Following President-Elect Donald Trump’s recent announcement of potential new tariff policies, Foxconn chairman Young Liu emphasized that Taiwan’s supply chain impacts can only be assessed once the policies are clearly outlined.

The AI agent market is witnessing explosive growth as leading players, including Microsoft, Apple, Zhipu, and Huawei, race to solidify their positions. At the Baidu World 2024 conference, CEO Robin Li confidently stated that large AI models have largely overcome hallucination issues, marking a turning point for AI applications. Li forecasted that AI intelligence would soon dominate as the most transformative application of large models.

Samsung Electronics (Samsung) has implemented a significant personnel adjustment within its Device Solutions (DS) division to regain competitiveness in the semiconductor sector. This includes appointing the head of the foundry business unit and having the DS department head personally lead the memory business.

Nvidia is currently conducting high bandwidth memory (HBM) verification tests with Samsung Electronics (Samsung), with industry attention focused on the validation timeline and potential supply volumes.