AI Chips
Markets
Technology
Samsung to Manufacture Tesla’s Custom AI Chips by Late 2027 in $16.5 Billion Foundry Deal
The multi-year contract marks Tesla's deepening vertical integration in semiconductor supply chains and Samsung's breakthrough in automotive-grade foundry capacity.
Energy
Technology
Taiwan’s 11-Day LNG Buffer Exposes Chip Supply’s Energy Chokepoint
Taiwan holds just 11 days of natural gas reserves—a structural vulnerability that could halt TSMC fabrication and cascade through global AI infrastructure during energy crises.
Geopolitics
Technology
Rebellions IPO Tests Wall Street Appetite for Korea’s Nvidia Challengers
South Korean AI chip startup's planned Seoul listing positions domestic semiconductor firms as strategic bet amid US-China tech decoupling.