COGNICURRENT

The ongoing conflict in Iran is raising concerns about disruptions to the global supply chain for semiconductors and memory chips, which are crucial for various electronic devices.

NVIDIA CEO Jensen Huang acknowledges Samsung's crucial role in supplying the new inference chip, Grok3, during the AI technology showcase in San Jose, California.

There is a growing debate about a potential 'AI bubble' as unprecedented global investment in artificial intelligence continues, with concerns over delayed profitability and rising operational costs for cloud service providers.

China has announced its ambitious Five-Year Plan to achieve global leadership in technology and AI, focusing on transforming its economy and reducing reliance on US semiconductor technology.

ASML, Europe's semiconductor giant, reports record figures amidst the AI boom, with increased dividends and significant share buybacks, highlighting its crucial role in chip production.

The surge in memory semiconductor prices driven by AI investments is expected to continue for at least another year, with notable competition from Chinese firms in the legacy memory market.

Samsung's average selling price for memory semiconductors has risen significantly due to the AI investment boom, reflecting the impact of AI on the semiconductor industry beyond previous tech frenzies.

The article highlights the necessity of a technological alliance between the USA and Europe to counter China's influence in key areas like AI, semiconductor production, and quantum computing.

The article discusses the strategic importance of data centers in the global competition for technological dominance between the USA and China, especially in relation to semiconductor exports and AI advancements.

In February, South Korea's exports rose nearly 30% year-on-year, largely driven by a surge in semiconductor sales due to increased demand from AI investments.

A new High-NA EUV chip production technology is ready for large-scale implementation, promising to revolutionize AI and semiconductor manufacturing.

The National Growth Fund announces support for Samsung Electronics' AI semiconductor cluster project and a solid-state battery material plant in Ulsan, with significant low-interest loans.

South Korean investors are significantly investing in Chinese AI and semiconductor stocks, including MiniMax, despite a robust domestic market.

The KOSPI has crossed the 6000 mark, marking a historic achievement, with a significant rise attributed to the booming semiconductor industry and government market support policies.

Meta and AMD have entered into a $100 billion agreement, enhancing AMD's efforts to challenge Nvidia's dominance in the AI semiconductor market.

The EU has implemented a ban on Chinese entities from participating in key technology programs, including AI and semiconductor initiatives, citing security concerns.

Elon Musk is actively recruiting semiconductor talent from South Korea to join Tesla's AI chip development team, emphasizing the need for local expertise to support the company's ambitious projects.

China's semiconductor industry faces significant challenges as it relies heavily on foreign technology and will take additional time to catch up with global leaders.

Samsung Electronics has commenced mass production shipment of HBM4, the world's first 6th generation high-bandwidth memory, leading the competition in the AI memory market against SK Hynix.

The Seoul National University of Science and Technology successfully held the 2025 AI-Semiconductor Boot Camp from January 19 to 21, 2026, focusing on practical training in semiconductor technology.

A recent hackathon organized by Seoul National University of Science and Technology RISE project concluded successfully, focusing on AI and semiconductor innovation and collaboration between universities.

The largest semiconductor exhibition in Korea, 'SemiCon Korea 2026,' opened in Seoul, attracting a record number of companies and attendees, showcasing advancements in semiconductor technology including AI-driven efficiencies.

The South Korean stock market is experiencing a significant surge driven by a semiconductor boom, raising concerns about chipflation risks.

On the Tokyo Stock Exchange on the 4th, the Nikkei average fell as sell orders were placed on semiconductor-related stocks due to concerns that AI proliferation might reduce future software demand.

The beginning of 2026 highlights a clear division in the stock market, with a continued influx of investment into semiconductor and storage manufacturers, while skepticism grows towards software companies threatened by AI.

This article discusses the process of virtual measurement in semiconductor manufacturing, comparing it to chefs checking the flavor of their dishes as a quality control measure to identify defects during production.

Consumers are increasingly turning to affordable Chinese DRAM brands due to rising memory semiconductor prices amid the AI investment boom, despite concerns over technology gaps with South Korea.

China's semiconductor industry is expected to see significant profit growth in 2025, fueled by the rise of artificial intelligence and a push for technological self-reliance.

Taiwan Semiconductor Manufacturing Company (TSMC) plans to invest over $50 billion this year to meet demand following a significant revenue increase in 2025.

Chinese semiconductor expert Wei Shaojun warns mainland companies to be cautious when ordering Nvidia's H200 AI chips due to the US government's inconsistent approach towards advanced chips.