Reading List
The most recent articles from a list of feeds I subscribe to.
Sources: HP, Dell, Acer, and Asus are considering sourcing memory chips from Chinese chipmakers; HP and Dell are currently qualifying DRAM products from CXMT (Nikkei Asia)
Nikkei Asia:
Sources: HP, Dell, Acer, and Asus are considering sourcing memory chips from Chinese chipmakers; HP and Dell are currently qualifying DRAM products from CXMT — TAIPEI — Leading PC makers HP, Dell, Acer and Asus are considering sourcing memory chips from Chinese chipmakers for the first time amid …
Cybersecurity company Varonis agrees to acquire AllTrue, which develops specialized tools for AI trust, risk, and security management, for $125M in cash (James Rundle/Wall Street Journal)
James Rundle / Wall Street Journal:
Cybersecurity company Varonis agrees to acquire AllTrue, which develops specialized tools for AI trust, risk, and security management, for $125M in cash — Cybersecurity company Varonis Systems said it would acquire artificial-intelligence specialist AllTrue, the latest in a series of deals …
TSMC plans to produce 3nm chips at its second plant in Kumamoto, Japan; sources say that is an upgrade from an original plan to produce 7nm chips by late 2027 (Bloomberg)
Bloomberg:
TSMC plans to produce 3nm chips at its second plant in Kumamoto, Japan; sources say that is an upgrade from an original plan to produce 7nm chips by late 2027 — Taiwan Semiconductor Manufacturing Co. plans to make advanced 3-nanometer chips in Japan, stepping up its semiconductor manufacturing roadmap …
Sony reports Q3 gaming and network services revenue down 4% YoY to $10.5B, profit up 19% YoY to ~$889M, and PlayStation 5 sales down 16% YoY to 8M units (Sam Nussey/Reuters)
Sam Nussey / Reuters:
Sony reports Q3 gaming and network services revenue down 4% YoY to $10.5B, profit up 19% YoY to ~$889M, and PlayStation 5 sales down 16% YoY to 8M units — Japan's Sony (6758.T) on Thursday reported a 22% rise in third-quarter operating profit that trounced forecasts and lifted its full-year outlook …
Sony reports Q3 revenue up 1% YoY to ~$23.68B, vs. ~$23.53B est., operating profit up 22% to ~$3.28B, vs. ~$2.99B est., raises FY operating profit outlook 8% (Dylan Butts/CNBC)
Dylan Butts / CNBC:
Sony reports Q3 revenue up 1% YoY to ~$23.68B, vs. ~$23.53B est., operating profit up 22% to ~$3.28B, vs. ~$2.99B est., raises FY operating profit outlook 8% — Sony on Thursday reported a rise in operating profit that beat expectations, supported by favorable foreign exchange rates despite surging memory chip costs.