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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...
Thursday 6 November 2025
Taiwan machinery exports to rebound in 2Q26 as trade tensions ease
Despite tariff and exchange rate uncertainties clouding the global outlook, Taiwan's machinery industry remains on its growth track in 2025, supported by strong demand from the AI...
Wednesday 5 November 2025
Trump prepares Plan B as world awaits Supreme Court hearing
In Learning Resources v. Trump, the administration states that the International Emergency Economic Powers Act (IEEPA) of 1977 authorizes the president to impose tax rates...
Wednesday 5 November 2025
Automotive chip demand rebounds despite supply chain headwinds
Leading IDMs such as Texas Instruments (TI), NXP Semiconductors, and STMicroelectronics (STM) have reported recent quarterly results indicating a rebound in automotive semiconductor...
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...
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...
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...
Wednesday 5 November 2025
Nvidia US$10B deal elevates South Korea to third in GPU stockpile for physical AI push
Nvidia has built a massive AI infrastructure project with the South Korean government, and local enterprises will now adopt Nvidia's next-generation RTX Pro 6000 Blackwell server-version...
Wednesday 5 November 2025
Mediatek's subsidiary Airoha sees steady 3Q25 revenue, banks on Ethernet for growth
MediaTek's subsidiary Airoha reported a steady financial performance for the third quarter of 2025, with revenue reaching NT$5.63 billion (US$182.5 million), marking a 2% sequential...
Wednesday 5 November 2025
Airoha targets Ethernet, optical communication, and Bluetooth for growth by 2026
MediaTek's subsidiary Airoha has identified Ethernet, optical communication, and Bluetooth applications as key growth drivers, expecting these sectors to account for 20% of its revenue...
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...
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...
Wednesday 5 November 2025
Nuvoton posts second straight loss on Japan plant woes, automotive slump
Nuvoton disclosed its consolidated financial results for the third quarter of 2024 during an investor briefing held on November 4, 2025, revealing revenue of NT$7.27 billion (US$235...
Wednesday 5 November 2025
WT Microelectronics navigates Nexperia supply disruption with alternative sourcing
As the Nexperia dispute continues, WT Microelectronics chairman Eric Cheng acknowledged that recent deliveries have been less stable. In response, the company has been helping customers...
Wednesday 5 November 2025
Airoha rises as MediaTek's key engine in networking chips
Airoha Technology has become a central hub for cross-company collaboration within the MediaTek Group. At its latest investor conference, the company detailed integration plans involving...