In a New Year address, Samsung’s co-CEO for chips highlighted strong customer feedback on its upcoming HBM4 memory. The company is in talks to supply these crucial components to AI giant Nvidia as it tries to catch rival SK Hynix.
New trade data shows South Korea’s export engine is still humming, even after the US imposed a 15% tariff. The relentless demand for semiconductors, up 43.2% in December, is doing most of the heavy lifting. This resilience gives the central bank crucial breathing room.
ASUS is raising prices on select products, starting January 5, 2026. The company blames rising costs for DRAM and NAND components driven by AI demand. This follows similar moves from other hardware makers.
TSMC is moving faster than expected on its next-generation chipmaking. The foundry giant is expediting construction of its 1.4nm fabrication plant, with risk production now slated for 2027.
TSMC has officially begun volume production of its 2nm-class N2 process. This marks the foundry’s first use of gate-all-around transistors and a major step forward for chip manufacturing, with production starting at its new Fab 22 in Kaohsiung.
Nvidia is moving fast to counter a major threat. The chip giant is reportedly in talks to acquire AI chip startup Groq for a staggering $20 billion, a deal seen as a direct reaction to Google’s growing independence from Nvidia hardware.
Samsung is planning a major shift in its chip strategy. According to a new report, the company will stop using AMD’s RDNA graphics architecture and develop its own in-house GPU, likely debuting in the Exynos 2800 chip for the Galaxy S28 series in 2028.
In a stunning reversal, Samsung is reportedly hitting the brakes on phasing out DDR4 memory. The move is a direct play to capitalize on severe shortages, but it comes with strings attached for customers.
Predictive maintenance firm I-care has become Belgium’s newest unicorn after a €20 million internal fundraising round. The company is now valued at over $1 billion, but its plan for an IPO has been pushed to a vague third phase.
The European Commission has launched a massive legislative package to finally integrate its fragmented capital markets. It’s a sweeping overhaul targeting everything from trading to crypto supervision. The goal is to boost growth and competitiveness, but the political fight is just beginning.
