IJR News

Japan Plans Up-to-$21B New York Chip Fabs — 9hJapan plans up to $21B for two GlobalFoundries chip fabs in Malta, N.Y., with the U.S. set to take about 4% more equity and lift its stake to roughly 7%.

+3

Derek Foss This investment shows Japan sees real value in building advanced chip capacity right here in New York state.

Applied Materials opens $5B lab to speed AI chip development with partnersTech — 2dApplied Materials unveiled a $5B Sunnyvale EPIC Center built with steel for two Eiffel Towers and concrete for 34 Olympic pools to speed AI chip R&D with top chipmakers.

0

Trump Administration Ends ACA Subsidies for 189,000 Deceased or Overlapping EnrolleesHealth — 7hThe Trump administration is ending Affordable Care Act subsidies for about 189,000 people flagged as deceased or as having duplicate coverage through Medicare, Medicaid or CHIP, estimating the move will prevent $738 million in improper payments this year. Officials say affected people can challenge the finding within 30 days, and those with other coverage will retain it.

0

Asian Markets Slide Amid Tech, Oil Concerns — 1dSouth Korea's Kospi sank as much as 6% on Oct. 13, 2026, leading Asian stocks lower as investors pulled back from AI and chip shares ahead of U.S. earnings.

0

Super Micro contractor pleads guilty in scheme to divert AI servers with Nvidia chips to China — 5d

0

AP Top 25 College Football TeamsRankingCollege football fans argue endlessly over which programs deserve the top spots in the AP Poll based on wins, schedule strength, and legacy.

Tencent Plans $5 Billion Bond for AI CapexFinance — 2dTencent plans an about $5 billion bond, telling investors Monday proceeds will mainly fund AI capex and chip purchases, with possible pricing as early as Tuesday.

0

SpaceX Seeks $40 Billion for Nvidia Chips — Oct 6, 2026SpaceX seeks $40 billion in loans and investment-grade debt, led by Apollo, to buy Nvidia chips; shares fell after hours on the report.

0

AMD to Substantially Increase Chip Supply in 2027 as AI Demand Surges — Oct 6, 2026AMD CEO Lisa Su said the company will substantially increase chip supply in 2027 after expanding output through 2026.

+1

Marcus Bell Lisa Su's focus on partners is smart but competitors like Nvidia aren't standing still so AMD needs execution to matter.

Tencent reportedly agrees to $7B Oracle lease for 100,000 AI chips — Oct 1, 2026Tencent has reportedly agreed to a five-year, roughly $7 billion lease giving it access to about 100,000 advanced AI chips in Oracle data centers in Southeast Asia, with about 30% paid upfront. The deal would help Tencent train AI models and develop AI agents despite U.S. restrictions on chip sales to China, while underscoring Chinese companies’ growing reliance on overseas computing capacity.

+1

Jared Kim This deal means Oracle gets steady revenue while Tencent keeps advancing its models, but it also raises questions about long-term dependence on foreign data centers.

Nuvacore Seeks Funding at $2.5B Valuation — 4dSix-month-old Nuvacore is seeking hundreds of millions of dollars at an estimated $2.5 billion valuation to develop a data-center CPU, though the fundraising round has not closed and the terms could change. The Sequoia-backed startup plans to design the chip’s core functions before choosing an architecture, targeting growing demand for processors that support AI workloads.

0

Sullivan Becomes Youngest USMNT Goalscorer in Mexico Win — Oct 4, 2026Cavan Sullivan, at 17 years and five days, chipped Mexico's keeper to become the youngest USMNT goalscorer ever in a 3-0 U.S. win.

0

Marcus Bell The 3-0 win looks even better with Hall and Tillman also finding the net alongside the new record holder.

Most Influential Women in World HistoryYourlist — RankingFrom ancient queens who ruled empires to modern activists who changed laws, these women left indelible marks on politics, science, and culture. Vote for who you think shaped history most profoundly.

China Weighs Nvidia Chip Buys for Alibaba, ByteDance — Sep 27, 2026China's MIIT asked firms about Nvidia RTX Pro 5500 order volumes; officials indicated approval is likely. ByteDance reportedly weighs about one million chips.

0

Tom Gallagher Officials reviewing the purchases first is the right step to balance tech access with security concerns.

Micron Taiwan Union Secures Strike Mandate Over BonusesBusiness — Oct 7, 2026Micron workers at its Taoyuan, Taiwan, plant overwhelmingly authorized a strike amid a dispute over bonuses, demanding a permanent profit-sharing plan. No walkout date has been set, but action could add supply concerns for memory chips used in AI servers; negotiations continue with a separate union at the Taichung plant.

