Samsung reportedly aims to begin silicon photonics mass production in 2028

Samsung Electronics plans to mass-produce silicon photonics starting from 2028, a move that could reshape global data-center networking, AI hardware integration, and foundry competition. The company is offering clients an integrated platform spanning photonics, AI semiconductors, advanced packaging, and HBM — a combination that could significantly alter supply chains and cost structures in the years ahead.

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Sony raises PlayStation 5 prices amid memory costs spike

Sony Group’s gaming subsidiary, Sony Interactive Entertainment, announced on March 27 that it would raise the global retail price of its flagship home console, the PlayStation 5, effective April 2. In Japan, the suggested retail price of the standard model will climb to JPY97,980 (approx. US$613), a steep increase of roughly 23%. A Japan-only version, introduced in 2025 without a disc drive and limited to the Japanese language, will remain unchanged at JPY55,000.

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SoftBank secures US$40 billion loan to fund OpenAI investment

SoftBank Group Corp. has secured a US$40 billion bridge loan to support its ongoing investment in US artificial intelligence developer OpenAI, marking one of the largest dollar-denominated borrowings in the Japanese conglomerate’s history. The unsecured loan, arranged with JPMorgan Chase, Goldman Sachs, Mizuho Bank, Sumitomo Mitsui Banking Corp., and MUFG Bank, is set to mature on March 25, 2027, according to Jiji Press, The Japan Times, Reuters, and TechCrunch.

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China’s semiconductor capacity share to reach 32% by 2030

The global semiconductor industry is undergoing a structural transformation. SEMI estimates that in 2025, capital expenditures (CapEx) by the four largest US cloud service providers (CSPs) will reach US$400 billion, more than twice the total semiconductor industry CapEx. When including Chinese cloud providers and sovereign AI investments, global AI infrastructure spending could surpass US$1 trillion by 2027.

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Adata invests US$3 million in KonstTech to boost AI computing infrastructure

Amid the rapid development of generative artificial intelligence (GenAI) and large language models (LLM), global demand for high-performance computing (HPC) continues to rise. Memory module maker Adata Technology announced a US$3 million investment in the Series A funding round of artificial intelligence (AI) computing infrastructure provider KonstTech (Konst).

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