TSMC executives: Silicon photonics penetration rate will exceed 50% by 2027; CPO will enter mass production in H2 2026.
South Korea announced three major projects: semiconductors, AI data centers, and physical AI, with a total corporate investment of USD 1.096 trillion.
Gartner revised its 2026 revenue forecast to $837.3 billion, representing 54% of the semiconductor market.
Samsung Display will begin mass production of 24.5-inch QD-OLED panels in 2026.
Lambda raised $1 billion in debt financing to acquire NVIDIA’s AI chip.
Micron Taiwan’s union plans to strike, with 80% of its members in support.
Bank of America predicts that DRAM revenue will grow by 80% by 2027, while DDR4 revenue will surge by 879%.
