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Tuesday 18 November 2025
South Korea solar growth lags government target; agrivoltaics seen as key solution
South Korea is seeking to expand renewable energy capacity to 100GW by 2030 as part of its accelerated decarbonization plans, with solar power positioned as a central pillar. Yet...
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,...
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...
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...
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...
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...
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...
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
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...
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...
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...

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...
Tuesday 18 November 2025
South Korea's OLED giants forecast a strong 2025 on rising TV and monitor demand

The outlook for South Korea's two major display makers—LG Display (LGD) and Samsung Display (SDC)—is strengthening as both...

Tuesday 18 November 2025
China's legacy chip dominance poses 'severe' threat, warns author of 'Chip War'
Chris Miller, the influential author of Chip War, is warning that while the West is focused on advanced AI, China is quietly weaponizing the market for older legacy semiconductors.