Samsung pulls ahead of SK Hynix as commodity DRAM prices surge
Samsung Electronics and SK Hynix are both riding a historic memory upcycle, but a profit gap of about KRW15 trillion (approx. US$10 billion) has opened between the two Korean chipmakers, driven largely by commodity DRAM rather than high-bandwidth memory (HBM), according to Sedaily.
Apple’s cash pivot: A new CEO and strategy for the AI arms race
Samsung reshuffles TV leadership amid Chinese rivalry and service pivot
Weekly News Roundup: Terafab already affecting wafer fab landscape; Intel launches multi-year reset
Yageo’s Pierre Chen says AI hardware boom is lifting passive component demand
Yageo chairman Pierre Chen said the rise of AI applications is driving stronger demand not only for advanced semiconductors and memory, but also for passive components, sensors, and power semiconductors.
AI’s 1.6T shift turns InP into optical supply chain bottleneck
The transition from 800G to 1.6T optical modules is no longer an upgrade cycle — it is a physics-driven inflection point.
Samsung foundry rebound gains steam as 4nm yield reportedly tops 80%
India roundup: India accelerates AI, semiconductor, and manufacturing push with major investments and startup bets
India’s technology ecosystem is seeing rapid expansion across AI infrastructure, semiconductors, and electronics manufacturing. From startup bets on AI inference to multi-billion-dollar data center plans and OSAT capacity buildouts, global and domestic players are deepening commitments. The momentum underscores India’s rising role in supply chains and compute-driven industries.