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 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 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 MoreSamsung’s 2nm Breakthrough: How Korea Is Narrowing the Gap with TSMC
As of October 2025, Samsung is entering the decisive stage of preparing for next-generation 2-nanometer (nm) system semiconductor…
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 MoreAI Semiconductors at a Turning Point: ASIC and HBM Redefine Performance
The Current Landscape and Strategic Direction of the Global AI Chip Industry The global AI semiconductor market in…
Read MoreHuawei’s Great Compute Leap: How the Ascend Roadmap Signals China’s Race for AI Hardware Sovereignty
Key Takeaways Huawei Accelerates Computing Sovereignty — With the Ascend 950–970 roadmap and its new “SuperNode” architecture, Huawei…
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