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2026-02-09

[News] Samsung Display Reportedly Weighs OLED Expansion as Apple May Plan a Second Foldable for 2027

Samsung Display is reportedly evaluating an expansion of its OLED capacity for Apple’s foldable products. According to ETNews, the company is reviewing additional investment to strengthen production capabilities not only for Apple’s first foldable iPhone but also for next-generation models, refl...

2026-02-09

[News] AI Demand Blunts Foundry Seasonality: TSMC Sees 4% 1Q Growth; VIS, PSMC Raise Prices

AI demand powers foundries through the slow season. According to Central News Agency, the first quarter is traditionally a slow season for foundries, but this year is benefiting from strong AI demand alongside a recovery in panel driver IC orders. As a result, foundries including TSMC are expected t...

2026-02-09

[News] Samsung HBM4 Reportedly to Ship First After Lunar New Year, Initial Share Projected at Mid-20%

As NVIDIA prepares to debut Vera Rubin, its next-generation AI accelerator, at GTC 2026 in mid-March, the race for HBM4 supremacy between Samsung and SK hynix is drawing intense market attention. According to Yonhap News and Hankyung, Samsung is poised to become the world’s first company to mass-p...

2026-02-09

[News] Flexible AI Chip Integrating 10,628 Transistors Debuts, Paving the Way for Bendable Intelligence

Chinese researchers announced a major breakthrough on January 29 in a paper published in Nature, unveiling a fully flexible artificial intelligence chip that provides critical hardware support for applications such as wearable health monitoring devices and flexible robotics. As artificial intelli...

2026-02-09

[News] Innoscience GaN Products Break Into Google’s Supply Chain

On February 3, Innoscience released an official announcement regarding a major business breakthrough with Google. The company’s Gallium Nitride (GaN) products have successfully completed critical design-ins for Google’s relevant AI hardware platforms, and a formal compliance supply agreement ...

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