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2026-02-25

[News] MediaTek CEO Flags Memory as One of XPU Bottlenecks, Now Making Up 50% of Costs

Joining Google’s TPU v8 program and emerging as a credible ASIC rival to global heavyweights like Broadcom, MediaTek is steadily strengthening its role in the AI ecosystem. Speaking at ISSCC in mid-February, CEO Rick Tsai outlined the four growing challenges facing XPU development, spanning comput...

2026-02-25

[News] South Korean Fabless Sector Hit by 2025 Losses as AI Lifts Foundry Costs and China Competition Grows

While the memory sector thrives, South Korea’s fabless firms are reportedly struggling with mounting losses. According to ETNews, based on tentative 2025 operating profit figures for major listed South Korean fabless companies, more than half—14 of 22 firms, or roughly 64%—posted operating los...

2026-02-24

[News] NVIDIA, Apple Reportedly Court Korean HBM, NAND Talent with Six-Figure Pay Amid AI Memory Boom

As memory plays an ever more pivotal role in AI workloads, major technology firms are reportedly stepping up efforts to recruit South Korean memory experts. According to The Chosun Daily, U.S. companies are conducting targeted hiring campaigns aimed at engineers from Samsung Electronics and SK hynix...

2026-02-24

[News] Samsung Electro-Mechanics Reportedly Weighs Double-Digit MLCC Price Hike in April Amid AI Demand

The AI-led pricing uptrend is no longer confined to memory. Power-related MLCCs, essential components in AI servers and accelerators, may also face fresh price increases. According to South Korean media outlet The Elec, Samsung Electro-Mechanics is weighing a potential price hike for its multi-layer...

2026-02-24

[News] Apple Reportedly Brings Mac Mini Back to U.S., Taps Foxconn for Assembly Later in 2026

Amid tariff uncertainties under the Trump administration and the push for U.S.-made products, Apple is reportedly taking another step. The Wall Street Journal reports that the Cupertino company plans to move part of its Mac Mini production from Asia back to the U.S., its latest effort in an ongoing ...

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