Samsung may be pivoting its GaN power semiconductor strategy. According to The Elec, the company is expected to prioritize foundry services amid comparatively stronger demand, rather than device sales, where it has reportedly struggled to attract customers. Sources say Samsung Electronics failed ...

Ahead of COMPUTEX 2026, competition between the two AI chip giants appears to be heating up, with AMD Chair and CEO Lisa Su arriving in Taipei on May 20. According to Commercial Times, Su is moving ahead of NVIDIA CEO Jensen Huang in beginning supply chain engagements. She is set to attend the AI su...

As global memory giants led by Samsung phase out DDR4 production, Taiwanese DRAM maker Nanya Technology is emerging as a key beneficiary of the resulting supply squeeze. According to Yahoo! Finance, General Manager Lee Pei-ying said that due to a significant supply gap in DDR4 and LPDDR4, many custo...

Micron is reportedly hiring Seoul-based HBM design architects as Samsung faces ongoing labor-management tensions. According to Business Korea, sources say Micron recently launched recruitment efforts in Korea for HBM design roles, including “Staff HBM Design Architect” and “Principal HBM Desig...

While NVIDIA posted another record quarter for the three months ended late April with revenue of $81.6 billion, the company forecast further growth to $91 billion for the current quarter, above analyst expectations. However, beyond the headline numbers, the earnings call has pointed to a broader ...