Samsung: Mass production of HBM4 has begun and commercial shipments to customers are underway.
Meta invests $10 billion to build AI data center in Indiana.
Samsung has provided Qualcomm with LPDDR6X memory samples, which may be used in the AI250 system. the bell
In Q4 2025, AMD global CPU shipments reached 35.4%, with a market share of 29.2%. Mercury Research
Micron is reportedly accelerating capacity expansion and may acquire Innolux’s fifth Fab.
Mistral AI invests $1.43 billion to build a data center in Sweden.
US Department of Commerce’s Bureau of Industry and Security (BIS) fined Applied Materials $252 million for allegedly exporting restricted equipment to China.
It’s reported that Japanese investment projects in the US, involving the energy and semiconductor sectors, are nearing completion.
Ford Motor expects to post a net loss of more than $8.1 billion in 2025, which will prompt it to overhaul its electrification strategy.
BYD has sued the US government, demanding a refund of the additional tariffs imposed.
