Hydrogen power is expected to play a pivotal role in South Korea's smart grid as the country unveils its updated Nationally Determined Contribution (NDC) carbon reduction targets for 2035. Yet with resources and investments lagging behind other leading competitors, South Korea will need to reassess the role of hydrogen energy in sectors spanning power generation and transportation to heavy industry, if the country aims to see tangible results from advancing hydrogen power
Giga Computing, a subsidiary of Gigabyte Technology, has entered a strategic partnership with India-based electronics manufacturing services provider Syrma SGS Technology to begin local production of Gigabyte server products in Tamil Nadu, the companies announced on Thursday. The move aligns with India's "Make in India" policy and is intended to expand Giga Computing's supply chain footprint in South Asia
Alibaba Group's open-source Qwen model, recognized as a key player in the AI market, now forms the foundation of Singapore's large language model (LLM) SEA-LION. The latest version, Qwen-SEA-LION-v4, is based on Qwen3-32B
Samsung Display (SDC) is preparing to reposition Vietnam's Bac Ninh Province as a core base for its next-generation OLED business under a plan that shifts the facility from a general production site to a center for high-value display technologies. The blueprint was outlined during a November 24 meeting between Bac Ninh People's Committee chairman Pham Hoang Son and SDC Vietnam executive director Kang Ui-sik, according to local outlet Cafe Land and Korean media G-enews
India has ordered smartphone makers to pre-install a state-owned cybersecurity app on all new devices and push it to existing phones via software updates. The move is already drawing industry pushback over privacy implications
Google's expanding investment in custom AI accelerators is reshaping the high-bandwidth memory market and lifting Samsung Electronics and SK Hynix as demand for tensor processing unit-based systems rises in data centers
Artificial intelligence (AI) is fueling a DRAM supercycle, prompting South Korean securities firms to continuously raise their forecasts for Samsung Electronics' operating profit in 2026. Some projections now approach KRW90-100 trillion (approx. US$61.3-68.1 billion)
Samsung Electronics is undertaking one of its most significant internal restructurings in years as the company pushes to strengthen its artificial intelligence (AI) capabilities and regain momentum in the fast-growing HBM memory market. The overhaul includes converting its flagship research arm, the Samsung Advanced Institute of Technology, into a lab-based system and consolidating memory development teams under a new organization led by senior engineering executives
Tata Electronics is ramping up hiring and redesigning its Gujarat chip fab as it races to match Apple's fast-growing India production. The expansion comes amid soaring iPhone exports and mounting engineering challenges, underscoring the Tata Group's broader push to scale electronics and semiconductor manufacturing
Micron Technology is reportedly planning to invest JPY1.5 trillion(US$9.6 billion) to establish a new high-bandwidth memory (HBM) manufacturing facility at its Hiroshima campus, according to Nikkei. The initiative aims to increase production of advanced chips designed for artificial intelligence (AI) systems and to lessen the company's dependence on Taiwan amid growing concerns over global supply chain vulnerabilities
China's memory manufacturer CXMT, backed by government support, shifted to high-end technology development from 2025 and has introduced multiple next-generation DRAM products within a year, with performance approaching Samsung Electronics and SK Hynix
At the upcoming International Solid-State Circuits Conference (ISSCC) 2026 in February, Samsung Electronics and SK Hynix are set to unveil significant advances in high-performance memory. Samsung plans to showcase a redesigned 6th-generation high-bandwidth memory (HBM4) delivering 3.3TB/s of bandwidth, while SK Hynix will introduce its latest high-speed LPDDR6 and GDDR7 products
India will invest INR45 billion (approx. US$500 million) to modernise and expand the Semiconductor Laboratory (SCL) in Mohali, India's Union Electronics and IT Minister Ashwini Vaishnaw said during a review visit. The minister reaffirmed that SCL would "not be privatized" and would instead undergo a major upgrade aimed at significantly boosting domestic chip production and strengthening India's strategic semiconductor capabilities
Following the US ban on sales of Nvidia's high-end chips to China, expectations have grown that Baidu could rapidly emerge as a new force in China's AI chip sector and become the country's second major source of domestic compute capacity after Huawei
Google's success training the Gemini frontier model entirely on in-house TPUs has boosted confidence among China's tech giants. It strengthens the view that reducing Nvidia dependence is both viable and commercially sound, accelerating investment in domestic tensor-processor designs and other non-GPU accelerators
