CONNECT WITH US
NEWS TAGGED EAST ASIA
Thursday 29 January 2026
South Korea's industry minister heads to Washington after tariff rollback warning

US President Donald Trump has threatened to restore 25% tariffs on South Korean goods, escalating trade tensions by citing delays in Seoul's...

Thursday 29 January 2026
Samsung foundry hit by China pullbacks in 2025, eyes late-year stabilization
Chinese customers who had planned to use Samsung Electronics' foundry services abandoned a number of projects in 2025 as US regulatory pressure on China intensified and uncertainty...
Thursday 29 January 2026
In-depth: DeepSeek's one-year breakthrough shows how China builds AI without cutting-edge chips
In January 2025, while the global AI and semiconductor industries remained focused on advanced process nodes and high-performance GPUs, China's large-scale model DeepSeek-R1 emerged...
Thursday 29 January 2026
Earnings call summary: Samsung 4Q25 profit jumps as AI memory crunch pressures phones and displays
Samsung Electronics reported record quarterly revenue and operating profit in the fourth quarter of 2025, as surging memory prices and tight supply, driven by the artificial intelligence...
Thursday 29 January 2026
Alibaba's new AI chip challenges Nvidia from A800 to A100-class performance
Alibaba has unveiled its in-house high-end AI processor, Zhenwu 810E, advancing its strategy to vertically integrate AI chips, cloud infrastructure, and large language models. Developed...
Thursday 29 January 2026
China's MCU sector trends from price cutting to margin repair
China's microcontroller (MCU) vendors have started raising prices, led by Cmsemicon's increases across MCU and related products, marking the first upward move in a market that has...
Thursday 29 January 2026
Analysis: China's chip price spiral has begun; a grey rhino threatening the 2026 supply chain
China's semiconductor supply chain is sending a clear signal: a wave of "chip inflation" driven by mature-node manufacturing, memory, and packaging costs is no longer theoretical;...
Thursday 29 January 2026
Analysis: how SK Hynix is binding customers to its AI memory
SK Hynix is moving to lock out competitors in the high-stakes battle for AI memory, deploying a "one-team" operational strategy that integrates the chipmaker directly into its customers'...
Thursday 29 January 2026
Earnings call summary: Samsung 4Q25 profit tops KRW20 trillion on memory boom
Samsung Electronics posted record quarterly revenue and operating profit in the fourth quarter of 2025, underscoring how AI-driven demand for advanced memory has become the company's...
Thursday 29 January 2026
Sunny Optical restructures as China's lens makers face layoffs prompted by smartphone slump
China's optical industry is confronting significant challenges as several lens module manufacturers reportedly plan layoffs early in 2026, prompted by sluggish smartphone sales and...
Thursday 29 January 2026
Cmsemicon triggers MCU, NOR Flash price hikes of up to 50% in widening China chip cost cycle
Chinese microcontroller (MCU) supplier Cmsemicon has raised prices on its MCU and NOR Flash products by 15% to 50%, citing tighter chip supply and higher packaging and testing costs...
Thursday 29 January 2026
Semco and LG Innotek push into humanoid robot supply chain
As artificial intelligence (AI) technology advances, the robotics market is maturing rapidly. South Korean electronic component makers are reportedly viewing robots as their next growth...
Thursday 29 January 2026
Japan joins US Genesis Mission, partners with Nvidia and national labs to advance AI science
The Japanese government has agreed to become the first international partner in a US-led initiative accelerating scientific research through AI. According to media outlets including...
Thursday 29 January 2026
China advances system-level datacenter design through PCIe 6.x, CXL 3.x interconnect
In recent years, data center development has focused on boosting the performance of CPUs, GPUs, and other compute processors. As computing scale continues to expand, the incremental...
Thursday 29 January 2026
Why can't tech giants escape China's smartphone production grip?
Global technology companies, including Google, are increasingly shifting new product introduction (NPI) stages away from China to reduce geopolitical risks, with recent reports indicating...