GoKawiil
Tech News
AMD's CEO Lisa Su is visiting South Korea to negotiate additional HBM memory supply for AI hardware, following a recent memorandum of understanding with Samsung. Samsung is also interested in broadening its collaboration with AMD to include foundry manufacturing and other semiconductor technologies. The discussions highlight ongoing efforts to secure long-term supply chains amid rising AI demand.
The Southern Environmental Law Center sued Jefferson County's health officer on behalf of GASP, arguing officials had illegally ignored ABC Coke's 2023 air permit renewal application, leaving the foundry coke plant operating under an expired permit. A day after the filing, the Jefferson County Department of Health told SELC it would move forward with the permitting process.
Figure AI retired its F.02 humanoid robot fleet as the newer F.03 fleet scales up, choosing to melt the robots in a 75-ton electric arc furnace at a foundry in Imatra, Finland rather than disassemble them. The company trained the robots in simulation to jump into molten steel using stunt-artist movement data, and Arnold Schwarzenegger took part in the project after suggesting the melting idea online. The robots executed the jumps autonomously during a 24-hour window at the foundry despite extreme heat and electromagnetic interference.
Intel Foundry CTO Naga Chandrasekaran told KeyBanc that the upcoming 14A (1.4nm-class) process is expected to perform within 5% of TSMC's rival A14 node. The comparison did not specify whether 14A would be faster or slower than TSMC's node.
Piper Sandler's research note says eight major US tech firms are evaluating Intel's upcoming 14A chip manufacturing process. None has committed to production contracts yet, but the firm says Intel needs to land an anchor customer by late 2026 or early 2027 ahead of a planned 2028 manufacturing ramp.
Chipotle has built a 'food safety risk platform' running on Palantir's Foundry software that combines health department scores, pest incidents, and employee illness reports to generate a risk score for each restaurant location. A Chipotle spokesperson confirmed the project but offered no details on its rollout or timeline, and Palantir has not commented.
Reuters reported that SK Hynix is in early talks with Intel to produce memory chips in the United States, potentially through leasing space at Intel's Ohio plant or forming a joint venture involving cloud companies. Shares of both firms rose in premarket trading following the report, though sources cautioned no final decisions have been made.
TSMC posted its highest-ever monthly revenue in August, totaling NT$514.8 billion ($16.35 billion), a 53.3% increase from a year earlier and 10.1% higher than July. This marks the fourth consecutive month of revenue growth for the chipmaker, fueled by sustained demand for AI-related chips.
OpenAI Korea's general manager Harrison Kim said the company has made significant progress working with Samsung Electronics on next-generation chip development and production. This suggests OpenAI could source future AI accelerators from both Samsung Foundry and TSMC, rather than relying solely on TSMC as it does for its current Jalapeño inference chip built with Broadcom.
Intel shares surged 9% Tuesday, pushing above the $95 level from its recent equity offering, after reports that the company plans to raise CPU prices in October and news that its foundry business is advancing High NA EUV lithography with over 1 million wafers processed. CNBC's Jim Cramer included Intel among his six top stock picks, while comments from President Trump over the weekend eased worries that the government might soon sell its 10% stake in the company.
Harvard Business School has introduced HBS Foundry, an eight-week online entrepreneurship program priced at $699 that lets participants practice pitches and business conversations with AI video avatars of real faculty, including senior lecturer Jeff Bussgang. The course has already been piloted with more than 100 universities and guides users from refining a business idea through pitching investors and customers, combining course materials, AI tools and a peer community.