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Thursday 6 November 2025
Japan's CODA demands OpenAI halt use of protected works for AI training amid growing dispute
The Content Overseas Distribution Association (CODA) of Japan has formally requested that OpenAI cease using Japanese copyrighted materials to train its artificial intelligence (AI) models and respond transparently to related allegations
Wednesday 5 November 2025
Micron's reported HBM4 delay could cede AI chip advantage to Samsung and SK Hynix
Micron Technology is reportedly redesigning its sixth-generation high-bandwidth memory (HBM4) after facing yield and performance issues, a setback that could push back supply until 2027
Wednesday 5 November 2025
Commentary: Jensen Huang's South Korea charm offensive signals Nvidia's Asia pivot
When Nvidia CEO Jensen Huang sat down for fried chicken and beer with Samsung's Lee Jae-yong and Hyundai's Chung Eui-sun on a Gyeongju street corner, the casual dinner quickly went viral across South Korea. The scene captured something larger than corporate networking: Nvidia's calculated pivot toward Asia's most agile technology hub
Wednesday 5 November 2025
SK Hynix redefines AI memory architecture with 2031 'full stack' vision
At the SK AI Summit 2025 in Seoul on November 3, 2025, SK Hynix CEO Kwak Noh-jung announced a major strategic overhaul, revealing plans to transform the South Korean memory maker from a traditional component supplier into a "Full Stack AI Memory Creator." The company outlined a roadmap through 2031 that details next-generation HBM, DRAM, and NAND solutions designed for artificial-intelligence applications
Wednesday 5 November 2025
Trump pauses China port fees but leaves room to negotiate
Since beginning his second term, US President Donald Trump has repeatedly used tough rhetoric in both domestic and foreign policy, signing numerous controversial executive orders. Following a meeting with Chinese President Xi Jinping at the APEC summit, Trump and Xi agreed to suspend the port fees on Chinese-made ships and Chinese shipowners for one year
Wednesday 5 November 2025
Foxconn chair calls for Taiwan-Japan EV alliance
Foxconn Technology Group Chairman Young Liu called for closer collaboration between Taiwan and Japan in electric vehicle development, saying the two sides can combine their strengths to gain an edge in the global EV race
Wednesday 5 November 2025
Musk highlights spec differences between Tesla AI5 chips made by TSMC and Samsung
Following Tesla's announcement that the AI5 chip will be produced by both Taiwan Semiconductor Manufacturing Company and Samsung Electronics, CEO Elon Musk explained the slight differences in specifications for the two versions. The chips will be manufactured at TSMC's Arizona facility and Samsung's Taylor, Texas plant, underscoring Tesla's dual-fab approach to enhance supply chain resilience and manufacturing flexibility
Wednesday 5 November 2025
Nexperia warns clients of supply halt and quality risks at China plant amid dispute
Dutch chipmaker Nexperia is warning clients that shipments from its Chinese factory are halted indefinitely. The company also says it cannot guarantee the quality of products from the plant, according to a letter obtained by Reuters. The alert comes amid a growing dispute between the Netherlands and China over control of the factory. Beijing has accused The Hague of blocking efforts to solve the problem
Wednesday 5 November 2025
Samsung's Taylor fab preparation signals EUV expansion as ASML assembles specialized team
Samsung Electronics appears to be accelerating its US wafer fabrication plans, with global semiconductor equipment leader ASML reportedly assembling a dedicated team to support the company's EUV lithography operations at its Taylor, Texas, facility. Industry observers interpret this as a clear signal that the Taylor fab is entering the final stages of operational readiness
Wednesday 5 November 2025
SK Group, backed by OpenAI's Sam Altman, puts efficiency at the core of its AI expansion
SK Group held the SK AI Summit 2025 to demonstrate its AI strengths in semiconductors, energy solutions, AI data centres, and AI agent services. Chairman Chey Tae-won said that as global demand for computing power accelerates, "efficiency" will be the key driver of future AI competition
Wednesday 5 November 2025
China reportedly ties Nexperia negotiations to CEO reinstatement and asset unfreeze

Talks between China and the Netherlands over Nexperia have made notable progress, attracting scrutiny from the European Union. EU Trade Commissioner Maros Sefcovic said on November 3 that Brussels is closely following negotiations concerning the Chinese-owned semiconductor maker

Wednesday 5 November 2025
Nintendo raises global sales forecast for Switch 2 following strong early performance
Nintendo has increased its global sales forecast for the Nintendo Switch 2 to 19 million units for fiscal 2025, marking a significant rise from its initial target of 15 million units. The revised projection, announced on November 4, accompanies upgraded revenue and profit expectations for the period spanning April 2025 to March 2026
Wednesday 5 November 2025
US Treasury Chief hints Nvidia's Blackwell chips could one day reach China, but not right now

US Treasury Secretary Scott Bessent has suggested that the government may eventually permit Nvidia's high-end Blackwell-architecture chips to be sold to Chinese companies, while also hinting at a possible 2026 meeting between President Donald Trump and Chinese President Xi Jinping

Wednesday 5 November 2025
AI drives memory price spike; Xiaomi braces for cost shock, GigaDevice cashes in
Since early 2025, global memory and storage chip prices have surged past industry expectations. Analysts say booming demand for AI infrastructure and high-performance servers is driving the rally, pushing costs quickly down the supply chain. Smartphone and PC makers are already under mounting cost pressure, a trend likely to extend into 2026
Wednesday 5 November 2025
China's chipmakers cash in on localization momentum
China's semiconductor sector is entering a structural growth phase in 2025, fueled by persistent demand from artificial intelligence (AI), electric vehicles (EVs), and advanced manufacturing