TSMC: Demand for AI chips is strong, with an additional investment of US$100 billion in Arizona factories.
SK Hynix Chairman Choi Tae-won: By 2027, the demand for AI chips and memory is expected to grow by at least 60% to 100% and 50% to 60%, respectively.
According to reports, Samsung’s foundry is evaluating doubling the initial production capacity of its Taylor plant in the US.
It’s reported that Changxin Memory’s DRAM production capacity is fully booked until the end of 2027.
South Korea considers physical AI a national strategy and expects to increase the global share of humanoid robots to 20% by 2028.
More than 80% of managers and employees in Samsung’s semiconductor (device solutions, DS) foundry business are considering changing jobs.
Reports suggest the US government plans to take control of access to cutting-edge AI models, shifting power away from tech giants.
Reports indicate that the US is seeking to share in the “excess profits” of South Korean chip companies.
Amazon’s custom chip business is growing rapidly, making it one of the world’s top three data center chip companies.
