Samsung overtook TSMC as Tokyo Electron’s biggest customer last year.
The AI memory buildout isn’t just about chip sales. Samsung and SK hynix are buying equipment to expand production, and TEL sees ¥1T in operating profit within reach if that spending continues.
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South Korea wants Korean chips inside Korean robots.
Doosan Robotics secured two government R&D projects worth $50M to build the country’s first physical AI manufacturing platform by 2031. Chip policy is becoming robotics policy.
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Tencent is leasing 100,000 AI chips from Oracle data centers in Southeast Asia in a 5 year deal worth $7B.
Renting chips overseas lets a Chinese tech group tap advanced AI hardware it can't buy directly at home, where the top chips are restricted.
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DroneShield led this week’s top performers, up 12%, after winning a US counter-drone contract worth up to $500M.
The deal opens a faster route to orders for bases and critical infrastructure. Counter-drone defense is expanding from battlefields to the home front.
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