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9 stories found

Artificial intelligencePrimary source

NVIDIA and partners to expand capacity for AI infrastructure

NVIDIA announced plans with six supply-chain partners to expand manufacturing for AI infrastructure. Substrate capacity is set to rise 2.5x over three years, while SPIL’s optical-engine capacity is targeted to increase 15x by mid-2027.

  • NVIDIA is working with six partners to expand manufacturing for AI infrastructure.
  • Substrate capacity is targeted to rise 2.5x over three years.
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NVIDIA Newsroom
Industrial AIPrimary source

NVIDIA Opens Early Access to Factory Operations Blueprint for Industrial AI

NVIDIA has opened early access to its Factory Operations Blueprint (FOX), a framework for building always-on agents that coordinate factory operations. The system connects machine data with CAD, PLM, simulation, IT and operational technology systems.

  • NVIDIA has opened GitHub early access to its Factory Operations Blueprint for industrial AI agents.
  • FOX agents can perform visual inspection, root-cause analysis and machine-operation coordination.
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NVIDIA Newsroom
Electronics manufacturingSingle source

Apple says U.S. firms make nearly 100 parts for iPhone Duo and iPhone 18 Pro

Apple announced new and expanded U.S. partnerships to supply components for iPhone Duo and iPhone 18 Pro. The company will commit up to $100 million to Perryman over three years and says U.S. companies produce nearly 100 parts for the two models.

  • Apple added Perryman and Qnity Electronics to its U.S. component partnerships for iPhone Duo and iPhone 18 Pro.
  • Perryman will receive up to $100 million over three years to produce titanium for iPhone Duo enclosures.
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MacRumors
Electronics manufacturingPrimary source

Apple names U.S. manufacturing partners for iPhone Duo and iPhone 18 Pro

Apple announced new and expanded U.S. partnerships to supply components for iPhone Duo and iPhone 18 Pro. The company will commit up to $100 million over three years to titanium supplier Perryman and expand work with Qnity Electronics on variable-aperture camera technology.

  • Apple expanded its U.S. manufacturing program for iPhone Duo and iPhone 18 Pro.
  • Perryman will supply titanium containing at least 80% recycled content.
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Apple Newsroom
BusinessSingle source

Samsung forecasts record $80bn profit as AI chip demand surges

Samsung Electronics expects third-quarter operating profit to reach 107.4tn won ($80bn), nine times higher than a year earlier. The company attributes the increase to demand for memory chips used in artificial-intelligence data centres.

  • Samsung expects third-quarter operating profit of 107.4tn won.
  • The forecast is about nine times higher than the result a year earlier.
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BBC Technology
SemiconductorsPrimary source

Samsung and Mistral AI announce partnership on AI-focused semiconductor infrastructure

Samsung Electronics announced a strategic partnership with Mistral AI to strengthen its semiconductor engineering and manufacturing capabilities. The announcement was made during a South Korea–France state summit in Paris.

  • Samsung Electronics entered a strategic partnership with Mistral AI on semiconductor infrastructure.
  • The announcement came during a South Korea–France state summit in Paris.
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Samsung Newsroom
SemiconductorsPrimary source

Samsung and ASML Expand Collaboration on High NA EUV Lithography

Samsung Electronics and ASML announced an expansion of their strategic partnership. The companies will deepen cooperation on High NA EUV lithography and advanced semiconductor manufacturing technologies intended to support next-generation innovation in the AI era.

  • Samsung and ASML expanded their strategic partnership in advanced semiconductor manufacturing.
  • The joint work will cover High NA EUV lithography.
1 sourceTrust: Primary source
Samsung Newsroom