NVIDIA’s rise to AI leadership driven by CUDA, Mellanox, and strategic investments, while facing growing competition from Google and emerging AI chip ecosystems.

Samsung orders ~20 EUV systems to boost 1c DRAM and HBM4 output, supporting AI chip demand and expanding advanced memory production capacity.

Rising DRAM and NAND costs are weakening smartphone demand, prompting MediaTek to cut 4nm output as shipments decline and supply chain conditions tighten.

Microsoft to invest $5.5B in Singapore to expand AI and cloud infrastructure, boosting Southeast Asia’s digital growth and innovation ecosystem.

Fujitsu and Rapidus plan a 1.4nm AI NPU in Japan, targeting server inference with government support, boosting domestic semiconductor innovation and security.

Analysts are split on the memory market outlook as DDR4 prices soften, while strong AI-driven demand for DDR5 and HBM continues to support long-term growth.

HyperAccel introduces LPU architecture to boost AI inference efficiency, addressing rising demand, power limits, and memory bottlenecks in next-gen AI infrastructure.

AI demand boosts global foundry revenue by 24.8% in 2026, led by advanced nodes from TSMC and Samsung, with rising prices and strong capacity utilization.

Agentic AI transforms EDA with autonomous chip design, driving global competition and innovation in semiconductor tools.

TV panel prices are expected to rise through April as brands accelerate procurement ahead of major promotions, boosting first-half shipments and tightening panel supply.