Backed by South Korea's Ministry of Science and ICT (MSIT) and the National IT Industry Promotion Agency (NIPA), a new cohort of Korean startups are accelerating their push into global markets, highlighting how "digital content" now extends far beyond traditional games and films into generative AI, extended reality (XR), human-machine interface (HMI), digital healthcare, and educational technology
Shanghai-based Iluvatar CoreX is moving closer to a Hong Kong listing, positioning itself as one of the most commercially advanced domestic contenders in China's push to build a self-sufficient AI computing stack
As Moore Threads completes its stock market debut, the capital market has been flooded with bullish rhetoric, from "a domestic GPU champion" to "China's Nvidia." The pitch is familiar and effective, blending domestic substitution, AI compute scarcity, national strategy, and the halo of a founding team with deep Nvidia roots
The South Korean government will pursue a dual-track strategy to become one of the world's top three AI powers, advancing both upgrades to domestically produced neural processing units (NPU) and support for advanced graphics processing units (GPU), while also accelerating the development of 6G networks
Competition in the GPU industry ultimately comes down to developer ecosystems. Against that backdrop, Moore Threads' inaugural MUSA Developer Conference (MDC 2025) on December 20-21 marked a clear pivot away from headline benchmarks toward ecosystem depth
Chinese chip resistor manufacturers have cut production by 10-60% amid oversupply, but major firms haven't, limiting recovery. Taiwanese firms expect improvements by late 2026
Nvidia is reportedly planning to resume shipments of its second-most powerful artificial intelligence chips to China before the Lunar New Year holiday in mid-February, underscoring how the US chipmaker is navigating shifting export controls while testing the limits of political approval in Washington and Beijing
Electricity costs for South Korea's domestic semiconductor manufacturing industry have reportedly surged, raising concerns over mounting cost pressures on chipmakers. Over the past four years, electricity consumption has risen by only about 9%, yet total electricity bills have more than doubled
China's AI race in 2025 has moved beyond brute-force model scaling. The contest now hinges on capital efficiency, infrastructure strength, and control of traffic gateways—a dynamic Wallstreetcn.com likens to a modern-day "Three Kingdoms" standoff
The Chinese subsidiary of Nexperia, the Dutch semiconductor manufacturer, has moved to secure wafer capacity from domestic suppliers to support production of key products in 2026, according to documents reviewed by Reuters. The shift underscores a widening rupture between the China operation and its European parent, as disputes over corporate governance and control continue to reshape the company's global supply chain
Samsung has recruited semiconductor veteran John Rayfield, formerly a vice president at AMD, to bolster its Exynos GPU and system IP roadmap, signaling a renewed effort to regain competitiveness in mobile and AI-focused SoC design
Samsung Electronics and SK Hynix are reportedly intensifying their competition to supply Nvidia's sixth-generation high-bandwidth memory (HBM), known as HBM4. The new HBM4 will be used in Nvidia's next-generation AI accelerator, Rubin, expected to launch in the second half of 2026
As the global automotive industry remains focused on tariff barriers and policy battles, Chinese automakers have quietly advanced their overseas strategies into a new phase, aiming for massive export volumes and deep ties to local markets
Samsung Electronics launched its first tri-fold smartphone, the Galaxy Z TriFold, in Taiwan on December 18. The company announced on December 19 that the entire initial shipment had sold out on launch day
