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Thursday 6 November 2025
From Seoul to Munich: Nvidia's AI sovereignty goes global
In less than a week, Nvidia CEO Jensen Huang has orchestrated two of the largest national AI infrastructure deals in history—first delivering 260,000 AI chips to South Korea, then unveiling a EUR1 billion (US$1.15 billion) AI factory in Germany. The rapid-fire announcements signal a deliberate strategy: building sovereign AI capabilities that allow nations to control their own technological destinies
Thursday 6 November 2025
Memory supercycle drives Samsung, SK Hynix to new market cap heights
Just 12 days after Samsung Group reached a market capitalization of KRW900 trillion (US$626.21 billion), it has surpassed the KRW1 quadrillion mark. Meanwhile, SK Group's market capitalization has already exceeded KRW500 trillion. Together, the two conglomerates now have a combined market cap of over KRW1.5 quadrillion
Thursday 6 November 2025
Incheon's US$500 million dream to become Asia's next unicorn cradle
The Incheon Free Economic Zone (IFEZ) Authority has concluded its fifth annual Boom-Up Festival at Incheon Startup Park. The event, themed "Beyond Limits, Toward Unicorns," underscored Incheon's goal to become the center of South Korea's innovation economy
Thursday 6 November 2025
Japan's CODA demands OpenAI halt use of protected works for AI training amid growing dispute
The Content Overseas Distribution Association (CODA) of Japan has formally requested that OpenAI cease using Japanese copyrighted materials to train its artificial intelligence (AI) models and respond transparently to related allegations
Thursday 6 November 2025
LGES probes alleged leak linked to India's Ola Electric
South Korean electric vehicle (EV) battery maker LG Energy Solution (LGES) is facing a major security breach involving the theft of its high-density pouch-type battery technology, which reportedly ended up in the hands of Indian electric scooter manufacturer Ola Electric. The incident has raised significant concerns about the protection of South Korea's core industrial technologies
Wednesday 5 November 2025
Micron's reported HBM4 delay could cede AI chip advantage to Samsung and SK Hynix
Micron Technology is reportedly redesigning its sixth-generation high-bandwidth memory (HBM4) after facing yield and performance issues, a setback that could push back supply until 2027
Wednesday 5 November 2025
Commentary: Jensen Huang's South Korea charm offensive signals Nvidia's Asia pivot
When Nvidia CEO Jensen Huang sat down for fried chicken and beer with Samsung's Lee Jae-yong and Hyundai's Chung Eui-sun on a Gyeongju street corner, the casual dinner quickly went viral across South Korea. The scene captured something larger than corporate networking: Nvidia's calculated pivot toward Asia's most agile technology hub
Wednesday 5 November 2025
SK Hynix redefines AI memory architecture with 2031 'full stack' vision
At the SK AI Summit 2025 in Seoul on November 3, 2025, SK Hynix CEO Kwak Noh-jung announced a major strategic overhaul, revealing plans to transform the South Korean memory maker from a traditional component supplier into a "Full Stack AI Memory Creator." The company outlined a roadmap through 2031 that details next-generation HBM, DRAM, and NAND solutions designed for artificial-intelligence applications
Wednesday 5 November 2025
Trump pauses China port fees but leaves room to negotiate
Since beginning his second term, US President Donald Trump has repeatedly used tough rhetoric in both domestic and foreign policy, signing numerous controversial executive orders. Following a meeting with Chinese President Xi Jinping at the APEC summit, Trump and Xi agreed to suspend the port fees on Chinese-made ships and Chinese shipowners for one year
Wednesday 5 November 2025
Foxconn chair calls for Taiwan-Japan EV alliance
Foxconn Technology Group Chairman Young Liu called for closer collaboration between Taiwan and Japan in electric vehicle development, saying the two sides can combine their strengths to gain an edge in the global EV race
Wednesday 5 November 2025
Nvidia, Qualcomm join US$1B India deep tech alliance
Nvidia and Qualcomm Ventures have joined a growing consortium of US and Indian investors backing India's deep-tech ecosystem, underscoring rising global interest in the country's push toward technological self-reliance, according to Reuters, TechCrunch, and PR Newswire
Wednesday 5 November 2025
Musk highlights spec differences between Tesla AI5 chips made by TSMC and Samsung
Following Tesla's announcement that the AI5 chip will be produced by both Taiwan Semiconductor Manufacturing Company and Samsung Electronics, CEO Elon Musk explained the slight differences in specifications for the two versions. The chips will be manufactured at TSMC's Arizona facility and Samsung's Taylor, Texas plant, underscoring Tesla's dual-fab approach to enhance supply chain resilience and manufacturing flexibility
Wednesday 5 November 2025
Nexperia warns clients of supply halt and quality risks at China plant amid dispute
Dutch chipmaker Nexperia is warning clients that shipments from its Chinese factory are halted indefinitely. The company also says it cannot guarantee the quality of products from the plant, according to a letter obtained by Reuters. The alert comes amid a growing dispute between the Netherlands and China over control of the factory. Beijing has accused The Hague of blocking efforts to solve the problem
Wednesday 5 November 2025
Samsung's Taylor fab preparation signals EUV expansion as ASML assembles specialized team
Samsung Electronics appears to be accelerating its US wafer fabrication plans, with global semiconductor equipment leader ASML reportedly assembling a dedicated team to support the company's EUV lithography operations at its Taylor, Texas, facility. Industry observers interpret this as a clear signal that the Taylor fab is entering the final stages of operational readiness
Wednesday 5 November 2025
SK Group, backed by OpenAI's Sam Altman, puts efficiency at the core of its AI expansion
SK Group held the SK AI Summit 2025 to demonstrate its AI strengths in semiconductors, energy solutions, AI data centres, and AI agent services. Chairman Chey Tae-won said that as global demand for computing power accelerates, "efficiency" will be the key driver of future AI competition