South Korea, the EU, the UK, Saudi Arabia, the UAE, and others aim to build “sovereign AI”; Gartner expects $1.5T in AI spending in 2025, up 50% from 2024
Jiyoung Sohn / Wall Street Journal :
An investor group and AI developer Voltai plan to use AI to design, build, and run a 3GW data center in South Korea, set to cost up to $35B and open in 2028
Jiyoung Sohn / Wall Street Journal :
TrendForce estimates DRAM in 2026 will bring in over 4x as much revenue as the 2023 trough, reaching a record ~$231B, driven by AI industry demand for HBM chips
Jiyoung Sohn / Wall Street Journal :
TrendForce: TSMC's global foundry revenue share will hit ~64% in 2024, up from 51% in 2019, while Samsung's share is set to drop to ~10%, down from 16% in 2019
Jiyoung Sohn / Wall Street Journal :
Samsung debuts the Galaxy Z Fold6, with a wider 22.1:9 display, up to 2,600 nits of brightness, a thinner frame, IP48, and seven years of updates, for $1,899
Samsung Galaxy Watch Ultra slammed over copycat design Luke Jones / WinBuzzer : Samsung Galaxy Z Fold 6: New Design, Improved AI, Enhanced Features, Extended Updates Kevin Purdy / Ars Technica : Galax...
Samsung plans to cut memory chip production to a “meaningful level” after estimating that its Q1 operating profit fell 95%+ YoY to ~$450M, its lowest since 2009
no, like, really bad Msmash / Slashdot : Samsung To Cut Chip Production as Profits Plunge by 96% Adrian Potoroaca / TechSpot : Samsung scales back memory chip production as profit craters TechPowerUp ...
South Korean chipmaker SK Hynix confirms receiving a one-year exemption from new US export restrictions on China, letting it supply its China-based facilities
Jiyoung Sohn / Wall Street Journal :
TrendForce: the average contract price for DRAM dropped 10.6% YoY in Q2 2022, the first such decline in two years, suggesting the demand boom is likely over
Jiyoung Sohn / Wall Street Journal :
South Korea says Google can't block developers from providing an in-app link to an outside website to buy digital goods under the country's app payment law
Jiyoung Sohn / Wall Street Journal :
Samsung expects Q4 operating profit of $11.4B, up 52% YoY, on revenue of $63B, up ~24%, thanks to demand for memory chips and its contract chip-making business
Jiyoung Sohn / Wall Street Journal :