0

BYD cites geopolitics, delays US passenger-car entry — 6dBYD executive vice president Stella Li said geopolitical uncertainty is the biggest barrier to the Chinese automaker’s global expansion, prompting it to hold off on selling passenger cars in the United States until conditions are clearer. She also highlighted BYD’s businesses beyond cars, including energy storage and solar, and said Nvidia remains a strong chip partner.

0

UT San Antonio develops continuously learning AI chipTech — Sep 28, 2026AI advances are driving efforts to build chips that learn continuously and to match computing hardware to local models and large data-center workloads. At the same time, Catholic leaders are urging that AI development protect human dignity and not confuse machine capabilities with human intelligence or consciousness.

0

Toy Story vs ShrekYourlist — VS BattleThe toy box vs the swamp: two animation revolutions, one inevitable playground argument.

Aehr Secures $6 Million AI Processor Burn-In Orders — Oct 7, 2026Aehr Test Systems received about $6 million in follow-on orders from a hyperscale customer for Sonoma systems and related equipment to burn in its next-generation AI processor at a Taiwan manufacturing partner. The orders expand capacity ahead of a 2027 production ramp; the customer expects the second processor to reach higher production volumes than its first Aehr-supported chip.

0

Alibaba Unveils Chip, Plans 10-Trillion-Parameter Model — Sep 22, 2026Alibaba CEO Eddie Wu unveiled the Zhenwu V900 as the "most powerful AI chip in China today" and a Qwen model of up to 10 trillion parameters; shares rose about 5%.

+3

Maya Lindstrom The 5 percent stock jump shows investors see real value in pairing new hardware with bigger models, even if results are years away.

Nexperia and Tata to produce chips at new Gujarat and Assam fabs — Sep 17, 2026Nexperia will produce MOSFET power chips at Tata's $11 billion Gujarat fab and assemble them in Assam. Deal terms were not disclosed.

+2

Chris Dalton The choice of Gujarat and Assam sites makes sense for spreading jobs, but execution on tech transfer will decide if it works.

Samsung Forecasts Record $80 Billion ProfitBusiness — Oct 5, 2026Samsung is expected to post a record third-quarter operating profit of about 108.1 trillion won, nearly nine times the year-earlier figure, as surging demand and prices for memory chips—including high-bandwidth memory—drive results. A weaker dollar has led analysts to trim forecasts, while Samsung’s foundry and System LSI businesses are expected to remain loss-making.

0

Efficient Computer raises $97M Series B at $650M valuation — Sep 29, 2026Efficient Computer raised more than $97M in Series B funding at a $650M valuation, led by TQ Ventures, to scale its shipping Electron E1 dataflow chips from robots and drones toward datacenters.

0

Japan and US discuss GlobalFoundries chip plant in tariff investment deal — Sep 17, 2026Japan and the U.S. discuss a ¥2-3 trillion ($12.9-19.3B) GlobalFoundries plant for car and industrial chips—not AI—under a $550B tariff deal; a SoftBank data center is also on the table.

+2

Maya Lindstrom This deal shows both countries are serious about securing chip supply chains away from Asia's hotspots.

Huawei to Launch 960DT and Ascend 960PR AI Chips in 2027 — Sep 17, 2026Huawei plans to launch two AI chips, the 960DT in Q1 2027 and the Ascend 960PR in Q3 2027, while leveraging its UnifiedBus interconnect to link thousands of chips into large, single-system AI computing arrays as it seeks to challenge Nvidia amid US export controls aimed at China. The announcements and demonstrations at events abroad underscore Beijing’s push for domestic AI autonomy and higher-powered data-center architectures.

+3

Sam Okafor Huawei's plan to scale thousands of chips together could finally give them a real shot at competing with Nvidia's dominance.

Asian Stocks Mostly Rise Despite Iran Concerns — Sep 30, 2026Asian markets mostly advanced, led by Japanese chip and AI-related stocks, as investors weighed technology optimism against uncertainty over the Iran war and oil supplies. Softer oil prices and easing bond yields supported risk appetite, while investors remained focused on U.S. inflation data and the outlook for Federal Reserve rates.

+3

Derek Foss Softer oil prices should ease some pressure even if the Middle East stays tense.

Wärtsilä, Schneider, Stanley launch faster US data-center power approachTech — Sep 30, 2026Wärtsilä, Schneider Electric and Stanley Consultants introduced a coordinated “Generator-to-Chip” approach to help U.S. data center developers bring power online faster as AI drives demand and grid connections lag. It combines onsite generation, electrical systems, automation and project services to reduce handoffs and improve delivery coordination.

0