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2025-12-23

[News] ByteDance Reportedly to Boost 2026 AI Spend to $23B, Plans Preliminary 20K H200 Chips Order

Following reports that NVIDIA is set to start shipping H200 chips to China by mid-February next year, the country’s top tech firms appear to be accelerating their AI investments. The Financial Times reports that ByteDance, TikTok’s parent company, is preparing to boost its AI spending in 2026, w...

2025-12-23

[News] Memory Price Surge Reportedly to Push Samsung, SK hynix Gross Margins Above TSMC in 4Q25

Soaring AI demand is pushing memory prices sharply higher, reshaping profit dynamics across the semiconductor industry. According to Hankyung, Samsung Electronics’ memory division and SK hynix are expected to surpass TSMC in gross margin in the fourth quarter of 2025. This would mark the first tim...

2025-12-23

[News] Samsung Set to Benefit from TSMC’s ‘N-2’ Rule as AMD, Google Eye U.S. 2nm Production

As TSMC ramps up its U.S. and Japan expansions, all eyes are on the so-called “N-2” rule, which, according to the Central News Agency, could prevent the foundry giant from producing its most advanced nodes overseas. South Korean media outlet ebn reports that Samsung is set to capitalize on this ...

2025-12-23

[News] Amazon to Restructure AI Teams, Led by Veteran AWS Leadership

As per media reports on December 18, Amazon has announced a restructuring of its artificial intelligence (AI)–related project teams and the creation of a new business unit to be led by a senior executive from its cloud computing arm. In an internal memo to employees on Wednesday, Amazon CEO And...

2025-12-23

[News] Samsung Reportedly Preps 4:3 “Wide Fold” Phone to Take On Apple, Launch Set for Fall 2026

The foldable smartphone market is heading toward a direct showdown, as Samsung’s rumored foldable device, industry-dubbed the “Wide Fold,” is reportedly being developed in a form factor similar to Apple’s forthcoming foldable iPhone. According to ETNews, sources say the two devices are being...

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