As hyperscalers kick off their latest earnings reports today, capex is taking center stage amid AI bubble concerns. But for now, those worries may be on hold, as Alphabet, Meta, and Microsoft all plan to ramp up spending significantly, CNBC reports. Among them, Alphabet—Google’s parent—stan...

Trump’s tariff push is jolting the semiconductor world, heightening uncertainty over global trade and competition. South Korea, deeply embedded in the global chip ecosystem, could be among the most affected by Washington’s next move. According to Chosun Ilbo, following the summit on the 29th bet...

Riding the wave of the memory supercycle, Samsung joined SK hynix in posting stellar third-quarter results. Following SK hynix’s record-breaking profit, Samsung reported a 32% year-on-year surge in operating profit in the third quarter — its strongest performance in over three years, according t...

U.S.-based semiconductor manufacturer GlobalFoundries is undergoing a major leadership change. The company announced that, effective immediately, John Hollister, its Chief Financial Officer, has departed. Hollister leaves the chipmaker after just over a year in the role, having been appointed as Glo...

NVIDIA is reportedly joining forces with Deutsche Telekom AG to construct a EUR 1 billion (approximately USD 1.16 billion) data center in Germany, marking a significant step in the chipmaker’s effort to strengthen its artificial intelligence (AI) infrastructure across Europe. According to sourc...