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Tuesday 2 December 2025
Alibaba Cloud's global expansion tests geopolitical boundaries
Alibaba Cloud is ramping up its global strategy, pushing aggressively into the Middle East and Southeast Asia to expand its presence in fast-growing emerging markets.
Tuesday 2 December 2025
Samsung, SK Hynix set profit-first DRAM regime
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...
Tuesday 2 December 2025
Android phone sales falter in China's Singles' Day promotion, pressuring SoC shipments

China's smartphone sales during the 2025 Singles' Day period posted only modest growth, and nearly all of the gains came from Apple,...

Tuesday 2 December 2025
Samsung Electronics to maintain quarterly DRAM supply negotiations amid rising memory costs
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...
Tuesday 2 December 2025
US reduces South Korea import tariffs to 15% after strategic investment deal
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...
Tuesday 2 December 2025
South Korea's tech leaks surge 50% as China deploys shell companies
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...
Tuesday 2 December 2025
As South Korea pursues grid stability and decarbonization, hydrogen energy must prove its worth
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...
Tuesday 2 December 2025
Samsung Display maps out OLED expansion in Vietnam's Bac Ninh hub
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...
Tuesday 2 December 2025
Samsung, SK Hynix lead HBM market, capitalize on Google's TPU push
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...
Tuesday 2 December 2025
AI drives Samsung's 2026 operating profit toward KRW100T
Artificial intelligence (AI) is fueling a DRAM supercycle, prompting South Korean securities firms to continuously raise their forecasts for Samsung Electronics' operating profit...
Tuesday 2 December 2025
Samsung restructures research and memory teams to reclaim HBM market share
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...
Monday 1 December 2025
Micron reportedly plans new Hiroshima fab to reduce reliance on Taiwan production
Micron Technology is reportedly planning to invest JPY1.5 trillion(US$9.6 billion) to establish a new high-bandwidth memory (HBM) manufacturing facility at its Hiroshima campus, according...
Monday 1 December 2025
CXMT narrows DRAM gap; market impact may be smaller than expected?
China's memory manufacturer CXMT, backed by government support, shifted to high-end technology development from 2025 and has introduced multiple next-generation DRAM products within...
Monday 1 December 2025
Samsung and SK Hynix to unveil next-gen memory tech at ISSCC 2026
At the upcoming International Solid-State Circuits Conference (ISSCC) 2026 in February, Samsung Electronics and SK Hynix are set to unveil significant advances in high-performance...
Monday 1 December 2025
China turns to Baidu's Kunlun as AI chip constraints intensify
Following the US ban on sales of Nvidia's high-end chips to China, expectations have grown that Baidu could rapidly emerge as a new force in China's AI chip sector and become the...