It’s reported that SK Hynix plans to build a memory chip factory in Japan, with an investment of tens of billions of dollars.
Micron CEO: Data center customer demand is approximately 150% of Micron’s actual committed supply.
NVIDIA denies plans to launch an LPU specifically designed for the Chinese market by the end of 2026; it is not on the product roadmap.
Waymo has launched its own ASIC chip for its latest robotaxis, using TSMC’s 5nm process and delivering over 1,000 TOPS.
Broadcom is in talks to raise more than $60 billion for R&D of AI chips.
Samsung Display plans to invest in the construction of a flexible OLED A7 factory, which is expected to be completed in early 2028.
Japan’s Ministry of Economy, Trade and Industry plans to allocate $943.48 million in investment funds to Rapidus in fiscal year 2027.
Alibaba’s Pingtouge AI chip production continues to grow, and the second-generation chip is expected to begin tape-out in H2 2026.
ASE invested US$295 million to purchase land and expand production in the US.
Micron plans to invest $10 billion over the next decade in research lab projects to enhance its AI-powered storage technology.
