AI chipmakers

Samsung is expected to more than double its output of HBM4 and HBM4E high-bandwidth memory DRAM, according to sources cited by South Korean outlet Sedaily. The expansion signals Samsung's push to scale up next-generation memory supply amid booming demand from AI chipmakers, where it faces intense competition with SK Hynix in the high-bandwidth memory market.

AT&S, the Austrian circuit-board maker, is drawing attention for its role in producing advanced substrates — the critical layer that connects AI chips to circuit boards. As demand for artificial intelligence hardware surges, chipmakers face a bottleneck in substrate supply, and AT&S is among the companies racing to expand capacity for this often-overlooked component.

Micron reports its fiscal Q1 2026 earnings, with analysts focused on whether the memory chipmaker's expected sales boost from Nvidia's latest chip launches is being pushed back. The question hanging over the results is timing: demand tied to new Nvidia platforms may lift Micron's revenue later than investors had anticipated, shaping how markets read the company's guidance.

Nvidia CEO Jensen Huang says AI laboratories that cannot control the systems they build should be shut down. The remarks, reported by Gadget Review, add a prominent industry voice to the ongoing debate over AI safety and accountability. Huang's position suggests that the ability to manage and contain advanced AI models should be a baseline requirement for any lab developing them.

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.