Commercialization of glass substrates is accelerating, with South Korean players and Intel increasingly competing head-on for leadership. According to Global Economic, sources indicate that Intel has laid out a glass substrate roadmap targeting 2030 to secure a technological edge, while Korean firms...

NVIDIA announced on March 31, 2026 that it has entered a strategic partnership with Marvell and will invest US$2 billion, a move expected to support the development of next-generation AI and optical interconnect technologies. According to TrendForce, the collaboration goes beyond Marvell joining the...

Amid speculation that Apple’s first foldable iPhone could face delays, Huawei has moved early to stake its claim in the next wave of foldables. As Patently Apple notes, Huawei’s move is strategically significant—effectively setting the pace in the wide-format foldable race ahead of both Samsun...

The U.S.’s lead in AI may be narrowing. According to the latest report from the Stanford Institute for Human-Centered Artificial Intelligence (Stanford HAI), China has reportedly closed the performance gap with the U.S. The report notes that U.S. and Chinese models have traded the lead multiple ti...

Samsung’s 2nm yield challenges are resurfacing. According to Busan Ilbo, sources indicate that Samsung Foundry’s 2nm yields remain in the mid-50% range, falling short of the roughly 60% threshold typically required for stable mass production. After backend processing, effective yields are expec...