Samsung Electronics and SK Hynix, which control about 70% of the global DRAM market, signalled in recent IR meetings with global investment banks that they will not pursue aggressive supply expansion. Their cautious stance comes as DRAM shortages widen from servers to PCs and smartphones

Samsung Electronics' Device Solutions (DS) division will continue negotiating mobile DRAM supplies on a quarterly basis with its Mobile eXperience (MX) division, despite ongoing memory shortages and surging prices, according to reports from the Seoul Economic Daily and Nate. This approach aims to enhance DS's profitability but increases cost pressures on the MX division ahead of the Galaxy S26 series launch

The US government has reduced the tariff rate on imports from South Korea to 15%, retroactive to November 1, 2025, following South Korea's approval of major investment commitments in the US, according to Commerce Secretary Howard Lutnick. The adjustment applies to multiple products, including automobiles

South Korea is facing a sharp rise in industrial technology leakage cases, with incidents increasing nearly 50% year-over-year amid growing risks of Chinese attempts to steal proprietary technologies. Key sectors such as rechargeable batteries and semiconductors—where South Korea holds exclusive expertise—are under heightened pressure from increasingly sophisticated, organized, and international espionage efforts

Samsung Electro-Mechanics is set to increase its AI server multilayer ceramic capacitor (MLCC) production by expanding capacity at its Calamba City plant in the Philippines starting early 2026, as utilization rates at its current factories approach full capacity. This expansion aims to support the growing demand in the AI supply chain

Hydrogen power is expected to play a pivotal role in South Korea's smart grid as the country unveils its updated Nationally Determined Contribution (NDC) carbon reduction targets for 2035. Yet with resources and investments lagging behind other leading competitors, South Korea will need to reassess the role of hydrogen energy in sectors spanning power generation and transportation to heavy industry, if the country aims to see tangible results from advancing hydrogen power

Giga Computing, a subsidiary of Gigabyte Technology, has entered a strategic partnership with India-based electronics manufacturing services provider Syrma SGS Technology to begin local production of Gigabyte server products in Tamil Nadu, the companies announced on Thursday. The move aligns with India's "Make in India" policy and is intended to expand Giga Computing's supply chain footprint in South Asia

Alibaba Group's open-source Qwen model, recognized as a key player in the AI market, now forms the foundation of Singapore's large language model (LLM) SEA-LION. The latest version, Qwen-SEA-LION-v4, is based on Qwen3-32B

Samsung Display (SDC) is preparing to reposition Vietnam's Bac Ninh Province as a core base for its next-generation OLED business under a plan that shifts the facility from a general production site to a center for high-value display technologies. The blueprint was outlined during a November 24 meeting between Bac Ninh People's Committee chairman Pham Hoang Son and SDC Vietnam executive director Kang Ui-sik, according to local outlet Cafe Land and Korean media G-enews

India has ordered smartphone makers to pre-install a state-owned cybersecurity app on all new devices and push it to existing phones via software updates. The move is already drawing industry pushback over privacy implications

Google's expanding investment in custom AI accelerators is reshaping the high-bandwidth memory market and lifting Samsung Electronics and SK Hynix as demand for tensor processing unit-based systems rises in data centers

Artificial intelligence (AI) is fueling a DRAM supercycle, prompting South Korean securities firms to continuously raise their forecasts for Samsung Electronics' operating profit in 2026. Some projections now approach KRW90-100 trillion (approx. US$61.3-68.1 billion)

Samsung Electronics is undertaking one of its most significant internal restructurings in years as the company pushes to strengthen its artificial intelligence (AI) capabilities and regain momentum in the fast-growing HBM memory market. The overhaul includes converting its flagship research arm, the Samsung Advanced Institute of Technology, into a lab-based system and consolidating memory development teams under a new organization led by senior engineering executives

Tata Electronics is ramping up hiring and redesigning its Gujarat chip fab as it races to match Apple's fast-growing India production. The expansion comes amid soaring iPhone exports and mounting engineering challenges, underscoring the Tata Group's broader push to scale electronics and semiconductor manufacturing