Semiconductor industry shifts to AI: Chipmakers reallocate resources and grapple with talent crunch

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Memory makers Team Group and Apacer post record profits as AI-driven demand lifts DRAM and NAND pricesDigitimes
Memory makers Team Group and Apacer post record profits as AI-driven demand lifts DRAM and NAND prices 118
US rushing to reshore semiconductor productionDigitimes
US rushing to reshore semiconductor production 118
‘Compute Equals Revenues’: Nvidia Needs Jensen Huang’s New Catchphrase to Be TrueGizmodo
‘Compute Equals Revenues’: Nvidia Needs Jensen Huang’s New Catchphrase to Be True 117
Samsung reportedly exits 2D NAND, converts Hwaseong Line 12 to 1c DRAM end fabDigitimes
Samsung reportedly exits 2D NAND, converts Hwaseong Line 12 to 1c DRAM end fab 116
Nvidia says AI monetization supports sustained CSP capexDigitimes
Nvidia says AI monetization supports sustained CSP capex 115
Yageo posts 82% profit jump in 4Q25 on AI-driven product mixDigitimes
Yageo posts 82% profit jump in 4Q25 on AI-driven product mix 115
The 'AI general' emerges: OpenAI report details China's automated operations in Japan-Taiwan corridorDigitimes
The 'AI general' emerges: OpenAI report details China's automated operations in Japan-Taiwan corridor 114
‘There’s possibility for another partner to join the ecosystem’ — as Perplexity lands on Samsung Galaxy S26 phones a Samsung head is already teasing the next AI additionTechRadar
‘There’s possibility for another partner to join the ecosystem’ — as Perplexity lands on Samsung Galaxy S26 phones a Samsung head is already teasing the next AI addition 114


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