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🇰🇷 *S. KOREA'S BUDGET MINISTER COMMENTS AT MEETING - BBG *LEE SAYS S. KOREA WILL MAKE FUND FOR FUTURE, INVESTMENT *S. KOREA'S LEE: EXPECT UNPRECEDENTED EXTRA TAX REVENUE ON CHIPS #SouthKorea #Investment #ChipIndustry #KR

🇰🇷 #SouthKorea Eyes Growth Fund From Chip Tax Windfall, Yonhap Says - Bloomberg https://t.co/mDyrlBl0GQ #SouthKorea #ChipIndustry #EconomicGrowth #KR

BBC Jun 10

TSMC, the world's largest chipmaker, has indicated that rising inflation may lead to price increases, although it assures that any hikes won't be drastic, while emphasizing its commitment to maintaining advanced chip production in Taiwan despite geopolitical pressures and expanding manufacturing elsewhere. #Semiconductors #ChipIndustry #TSMC

World's largest chipmaker does not rule out price rises as costs increase
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Reuters May 17

Tata Electronics and ASML have signed an agreement to establish India's first front-end semiconductor fabrication plant in Gujarat, with an $11 billion investment aimed at boosting the country's domestic chip industry and catering to various technology sectors. #Semiconductors #ChipIndustry #TechnologyPartnerships #IN #NL

Tata Electronics and ASML partner on India's first semiconductor fab
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Reuters May 15

A potential 18-day strike involving over 45,000 Samsung workers highlights deep divisions within the company's divisions over bonus payouts amid an AI boom, with the memory chip sector's profitability starkly contrasting the losses of its logic chip division, raising concerns about employee retention and broader implications for global supply chains and labor relations in South Korea. #Samsung #ChipIndustry #LaborRelations #KR #US

Exclusive: At Samsung, the global AI boom spurred a looming strike and deep divisions
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Reuters May 15

Samsung Electronics faces an impending 18-day strike initiated by its labor union starting May 21, amid failed pay negotiations, causing a significant decline in its shares as analysts express concern over potential disruptions to production at the world's largest memory chipmaker. #Samsung #LaborStrike #ChipIndustry #KR

Samsung's South Korean union sticks to strike plan after talks offer; shares slide
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Reuters May 13

Samsung Electronics and its union failed to reach a pay agreement, raising the potential for a massive strike that could disrupt chip production and impact the South Korean economy, prompting the government to intervene and call for continued dialogue, while shares in Samsung initially fell before recovering slightly. #Samsung #LaborRelations #ChipIndustry #KR

Samsung Electronics fails to reach deal with union; PM says strike must be averted

President Trump invited Nvidia CEO Jensen Huang to join him on Air Force One to Beijing for a summit, despite Huang being initially omitted from a list of key business leaders, amid ongoing debates over the sale of AI chips to China and national security concerns. #ArtificialIntelligence #ChipIndustry #USChinaRelations #US #CN

Nvidia C.E.O. Jensen Huang Hitches Ride With Trump to China After Last-Minute Invite
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Reuters May 7

Arm Holdings shares fell 5.6% due to investor concerns over insufficient supply for its new AI chip, the AGI CPU, despite strong revenue forecasts and expectations for higher chip adoption. #AI #ChipIndustry #Semiconductors #US #IN

Arm shares slide as concerns over AI chip supply overshadow upbeat forecast
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Reuters May 7

A sudden investor frenzy has propelled South Korea's stock market, making it the world's hottest amid record earnings from chipmakers like Samsung, SK Hynix, and TSMC, crucial players in the global AI supply chain, while fears of potential future risks loom over the booming sector. #AIsupplychain #TechInvestment #ChipIndustry #TW #KR

Asia's tech giants give AI bull run a new centre of gravity
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Reuters May 6

Infineon Technologies raised its full-year guidance in response to increased demand for power supply solutions for AI data centers and improved automotive order intake, forecasting significant revenue growth for fiscal 2026 and projecting revenue from AI applications to reach around 1.5 billion euros. #AI #ChipIndustry #PowerSupply #DE

Infineon lifts 2026 outlook as AI demand boosts growth prospects