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Samsung foundry pins hopes on \'AI factory\' turnkey model to chase TSMC

Samsung Electronics is seeking a turnaround in its foundry business with an \"AI factory\" turnkey model that bundles memory, foundry and packaging. With TSMC\'s 3-nanometre utilisation near 100% and wafer price increases expected, some fabless chip designers are looking to reduce reliance on a single vendor. Samsung says demand for memory-and-foundry turnkey offerings is rising and that 2-nanometre contracts could become visible soon. The second half of the year will be a key test.

AI & Enterprise

KISA launches 18 next-generation security projects, selects 50 companies

The Korea Internet & Security Agency said it is pushing ahead with a 2026 information security new-technology support program with the Ministry of Science and ICT. It selected 18 projects worth 12.04 billion won across four areas, including AI-based security product commercialisation, fostering AI security firms, developing a Korea-style integrated security model and introducing zero trust. KISA also selected 50 companies to carry out the projects.

Industry

LB Semicon accelerates shift to non-DDI, starts mass production for Renesas

LB Semicon said on April 27 it has begun mass production of Renesas power semiconductors, part of a strategy to move away from a business structure centred on display driver ICs toward non-DDI and power semiconductors. It plans to build a mid- to long-term growth base by securing a global customer base in the segment. The company said it met reliability and quality standards required in the power semiconductor market.