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TSMC to Raise Advanced Chip Prices up to 10% TSMC is estimated to raise the price of its advanced chips by up to 10%, driven by “huge” demand from mobile (for cell phones) and HPC (high performance computing) customers. The price hike could affect the entire semiconductor supply chain, a multi-factor resonance revealed as the semiconductor supply chain announced its third-quarter results.

Microsoft CEO Cautious About Buying NVIDIA AI GPUs Microsoft’s CEO hinted at a desire not to buy “more than one generation” of NVIDIA’s AI GPUs, suggesting that the reason could be a computing oversupply (Compute Glut” caused by energy constraints. This has sparked a debate about whether there is a “blind spot” amid the massive AI investments by U.S. IT giants, and the statement caused a stir in future AI infrastructure investment strategies.

Samsung Ex ynos 2600 Chip Challenges Apple and Qualcomm in Early Benchmarks Samsung’s Exynos 2600 chip has shown performance that challenges competitors such as Apple and Qualcomm in early benchmarks. In addition, the Exynos 2600’s efficiency metrics have reportedly recorded a 59% improvement over the A19 Pro in the Geekbench 6 multi-core test. This is said to be due to the reduction in power leakage resulting from the use of the 2nm GAA process.

Nvidia Strengthens Ties with South Korea, Turning AI Promotion into Geopolitical Strategy Nvidia is moving to strengthen its ties with South Korea, turning the promotion of AI technology into a geopolitical strategy. NVIDIA CEO Jensen Huang reportedly cashed in more than $1 billion during a visit to South Korea, and he also mentioned sales of cutting-edge semiconductors to China, attracting significant attention.

Apple to Announce 15 New Products in 2026 Apple has plans to announce a total of 15 new products in 2026, and a beta version of iOS 26.2 will be released this Tuesday. The announcement shows that the company’s product roadmap and strategy are of interest to the market, as everyone will be watching as Apple changes its retail store displays.

DNA Revolutionizes Data Storage, “One Capsule” for 50,000 Smartphones Data storage technology using DNA as a medium may revolutionize the way data is stored. With the realization of this technology, it is expected that as much as 50,000 smartphones’ worth of data can be stored in “one capsule. Together with AI, this technology is expected to be a new solution in the era of the “data new normal,” in which losses due to delays in clinical trials ($500,000 per day) and other problems are becoming an issue.

NVIDIA’s GPU Battle and Jensen Hwang’s ‘260,000 Promise ‘ As the battle for GPUs, which are overpriced in the market and cannot be bought with extra money, continues, it was reported that NVIDIA CEO Jensen Hwang made a “260,000 promise. This is seen as a key move in South Korea’s stepping stone to becoming an AI superpower, and at the same time, it has become a focal point of the industry, with editorials about the health of U.S. IT’s massive AI investments.

Mitsui Fudosan to Support the Development of Semiconductor Parks. Mitsui Fudosan will begin supporting the development of semiconductor parks in Kyushu and Tohoku regions . This initiative is modeled after Taiwan, where the semiconductor industry is concentrated, and aims to stimulate local manufacturing and growth investment through semiconductor-related investment in the midst of the decline in the manufacturing industry.

China Becoming a “Global Robot Hub,” South Korea Urgently Ne eds to Promote K-Robot Strategy It is recognized that China has already become a “global robot hub,” and in response to this, it is pointed out that South Korea urgently needs to “promote its K-robot strategy. In Japan, the Robotics Industry Development Institute has successfully concluded the 20th International Robot Contest, and there are moves to strengthen technological capabilities.

Tensei Semiconductor Overcomes 12-inch Silicon Carbide Material Challenge Tensei Semiconductor has overcome the challenge of 12-inch silicon carbide (SiC) material, a key material for next-generation power semiconductors. Prior to this, Anmori presented samples of vertical gallium nitride (GaN) power semiconductors that can reduce wear and tear by approximately 50%, accelerating technological innovation and competition in semiconductor materials.

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