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Industry

Samsung Electronics to supply 2nm foundry and HBM to Broadcom

Samsung Electronics has begun large-scale cooperation with Broadcom in the AI semiconductor infrastructure market. Samsung said it signed a strategic memorandum of understanding with Broadcom at an AI Summit in San Francisco on July 24 local time to build next-generation AI infrastructure. The companies plan cooperation worth more than $200 billion through 2030 across memory, foundry and advanced packaging. Samsung will supply HBM, including HBM4 and HBM4E, and apply processes of 2 nm or below for key Broadcom chips.

Industry

South Korea\'s President Lee, business leaders meet in San Francisco to reshape AI supply chain

South Korean President Lee Jae-myung issued a “San Francisco AI Declaration” in San Francisco on July 24, pledging to make the country an indispensable axis of the global AI supply chain. He cited a 4,700 trillion won AI project investment announced in June and investment initiatives by domestic and foreign firms whose combined enterprise value exceeds 2 quadrillion won. The focus includes memory and foundry semiconductors, autonomous driving and AI factories.

AI & Enterprise

Apple signals major MacBook Pro, iMac overhaul, opening OLED, touchscreen era

Apple is expected to carry out a major overhaul of its Mac lineup from late this year through 2028, including MacBook Pro and iMac updates. Bloomberg reported the company is preparing staggered updates for MacBook Air, Mac mini and Mac Studio. A high-end 14-inch and 16-inch MacBook Pro with OLED and a touchscreen is expected from late this year to early next year. Desktop launches may depend on memory chip supply.