TSMC reports Q3 revenue up 50.9% YoY to $46.36B, net income up 68.7% to $23.7B, both above est., marking a sixth straight quarterly profit record on AI demand (Jenny Lee/CNBC)
Google DeepMind and Google Cloud plan to provide up to 200 European scientific researchers with access to their frontier AI models and $3M in compute credits (Foo Yun Chee/Reuters)
ASML says it cannot fully meet AI-driven demand for its chipmaking tools in 2027 and 2028, and is seeing "strong interest" in orders for 2029 and 2030 (Reuters)
CXMT says it plans to launch a 4F² design DRAM chip for data center servers before the end of 2026, achieving a breakthrough that rivals have pursued for years (Bloomberg)
IDC: China's Q3 smartphone shipments fell 15.4% YoY to 57.9M units, the sixth straight quarter of decline; Huawei led with a 21% share and Apple had 17.8% (Reuters)
Singapore-based data center developer DayOne raises ~$3.67B, including a ~$2.4B offshore term loan facility, from seven banks to fund its Malaysia expansion (Jasmeen Ara Shaikh/Reuters)
A deep dive on Amazon's robotics efforts, resulting in 1M+ active warehouse robots; Amazon is still the world's 2nd-largest corporate employer with 1.5M workers (Jeremy Hsu/Ars Technica)