CONNECT WITH US
Friday 12 December 2025
Huawei and YMTC expand into South Korea’s consumer SSD market following Micron’s exit

Huawei is moving to capitalize on a tightening consumer solid-state drive (SSD) market in South Korea, introducing new products this month as established suppliers raise prices and Micron prepares to exit the segment. The shift, driven by surging demand for enterprise products supporting artificial intelligence (AI) data centers, is pushing South Korean PC makers to seek alternative suppliers, potentially opening the door for Chinese brands

LATEST STORIES
Monday 15 December 2025
Global automotive supply chains split into two competing ecosystems
The global automotive supply chain is undergoing significant restructuring driven by geopolitical tensions, particularly between the US and China. This confrontation has extended beyond trade into technology sectors, including chips, algorithms, and electronic control architectures, resulting in the emergence of two incompatible technical ecosystems. This division is compelling industry players to re-evaluate supply chain strategies amid growing concerns over reliance on Chinese components
Monday 15 December 2025
Samsung pushes new thermal packaging to win back Qualcomm and Apple

Samsung Electronics is positioning a proprietary thermal management technology for external clients as it seeks to reclaim foundry market share from TSMC. The South Korean company plans to offer its Heat Path Block solution to third-party chip designers after validating the system in its upcoming Exynos 2600 processor, according to local media reports

Monday 15 December 2025
SK Hynix reportedly eyes low-power DRAM foundry to fend off China memory surge
SK Hynix's rumored plan to enter low-power DRAM contract manufacturing for the first time is drawing industry attention, amid speculation that the move is driven by intensifying competition from China's fast-advancing memory suppliers. The shift could have ripple effects for Taiwanese foundries that currently handle much of South Korea's fabless memory output
Saturday 13 December 2025
South Korea races to scale nuclear fusion with compact reactors
Amid a global push for carbon neutrality and soaring electricity demand, nuclear fusion is moving back into the spotlight—not as a distant scientific aspiration, but as a potential near-term solution. With major reactor projects delayed and energy needs growing, countries are reassessing the traditional Tokamak-based R&D path and seeking faster, more agile alternatives
Friday 12 December 2025
Nvidia-certified acquisition positions Lens Technology for rapid expansion in AI servers
Amid the global AI surge, Lens Technology acquired PMG International to gain a 95.1% stake in Yuans Technology, an Nvidia-certified supplier specializing in liquid cooling and server racks. This strategic move enhances Lens's capabilities in AI server hardware, complementing its consumer electronics expertise
Friday 12 December 2025
China's transformer makers expand capacity in green energy upgrades
The global power equipment supply chain is facing a transformer shortage due to the unrelenting AI data center construction and demand for renewable energy. Delivery times for key equipment have been significantly extended, with some large transformers requiring as long as 24 months. This not only tests grid resilience but also creates challenges for major tech firms urgently seeking new power capacity
Friday 12 December 2025
Advantech expands AI ITS platform across key South Korean cities
Advantech is accelerating deployment of its end-to-end intelligent transportation system (ITS) platform as global demand for smart traffic infrastructure rises. The company has expanded its footprint across South Korea through projects in Busan, Jeju, Incheon, Gwangju, Anyang, and Daegu, delivering systems for pedestrian–vehicle coordination, school zone safety alerts, and intersection conflict detection
Friday 12 December 2025
Rapidus secures Canon, SoftBank backing for 2nm chip ambitions
Canon has reportedly entered final negotiations to invest in a state-backed chipmaker, while SoftBank prepares to increase its financial support, marking a significant step in Japan's bid to revitalize its semiconductor industry. Kyodo News reported that the funding aims to support mass production of 2nm chips at the Chitose plant in Hokkaido by the second half of fiscal 2027 and establish a foundation for future 1.4nm manufacturing
Friday 12 December 2025
Samsung's TM Roh to reportedly hold surprise CES meeting with Micron CEO on DRAM supply
Samsung Electronics is reportedly preparing for urgent negotiations with Micron Technology at CES 2026 in Las Vegas, as surging mobile DRAM prices and tightening supply threaten to disrupt production plans for the upcoming Galaxy S26, according to South Korean media reports
Thursday 11 December 2025
China's auto sector faces major reshuffling as subsidies end and sales slump
Passenger vehicle retail sales in China declined by 8% year-over-year in November 2025, the largest drop in nearly a year and the first negative growth period since 2023, according to data from the China Passenger Car Association (CPCA). This downturn signals early signs of a significant industry reshuffle triggered by the withdrawal of longstanding subsidy programs
Thursday 11 December 2025
Nvidia says no concrete evidence yet in alleged DeepSeek GPU smuggling case
Chinese artificial intelligence startup DeepSeek is under scrutiny for allegedly circumventing US export restrictions by illegally acquiring thousands of Nvidia's Blackwell architecture GPUs. Nvidia acknowledged the situation but said it had no concrete evidence and would investigate all available leads
Thursday 11 December 2025
China's polysilicon glut triggers US-backed supply chain realignment

China's dominance of the global polysilicon market is forcing the industry into two divergent paths: domestic consolidation to manage a swelling glut, and US-backed overseas production to diversify supply chains. The trend highlights a deepening geopolitical divide over a material essential to both solar manufacturing and high-purity semiconductor applications

Thursday 11 December 2025
ZTE hit by US foreign bribery probe with fines exceeding US$1bn
Chinese telecom equipment maker ZTE Corp. is again under regulatory scrutiny, as the US Department of Justice (DOJ) investigates alleged foreign bribery that could lead to more than US$1 billion in fines, Reuters reported. The Foreign Corrupt Practices Act (FCPA) probe covers ZTE's activities in Latin America and other regions, raising the risk of fresh penalties and the possible reinstatement of export restrictions if talks fail
Thursday 11 December 2025
UiPath highlights Taiwan's competitiveness in Asia-Pacific AI agent surge
Asia-Pacific enterprises are rapidly advancing AI adoption, with investments expected to grow from nearly US$90 billion in 2025 to US$176 billion by 2028, primarily focused on building agentic AI systems. On December 9, UiPath outlined six key AI agent development trends for 2026 in Taiwan, emphasizing the country's leadership in the manufacturing and finance sectors as a model for global AI governance, deployment, and advancement
Thursday 11 December 2025
US eases H200 curbs, but China may no longer need the chip, says DIGITIMES analyst
In the latest episode of Tech Insights, DIGITIMES analyst Luke Lin argues that Washington's decision to lift export restrictions on Nvidia's H200 accelerator to China signals a shift toward managing dependency rather than forcing decoupling. Yet he stresses an overlooked reality: China may no longer feel compelled to buy the H200 at all