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Monday 3 November 2025
Moore Threads secures CSRC approval for IPO, set to become China's first AI GPU listing

Chinese GPU maker Moore Threads has received CSRC approval for its IPO on Shanghai's STAR Market, marking a key milestone in the country's push to advance its domestic AI GPU industry. The CSRC approved the registration on October 30, according to Securities Times and Guancha.cn, prompting multiple listed firms to reveal their equity stakes and partnerships with Moore Threads

Monday 3 November 2025
Huawei server spin-off xFusion eyes IPO after four years of rapid growth

Singapore-based xFusion International (xFusion) is preparing for an IPO nearly four years after it separated from Huawei's x86 server division, according to Chinastarmarket.cn

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
Why SK Hynix skipped the fried chicken and beer summit

When Nvidia CEO Jensen Huang arrived in South Korea, global attention turned to a viral "chimaek" (fried chicken and beer) dinner on October 30 featuring Samsung Chairman Lee Jae-yong and Hyundai Executive Chair Chung Eui-sun. Yet, the spotlight shifted the following day to SK Group—and particularly its memory arm, SK Hynix, which co-headlined a landmark AI infrastructure deal that analysts have called a strategic win

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
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
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
What US-China trade breakthrough was reached in Busan?
US President Donald Trump and Chinese President Xi Jinping met in South Korea on October 30, 2025, to announce a trade agreement that paused months of escalating tensions between the two countries. The nearly two-hour meeting in Busan formalized a framework addressing tariffs, rare earth exports, and other key issues. Both leaders expressed cautious optimism about the future of economic relations