Samsung Electronics is encountering significant challenges, especially in its semiconductor business. Beyond stagnation in its foundry business, concerns about its competitiveness in high bandwidth memory (HBM) have surfaced. Industry sources suggest that Samsung may redesign part of the 1a DRAM circuitry to enhance its HBM competitiveness.

Pegatron is making significant strides in the server business, recently showcasing its latest AI solutions at the 2024 Open Compute Project (OCP) Global Summit. This includes six models of servers designed for AI applications and large language model (LLM) training.

Rumors have surfaced that the U.S. Department of Commerce is investigating whether Taiwan Semiconductor Manufacturing Company (TSMC) violated U.S. export regulations by producing artificial intelligence (AI) or smartphone chips for China’s Huawei. In response, TSMC has swiftly denied the allegations, emphasizing its strict adherence to all applicable laws and regulations, including those related to export controls.