Samsung Electronics (005930 KS) is developing GAIA, an AI accelerator for AI PCs, Citrini's Jukan reports; Co. has supplied prototypes to firms including Lenovo (0992 HK) and HP (HPQ) for validation. Mass production could begin in 2027. On a 4NM process.
Newsquawk Staff ·
Samsung Electronics (005930 KS) is developing GAIA, an AI accelerator for AI PCs, Citrini's Jukan reports; Co. has supplied prototypes to firms including Lenovo (0992 HK) and HP (HPQ) for validation. Mass production could begin in 2027. On a 4NM process.
Sources
- Newsquawk Daily US Earnings Estimates - 22nd October 2026: BX, LMT, VLO, PG, UNP, WDC, NEM, SPOT
- Apple (AAPL) says it will have 'limited' iPhone duo units available for walk-in customers on October 23rd launch date
- US PRE-MARKET MOVERS: SMCI, NFLX, SPCX, UAL, T, COF, MCO, PM, ABT
- [Rolling headline]: Nvidia (NVDA) CEO delivering a keynote speech and has announced a raft of partnerships
- Supermicro (SMCI) brings Nvidia (NVDA) Aerial RAN Computer solutions to the network edge with Nokia (NOKIA FH) to enable low-latency AI services
Related headlines
- Micron (MU) CTO says won't pursue 4F-squared memory chips despite CXMT's (688825 CH) advance, Nikkei reports4 hours ago
- Merck (MRK GY) is collaborating with Nvidia (NVDA), Microsoft (MSFT) and Dawn Health to develop novel support model for people living with rare tumours9 hours ago
- [EARNINGS CALL] Meta (META) expects new AI businesses to generate incremental revenue from 2027 through subscriptions, transactions, advertising and enterprise offerings, with meaningful growth potential over time1 hour ago
- Meta (META) plans to introduce new nonvoting stock to fund its AI investments without diluting CEO Zuckerberg's control, reports Semafor citing sources; could be announced as soon as today alongside earnings3 hours ago
- Senators express ‘grave concerns,’ launch inquiry into Google’s (GOOGL) AI push in schools, WSJ reports5 hours ago
- Newsquawk European Market Wrap - 21st October 20268 hours ago
- CrowdStrike (CRWD) and Nvidia (NVDA) expand AI agent security to silicon; By 2028, production for Nvidia to account for significant portion of annual substrate capacity10 hours ago
- Akzo Nobel (AKZA NA) is in early talks with buyers to sell its European vehicle refinishing business, seeking to secure regulatory clearance for its proposed merger with Axalta Coating Systems (AXTA), reports WSJ10 hours ago
- Infineon (IFX GY) and Nvidia (NVDA) to partner on power conversion for data centres11 hours ago
- Newsquawk Daily US Conference Calendar - 22nd October 2026: MSFT6 hours ago
- [EARNINGS CALL] Tesla (TSLA) CEO Elon Musk says the company will increase production to meet demand; company is aiming to produce approximately 5mln vehicles annually by 203049 min ago
- [EARNINGS CALL] IBM (IBM) says Q3 revenue growth accelerated to 6%, above the base case outlined in July, with acceleration across segments, while management expressed confidence in its balance-of-year outlook, supported by strong profitability and FCF1 hour ago
- [EARNINGS CALL] Lam Research (LRCX) says its preliminary CY27 wafer fabrication equipment outlook exceeds USD 200bln (exp. CY26 USD 150bln), driven by DRAM, NAND and foundry/logic demand1 hour ago
- [EARNINGS CALL] Meta (META) CFO expects compute efficiency to improve tenfold over the next year1 hour ago
- [EARNINGS CALL] Meta (META) outlook; Revenue Guidance 73bln-76bln, FY 2026 Total Expenses Guidance 175bln-179bln, FY 2026 Capex Guidance 135bln-145bln (prev. 130bln-145bln)1 hour ago