The AI memory market is taking shape rapidly. China's Longsys has launched enterprise SOCAMM2 modules built on LPDDR5/5X, aiming to seize early opportunities in next-generation AI server demand. According to ETNews and industry sources, Nvidia has scrapped plans for SOCAMM1 and moved directly to the SOCAMM2 standard, with Samsung, SK Hynix, and Micron already engaged in sample qualification

China is moving aggressively into the high-performance DRAM market dominated by Samsung Electronics and SK Hynix, with its sights set on customized high-bandwidth memory (HBM). The push for self-sufficiency is forcing South Korea's chipmakers to rethink the risks of China's differentiated strategy

China announced it will no longer claim developing country benefits at the World Trade Organization, a move aimed at facilitating trade forum reforms. The decision addresses longstanding US concerns and could reshape global trade negotiations while affecting domestic industries that previously relied on preferential treatment

China is building the "Zhonghua Data Islands" AI compute hub in Wuhu, Anhui province, jointly run by Huawei, China Telecom, China Unicom, and China Mobile. Serving Shanghai, Hangzhou, Nanjing, and Suzhou across the Yangtze River Delta, the project carries a planned investment of CNY270 billion (US$38 billion)

Huawei has rolled out a three-year roadmap to take on Nvidia's supremacy in AI computing, conceding its chips still trail in raw performance. The Shenzhen giant is instead banking on its edge in networking, large-scale integration, and Beijing's policy support to compete at the system level—a strategy that speaks to Huawei's pragmatism in turning structural disadvantages into leverage

Hyundai Motor Group is stepping up efforts to expand its mobility business, investing in demand-responsive transit (DRT) platforms as part of its strategy to diversify beyond traditional vehicle development. The initiative aims to strengthen the company's role in the future mobility market while addressing social issues such as transportation disparities between urban and rural areas

Samsung is betting on advanced 1c DRAM-based HBM4 technology but remains constrained by 35% yields, while SK Hynix relies on stable production and Nvidia's trust to defend its lead. As Nvidia readies its Vera Rubin AI platform and tests cheaper GDDR7 alternatives, the rivalry between Korea's memory giants is reshaping the high-value market heading into 2026

Chinese panel manufacturer Tianma has introduced a new high-end OLED technology brand called "Tiangong Screen," which will debut globally on Oppo's next-generation flagship Find X9 series. The two companies have also signed an agreement to establish a joint laboratory, elevating their collaboration to the next level

Hanwha Semitech is stepping up its push into Taiwan's semiconductor supply chain, holding closed-door talks with Foxconn and ASE Holdings at SEMICON Taiwan 2025, according to South Korean media. Analysts see the move as part of Hanwha's drive to showcase its assembly equipment and capture orders from Taiwan's rapidly growing OSAT sector

At Huawei Connect 2025, the company rolled out a three-year roadmap for its Ascend chips alongside the debut of its Atlas 950 supernode. Rotating chairman Eric Xu warned that China's AI future can no longer hinge on single-chip performance, constrained as it is by advanced process limits. The way forward, he argued, is a "supernode + cluster" architecture — Huawei's bet on system-level design to secure scalable and sustainable compute

Over a decade ago, China's IT industry still heavily relied on imported chips and displays, but as of today, influenced by China-US geopolitical tensions, while the chips still depend on imports, the issue of the panel has effectively disappeared

The global boom in artificial intelligence is creating a stark divide in the semiconductor industry, with Taiwan's TSMC solidifying its dominance while rival Samsung Electronics falls further behind, according to new industry data

South Korea's Fair Trade Commission has approved the establishment of a joint venture between Shinsegae Group and China's Alibaba Group, a move that could potentially reshape the country's e-commerce landscape

LG Innotek has officially commenced operations at its newly completed V3 factory in Haiphong, Vietnam, effectively doubling its camera module production capacity. The expansion is part of the company's strategy to enhance its global leadership in the smartphone camera market amid intense competition from Chinese manufacturers

Renesas Electronics unveiled its latest semiconductor innovations at the Electronica India 2025 show in Bengaluru, highlighting both its global research and development contributions from India and the growing significance of the country in its long-term business strategy. The Japanese chipmaker showcased automotive microcontrollers (MCUs), system-on-chips (SoCs), and industrial IoT tools, with applications spanning infotainment, driver monitoring, zonal E/E architectures, and electric vehicles, according to Autocar Professional and The Economic Times