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AI & Enterprise

Why OpenAI wants to make its own smartphone: AI agents

OpenAI is developing an AI processor for smartphones in cooperation with MediaTek and Qualcomm, and Luxshare has been selected as the exclusive co-design and manufacturing partner for the system, Apple-focused analyst Ming-Chi Kuo (밍치궈) said on X on April 27. Based on industry information, OpenAI is aiming to begin mass production in 2028, he said. He expects product specifications and suppliers to be finalised in late 2026 to the first quarter of 2027.

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

From GPUs to factory floors, Nvidia redefines manufacturing landscape

At GTC 2026, Nvidia rolled out multiple chips, racks and software, highlighting three shifts: changes in AI computing cost structures, new software monetisation models and deeper AI adoption in manufacturing and mobility. It presented the Vera Rubin platform, the Groq 3 LPX inference rack and a 100 trillion dollar estimate for the physical AI market. It also cited expanding infrastructure deployment and the role of Korean suppliers including Samsung and SK Hynix.