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Title: DIGITIMES Asia: News and Insight of the Global Supply Chain

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South Korean President Lee Jae-myung and a delegation of the country's most powerful business leaders convened with NVIDIA founder and CEO Jensen Huang in Silicon Valley this week, in a series of meetings and public appearances that cast Korea as a cornerstone of the global AI infrastructure push.

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AI infrastructure investment is reaching unprecedented levels, with estimates showing it will lift global semiconductor output past US$1 trillion in 2026, four years earlier than previously expected, and expand the market to US$1.5 trillion by 2030. SEMI Global Chief Marketing Officer Terry Tsao said nearly 89 fabs are in the planning or con...


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Trumpf said preliminary fiscal 2025/26 results showed its business stabilizing after several years of declines in orders and revenue. The German laser and smart manufacturing equipment maker reported slightly higher revenue and stronger-than-expected orders, suggesting demand may be recovering across its key markets and business lines.

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Taiwan-based PlayNitride aims to reduce MicroLED production costs by 75% by 2030 through smaller chip designs and its proprietary high-efficiency Tantium chip architecture, positioning the technology for broader adoption across consumer electronics, automotive displays, AR devices, and optical interconnects, founder and chairman Charles Li said at South Korea's Display Business ...

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Qualcomm is expanding the reach of its Snapdragon platform across Samsung Electronics' Galaxy ecosystem, with Samsung's latest foldable smartphones, smartwatches and next-generation smart glasses all powered by Snapdragon processors. The move highlights the two companies' growing focus on on-device AI and seamless cross-device experiences.

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