AI Agents Push Server CPUs Back Into the SpotlightHOT
TrendForce forecasts server CPU shipments will rise 31% in 2026 and more than 40% in 2027 as AI agents shift data-center spending from accelerator cards toward balanced compute racks.
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Samsung Taps TSMC's 3nm Process for Nvidia's Next-Gen HBMHOT
Samsung will use TSMC's 3-nanometer technology to build the base die for Nvidia's next custom high-bandwidth memory, breaking its one-stop manufacturing model. The move follows Nvidia's request that all three HBM suppliers adopt TSMC's process.
Samsung's Profit Jumps Eightfold as AI Chip Demand Rewrites the MarketHOT
Samsung Electronics reported a third-quarter operating profit of 107.4 trillion won, up 783% year on year, though revenue of 195 trillion won fell short of analyst estimates. The numbers show how much of the global memory market now runs on AI data-center spending.
Solidigm Picks Goldman and Morgan Stanley for $100 Billion IPOHOT
The NAND flash maker owned by South Korea's SK Hynix has reportedly chosen lead banks for a US listing that could value it near $100 billion. The deal would test investor appetite for memory chips as AI demand surges.
Samsung Smart Fridges Bricked After UpdateHOT
Samsung's Bespoke AI refrigerators stop working after firmware updates, forcing users to discard food amid limited repair options during holidays.
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