The head of Samsung’s foundry business: Samsung will begin producing Tesla chips in H2 2027.
Samsung stated that chip demand is experiencing explosive growth, and Samsung is seeking multi-year contracts with major customers, with terms ranging from three to five years.
Copilot’s growth is lagging; Microsoft is restructuring its AI leadership, with Mustafa Suleyman focusing on “superintelligence” models.
iPhone shipments are expected to reach 52 million units in Q2 2026, potentially breaking the traditional off-season trend. Morgan Stanley
Samsung’s mobile business is facing ever-increasing cost pressures; the Galaxy A57 will use a CSOT (China Star Optoelectronics Technology) OLED panel.
Texas Instruments launches MCU families with built-in NPU to expand edge AI use.
Charles Dax of NXP: Full-Stack edge intelligence strategy, collaborating with NVIDIA to engage in the humanoid robot.
Malaysian chipmakers are closely monitoring the helium risks, but there have been no supply disruptions so far.
Samsung Union passed a resolution with 93.1% approval, announcing a strike to be held in May.
