Samsung: HBM4 will dominate shipments in 2026; HBM5 will use a 2nm process.
NVIDIA resumes supplying H200 to the Chinese AI chip market; Groq Chip completes its inference product portfolio.
Musk: Tesla’s self-developed AI5 chip is mainly optimized for AI edge computing in Optimus and Robotaxi humanoid robots.
Samsung will supply HBM4/DDR5 chips to AMD and explore wafer foundry cooperation.
imec acquires an ASML High NA EUV device to support its AI chip development.
LG Display develops Micro LED panel testing and repair technology.
Global shipments of foldable smartphones are projected to grow by 20% by 2026, with Apple accounting for 28% of the market share. Counterpoint Research
Musk stated that the AI6 chip is expected to be taped out in December 2026.
NVIDIA will collaborate with Qnity Electronics to develop advanced semiconductor materials.
