Samsung Bets on Silicon Photonics: Can 2027 Become the Turning Point Against TSMC?
SpotPulse SpotSamsung has declared silicon photonics its core breakthrough strategy and is accelerating efforts to commercialize CPO technologies…
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Tesla’s AI5–AI6 Strategy Signals a New Era of Physical AI Chips
Spot & Pulse SpotTesla’s AI5–AI6 announcement signals the full emergence of the “Physical AI Chip Era,” expanding beyond…
Read MoreCXL Is the Next HBM: How Samsung Is Opening the Era of Shared Memory
When we talk about memory in the AI era, the first thing that usually comes to mind is…
Read MoreNVIDIA and Korea Forge a Physical AI Alliance: How 260 K GPUs Could Redefine the Future of Manufacturing
Spot NVIDIA has decided to prioritize the supply of 260,000 next-generation GPUs to Korea. Pulse This is far…
Read MoreJSR × IBM Alliance Signals Japan’s AI – Driven Materials Reinvention
Spot On November 4, 2025, JSR Corporation and IBM Japan announced a new joint research program that applies…
Read MoreQualcomm Takes Aim at Data Centers with AI200 and AI250 — A New Front in the AI Chip Efficiency War
Spot Qualcomm has officially entered the AI infrastructure arena with the launch of AI200 and AI250, two new…
Read MoreSamsung Hits 90% Yield in HBM4 Logic Die — The Race for AI Memory Supremacy Accelerates
Samsung Electronics has achieved a major milestone in the race for next-generation AI memory. Its HBM4 logic die,…
Read MoreKAIST’s PIMBA Chip: Korea’s Breakthrough Memory-Inside AI Architecture
Spot: Korea’s KAIST broke the memory bottleneck by bringing computation into the memory itself. Pulse: In the Post-Transformer…
Read MoreHyundai Mobis Declares In-House Automotive Semiconductor Strategy
A Market on the Edge of Transformation The automotive world is quietly but rapidly moving into a new…
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