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Thursday 18 September 2025
SK Hynix overtakes Samsung as 2Q25 DRAM revenue surges
Global DRAM shipments saw their sharpest increase in nearly two years during the second quarter of 2025, solidifying SK hynix's lead over Samsung Electronics. The surge was driven...
Thursday 18 September 2025
Hanwha Semitech stakes early lead in hybrid bonding race for SK Hynix's HBM4
Hybrid bonding machines are set to become critical by 2027, when chipmakers move into mass production of 20-layer, sixth-generation high-bandwidth memory (HBM4). Global equipment...
Wednesday 17 September 2025
Commentary: Handcuffing workers shocks South Korea; MAGA strategy risks backfiring
On July 30, 2025, US President Donald Trump announced that the US would reduce the "reciprocal tariff" rate imposed on South Korea from 25% to 15%. In return, South Korea pledged...
Wednesday 17 September 2025
South Korea scrambles to match US auto tariff deal granted to Japan
The South Korean government has reportedly decided to embark on urgent negotiations with Washington after the US slashed tariffs on Japanese automobiles, creating a potential pricing...
Wednesday 17 September 2025
Tesla co-founder says future of EV depends on charging networks and cost curves
Martin Eberhard, Tesla's co-founder, recently shared his entrepreneurial insights and outlook on the future of electric vehicles (EVs) in South Korea. He emphasized that the key to...
Wednesday 17 September 2025
Apple taps BOE for iPhone 17 Pro displays, disrupting Samsung-LG duopoly
Apple has reshaped its display supply chain with the launch of the iPhone 17, adding BOE Technology to the Pro model supplier lineup for the first time. This long-anticipated move...
Wednesday 17 September 2025
SK Hynix leads South Korean companies in operating profit and tax payments in 1H25
In the first half of 2025, SK Hynix recorded the highest operating profit and the largest corporate tax payment among South Korean companies. The surge in demand for high-bandwidth...
Wednesday 17 September 2025
Tesla, Valens deals boost Samsung Foundry in 4nm race against TSMC
Samsung Electronics' foundry business is quietly expanding its client roster after securing a landmark US$16.5 billion contract with Tesla in July 2025 to manufacture AI chips. Analysts...
Wednesday 17 September 2025
Memory prices surged in 4Q25, defying seasonal trends as AI drives demand
Driven by strong AI demand, memory contract prices for NAND and DRAM rose sharply by an estimated 15-20% in the fourth quarter of 2025, breaking traditional year-end price decline...
Wednesday 17 September 2025
Qualcomm dominates physical AI with robot and automotive chips
Robots and self-driving cars are driving the emergence of "physical AI," a new era of on-device processing that's shifting focus away from cloud-based large language models. According...
Tuesday 16 September 2025
TCL CSOT unveils landmark investment plan to build world's first 8.6G inkjet-printed OLED line
Chinese display panel manufacturer TCL China Star Optoelectronics Technology (TCL CSOT) has announced plans to invest CNY29.5 billion (approximately US$4.14 billion) to build the...
Tuesday 16 September 2025
South Korea's August ICT exports hit record high, Taiwan surge drives growth
South Korea's information and communications technology (ICT) exports in August 2025 reached a record high for the period compared to previous years. Due to rising memory semiconductor...
Tuesday 16 September 2025
Immigration raids raise doubts over Samsung’s 2026 Texas fab schedule
Samsung's ambitious US expansion faces an unexpected obstacle that could derail its 2026 production timeline. A mounting visa crisis, triggered by immigration raids on South Korean...
Monday 15 September 2025
Samsung Foundry secures order for Israeli automotive chip production
Following its major deal with Tesla, Samsung Electronics has won an order from Israeli IC design company Valens Semiconductor to manufacture next-generation automotive system chipsets...
Monday 15 September 2025
CXMT breaks into CXL memory, putting Samsung and SK Hynix on edge
China's DRAM maker CXMT is reportedly developing compute express link (CXL) DRAM modules, a move that could escalate rivalry with Samsung Electronics and SK Hynix as the CXL market...