Samsung announced that it has delivered the world’s first batch of industry-leading high-performance HBM4 products, which use 1c DRAM and 4nm process.
HBM4 validation will be completed in the Q2 2026, and the supply model from the three major OEMs (Samsung, Sk Hynix, Micron) to NVIDIA is expected to be established. TrendForce
Tesla is recruiting semiconductor talent in South Korea to bolster its AI chip strategy.
Western Digital sold over $3 billion worth of SanDisk stock.
Singapore will introduce AI support measures and tax incentives in its 2026 budget.
China cloud infrastructure market rebounded strongly in Q3 2025, with Alibaba Cloud leading the way with a 36% market share. Omdia
Storage prices have increased by 600% in a year, impacting the supply of broadband routers and set-top boxes. Counterpoint Research
It’s reported that US Federal Trade Commission is intensifying its antitrust investigation into Microsoft, covering areas such as cloud computing and AI.
Chip manufacturers snap up old panel factories for cleanroom space.
