As Samsung Electronics' performance rebounds, previously stagnant sectors such as materials, components, and equipment are expected to regain momentum. Improved performance across the supply chain is bringing optimism to the industry, and market watchers anticipate that companies with Samsung as a key customer will reap the greatest benefits, with the potential to achieve record-high earnings.

Oracle and AMD announced a major expansion of their partnership to support large-scale artificial intelligence (AI) computing, marking one of AMD's biggest supply deals for its upcoming AI accelerators.

On October 9, 2025, China announced expanded export controls on rare earths. In response, US President Donald Trump vowed to impose 100% tariffs on goods from China starting in November. These rare earth controls have a considerable impact on the tech supply chain, one being the optics industry.

Samsung Electronics' Device Solutions (DS) Division, responsible for its semiconductor business, is reportedly crafting a new strategic blueprint tailored to each segment's characteristics. The goal is to restructure and realign its operations to build a stronger growth foundation.

At the OCP Global Summit 2025 in San Jose, Pegatron showcased a comprehensive lineup focused on next-generation AI, HPC, and professional visual computing workloads. The company also collaborated with key partners such as Nvidia and AMD to present a series of server platforms.

The Open Compute Project (OCP) Global Summit, held at the San Jose Convention Center, drew a record crowd of more than 11,000 participants, underscoring the event's growing importance in the global data center industry. Two major developments stood out during the keynote session: an expanded OCP board reflecting stronger collaboration across the ecosystem, and a strategic shift in technical focus from rack-level designs to power and connectivity beyond the data center.

Open collaboration and shared standards will be essential to sustain the exponential growth of artificial intelligence (AI), AMD Chief Technology Officer and Executive Vice President Mark Papermaster said at the 2025 OCP Global Summit.

China is sending new shockwaves through the global economy after its two largest rare-earth producers announced a massive 37% price hike for the fourth quarter. The move comes just one day after Beijing expanded its export controls to include crucial semiconductor and AI technologies for the first time, signaling a tighter grip on the strategic materials.

American AI chip startup Cerebras Systems announced plans to deploy large-scale computing infrastructure in the UAE aimed at supporting fast-growing AI industries in the Middle East, India, and Pakistan. The deployment will provide computing power for the Stargate project, a significant AI initiative in the region.

South Korean memory chipmaker SK Hynix has reportedly encountered unexpected resistance from local residents regarding its US$3.87 billion semiconductor factory investment plan in West Lafayette, Indiana. The project has garnered strong support from the US federal and state governments and is seen as a symbol of the US CHIPS Act's success in forging technological alliances.

On October 9, 2025, China's Ministry of Commerce issued Announcements No. 61 and 62, expanding export controls on rare earths. The scope now extends beyond raw materials to include equipment, technology, and assemblies containing rare earth elements. An extraterritorial clause was also introduced, stating that foreign products containing a certain proportion of Chinese-origin rare earths or manufactured using Chinese technology must also apply for export licenses. China emphasized that this clause was intended to improve the regulatory system; in response, the US raised tariffs.