Samsung profits in 2026 are projected to be between $62 billion and $69 billion, with 2nm chips being a key driver.

DeepSeek released two official models today: DeepSeek-V3.2 and DeepSeek-V3.2-Speciale.

Samsung HBM4 chip is seeking certification from NVIDIA; the results are expected in December 2025.

Google TPU expansion is reshaping the HBM market landscape, creating opportunities for Samsung.

Tesla Full Self-Driving (FSD) technology is being rolled out rapidly in Europe and has already received approval to be tested in Spain.

Tesla has lost several AI talents; at least 10 employees have jumped ship to a new robotics company called Sunday Robotics.

Samsung Display reorganizes its team: the newly formed XR Microdisplay division is targeting Apple orders.

Alibaba AI smart glasses have been officially launched, targeting the consumer AI market and directly competing with Meta.

Former Intel CEO Pat Gelsinger: Quantum computing is the end of the AI bubble and will replace GPUs.

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