It’s reported that ByteDance is developing its own AI chip, which will be manufactured by Samsung: 100,000 chips will be produced in 2026 at least.
SK Hynix is developing a new technology called “AIP (All-In-Plug)” to reduce the manufacturing cost of NAND.
Winbon: DRAM prices are expected to quadruple in H 2026; the DDR4 supply gap is “too large to fill”.
Merck plans to build a factory in South Korea with the goal of supplying advanced NAND materials in 2026.
US Commerce Secretary Howard Lutnick: NVIDIA must accept the terms of its license to sell AI chips to China.
InterDigital faces a double challenge: Dolby Laboratories has initiated patent invalidation proceedings, while Samsung is challenging a $1.05 billion arbitration ruling.
BYD sulfide solid-state batteries are expected to enter small-batch production in 2027.
Jensen Huang strongly supports the tech giants’ over $600 billion in capital spending: Strong demand and AI investments will generate more revenue.
Samsung Chief Technology Officer: Strong demand for memory is expected to continue until 2027; HBM4 customer feedback is positive.
