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Thursday 20 November 2025
GMI Cloud's US$500 million project positions Taiwan as Asia's AI infrastructure hub
Driven by the expansion of AI computing centers and semiconductor fabs, high-safety lithium iron battery UPS and energy storage systems are becoming key to power infrastructure upgrades,...
Thursday 20 November 2025
Samsung invests US$1.9B in Austin plant to prep for Apple CIS chip production
Samsung Electronics planned a US$1.9 billion investment to upgrade its wafer foundry in Austin, Texas, aiming to produce Apple's next-generation CIS chips starting late 2026. The...
Thursday 20 November 2025
Amkor invests US$177M to expand AI chip packaging in South Korea
Amkor, one of the largest US-based outsourced semiconductor assembly and test (OSAT) providers, has begun investing over KRW260 billion (approx. US$177 million) in South Korea to...
Thursday 20 November 2025
Malaysia emphasizes regional trade, AI and strong international ties to boost semiconductor and E&E industries
Malaysian Prime Minister Anwar Ibrahim stressed that strengthening ASEAN trade and investment, while focusing on digital technology and AI, is essential for national success. He highlighted...
Thursday 20 November 2025
Samsung's leadership shift sparks fresh scrutiny of its finance-first management model
Chung Hyun-ho, long regarded as Samsung Electronics' "second-in-command," stepped down from his frontline role on November 7, prompting renewed scrutiny of potential changes within...
Thursday 20 November 2025
DRAM buyers lock in six-month deals as AI demand triggers a scramble for supply
DRAM shortages are worsening as global AI investment expands. Price negotiations that were previously conducted on a monthly or quarterly basis are now increasingly being adjusted...
Thursday 20 November 2025
Huawei is stitching together a new Chinese chip order—one factory, fund, and startup at a time
Huawei is accelerating acquisitions, factory builds, and investment across China's semiconductor sector, advancing a multi-year effort to establish a self-reliant supply chain for...
Wednesday 19 November 2025
Global semiconductor IDM investment in ASEAN

Introduction

Wednesday 19 November 2025
US non-tariff measures drive Taiwanese firms to accelerate investment pivot
The US is intensifying its use of four key non-tariff measures—anti-dumping duties, balancing taxes, antitrust actions, and forced labor bans—creating mounting compliance...
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...
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...
Tuesday 18 November 2025
PDG announces US$700 million data-center investment in South Korea

Princeton Digital Group (PDG) has announced plans to enter the South Korean market with a US$700 million data-center investment, marking...

Monday 17 November 2025
South Korea's Big Four launch KRW800T investment drive after US tariff deal
South Korea and the United States have released a Joint Fact Sheet that industry observers say reduces earlier tariff uncertainty and creates new room for cooperation. With global...
Monday 17 November 2025
Oppo opens CNY10 billion headquarters campus in Binhaiwan Bay, Dongguan
Oppo has officially opened its new headquarters campus in Binhaiwan Bay Area, Dongguan, China, following an investment exceeding CNY10 billion (approx. US$1.41 billion). The 930,000-square-meter...
Monday 17 November 2025
South Korean firms sound alarm over Vietnam's tech incentive reforms
According to Reuters, South Korean companies, led by tech giant Samsung Electronics, are voicing significant concern over Vietnam's proposed reforms to high-tech investment...