Goertek, a major Apple supply chain partner, is ramping up upstream AR/VR investments with a US$100 million deal to acquire UK-based microLED specialist Plessey Semiconductors. The move follows its HK$10.4 billion (US$1.33 billion) purchase of precision manufacturing assets in July, marking another step to overcome display technology bottlenecks in next-generation smart glasses

After vying for leadership in the high-bandwidth memory (HBM) market, South Korea's top memory chipmakers, Samsung Electronics and SK Hynix, are now racing to commercialize SOCAMM — a next-generation LPDDR-based DRAM module backed by Nvidia as a building block for future AI systems

Samsung Electronics is reviving its Z-NAND memory technology after a seven-year hiatus, positioning it as a high-performance solution for the growing demands of artificial intelligence (AI) workloads. Announced at the Future of Memory and Storage (FMS) Forum 2025 in the US, the move signals Samsung's renewed push into the premium enterprise storage segment

Beijing's push to restructure its fragmented semiconductor industry is running into sharp resistance. While the effort aims to strengthen domestic competitiveness and reduce foreign dependency, consolidation talks are stalling over valuation gaps, equity disputes, and politically charged local interests, highlighting how national ambition is being dragged down by fragmented governance