As Elon Musk confirmed on X that the AI5 tape-out has been completed, attention is shifting to how Samsung Electronics accelerates ramp-up at its Taylor fab while deepening cooperation with Tesla on memory. According to Hankyung, Samsung plans to begin full-scale ramp-up in the second half of 2026, ...

U.S. lawmakers recently proposed the “MATCH Act,” a bill aimed at tightening restrictions on key chip equipment sales to China, though it is now reportedly being scaled back and shifting toward more targeted controls. According to Reuters, sources say the revised version has been softened but st...

As AI-driven compute demand surges, supply tightness is no longer limited to GPUs or foundry capacity. According to Chinese media outlet Calian Press, token economics is emerging as a key industry theme, with sources noting that NVIDIA H100 rental prices have climbed roughly 20%–30% since October ...

On April 13, high-speed connectivity solution provider Credo Technology Group announced it has entered into a definitive agreement to acquire Israel-based DustPhotonics, a leading developer of Silicon Photonics Photonic Integrated Circuit (SiPho PIC) technology for optical transceivers. Under the...

As geopolitical risks in the Middle East escalate, South Korea is facing rising uncertainties across its energy and raw material supply chains. According to Korea JoongAng Daily, citing a report from the Korea International Trade Association (KITA), the country’s chip sector could face significant...