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Every Silicon AI News story about AI Chips, month by month, newest first.
TPU 8tx keeps data protected while the chip works on it, with AMD EPYC processors as hosts. TPU 8i Max puts two TPU 8i chips in one package for very long inputs. Google has given no date or price.
Google announced TPU 8tx and TPU 8i Max on November 9. With TPU 8t and TPU 8i from earlier this year, Google has introduced four TPU systems in one year, which it says is a first. Both new systems reuse existing chips in new setups.
Up to about $1.4 billion of that is contingent, on conditions AMD has not explained. The Toronto start-up builds chips around a single AI model, and AMD expects the deal to close by the end of 2026.
AMD’s quarterly filing, published on November 4, puts its pending purchase of Taalas at about $2.9 billion in cash and stock. That includes up to about $1.4 billion of contingent payment. AMD announced the deal in August but gave no price. Taalas, founded in Toronto in 2023, makes chips hard-wired for one AI model.
Total revenue rose 45% to $13.38 billion, and AMD forecasts about $17 billion for the next quarter. It says Anthropic, Meta, Microsoft, OpenAI and Oracle now run work on its new Helios AI racks.
AMD reported third-quarter results on November 3. Revenue rose 45% from a year earlier to $13.38 billion, above the $13.09 billion that analysts expected, according to LSEG. Data centre sales rose 97% to a record $8.5 billion, helped by server processors and new MI450 AI chips. AMD forecasts about $17 billion for the fourth quarter, and its shares rose after the report.
Its Suncatcher prototype answered a first prompt with the Gemma 4 model, a month after launch. Google calls it the first AI response from a data-centre-class chip in orbit. Tests of heat and radiation come next.
Google said on October 30 that its Project Suncatcher prototype satellite has answered its first AI prompt in orbit. Engineers sent a prompt to Gemma 4, an open Google model on board, and asked for a haiku about being in space. The answer came down as the satellite passed over Svalbard, Norway.
Samsung confirmed a record quarterly profit of 107.4 trillion won, almost all from chips. It plans to spend about 84.4 trillion won on factories and equipment this year, a record.
Samsung Electronics published its final results for July to September on October 29. Operating profit was a record 107.4 trillion won, about $80 billion, up 783% from a year earlier. On its earnings call, Samsung said it has finished selling its 2027 supply of HBM, the fast memory used in AI chips.
The Korean chipmaker’s July–September sales rose 328% from a year earlier, and its operating profit rose 632%. SK hynix expects demand for memory to beat supply through 2030.
SK hynix, a top maker of the memory chips that AI systems need, published its third-quarter results on October 28 in Seoul. Sales were 104.6 trillion won, its first quarter above 100 trillion won. Operating profit was 83.3 trillion won, or about $62.8 billion, AFP reports. The figures are preliminary.
The 14-inch MacBook Pro starts at $1,999 and the iMac at $1,499, and both go on sale on November 6. Apple says the M6 runs AI work up to 25% faster than the M5, but no outside test has checked its claims yet.
Apple announced a new 14-inch MacBook Pro and a new 24-inch iMac with its M6 chip on Tuesday, October 27. Both can be ordered from October 28 and go on sale on November 6, in 35 countries and regions, Reuters reports. Apple sells both as machines that run AI on the device. The speed claims are Apple’s own.
The tool lets PyTorch code run on Amazon’s own AI chips, and its public beta starts on October 20. Amazon says one setting is enough, but its own list of gaps shows that some code still needs work.
Amazon has released TorchNeuron, a tool that lets code written for PyTorch run on its Trainium2 and Trainium3 AI chips. It is open source under the Apache 2.0 licence, and its public beta starts on October 20. Amazon says developers need only one setting and no rewrite.
The world’s biggest contract chipmaker beat forecasts for a sixth record quarter in a row. It expects sales of $52.3 billion to $54.3 billion in the last three months of 2026.
TSMC made a net profit of NT$763.1 billion from July to September, 68.7% more than a year earlier and above analysts’ forecasts. Its sales rose 41.2% in US dollars, to $46.72 billion. Chips for high-performance computing, a group that includes AI chips, brought in 68% of its sales.
Microsoft says its own chips will become the main system that runs AI in its products. It claims 40% more AI output per unit of power than leading GPU systems, but nobody outside has tested the chip yet.
Microsoft unveiled Maia 300, the third generation of its own AI chip, on October 12. It is built to run AI models rather than train them, and its production use starts in 2027. Microsoft plans to scale its Maia chips to several gigawatts of data-centre power from 2027.
The $2 billion deal runs for five years at first. GlobalFoundries will make silicon interposers, a key part of TSMC’s advanced AI chip packages, in New York from 2028.
GlobalFoundries announced a $2 billion agreement with TSMC on October 8. It will make silicon interposers for TSMC’s CoWoS chip packaging at its factory in Malta, New York. Volume production should start in the first half of 2028. GlobalFoundries says it will be the first US source of these parts, and TSMC has not commented.
Samsung estimates its July–September operating profit at about 107.4 trillion won, or about $80 billion. It is the first Korean company to pass 100 trillion won in one quarter.
Samsung Electronics published early estimates for its third quarter on October 8. Operating profit was about 107.4 trillion won, or about $80 billion, up from 12.17 trillion won a year earlier. Sales more than doubled to about 195 trillion won. Reports link the jump to AI demand for memory chips and higher memory prices.
Prosecutors say the man used false paperwork and shipped through Malaysia and Singapore. Bloomberg reports the servers held Nvidia chips; the charges are allegations, not a conviction.
The US Justice Department said on October 1 that it had arrested Greg Lui, 38, of San Gabriel, California, on a three-count federal indictment. Prosecutors say his company, Earthmade Computer, smuggled more than $300 million of export-controlled servers with US-made graphics chips to China in 2023 and 2024.
Its quarterly sales rose almost fivefold to $54.23 billion on AI demand. The chief executive says supply will be tighter in the next two years than this year, and he cannot see when it will balance.
Micron, one of the three big makers of computer memory, reported revenue of $54.23 billion for the quarter to September 3, up from $11.32 billion a year earlier. It expects about $61.5 billion next quarter. Chief executive Sanjay Mehrotra said memory supply will be even tighter in 2027 and 2028 than in 2026.
It is the first real test of its idea for data centres in space.
Google said on September 24 that its first Project Suncatcher satellite, built with Planet, will launch on a SpaceX rideshare mission next week. The satellite carries four of Google’s TPU chips and will test how they cope with radiation, heat, and launch forces. Reports put the launch on October 1.
It has published no tests to prove it.
At its Apsara conference on September 22, Alibaba showed the Zhenwu V900, a chip for training and running AI. It says the chip has three times the performance of May’s M890 and will be mass-produced from early 2027. It also plans Qwen models with 5 to 10 trillion parameters.
The numbers still need outside tests.
The Atlas 960E SuperPoD links up to 4,096 AI processors with near-packaged optics. Huawei claims lower power use and higher reliability, while the first Ascend 960 chips are planned for 2027.
Production is still planned for 2027.
Liberty Global joined a funding round that values Positron at $5 billion. The company says its design avoids scarce high-bandwidth memory, but its next chip has not entered production.
The details are still thin.
OpenAI says the companies are working on chip production and research. Samsung has not confirmed its exact role, so the announcement is a direction, not a finished product.