Samsung

Samsung plans to more than double production of its HBM4 and HBM4E high-bandwidth memory DRAM next year, according to industry sources cited by South Korean outlet Sedaily. The expansion targets booming demand from AI chip makers, as Samsung races rivals like SK hynix to supply next-generation memory for processors from Nvidia and other customers.

Samsung and LG, among Apple's key South Korean suppliers, are reportedly facing pressure on profits even as the new iPhone Duo debuts. Despite strong attention around the launch, suppliers are struggling with margin squeeze, highlighting the difficult economics of supplying components for Apple's devices amid intense competition and cost pressures.

Alibaba has launched Qwen Intelligence as a full-stack agentic AI platform designed for smartphones. The move positions Alibaba's Qwen models to power on-device AI agents capable of handling tasks across apps, intensifying competition in the mobile AI space with rivals like Apple, Google and Samsung.

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.

Jensen Huang has reportedly committed to doubling chip supply, a move that would lock up roughly 37% of the world's high-bandwidth memory (HBM) output for 2026. The pledge underscores Nvidia's aggressive push to secure memory for its AI accelerators amid shortages, leaving rival chipmakers competing for the remaining HBM capacity from suppliers like SK Hynix, Samsung and Micron.

TSMC has reportedly begun pilot production of chips on its A14 node, a 1.4nm-class process, with volume production targeted for 2028. The A14 line would succeed the current 2nm generation and keep the Taiwanese foundry ahead of rivals Samsung and Intel in the race for ever-smaller transistor sizes, with major customers such as Apple expected among early adopters.

A supply chain source claims Apple's first foldable iPhone will launch in September 2026. The report adds to ongoing speculation about Apple's entry into the foldable smartphone market, which competitors like Samsung have dominated for years. Details on pricing and specifications remain scarce, but analysts expect the device to be a major product cycle driver for Apple if the timeline holds.