Seoul Economic Daily reports Samsung Electronics will use TSMC's 3nm process to produce base wafers for NVIDIA's next‑generation custom HBM, marking the first Samsung‑TSMC cooperation at the HBM manufacturing stage. Industry sources say NVIDIA has asked Samsung, SK Hynix and Micron to use TSMC's process for NVHBM base wafers and to adopt sixth‑generation DRAM for the core dies. NVHBM, released in August, integrates NVIDIA's custom memory controller into the substrate to standardize implementatio

2026-10-18

Seoul Economic Daily reports Samsung Electronics will use TSMC's 3nm process to produce base wafers for NVIDIA's next‑generation custom HBM, marking the first Samsung‑TSMC cooperation at the HBM manufacturing stage. Industry sources say NVIDIA has asked Samsung, SK Hynix and Micron to use TSMC's process for NVHBM base wafers and to adopt sixth‑generation DRAM for the core dies. NVHBM, released in August, integrates NVIDIA's custom memory controller into the substrate to standardize implementation across multiple memory suppliers. Samsung accepted the request after internal review but will continue in‑house production for standard HBM and other customers' custom products, and is evaluating whether its foundry could produce NVHBM base wafers if demand exceeds TSMC capacity.

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2026-10-18

Microsoft has pulled out of a planned data‑centre partnership with UK cloud startup Nscale at Laindon, Essex, removing its role as the project’s intended anchor tenant. Microsoft gave no reason; the project has suffered repeated delays and local authorities have told Nscale grid power may not be available until the 2030s. Nscale’s Norway flagship is about six months behind schedule and running 6.4 MW of an expected 30 MW capacity. Nscale’s IPO filing shows roughly 85% of contracts depend on Micr

2026-10-18

Several Chinese banks and wealth managers have launched retirement-specific wealth products with conservative asset mixes—primarily deposits, time deposits and high-grade credit bonds—and tenors of about 1–2 years. Industry participants advise lifecycle-aligned allocation: younger investors should adopt multi-asset, multi-strategy approaches for longer-term growth; investors about 10 years from retirement should gradually shift toward lower-volatility, conservative assets; those near retirement