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    Tuesday 18 November 2025
    Why China's AI boom now favors power systems over silicon
    China's AI boom is entering a new phase as investors shift from high-valuation chip and pure-AI stocks to the infrastructure that keeps AI running, namely power, metals, cooling, storage, and grid-scale hardware. The move reflects concern over inflated tech valuations and recognition that data-center growth is driving lasting demand for electricity and materials
    Tuesday 18 November 2025
    Samsung set to become Nvidia's leading HBM4 supplier as Micron stumbles
    South Korea's KB Securities expects Samsung Electronics to capture as much as 40% of Nvidia's supply share for its next-generation HBM4 high-bandwidth memory by 2026, a shift that could reshape the competitive landscape of the AI memory market. Combined with projections that SK Hynix will sell out its memory lineup that year, the firm forecasts that the two Korean chipmakers' combined market capitalization could surpass KRW1,500 trillion (US$1.02 billion)
    Tuesday 18 November 2025
    Samsung creates first standalone M&A team, signals incoming major deals
    Samsung Electronics has created its first standalone mergers and acquisitions team within its newly reorganized Business Support Office, a move sparking speculation that the company is preparing for large transactions as it enters 2025
    Tuesday 18 November 2025
    Vingroup founder sets sights on the skies with aerospace startup VinSpace

    Vietnam's richest man and founder of Vingroup, Pham Nhat Vuong, is pushing his business empire into its most ambitious frontier yet: aerospace. The billionaire founder has established a new company, VinSpace, marking the conglomerate's formal entry into aviation and space technology, an expansion that underscores how Vingroup is steadily evolving beyond its roots in real estate and EV

    Tuesday 18 November 2025
    Samsung, SK Hynix inventory drop signals AI memory supercycle
    South Korea's top memory chip makers are entering what industry executives call a full-scale "supercycle," as Samsung Electronics and SK Hynix report steep inventory reductions through the third quarter of 2025
    Tuesday 18 November 2025
    Huawei pitches a new vision for AI compute: one cluster, one software brain
    Huawei will unveil a new unified AI compute-management technology on November 21 at the "2025 AI Container Application Implementation and Development Forum," a move widely viewed as an effort to speed up its software-layer catch-up with Nvidia in the global compute race
    Tuesday 18 November 2025
    Samsung reportedly achieves 60% yield rate for Exynos 2600 chip, plans competitive pricing
    Samsung Electronics Co. has reportedly reached a 60% yield rate in producing its next-generation mobile application processor (AP), the Exynos 2600, using its 2nm GAA process technology. The company aims to price the chip US$20 to US$30 lower than Qualcomm's Snapdragon equivalent
    Tuesday 18 November 2025
    South Korean President and SoftBank's Son to discuss AI investment and Stargate
    South Korean President Jae-Myung Lee is coordinating a meeting with SoftBank chairman Masayoshi Son, expected to take place in 2025. The discussion is speculated to focus on AI investments and collaboration on the Stargate Project
    Tuesday 18 November 2025
    Samsung revives P5 fab construction for memory supercycle
    Samsung's P5 plant at the second campus in Pyeongtaek, South Korea, will begin construction, with operations expected to start in 2028. Due to the weak memory market, P5 was previously put on hold. With the memory supercycle emerging, analysts state that the start of P5 construction means subsequent investment plans have also begun to take shape
    Tuesday 18 November 2025
    Samsung's glass substrate samples fall short of requirements
    Samsung Electronics has been in active discussions with Samsung Electro-Mechanics (Semco), Japan's Ibiden, and Shinko Electric Industries regarding collaboration on semiconductor glass substrates. However, reports indicate that they have not yet advanced to formal sample evaluation because of Samsung's assessment of the technology and market potential of glass substrates
    Tuesday 18 November 2025
    South Korean AI-powered memorial videos go global
    South Korea-based JL Standard showcased its AI-driven video services for memorials, events, and digital content at the 2025 Pangyo Global Media Meet-Up. The presentation at Pangyo Techno Valley's startup campus highlighted the district's growing role as a launchpad for AI applications targeting niche markets across Asia
    Tuesday 18 November 2025
    India approves 17 ECMS projects worth US$810 million to boost component manufacturing
    India has approved a second tranche of 17 projects under the Electronics Component Manufacturing Scheme (ECMS), authorizing investments worth INR71.72 billion (US$810 million) and projected production of INR651.11 billion. The Ministry of Electronics and Information Technology said the new approvals are expected to create 11,808 direct jobs and further expand domestic component manufacturing capacity. This follows an earlier set of seven applications worth INR55.32 billion cleared in the previous phase
    Tuesday 18 November 2025
    Samsung's customer list reshuffles as Alphabet returns and Tesla's $16.5bn chip deal goes on the books

    Samsung Electronics has released its regulatory filing for the third quarter of 2025, revealing that Google—whose parent company is Alphabet—has once again reappeared on Samsung's list of top five customers. The company's report also formally incorporates the $16.5 billion chipmaking contract that Samsung was reported to have secured with Tesla in July

    Tuesday 18 November 2025
    Dynamic Holding plans major expansion to tap AI demand in networking and server markets
    Dynamic Holding, a leading producer of automotive printed circuit boards (PCBs), is gearing up for a surge in artificial intelligence (AI) computing demand from application-specific integrated circuit (ASIC) customers anticipated in the second half of 2026. The company projects that AI-related revenues will exceed 20% of total sales for the first time, with contributions from both GPU and ASIC sectors balancing equally
    Tuesday 18 November 2025
    Eric Schmidt warns global rise of Chinese AI models poses geopolitical risks
    Former Google CEO Eric Schmidt has raised concerns about developing countries adopting Chinese AI models, mostly because of cost. According to Business Insider, Schmidt stated on a podcast that many US AI models are closed-source and expensive, pushing budget-conscious nations toward Chinese AI, which is often free and risks becoming the global standard
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    Oct 2, 10:32
    SK Group partners with OpenAI to advance global AI infrastructure
    Thursday 30 October 2025
    Asian Power Devices Officially Launches New Vietnam Factory, Setting a New Global Production Milestone
    Thursday 30 October 2025
    BIWIN Mini SSD Named to TIME's 'Best Inventions of 2025'
    Thursday 23 October 2025
    Femtometrix Honored by the World's Leading Memory Manufacturer, for Pioneering Optical Process Control Technologies
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