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…
Read MoreAsian / Advanced / Artificial Intelligence
AIS Year-End Outlook Series: AI Semiconductors in 2026 and Beyond Every year, AIS conducts an integrated, cross-sector assessment…
Read MoreSpotPulse SpotSamsung has declared silicon photonics its core breakthrough strategy and is accelerating efforts to commercialize CPO technologies…
Read MoreWhen we talk about memory in the AI era, the first thing that usually comes to mind is…
Read MoreSpot NVIDIA has decided to prioritize the supply of 260,000 next-generation GPUs to Korea. Pulse This is far…
Read MoreSpot Qualcomm has officially entered the AI infrastructure arena with the launch of AI200 and AI250, two new…
Read MoreSamsung Electronics has achieved a major milestone in the race for next-generation AI memory. Its HBM4 logic die,…
Read MoreAs of October 2025, Samsung is entering the decisive stage of preparing for next-generation 2-nanometer (nm) system semiconductor…
Read MoreSpot: Korea’s KAIST broke the memory bottleneck by bringing computation into the memory itself. Pulse: In the Post-Transformer…
Read MoreThe Current Landscape and Strategic Direction of the Global AI Chip Industry The global AI semiconductor market in…
Read MoreKey Takeaways Huawei Accelerates Computing Sovereignty — With the Ascend 950–970 roadmap and its new “SuperNode” architecture, Huawei…
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