Foundries and Supply

TSMC, ASML and whether supply can meet the orders.

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Trefis
trefis.com > stock > spy > articles > 615193 > 11-sp-500-stocks-hit-52-week-highs-on-friday > 2026-09-14

11 S&P 500 Stocks Hit 52-Week Highs On Friday

1+ hour, 14+ min ago   (435+ words) A handful of large-cap names are hitting new highs even as the broader market dips. While the S&P 500 has returned -1.1% over the last month, some of its largest components are moving in the opposite direction. As of Friday, September…...

DEV Community
dev.to > devjiro > your-ai-cannot-use-the-posts-you-saved-so-i-built-social-memory-2amp

Your AI Cannot Use the Posts You Saved, So I Built Social Memory

1+ hour, 26+ min ago   (692+ words) Likes and bookmarks on X and Threads are easy to accumulate and surprisingly hard to use. I save an implementation detail, a thoughtful comparison, or an idea for something to build. A week later, it is somewhere in an unsearchable…...

@hackernoon
hackernoon.com > whose-memory-is-it-building-multi-tenant-multi-tier-memory-for-ai-agents-part-4

Whose Memory Is It? Building Multi-Tenant, Multi-Tier Memory for AI Agents (Part 4)

11+ hour, 32+ min ago   (1782+ words) This is a 4-part series on how agents remember:building short-, medium- and long-term memory thatscales across users, agents, and kubernetes clusters. Alice and Bob both use our agent platform. On Monday, Alice worked on a support incident, and the…...

@ElectronicsNews
electronicsweekly.com > news > business > high-end-routing-and-aggregation-equipment-up-25-yoy-in-q2-2026-09

High-end routing and aggregation equipment up 25% YoY in Q2 ⋆ Electronics Weekly

1+ hour, 24+ min ago   (126+ words) High End Routing and Aggregation equipment revenue grew 25% YoY in Q2, says Dell’Oro, driven by stronger demand across all regions and customer segments. Notably, vendor direct sales revenue to cloud providers grew 94% YoY during the same quarter, driven by hyperscalers’ AI…...

DigitalToday
digitaltoday.co.kr > en > view > 103165 > samsung-to-pay-1-3-trillion-won-early-to-suppliers

Samsung to pay 1.3 trillion won early to suppliers

1+ hour, 39+ min ago   (348+ words) Samsung said on Sept. 14 it will pay 1.3 trillion won in payments for goods to partner companies ahead of the Chuseok holiday and run an online marketplace for employees. Thirteen affiliates, including Samsung Electronics, will participate, paying about seven days earlier…...

Yonhap News Agency
en.yna.co.kr > view > AEN20260914005400320

LG opens Middle East's first B2B AI home experience space in Saudi Arabia

1+ hour, 13+ min ago   (175+ words) SEOUL, Sept. 14 (Yonhap) -- LG Electronics Inc., a major South Korean home appliance maker, said Monday it has opened the Middle East's first business-to-business (B2B) artificial intelligence (AI) home experience space in Saudi Arabia. The company recently established the B2B-focused AI home…...

36 Kr
eu.36kr.com > en > p > 3977095783281159

Unlock Dormant Manufacturing Equipment Data: Beiken Technology’s O&M & Data Asset Accounting Solution Turns Working Condition Data Into Financial Statement Recorded Assets

3+ hour, 17+ min ago   (1104+ words) Beiken Technology, a leading enterprise dedicated to bridging the gap between industrial production and financial digitalization, has successfully overcome the longstanding industry challenge of integrating real-time, granular manufacturing operational data into standardized accounting statements. This transformative technical breakthrough not only…...

The Korea Herald
koreaherald.com > article > 10872720

LG takes industrial AI from answers to action

1+ hour, 25+ min ago   (921+ words) Business LG takes industrial AI from answers to action Published: Sept. 14, 2026 - 14:13:49 LG AI Research unveiled a suite of industry-specific systems Monday, accelerating its push to build artificial intelligence that does more than answer questions — it predicts problems, makes decisions and…...

TrendForce
trendforce.com > news > 09/14/2026 > news-kepler-claims-hbm-alternative-without-euv-using-globalfoundries-28nm-fabs-2027-production

[News] Kepler Claims HBM Alternative Without EUV Using GlobalFoundries’ 28nm Fabs, 2027 Production

4+ hour, 45+ min ago   (281+ words) As the AI boom strains supply and pushes up costs, startups are exploring new ways to expand memory production. According to TechPowerUp, Kepler Computing claims to have developed an alternative approach to HBM based on a new 3D stacking technique and…...

36 Kr
eu.36kr.com > en > p > 3979731844831112

Physical AI Company to Deploy AI "Brain" for 280,000 Traditional Factories Across the United States

1+ hour, 16+ min ago   (1468+ words) The transformation and upgrading of traditional factories has become a key topic for every participant in the AI era. Whether it is digital employees powered by AI Agent or embodied intelligent robots, all are sparing no effort to tell the…...