TSMC high-end chip prices may rise by 5% to 10% in 2026 to maintain profit margins under high tariffs.
Samsung US factory has started 2nm production.
Intel Panther Lake will be launched as planned in 2025, and Arrow Lake and Lunar Lake will still be the main shipments.
Samsung SDI has established a new battery electrode research department.
South Korean semiconductor exports reached US$15.1 billion in August 2028, a year-on-year increase of 27.1%.
US has again extended the tariff exemption period for Chinese-made semiconductors such as GPUs/motherboards to November 29, 2025.
DRAM prices have risen for four consecutive months as supply and demand tensions intensify.
Nvidia is expected to release a new generation of AI chips at the GTC conference in 2026.
DRAM revenue increased by 17.1% quarter-on-quarter to US$31.6 billion in Q2 2025, while Samsung market share fell to 32.7%.
