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Friday 31 October 2025
Nvidia's Jensen Huang commits quarter-million AI chips to push South Korea's AI frontier
Nvidia CEO Jensen Huang capped his week in Seoul with a sweeping series of agreements that could redefine South Korea's role in the global AI economy
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Sunday 2 November 2025
Samsung's Exynos 2600 chips challenge Apple and Qualcomm in early benchmarks
Samsung Electronics' next-generation application processor, the Exynos 2600, appears poised to reclaim the spotlight in the high-end smartphone chip market, with early benchmark tests suggesting it outperforms Apple's A19 Pro and Qualcomm's Snapdragon 8 Elite Gen 5 in multi-core performance
Sunday 2 November 2025
Nvidia strengthens South Korea ties, turning AI drive into geopolitical strategy
As world leaders gather for the APEC Summit in Gyeongju amid tense geopolitics, South Korea is quietly taking on a new strategic role in the global AI race. Nvidia CEO Jensen Huang's landmark decision to allocate 260,000 of its latest Blackwell-architecture GPUs to Korea's top companies, including Samsung, SK, Hyundai Motor, and Naver Cloud, marks one of the most concentrated AI infrastructure deployments ever made in a single country
Saturday 1 November 2025
Jensen Huang's Seoul dinner with Samsung, Hyundai chiefs sparks 'AI Korea' speculation
Nvidia CEO Jensen Huang met with Samsung chairman Lee Jae-yong and Hyundai Motor Group chairman Chung Eui-sun for a 70-minute dinner at Kkanbu Chicken in Seoul's Gangnam district on October 30, 2025. After the meal, the trio appeared together at the GeForce Gamer Festival, celebrating the 25th anniversary of GeForce's debut in South Korea and demonstrating their close rapport
Saturday 1 November 2025
Japan accelerates HAPS and Ka-band networks as South Korea eyes LEO self-reliance

Both Japan and South Korea are accelerating plans for Non-Terrestrial Networks (NTN), aiming to expand satellite-based communications beyond traditional ground infrastructure. In the early stages, both nations collaborated with Starlink, but Japan has outpaced South Korea in developing mobile direct-to-satellite services

Saturday 1 November 2025
China’s rare earth squeeze reaches a turning point in the global tech standoff
Rare earth elements (REEs), comprising 17 chemical elements including the 15 lanthanides from lanthanum (La, atomic number 57) to lutetium (Lu, 71), plus scandium and yttrium, are essential materials with unique optical, electrical, magnetic, and catalytic properties. Often called "industrial vitamins" or "industrial gold," REEs are indispensable in many high-tech industries
Friday 31 October 2025
Samsung Electro-Mechanics posts strong 3Q25 results, eyes double-digit MLCC growth in 2026
Samsung Electro-Mechanics has reported robust financial results for the third quarter of 2025 and projects sustained strong demand for multilayer ceramic capacitors (MLCCs) in 2026, driven by AI servers and automotive electronics. The company aims to achieve double-digit growth next year
Friday 31 October 2025
50,000 Nvidia GPUs power Samsung's dawn of AI-manufacturing
Nvidia and Samsung Electronics have announced plans for an "AI Factory," a next-generation semiconductor manufacturing hub powered by over 50,000 Nvidia GPUs. The initiative marks a major leap in their 25-year partnership, evolving from memory supply and GPU collaboration into AI-driven chip production. Announced at the APEC Summit, the project embodies what Nvidia CEO Jensen Huang called "the dawn of the AI industrial revolution," where accelerated computing and semiconductor fabrication merge into one ecosystem
Friday 31 October 2025
Column: How Taiwan recyclers gain from China's rare earth curbs?
China's expanded rare earth export controls, now including semiconductors, heighten global strategic risks while offering Taiwan's firms a chance to boost sustainable material recovery technologies
Friday 31 October 2025
China's CXMT cracks LPDDR5X speed barrier, posing a new test for Samsung and SK Hynix

Chinese memory maker ChangXin Memory Technologies (CXMT) has started mass production of LPDDR5X DRAM, marking a milestone in China's high-performance memory development. The company said its latest LPDDR5X modules reach speeds of 10,667Mbps, matching SK Hynix's premium chips launched in October 2024. This achievement marks China's first successful mass production at this performance tier and signals its growing self-reliance in advanced semiconductor memory manufacturing

Friday 31 October 2025
AMD ties pay off: Tongfu Microelectronics reaps AI-driven profit surge
Tongfu Microelectronics, a leading Chinese semiconductor packaging and testing firm, posted record revenue and profit in the third quarter of 2025. Revenue for the first three quarters reached CNY20.116 billion (approx. US$2.83 billion), with net profit attributable to the parent company at CNY860 million. Third-quarter net profit rose 95% year-over-year, signaling a strong rebound in market demand
Friday 31 October 2025
Trump-Xi Busan deal pauses G2 trade war, but doubts linger
In April 2025, US President Donald Trump escalated the trade conflict with China by threatening tariffs as high as 145%, prompting a fierce response from Beijing, vowing to fight to the end. Following a rare direct meeting in Busan, South Korea, the two leaders reached a tentative agreement that could signal a pause in the hostilities, though doubts remain over its durability
Friday 31 October 2025
Commentary: Trump-Xi meeting leaves core tech conflicts unresolved
After months of speculation, US President Donald Trump and Chinese President Xi Jinping met on October 30, 2025, at South Korea's Gimhae Air Base in Busan. As many analysts predicted, the two leaders steered clear of the Taiwan question and instead focused on easing specific trade frictions, including restrictions on US soybean exports to China and Chinese rare earth shipments to the United States
Friday 31 October 2025
China's high-end lithography imports shrink, unit prices soar
As the United States further tightens export controls on advanced semiconductor tools to China, customs data is revealing how the industry is adjusting. China's semiconductor equipment imports are shifting toward a "fewer but higher-end" strategy, with lithography tool volumes declining even as prices surge. The trend marks a calculated move toward selective, high-value procurement and greater technological control
Friday 31 October 2025
Samsung Foundry rebounds on Tesla, Qualcomm orders
Samsung Electronics' foundry unit has recently secured major customer orders, signaling a recovery in progress. With clients like Tesla and Qualcomm joining, the company appears poised to move into a full rebound phase
Friday 31 October 2025
Beijing’s orbit of influence expands with Pakistan’s latest satellite launch

China successfully launched its Kinetica-1 rocket this week, sending two Zhongke satellites and Pakistan's PRSC-HS1 remote-sensing satellite into orbit — the third Pakistani satellite China has helped deploy since 2025. The mission underscores Beijing's deepening cooperation with Islamabad in space and its growing ambitions in the global commercial launch market