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NEWS TAGGED 2027
Friday 13 November 2026
DEEPX tapes out AI chip on Samsung's 2nm process
South Korean AI chip developer DEEPX has completed the tape-out of its next-generation DX-M2 processor using Samsung Electronics' second-generation 2nm process, advancing plans to...
Friday 13 November 2026
E Ink targets 2027 revenue from PTFE materials for AI data centers
E Ink Holdings is expanding into materials for AI data centers through a partnership with Taiflex Scientific. The electronic paper maker expects its first revenue from polytetrafluoroethylene...
Friday 13 November 2026
Samsung weighs separating memory and mobile leadership
Samsung Electronics may appoint separate heads of its memory and mobile businesses in an upcoming executive reshuffle, as record semiconductor profits contrast with losses in its consumer...
Friday 13 November 2026
Cerebras Systems 3Q26 earnings: macro resilience, sector performance, and future outlook
Cerebras Systems reported third-quarter 2026 results, delivering record core revenue of US$231 million, up 10% sequentially and 70% year-over-year, and positive core net income of...
Friday 13 November 2026
Pegatron targets several-fold growth in 2027
Pegatron expects servers to account for about 10% of its total revenue in 2026, the first year of its server shipments. It is targeting what management described as "several-fold growth"...
Friday 13 November 2026
LGES, Samsung SDI target 2Q27 LFP battery production for AI servers
LG Energy Solution (LGES) and Samsung SDI plan to begin mass production of lithium iron phosphate (LFP) batteries for AI servers in the second quarter of 2027, expanding the technology...
Friday 13 November 2026
Cisco lifts FY2027 outlook after record earnings, with AI networking revenue set to double
Cisco Systems raised its fiscal 2027 revenue and earnings forecasts after AI data centre investment and enterprise network upgrades delivered its strongest quarterly growth in more...
Friday 13 November 2026
Nvidia's 14-point GPU checks tighten AI server supply; full prepayment and 2027 price hikes loom
Nvidia CEO Jensen Huang has stepped down, while the US is preparing another round of tighter export controls on advanced AI chips. Industry sources expect Washington to extend its...
Friday 13 November 2026
Foxconn ASIC AI server shipments surge 1.5x YoY in 3Q26, GPU servers up 70%
Hon Hai Precision Industry (Foxconn) expects continued double-digit growth in 2027, led by artificial intelligence (AI) servers, as application-specific integrated circuit (ASIC) AI...
Friday 13 November 2026
SK Hynix's HBM4 yield tops 70% as Samsung expands chip packaging capacity
SK Hynix's sixth-generation high-bandwidth memory (HBM4) production yield has reportedly surpassed 70%, Chosun Biz reported on November 12, citing semiconductor industry sources,...
Friday 13 November 2026
Applied Materials posts record fourth-quarter revenue as AI-driven chip equipment demand accelerates
Applied Materials' record fourth-quarter revenue and operating income highlight how investment in AI infrastructure is translating into demand for wafer-fabrication equipment. Growth...
Friday 13 November 2026
Asus expects the 2027 PC market to shrink 10–15% as memory costs bite
Asus has turned cautious on the 2027 PC market, forecasting a 10–15% full-year decline as memory prices surge, end-user demand cools, and global regulation of data-center construction...
Friday 13 November 2026
Remote access emerges as biggest gap in US chip controls as Congress and Commerce move to close it
The loophole that lets Chinese AI developers rent Nvidia chips in overseas data centers is becoming the main target of a tougher US export-control push. Democrats swept both chambers...
Friday 13 November 2026
AMD, Broadcom, custom chips eye an opening as Nvidia loses its founder CEO
Jensen Huang's departure from Nvidia has given AMD, Broadcom, and in-house chip programs at the largest cloud providers their clearest opening in years, analysts say. They expect existing...
Friday 13 November 2026
Analysis: Nvidia's leadership change leaves Taiwan suppliers confident in near-term demand
Jensen Huang's resignation is expected to have short-term effects on Taiwan's server suppliers, which are developing Nvidia's Vera Rubin and Feynman platforms. However, suppliers say...