According to Bloomberg, Sam Altman October 31 met in South Korea with approximately 50 Samsung executives to discuss memory chips and AI infrastructure cooperation. The meeting continued the two sides' existing cooperation on supplying Stargate and AI data-center construction.

# Industry Insights # AI chips # memory chips # Data Center # OpenAI

ProjectsNews10/31, 10:45

Google announces that the Project Suncatcher prototype satellite completed its first TPU inference in orbit

Google announced that October the initially launched Project Suncatcher prototype satellite used data-center-grade TPU to complete AI inference in space for the first time and transmit the results back to Earth. The satellite ran Gemma 4 to generate a haiku.

# Industry Insights # Space computing # AI chips # TPU # Satellite

ProjectsNews10/29, 07:32

South Korea AI chip company FuriosaAI completes 620000000 USD Series D financing, with its valuation 2900000000 USD

According to PANews, citing Bloomberg, South Korea's AI chip startup FuriosaAI completed 620000000 USD Series D financing, with its valuation rising to 2900000000 USD。

# Industry Insights # Funding Events # AI chips # Funding # Valuation

MarketUnverified10/28, 21:30

CXMT reportedly plans to begin small-scale mass production within 2 months HBM3E, with a yield rate of approximately 20%to 30%

PANews, citing Reuters, reported that CXMT plans to begin 2 months from now HBM3E small-scale mass production, but its current yield rate is approximately 20%to 30%and it has sent samples to domestic AI chip design companies.

# Industry Insights # HBM3E # high-bandwidth memory # CXMT # AI chips

MarketUnverified10/27, 18:05

Shanghai Issues New-Generation Intelligent Manufacturing Action Plan, Proposes Breakthroughs in AI High-Performance Chips

The Shanghai Municipal Commission of Economy and Informatization issued the New-Generation Intelligent Manufacturing Action Plan, proposing the development of industrial networks and computing facilities and accelerating breakthroughs in AI high-performance chips.

# Industry Insights # Intelligent Manufacturing # Industrial Network # Computing Infrastructure # AI chips

MarketUnverified10/27, 17:56

SemiAnalysis measured that Ascend 950PR matrix calculation speed was approximately H100 of 43%

A report citing SemiAnalysis measurements said that Ascend 950PR in 1055 groups of commonly used large-model matrix calculations had an actual speed of approximately H100 of 43%. The report said that DeepSeek is improving efficiency through software adaptation, while large-scale training still faces coordination and stability challenges.

# Industry Insights # AI chips # Ascend # DeepSeek # large-model training

MarketUnverified10/27, 15:37

TSMC reportedly considers raising advanced packaging prices 10%to 20%

According to reports, TSMC is considering raising prices for AI packaging used for high-end CoWoS chips 10%to 20%, although the plan has not yet been implemented. If the price increase is implemented, costs for customers such as NVIDIA and AMD may rise.

# Industry Insights # Advanced packaging # CoWoS # AI chips # Supply chain

MarketNews10/27, 14:21

Applied Materials increases its stake in Besi to approximately 20%, deepening AI chip equipment collaboration

BlockBeats, citing Bloomberg, reported that Applied Materials has increased its stake in Besi to approximately 20% and plans to strengthen collaboration on AI computing-related products and technologies. The company described the investment as long-term and has no intention of acquiring Besi or seeking a board seat.

# Technology Developments # Semiconductor equipment # AI chips # Equity investment # Chip packaging

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