Apple is reportedly considering partnering with INTEL and Samsung to produce processors.
NVIDIA’s foray into physical AI will benefit the Asian supply chain.
Samsung has secured a major optical module customer and may achieve CPO turnkey manufacturing in 2029.
Micron CEO: Memory is becoming a strategic asset; DRAM shortage will continue until 2027.
AMD Lisa Su: Server CPU revenue is expected to grow by more than 70% year-over-year in Q2 2026, and this growth momentum is expected to continue until 2027.
Andes partnered with Simango to launch a virtual simulation solution that can shorten the RISC-V development cycle by 50%.
Samsung heirs have paid $8.32 billion in inheritance tax.
Murata introduces bulk case packaging to replace T&R, improving MLCC supply chain efficiency.
ASML’s patent targets the advanced packaging W2W market. South Korean media
