Korean AI·hardware news, verified where it matters.
US and EU semiconductor reshoring policies and the accompanying construction boom have been confirmed through government and industry association sources. However, the frequently cited '$500 billion in government incentives' figure could not be reproduced from primary sources and remains unconfirmed.
US AI startup Cognition AI recorded roughly $900 million in annualized revenue (about 1.24 trillion won) as of September 2026, closing in on the $1 billion mark. Revenue has grown about 1.8 times from $492 million in May within four months, driven by surging demand for its coding software, while the company pursues investment at a $4.7 billion valuation.
Roku has unveiled its first OLED TV lineup, the Pro Series OLED, with the 55-inch base model priced at $999. The set features a 120Hz panel, four HDMI 2.1 ports, and Dolby Vision and HDR10+ support — specs that many view as unusually high for OLED TVs at this price point.
The Trump–Xi Jinping summit at the White House is scheduled for the 24th. The welcome ceremony and state dinner protocols have been confirmed.
Microsoft's VS Code rounded-corner UI change sparked community debate as a suspected bug. According to official documentation and the issue tracker, it is part of an experimental modern UI redesign and can be disabled via settings.
Spot prices for MLCCs surged to as much as 10 times their first-half cost amid exploding AI server demand, then corrected from July onward. The 10x figure, however, relies on a single source, while most items' price increases were found to be in the 2x to 6x range; commodity products have since returned to about a third of their peak.
The 10-year US Treasury yield spiked intraday to 5.19% on September 25, yet the Nasdaq Composite closed up 0.48% from the previous day. The same-day coexistence of surging rates and AI stock strength was observed as a single-day movement.
Samsung Electronics, SK hynix and Micron — the memory Big 3 — will each release third-quarter results in October following the Chuseok holiday. The announcements will not cluster on a single day but stretch over four weeks, from Micron on October 1 to SK hynix in late October.
According to JEITA and WSTS forecasts, Japan's semiconductor market will reach $57.1 billion (about 78.8 trillion won) in 2026, up 27.6% year over year. While the market expansion is real, that growth rate is the lowest among the world's four regions.
Official pricing documents from Microsoft, OpenAI and Anthropic show that Word, Excel and PowerPoint retain fixed subscription models, while autonomous AI agents and calls to the latest AI models move to usage-based billing. Exceptions exist, such as consumer AI subscription products coexisting alongside the usage-based schemes.