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Wednesday 27 August 2025
China reportedly turning to second-hand Nvidia A100, H100 GPUs after H20 ban
China's AI hardware market is facing an unexpected shake-up after authorities banned Nvidia's H20 accelerator, prompting a surge of second-hand AI training systems from overseas. Industry sources report that large volumes of retired high-end gear, particularly Nvidia A100 and H100 GPUs, are being stripped down and repurposed for inference, altering supply-demand balances and adding volatility to global supply chains
Wednesday 27 August 2025
China-based Cambricon posts surging 1H25 revenue as local AI chip demand soars
Chinese AI chip developer Cambricon Technologies reported a sharp turnaround in its first-half 2025 results, driven by booming demand for AI computing power
Wednesday 27 August 2025
South Korea, US deepen ties with focus on nuclear energy projects
South Korean and US companies signed a total of 11 agreements across various sectors, including shipbuilding, nuclear energy, aviation, liquefied natural gas (LNG), and minerals, during the recent Korea-US Business Roundtable in Washington, D.C. Four of these deals focused on nuclear energy, marking it as the largest category of cooperation
Wednesday 27 August 2025
TSMC leak case does not affect Taiwan-Japan chip cooperation, says board member
On August 25, 2025, at the Japan-Taiwan Innovation Summit, Paul Liu, National Development Council (NDC) Minister and a board member of TSMC, addressed the incident involving the suspected illegal acquisition of TSMC confidential information. It is currently known that an employee of Tokyo Electron (TEL) in Taiwan is involved in this case
Wednesday 27 August 2025
Toshiba and SICC collaborate on SiC technology; alliance with Rohm faces bottlenecks
Toshiba's semiconductor and electronic components subsidiary, Toshiba Electronic Devices & Storage, has reached a basic agreement with China's silicon carbide (SiC) wafer manufacturer SICC for improving SiC wafer quality and technical cooperation. The two parties will also explore the possibility of expanding SiC wafer supply in the future and continue negotiating specific collaboration details
Wednesday 27 August 2025
Samsung, SK Hynix face pivotal test as Nvidia targets 1Q26 for HBM4
South Korean media reports suggest Nvidia plans to complete final qualification tests for sixth-generation high-bandwidth memory (HBM4) in the first quarter of 2026, a milestone that could determine whether Samsung and SK Hynix secure positions in its supply chain
Wednesday 27 August 2025
South Korean telecos tackle challenges from AI-6G integration
The era of 6G is approaching, with the integration of AI becoming a central focus. South Korea's telecommunications industry emphasizes the interdependence between AI and networks: without intelligent networks, large-scale AI services cannot exist. However, many practical challenges remain to be overcome in implementation
Tuesday 26 August 2025
South Korean and US firms sign 11 agreements in shipbuilding, energy, and aviation during Lee’s visit to Washington
South Korean President Lee Jae-Myung's three-day trip to Washington began with a flurry of business deals, as companies from both countries signed 11 agreements and memoranda of understanding (MOUs) to expand cooperation across strategic industries
Tuesday 26 August 2025
6G represents more than a 5G upgrade: kicking off global race for AI autonomous networks
With the rapid advancement of AI technology, the global telecommunications industry is entering a new phase of transformation. The development of 6G networks will not merely be an upgrade from 5G, but will focus on network innovation tailored to AI services
Tuesday 26 August 2025
Seoul maps record US$25B R&D push for 2026: AI, green tech in focus
South Korea will allocate a record KRW35.3 trillion (approx. US$25.2 billion) to R&D in 2026, up 19.3% from a year earlier. The budget shift underscores a decisive break from the spending cuts under former President Yun Seok-yeol and highlights Seoul's renewed focus on artificial intelligence (AI), renewable energy, and other strategic technologies
Tuesday 26 August 2025
China launches NeoKylin V11, advancing homegrown operating system ambitions
China's domestic operating system sector took a significant step forward Monday with the launch of NeoKylin V11, the latest version of its homegrown OS, during the China Operating System Industry Conference held at the Zhongguancun International Innovation Center in Beijing
Tuesday 26 August 2025
Saudi AI startup Mumain begins construction of data centers ahead of 2026 launch
Saudi Arabia's artificial intelligence startup Mumain has started building its first data centers in Riyadh and Dammam, with operations expected to commence in early 2026, reports Bloomberg. The company's initiatives follow investment announcements made at the Saudi-US Investment Forum in May 2024
Tuesday 26 August 2025
Gemtek enters India with mmWave FWA, mass shipment in 2026
Taiwan-based networking manufacturer Gemtek Technology announced on August 25, 2025, that it has begun shipments of its latest 5G millimeter wave (mmWave) fixed wireless access (FWA) products, which will be deployed by a major telecom operator in India. This marks another milestone in Gemtek's efforts to expand its presence in the global high-speed broadband market
Tuesday 26 August 2025
Vinod Dham-advised VC eyes funding for more fab-side Indian startups
Bluehill VC is ramping up its investments in Indian startups developing fab-side technologies. The venture capital firm is advised by Intel veteran and "Father of the Pentium chip" Vinod Dham. This sector has received limited interest from most local investors so far
Tuesday 26 August 2025
Japan PM expected to announce US$68 billion investment target in India at upcoming summit
Japanese Prime Minister Shigeru Ishiba is set to announce a plan to invest JPY10 trillion (approximately US$68 billion) in India over the next decade during a summit with Indian Prime Minister Narendra Modi on August 29, 2025. This initiative aims to boost Japanese private sector expansion into India's AI and semiconductor industries, according to multiple reports, including Nikkei and NHK