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Industry

TSMC dominance shows cracks, boosting Samsung foundry opportunity

The foundry market is entering a new phase as TSMC’s grip shows signs of weakening amid advanced packaging bottlenecks, opening room for rivals. Counterpoint Research said global foundry revenue rose 16 percent last year to $320 billion on steady AI chip demand. It expects TSMC’s share to slip this year, with Samsung and SMIC moving in. Samsung is pushing 2-nanometre production, while SMIC expands capacity and Intel seeks large AI customers.

Industry

Samsung Electronics vice chairman vows to lead AI transition to reach 1,000 trillion won market value

Samsung Electronics held its 57th annual general meeting of shareholders on Tuesday in Suwon and unveiled its 2026 AI business direction. Vice Chairman Jun Young-hyun, who chaired the meeting, said the company posted record annual revenue of 333.6 trillion won last year and its market value topped 1,000 trillion won. He said Samsung will continue investment and R&D spending and plans regular and additional dividends for 2025.

AI & Enterprise

Nota added to three technology and growth ETFs in a row

Nota, a company specialising in technology to make artificial intelligence models lighter, said on Sunday it has been added consecutively to three major South Korean exchange-traded funds. The ETFs are TIME KOSDAQ Active, KoAct AI Infrastructure Active and TIGER Internet TOP10. Nota cited its on-device AI capabilities, improved sales visibility and structural growth potential in AI and semiconductor software. It also said it is expanding cooperation with global semiconductor companies.