocks ahead of Micron’s quarterly results, while banking stocks provided support and the broader Topix edged higher.
AI and automation: Are humans making their own brains redundant?
As technology continues to advance, many people find themselves leaning heavily on gadgets to handle tasks that were once second nature, such as remembering phone numbers or addresses. This dependence raises alarms about potential declines in cognitive abilities and interpersonal communication. If these trends persist, the risk of losing critical and creative thinking skills looms large, emphasizing the need for balance in our technological engagement.
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