Browsing Tag
Samsung Electronics
49 posts
South Korea plans chip windfall fund to finance AI growth and narrow inequality
President Lee Jae Myung’s government wants to channel additional semiconductor tax revenue into national technology projects, regional development and support for younger South Koreans, turning a cyclical chip boom into a test of long-term economic policy.
Can SK hynix’s $29.4bn Nasdaq offering close its valuation gap with Micron?
SK hynix is preparing one of the largest international equity offerings on record, using Nasdaq access to finance new semiconductor factories, advanced packaging capacity and critical chipmaking equipment while testing whether Wall Street will assign the Korean memory leader a higher valuation.
IBM debuts world’s first sub-1 nanometer chip technology, pushing logic scaling into the angstrom era
IBM debuts the world's first sub-1nm chip with nanostack 3D architecture, 100 billion transistors and a five-year production path. Read the full analysis.
Can Nearfield Instruments challenge KLA after securing Europe’s biggest deep-tech funding round?
Nearfield Instruments has secured the Netherlands’ largest deep-tech funding round, giving the semiconductor equipment company fresh capital to expand production as artificial intelligence chips become harder to manufacture and inspect.
MU stock surges 15% on record Micron Q3 revenue and HBM4 ramp
Micron Technology NASDAQ MU beats Q3 estimates with $41.46B revenue as 16 Strategic Customer Agreements lock in $100B and HBM4 ramps. Read full analysis.
Can Per Narvinger turn artificial intelligence demand into real growth for Ericsson?
Per Narvinger will succeed Börje Ekholm as Ericsson chief executive officer as the telecom-equipment group shifts from restructuring toward artificial intelligence-native networks, 6G investment and stronger shareholder returns.
Jabil’s AI infrastructure flywheel hits $13.6bn as $JBL trades within striking distance of its 52-week high
Jabil ($JBL) raises FY26 revenue to $35B as AI revenue hits $13.6B, announces Adani India alliance. Full executive analysis on the AI infrastructure thesis here.
Intel (INTC) has proved 18A-P can work. Now comes the far harder test that could decide its foundry future
Intel’s enhanced 18A-P semiconductor process has entered risk production with notable performance and power gains, but external customer commitments remain the decisive test for its costly foundry strategy.
NVIDIA’s Korea bet reveals the hidden bottleneck behind the AI boom
Read how NVIDIA Corporation’s Korea AI deals with SK Hynix, Naver and Hyundai could reshape AI infrastructure and NVDA sentiment.
TCL pushes into Europe’s premium monitor market with OLED+ and QD-Mini LED lineup
TCL expands its European monitor lineup with OLED+ and QD-Mini LED models. Find out how this reshapes its premium display strategy.