Semiconductors
Stories curated for Semiconductors

NVIDIA pledges $1 billion for U.S. science compute under the Genesis Mission
NVIDIA committed $1 billion over five years to U.S. science and quantum research. The White House listed it inside a $2.4 billion industry package of tools and compute credits for the Genesis Mission.

Samsung guides Q3 operating profit to 107.4 trillion won on AI memory
Samsung Electronics guided third-quarter operating profit to 107.4 trillion won, about $80 billion, up 782.5% year over year, with revenue seen at 195 trillion won. Detailed results are due October 29.

TSMC September revenue rises 54.6% as AI chip demand holds
TSMC reported September revenue of NT$511.86 billion, up 54.6% year over year. The monthly print keeps the AI foundry boom in view ahead of earnings.

The AI Infrastructure Boom Is Entering Its Payback Phase
AI investment is moving into a new phase as data centers, chips and power infrastructure scale rapidly. The key question is whether new AI applications can generate enough value to support the buildout.

TechPulse Daily: AI Agents, India’s AI Push, UPI and Space
Five major stories shaping AI, technology, science, business and India on October 1, 2026, including OpenAI agents, IndiaAI, Crew-13 and UPI.