Nvidia’s power in AI has never rested on GPU performance alone — it has also depended on the CUDA software ecosystem. That moat is now facing a new variable as AMD deepens its challenge through software, systems, and partnerships with Anthropic.
Samsung Electronics’ foundry business expects its 2nm project wins to more than double year-on-year in 2026, and the company is in talks with Broadcom and other major customers on multiple projects, foundry business EVP Sukchae Kang said on Samsung’s earnings call for the second quarter of 2026. This is the clearest sign yet that its advanced-node business is gaining commercial traction after years of trailing TSMC.
Taiwan will not move ahead for now with proposed passenger car tariff cuts, as the government weighs the risk of disrupting the domestic vehicle supply chain and related jobs. Finance Minister Chuang Tsui-yun said the policy cannot currently be implemented because the Taiwan-US agreement tied to US-made cars has been rendered invalid.
The US government has launched a multinational initiative to coordinate 6G development, signaling a new phase in the global race to shape next-generation wireless technology and international standards.
Advantest raised its outlook for the fiscal year ending March 2027 after demand for chip-test equipment tied to AI data centers strengthened, pushing results above market expectations. According to Bloomberg and Nikkei, the Japanese semiconductor equipment maker now expects operating profit to rise 70% in fiscal 2026, compared with a prior forecast of 26% and above the 42% average analyst estimate.
Ennoconn Technologies held its 2026 Semiconductor x AI Applications Forum at Google’s Asia-Pacific headquarters in Singapore on July 29 and signed a memorandum of understanding with the Singapore Manufacturers’ Federation (SMF) on the same occasion. The event marked a further step in the Taiwanese technology group’s expansion into Southeast Asia’s semiconductor and artificial intelligence markets.
Samsung Electronics expects HBM4 sales to increase more than threefold sequentially in the third quarter of 2026, the company said on its earnings call. It projected that HBM4 will account for well over 60% of its total HBM revenue in the second half — a ramp that would lift its HBM market share broadly in line with its overall DRAM share and close the gap that has defined the HBM race since the AI boom began.
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