US has imposed a 25% tariff on NVIDIA H200 and AMD MI325X processors.
NVIDIA once again raised the supply standards for HBM4 chips to Samsung and SK Hynix in Q4 2025.
SK Hynix chip factory in Yongin-si, South Korea will begin production in February 2027, three months ahead of schedule.
Samsung will close one of its 8-inch wafer fabs in 2026 due to a capacity utilization rate of only 70%.
GlobalFoundries announced the acquisition of Synopsys ARC processor IP business.
Quantumuum, quantum computing company, plans to IPO.
South Korea semiconductor exports reached $173.5 billion in 2025.
DRAM sellers are stockpiling inventory; NAND spot prices are rising, but trading volume remains low. TrendForce
OpenAI has spent over $10 billion to purchase computing power from Cerebras.
