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- 1US lags in memory chips as tariffs complicate catch-up●America Is Behind on Memory Chips--and Tariffs Threaten to Make Things Harder https://www.wsj.com/tech/ai/america-is-beh
The Wall Street Journal reports that the United States has fallen behind in producing memory chips, a critical component for AI and electronics dominated by Asian manufacturers such as Samsung and SK Hynix. The piece argues that tariffs, intended to bolster domestic industry, could raise costs for US chipmakers and equipment buyers, making efforts to rebuild American memory-chip capacity even harder.
- 2Korean Apple suppliers Samsung and LG face profit squeeze despite iPhone 17 debut▼S.Korean Apple suppliers, including Samsung, LG, face profit squeeze despite iPhone Duo debut
South Korean suppliers to Apple, including Samsung Electronics and LG, are seeing their profits squeezed even as the launch of the new iPhone Duo drives strong demand. Rising component costs and Apple's pricing pressure on its supply chain are weighing on margins, raising questions about how much the iPhone cycle actually benefits Korean component makers.
- 3Samsung and SK Join the Co-Packaged Optics Race for AI Chips▼[ChipTalk] AI Semiconductors Now Compete at the Speed of Light...Samsung and SK Join the CPO Race
Korean chip giants Samsung Electronics and SK Hynix are moving into co-packaged optics (CPO) technology, which links AI semiconductors using optical connections to boost data transfer speeds and energy efficiency. As AI computing demand surges, Korean media describe the shift as a new race in which chips compete 'at the speed of light', alongside global players developing similar interconnect solutions.