Facing intensifying carbon-reduction pressures, traditional steelmaker POSCO Holdings has partnered with South Korean high-temperature water electrolysis firm Enforus to accelerate the domestic development of viable clean hydrogen production. Enforus aims to leverage advanced solid oxide electrolyzer cell (SOEC) technologies to meet rising market demands over the coming decade

China's storage industry is at a critical juncture. Surging AI workloads have fuelled a global shortage of high-bandwidth memory (HBM) and pushed storage to the forefront of the semiconductor market. Yet while overseas suppliers have filled HBM capacity through 2027, many Chinese vendors remain trapped in margin-draining price competition that limits innovation

Huawei founder Ren Zhengfei said artificial intelligence is poised to deliver the most significant industrial gains over the next three to five years, but he warned that the global supply of computing capacity may eventually exceed demand. Speaking in Shanghai, Ren also disclosed that Huawei has spent the last three years training more than 3,000 workers to support its advanced chip manufacturing operations as the company continues to navigate extensive US export restrictions

South Korea is racing to slash its more than 90% dependence on imported power semiconductors. Industry leaders warn that this reliance threatens the country's competitiveness in electric vehicles (EVs), data centers, and emerging mobility markets. Airport ground support equipment (GSE) has emerged as a strategic platform to validate and scale domestic power semiconductor technologies

Alibaba and Google have converged on a common view as the US tech giant re-engages in AI: a full-stack strategy is now the price of entry for large-model competition. Both stand among the few "super players" spanning AI chips, cloud infrastructure, foundation models, and large-scale applications

A newly released filing from China's National Intellectual Property Administration (CNIPA) shows Huawei submitted a patent in June 2022 outlining a method to achieve 2nm-class metal line patterning using only deep ultraviolet (DUV) lithography — potentially bypassing US export restrictions on advanced tools. The South China Morning Post reports the technique can create metal pitches under 21nm, a requirement typically met only with ASML's top-tier extreme ultraviolet (EUV) exposure systems, which remain off-limits to Huawei

The next stage in the artificial intelligence (AI) competition between China and the US will depend primarily on each country's ability to cultivate, attract, and retain top-tier talent rather than on a full technological separation. Despite geopolitical tensions and tighter immigration rules, both nations remain closely interconnected through the flow of skilled professionals and collaborations in AI research and development

CarUX, a subsidiary of Innolux, completed its acquisition of Japan's Pioneer and formalized the deal at a joint press conference in Tokyo on December 4, 2025. The companies stated that the integration will accelerate the development of next-generation smart mobility systems and enhance their ability to supply in-vehicle technologies to global automakers

Update: Samsung has since reached out to DIGITIMES and denied this report. The company also declined to provide more details

Moore Threads, billed as China's first domestic GPU stock, debuted on 5 December with a near fivefold jump from its issue price, becoming the STAR Market's largest IPO in 2025. The company issued 70 million shares at CNY114.28 each, equal to 14.89% of total equity, and expects net proceeds of CNY7.576 billion (approx. US$1.07 billion) to accelerate AI chip development

Samsung Electronics' latest-generation GDDR7 has received the 2025 Korea Technology Awards Presidential Award, and its importance is growing as Nvidia adopts the memory for AI inference GPUs

South Korean company Hanwha Systems announced the launch of a project to develop aerospace-grade transceiver chips, representing the first time South Korea has independently developed semiconductors for the aerospace sector—a significant step towards autonomous defense space technology

The US International Trade Commission (ITC) has issued its initial determination in Infineon's Section 337 case against China-based GaN supplier Innoscience. In a telling move that reveals the stakes of the dispute, both companies immediately declared victory

After meeting US President Donald Trump on December 3, 2025, Nvidia CEO Jensen Huang expressed uncertainty about whether China would accept the H200 AI chip if the US were to loosen its sales restrictions