


Google's custom semiconductor contract with Marvell Technology has split market interpretations regarding MediaTek's AI ASIC business.
The Korean won to dollar exchange rate fell to 1376.5 won on the 24th, marking the strongest level for the won since mid-September 2025. The weakness of the dollar and strong semiconductor exports have combined to strengthen Asian currencies.
The forecast for spending on front-end semiconductor equipment (WFE) in 2026 has been raised to $150 billion (approximately 207.75 trillion won). The demand for AI servers is likely to stimulate investments in memory and foundries.
Alpha Chips is pushing to expand its overseas order base targeting the custom semiconductor markets in the U.S., Japan, and China. After restructuring its business to focus on AI semiconductors and high-performance computing, the company plans to broaden its global project order pipeline.