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Tuesday 16 December 2025
Samsung steadies 12-Layer HBM3E, eyes larger Google TPU orders
Samsung Electronics has reportedly stabilized the performance of its 12-layer high-bandwidth memory, a development that could allow the company to expand shipments to Google's artificial intelligence accelerators as competition intensifies in the market for advanced memory used in AI chips, according to South Korean media
Tuesday 16 December 2025
China's chip resilience: Naura M&A, ACM's HBM push defy US export controls
Escalating US-China tech rivalry and the politicization of the supply chain are accelerating a structural transformation in the global semiconductor equipment sector. While the US and its allies use stringent export controls to reshape the advanced node industry order, China's semiconductor industry is aggressively pursuing self-sufficiency across equipment, materials, and processes to mitigate reliance on foreign suppliers
Tuesday 16 December 2025
Apple braces for DRAM cost surge as Korean suppliers reprice contracts
Apple is facing renewed cost pressure as its long-term DRAM supply contracts with South Korean memory makers approach expiry in January 2026, heightening concerns that higher component costs could spill over into its next generation of devices
Tuesday 16 December 2025
Taiwan, South Korea strengthen startup ties at COMEUP 2025
Taiwanese startup accelerator AppWorks and South Korea's SparkLabs participated in COMEUP 2025, a prominent startup event in Seoul, underscoring growing collaboration between the two Asian technology hubs. Both economies aim to help startups overcome geographic barriers and jointly expand their presence in global markets as artificial intelligence gains momentum worldwide
Tuesday 16 December 2025
SenseTime's Seko 2.0 ties AI video breakthrough to Cambricon chips, signaling China's multimodal push

SenseTime has released Seko 2.0, which it describes as the industry's first multi-episode video generation agent, marking a step beyond short AI clips toward longer, more coherent video content

Tuesday 16 December 2025
South Korea lures global chip capital at COMEUP 2025 as Middle East investors step in

South Korea is emerging as a focal point for global semiconductor investment as domestic AI chip startups attract growing interest from Middle Eastern sovereign funds, underscoring a shift in where capital and talent are converging in the next phase of the chip industry

Tuesday 16 December 2025
China's EV lead faces battery recycling crisis and geopolitical squeeze
The global automotive electronics and electrification (E/E) landscape has shifted from a simple race for technological supremacy to a high-stakes geopolitical arena spanning Europe, the United States, and China. At the heart of this competition lies the lithium battery—both the most valuable and most sensitive component of the modern EV industry
Monday 15 December 2025
South Korea's nuclear fusion ambitions face regulatory roadblock
As South Korea accelerates its push to advance nuclear fusion research and move toward commercialization, experts are warning that the country's existing regulatory framework—largely designed for nuclear fission—could slow progress and undermine competitiveness
Monday 15 December 2025
SK Hynix taps ASMPT for HBM4 TC bonders amid Hanmi-Hanwha patent clash

SK Hynix has reportedly placed a new order for thermal compression (TC) bonders with Singapore-based ASMPT as it accelerates preparations for HBM4, underscoring both the strategic importance of advanced packaging equipment and rising complexity in the TC bonder supply chain amid a patent dispute between South Korean rivals Hanmi Semiconductor and Hanwha Semitech. The move reflects SK Hynix's broader push to diversify critical equipment suppliers while aligning with Nvidia's next-generation AI roadmap

Monday 15 December 2025
SK Hynix leads Samsung by 3-4 months, begins supplying paid HBM4 samples
Latest media reports state that SK Hynix has completed the final verification phase for customer samples of its 12-layer sixth-generation high-bandwidth memory (HBM4) prior to mass production. The Korea Herald reported that SK Hynix has effectively entered the mass production process for its 12-layer HBM4 products and is supplying customers with more than 20,000–30,000 paid HBM4 samples. After establishing a global 12-layer HBM4 mass production system in September 2025, SK Hynix finalized a 2026 HBM4 supply contract with Nvidia and has begun production, according to Deal Site and other South Korean media. Meanwhile, Samsung Electronics is approximately three to four months behind schedule
Monday 15 December 2025
HDD prices see largest increase in eight quarters, with surging demand in China and US markets
The traditional hard disk drive (HDD) market experienced a rare sharp price surge in recent years. In contract price negotiations for the fourth quarter of 2025, HDD product prices were finalized with a quarter-over-quarter increase of approximately 4%, marking the highest growth rate in the past eight quarters
Monday 15 December 2025
Samsung courts AMD for 2nm chips as foundry recovery hinges on new orders
Samsung Electronics is reportedly in talks with Advanced Micro Devices about producing next-generation chips using its second-generation 2nm process, as the South Korean technology group seeks to secure major customers and revive its loss-making foundry business, according to industry sources and reports from South Korea's Seoul Economic Daily and G-enews
Monday 15 December 2025
Huawei takes HarmonyOS PCs into Enterprise beta, testing China's dual-OS future
China has accelerated its push for technological self-reliance, with standard-setting now extending from hardware into software. Huawei recently announced that the HarmonyOS PC Enterprise Edition has entered beta testing, alongside the launch of the Huawei Qingyun HM740 running the new system
Monday 15 December 2025
South Korea mandates 5G standalone conversion in spectrum renewals, bucking cautious global rollout
South Korea has decided to make full 5G standalone (SA) deployment mandatory for mobile operators as a condition for renewing expiring 3G and LTE spectrum licenses, marking one of the strongest regulatory pushes globally to accelerate the transition beyond non-standalone (NSA) 5G
Monday 15 December 2025
Nvidia reportedly considers expanding H200 AI chip production amid potential surge in Chinese demand
Following the Trump administration's recent easing of export restrictions on Nvidia's H200 artificial intelligence (AI) chips to China, several Chinese technology firms, such as Alibaba and ByteDance, have reportedly expressed significant interest in placing large-scale orders. Nvidia is now evaluating whether to increase production capacity of the H200 chips to meet this potential surge in demand, according to Reuters, citing unnamed sources