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Monday 8 June 2026
Nvidia-Microsoft AI PC alliance raises fears of South Korea being sidelined in next AI era
Nvidia and Microsoft have teamed up to launch RTX Spark, an AI PC superchip that could reshape personal computer architecture and intensify competition for AI leadership, according to South Korean media, including Edaily. The partnership is also raising concerns in South Korea about its role in the next phase of the global semiconductor and AI market
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Tuesday 9 June 2026
YMTC returns to South Korea's consumer SSD market after four-year absence
Yangtze Memory Technologies Co. (YMTC) is bringing its consumer SSD brand ZHITAI back to South Korea after a four-year absence, as major memory makers devote more resources to high-bandwidth memory and enterprise storage
Tuesday 9 June 2026
HiSilicon chip price hikes put China's AI compute supply chain back in focus
Huawei's chip design arm HiSilicon Technologies has reportedly raised prices for some products, drawing market attention as China's semiconductor sector shows signs of recovery after a prolonged downturn
Tuesday 9 June 2026
LG Innotek expands Vietnam substrate plant as AI servers strain RF-SiP supply
LG Innotek is expanding semiconductor substrate production in Vietnam as rising demand for server components reshapes capacity across the substrate industry, fueling expectations that supply of RF-SiP substrates used in premium smartphones could tighten
Monday 8 June 2026
China introduces energy standards to curb growing EV size and weight
China's electric vehicles have become larger, heavier, and increasingly luxurious over the past decade. Now, regulators are signaling that the industry's era of unchecked expansion may be coming to an end
Monday 8 June 2026
Dreame under scrutiny for breakneck expansion pace and state-owned funding
A city in China has begun investigating the connections between its local companies and Dreame Technology, a Chinese company known for its robot vacuum cleaners that has reportedly spun off nearly 1000 affiliated companies within 18 months. The move follows a wave of online scrutiny over Dreame's business model, particularly its reliance on local state-owned funding while it aggressively seeks to expand into an expansive range of technology sectors
Monday 8 June 2026
China analog IC maker Shanghai Belling raises prices by up to 30%, signaling chip market recovery
Shanghai Belling, a Chinese analog IC supplier, has announced price adjustments for some of its products starting June 9, 2026, with increases ranging from 10% to 30%. The move is widely seen as a notable step in a fresh round of price adjustments by one of China's most established analog chipmakers
Monday 8 June 2026
China launches prefabricated power hub to speed data centers, cut costs

China has launched what state media described as the world's first prefabricated computing-power hub, a modular power system designed to shorten data-center construction times and reduce land and infrastructure costs as demand for computing capacity rises

Monday 8 June 2026
NTT taps Korean, Taiwanese partners for JPY70 billion-plus IOWN fund

NTT plans to establish an investment fund of more than JPY70 billion (approx. US$440 million), with major South Korean and Taiwanese partners to accelerate the international expansion of IOWN, its next-generation communications platform based on optical technology, Yomiuri reported

Monday 8 June 2026
Nvidia and LG Group team up on AI factory, robotics, and autonomous driving in expansive Korea partnership
Nvidia and LG Group announced a wide-ranging partnership on June 7 covering AI factory infrastructure, home robotics, autonomous driving components, and sovereign AI model development, making it one of the broadest single-company collaborations Nvidia has announced during Jensen Huang's South Korea visit
Monday 8 June 2026
India tablet market grows despite memory cost pressure
India's tablet market grew 5% year-over-year in the first quarter of 2026, even as memory prices rose and macroeconomic conditions remained uncertain. For global consumers and manufacturers, the results suggest sustained demand for larger, more capable tablets, alongside stronger local production and exports that could shape regional supply chains
Monday 8 June 2026
Wingtech sues Nexperia's Dutch entities as cross-border control dispute deepens
Wingtech has launched a lawsuit in China against Nexperia's Dutch entities and related parties, intensifying a dispute that could affect semiconductor supply chains, corporate governance, and cross-border investment rules for customers and investors worldwide. The case adds another layer to a legal battle already spanning China and the Netherlands
Monday 8 June 2026
Naver to build gigawatt-scale AI factories on Nvidia platform as Korea's sovereign AI push accelerates
Naver and Nvidia announced on June 7 that the South Korean internet company will expand its AI infrastructure using Nvidia's DSX platform, starting at 55 megawatts and targeting gigawatt-scale deployment. The expansion begins at Naver's GAK Sejong data center in Sejong, South Korea
Monday 8 June 2026
Nvidia and SK Hynix announce multiyear memory partnership covering AI servers, PCs, and robotics
Nvidia and SK Hynix formally announced a multiyear technology partnership on June 7 at SK's Seorin Building in Seoul, during Jensen Huang's third public meeting with SK Group chairman Chey Tae-won on this Korea trip. The agreement covers next-generation memory co-development across Nvidia's full product roadmap and extends into semiconductor design, AI factory infrastructure and digital manufacturing
Monday 8 June 2026
Nvidia and Doosan expand ties to target robotics and AI factory infrastructure
Nvidia and Doosan Group are widening their collaboration to develop physical AI, robotics, and AI factory infrastructure that could shape industrial automation worldwide. The effort spans robotics, heavy equipment, power systems, and advanced materials, highlighting how global AI growth is increasingly tied to manufacturing, energy, and data center supply chains
Monday 8 June 2026
Nvidia, SK Telecom plan gigawatt-scale AI cloud in Korea
According to Nvidia's press release, SK Telecom plans to build a gigawatt-scale AI cloud in Korea, with the first AI factory set to go online in 2027. The project signals how telecom operators may evolve into global AI infrastructure providers, shaping access to computing capacity, energy use, and industrial AI deployment