Morgan Stanley estimates that AMD EPYC Venice processors will ship 6.75 million units by 2027, 17% more than NVIDIA Vera processors.
South Korea President Lee Jae-myung: We will accelerate the construction of AI infrastructure and promote the development of chips, data centers, and physical AI.
SK Hynix announced a $712.94 million investment to build a semiconductor industry cluster in Yongin, Cheongju and the Southwest region, a medium- to long-term investment.
Chiang Shang-yi: Foxconn has FOPLP experience; KY will work together to seize opportunities in the glass substrate business.
US Federal Communications Commission has expanded its ban on Chinese equipment to include older models manufactured in China.
Qualcomm and Hugging Face are expanding their collaboration to drive developer-driven, open AI across platforms and the cloud.
On Semiconductor acquires Synaptics for $7 billion.
VIS: The 8-inch wafer foundry market continues to face supply shortages in 2026.
ASML collaborates with TNO to help improve Europe’s manufacturing capabilities for 6-inch wafer-level InP optical chips.
Lenovo warns: Low prices for DRAM and NAND are unlikely to return; high-priced memory will be the “new normal.”
