2026 Global AI Semiconductor Outlook: Structural Shifts, Strategic Risks, and the New Geography of Compute
AIS Year-End Outlook Series: AI Semiconductors in 2026 and Beyond Every year, AIS conducts an integrated, cross-sector assessment…
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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…
Read MoreTesla’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 MoreHow Japan Is Rebuilding Its AI Semiconductor Ecosystem: Policies, Foundries, Packaging, and Future Strategy
If you watch Japan’s semiconductor and AI policy from the outside, the developments can look scattered: a subsidy…
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 MoreChina’s Semiconductor Pivot — From Self-Reliance to Competitiveness
Spot China’s semiconductor industry is entering a decisive transition — from a phase focused on self-reliance to one…
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…
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