AI Chips

South Korea expects 550 trillion won ($380 billion) in private-sector investment for AI data centers, chips, and other technologies, led by Samsung Group and SK Group. Samsung plans over 1,000 trillion won total, with 35…

EM-Equity strategist Adrian Mowat told The Economic Times that recent volatility in South Korean chip stocks is a temporary dip driven by tight supply and demand, not an AI bubble burst. Mowat warned that the next phase …

Asian markets were mixed on Monday as selling of AI-related shares pulled Japan's Nikkei 225 down 1% and South Korea's Kospi down 2%, while Hong Kong's Hang Seng gained 2.1%. The declines followed a Wall Street selloff o…

Nvidia's AI chip sales in China have stalled due to U.S. export controls and a shift toward domestic chips, with Huawei now matching Nvidia's market share and expected to surpass it. CEO Jensen Huang acknowledged the los…

China's official manufacturing PMI is expected to rise to 50.1 in June, barely above the 50-point threshold separating growth from contraction, according to a Reuters poll of 23 economists. The marginal improvement is dr…

Australian AI-infrastructure company Firmus Technologies signed a strategic partnership with Nvidia to deploy 170,000 GPUs in Batam, Indonesia, starting in 2027. The deal gives emerging AI firms cost-effective access to …

TSMC and Winbond are collaborating to build a localized DRAM supply chain in Taiwan using 3D wafer-on-wafer stacking technology, targeting edge AI workloads. The partnership leverages Winbond's CUBE architecture and TSMC…

South Korea unveiled the 'Three Mega Projects' industrial development initiative, including a semiconductor cluster, an AI hub, and an AI data center complex, aiming to mobilize over 1,000 trillion won ($647 billion) in …

NANOG 97 in Bellevue, Washington, focused on AI's impact on data center design and network operations, with Cogent's Dave Schaeffer presenting statistics showing US AI infrastructure spending will reach $750 billion in 2…

South Korean President Lee Jae-myung will announce three national projects on June 29 targeting semiconductors, AI data centers, and robotics, with Samsung Group expected to commit up to 1,000 trillion won ($648 billion)…

South Korean President Lee Jae Myung will announce three mega-projects to boost AI and semiconductor investments, including a new chip hub in the southwest that could attract hundreds of billions of dollars from Samsung …

Apple has raised prices on most Mac and iPad models due to a memory crisis driven by AI data centers consuming vast memory supplies, with only iPhone and Apple Watch spared for now. The company held out as long as possib…

South Korea's KOSDAQ index surged 6% amid a broader rally driven by AI and semiconductor demand, with crypto-adjacent firms like Parataxis Korea and Bithumb increasingly eyeing listings on the secondary exchange. The gai…

Samsung Group and SK Group will announce up to 2,000 trillion won ($1.3 trillion) in decade-long investments at a presidential briefing on June 29, including new semiconductor fabs in Gwangju and an AI data center in Asa…

Micron Technology's market cap briefly surpassed Tesla and Meta on June 25 after fiscal Q3 revenue quadrupled to $41.46 billion, driven by surging demand for high-bandwidth memory chips used in AI infrastructure. The com…

Sophon PFG-1, a monolithic-3D AI ASIC with 330 GB of on-die DRAM and no HBM, delivers 2,100 TFLOPS BF16 and 4,200 TFLOPS FP8 on a 750 mm² die, achieving up to 174× the tokens-per-watt of NVIDIA Rubin or AMD Instinct MI45…

Apple is lobbying the Trump administration for permission to buy DRAM chips from ChangXin Memory Technologies, a Chinese manufacturer on the Pentagon's blacklist, to cut costs amid soaring DRAM prices. The move could res…

OpenAI, Anthropic, and xAI collectively consume about 21% of global AI compute capacity, operating fewer than 4 million H100-equivalent GPUs by end of 2025. Google alone controls roughly 25% of global AI compute, more th…

President Lee Jae Myung on Monday was set to unveil large-scale investment plans in advanced tech, including a new chip cluster, as Korea seeks to secure competitiveness in the AI era. Samsung Electronics and SK Group ar…

South Korean President Lee Jae Myung announced a $649 billion public-private technology initiative on June 29, the largest government commitment to semiconductor and AI infrastructure in 2026. The investment, led by Sams…