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Industry

Design houses move from outsourced chip design to AI chip architecture

Design house (DSP) companies that once focused on outsourced semiconductor design are expanding in both contract pricing and funding scale as AI chip mass production becomes harder with foundry steps alone after 2-nanometre nodes. With physical limits nearing, 2.5D and 3D stacking and chiplets are becoming key, making advanced packaging and interconnect new battlegrounds. Firms are shifting toward integrated design platforms and infrastructure architecture partnerships, alongside rising high-value project shares and larger financings.

AI & Enterprise

Korea\'s top three telecoms bet future on AI as focus shifts from networks

South Korea\'s telecommunications industry is rapidly shifting its centre of gravity to artificial intelligence, with SK Telecom, KT and LG Uplus all declaring a transformation into AI companies. SK Telecom is pushing a full-stack AI strategy spanning infrastructure, models and services, while KT is accelerating a B2B-focused push to become an \"AX\" platform company. LG Uplus is positioning itself as an AI software company through its ixi-O agent, stressing safety and security. Industry officials say the next test is profitability.

Industry

Rebellions to work with Arm, SKT on sovereign AI inference infrastructure

AI chip startup Rebellions said on April 10 it will work with Arm and SK Telecom to jointly enter the market for sovereign AI and carrier-focused data center inference infrastructure. The companies will develop AI servers combining Arm data center CPUs and Rebellions AI chips and verify operations at SK Telecom\'s AI data center. They also plan hardware integration and joint software development, and will seek commercialization opportunities after technical validation.