Samsung Electronics has secured an order from Tesla for artificial intelligence (AI) chips, offering a renewed boost to its foundry business. However, the company continues to face significant challenges in the memory sector, particularly in the high-bandwidth memory (HBM) segment, where it has yet to pass Nvidia’s quality tests, which could hinder its performance recovery.

Artificial intelligence is reshaping the autonomous driving landscape, shifting the development paradigm from algorithm-driven systems to AI-centric architectures. At the forefront of this transformation is Nvidia, which has steadily evolved from a chipmaker into a comprehensive system solutions provider. In collaboration with global partners, the company is accelerating the commercial deployment of autonomous vehicles.

In its second-quarter 2025 financial report, South Korean foundry DB Hitek reported strong performance driven by increased orders from Chinese customers amid rising US-China semiconductor competition and policies promoting semiconductor self-sufficiency.