Riding the AI boom, Samsung has recently invested in two promising startups: Israeli optical tech firm Teramount and South Korea’s AI chip maker Rebellions, according to CNBC, Maeil Business Newspaper and Pulse. Rebellions: A Win-Win Bet for Samsung As noted by CNBC, Rebellions has secured b...

Global semiconductor equipment giants Tokyo Electron (TEL) and KLA have recently announced their financial forecasts, with declining revenue contributions from China emerging as a key concern. According to MoneyDJ, chipmakers are scaling back equipment investment plans, prompting Japan-based TEL to ...

Intel is moving quickly as it trims non-core operations and shifts strategy. Just after reports of a planned spin-off of its Network and Edge Group (NEX), Bloomberg reveals that Ericsson is in talks to invest hundreds of millions in the unit. According to Bloomberg, under the discussion, Ericsson...

According to a report from TechNews, citing Notebookcheck, Tesla has recently signed a multi-billion-dollar AI6 chip production agreement with Samsung Foundry. Analysts cited in the report note that Tesla’s 2nm AI6 chips are expected to enter mass production in 2028, with peak output projected bet...

With the U.S. announcing Taiwan’s 20% tariff rate at the last minute—set to take effect August 7—the Commercial Times reports limited direct impact on Taiwanese IC design houses and foundries. Still, higher prices triggered by tariffs could dampen end-user demand, the report warns. However,...