Samsung Electro-Mechanics is emerging as another beneficiary of the AI data center buildout, as demand for high-end capacitors and package substrates pushes parts of its component business closer to full capacity

SK Hynix is reportedly considering opening a Seoul office and sales operation inside SK Group's Seorin Building in Jongno, Seoul, a symbolic headquarters site for the conglomerate, according to Maeil Business Newspaper and Chosun Biz

CXMT's planned Shanghai listing is becoming more than a test of investor appetite for China's top DRAM maker. It is also putting a spotlight on whether the company's next phase of expansion can accelerate China's push to localize semiconductor equipment and materials

AMD CEO Lisa Su said the company is satisfied with its current CoWoS supply from TSMC, while noting that memory has become another pressure point in the AI chip supply chain

Japan and South Korea have agreed to deepen cooperation on energy security and supply chain resilience, placing crude oil, petroleum products, LNG, and critical industrial materials at the centre of a wider effort to manage geopolitical shocks from the Middle East to North Korea