TodayToday's edition
Chips
The Marvell Lumentum deal is signed: 4.500 Marvell shares per Lumentum share, an implied premium of about 23.9% to Oct. 28 closes, with closing expected in H1 2028 pending stockholder and regulatory approvals.
Chips & Power Desk
Chips
CoAsia Semi said on Nov. 2 it began mass-production wafer shipments in mid-October of HPC switch chips on Samsung's 4nm process, in a $175 million project that runs to 2029.
Chips & Power Desk
Policy & Economics
Tesla and Samsung told USTR new Vietnam tariffs would hurt US supply chains, on top of a 12.5% duty already in force, as the Section 301 IP probe nears its Nov. 29 deadline.
Policy & Economics Desk
Policy & Economics
Local AIReview roundup
PowerProject file
Policy & Economics
Chips
South Korea's Supreme Court dismissed Broadcom's appeal on Oct. 27, making final an 18.664 billion won ($13.9 million) fine for forcing Samsung into a $760 million-a-year parts deal.
Chips & Power Desk
Local AIReview roundup
Dell.com listed the 128 GB Dell Pro Precision with GB10 at $8,103 on Nov. 2, up from $6,593 on Oct. 30. StorageReview and HotHardware found its speed level with other GB10 boxes.
Local AI Desk
Local AIReview roundup
HP ZGX Nano review: four outlets point to GB10-class performance, led by StorageReview's 722.9 tok/s on gpt-oss-120b at batch 64, with a cooler case, but reported 4 TB US prices conflict, $4,759 to $7,399.
Local AI Desk
Data centers
Samsung SDS began building an AI data center in Gumi on Nov. 2 with 60 MW of initial power capacity, expandable to 120 MW, and a completion target of end-2028. The owner has not said who gets the capacity.
Chips & Power Desk
Data centers
LG CNS finished its first overseas AI data center, 30 MW in Jakarta, with every kilowatt leased before completion. A next phase could lift power intake to 400 MW, but the owner's figure differs.
Chips & Power Desk
PowerAnalysis
Alliant Energy has 3.4 GW of contracted data-center demand and a $15.9 billion 2027-2030 capital plan in which gas is the largest generation line in three of four years, with up to $5.1 billion of DOE loans. Siting and contract conversion are the risks.
Nuclear & Microgrids Desk
Chips
Samsung has reportedly told customers it will close all 8-inch (200 mm) foundry lines by end-2030, leaving Korean PMIC and driver-IC makers short of mature-node capacity.
Chips & Power Desk
Chips
Trump said on Oct. 31 the US will "check it out very closely" after a report on Nvidia CEO Jensen Huang, but no US agency has confirmed a review of Megaspeed, Nvidia's licences or Huang's role.
Chips & Power Desk
Cooling & rack power
Google is paying US$160 million for a Linggi River reservoir and a 65 million litre-a-day water plant in Negeri Sembilan, to be state-owned, for its Port Dickson campus and local supply.
Energy & Cooling Desk
ChipsProduct file
Notebookcheck measured Xiaomi's XRING O3 at 85 fps in GFXBench 4K Aztec Ruins on the Pad 9 Pro Max, ahead of Apple's M5 iPad Pro, but its NPU trails Google's Tensor G5 on quantized work and the 18 Fold throttles hard.
Hardware & Analysis Desk
ChipsAnalysis
AMD, Talen, Supermicro and Arm report Nov. 3-4; NuScale holds its call Nov. 5, and Oklo and Vistra report Nov. 6. Centrus's release is expected Nov. 4, not confirmed.
Hardware & Analysis Desk
Power
The association's database lists 79 reactors under construction (78,948 MWe net), 38 in China and none in the US; six are suspended, so little of it is near-term supply for AI data centers.
Chips & Power Desk
Local AIReview roundup
AMD's Ryzen AI Halo puts 128 GB on x86 with Windows for $3,999, but StorageReview and Tom's Hardware measured it well behind GB10 boxes, most of all on long prompts, as the DGX Spark lists at $6,950.
Local AI Desk
Local AIReview roundup
Dell lists its GB300 DGX Station tower at $160,195. StorageReview and ServeTheHome measured thousands of tokens per second across many users, but 35 to 44 for one user on the largest models.
Local AI Desk
Data centers
Midterm data center ads reached $173 million, almost none favorable, AdImpact data reported by Axios on Oct. 31 show. Democrats spent $140 million, Republicans $28 million and independents $5 million.
Chips & Power Desk
Power
The NRC accepted General Matter's Paducah enrichment application for review on Oct. 29 and estimates April 2028 for its final safety and environmental reports. The first licence covers LEU only.
Chips & Power Desk
Power
DOE approved the Documented Safety Analysis for Radiant's Kaleidos microreactor test at INL, covering full power. It is a safety-document approval, not startup authorization or an NRC licence; no fuel-load date is set.
Chips & Power Desk
PowerProject file
Policy & Economics