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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...
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...
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...
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
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...
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...
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...
Wednesday 5 November 2025
China reportedly ties Nexperia negotiations to CEO reinstatement and asset unfreeze

Talks between China and the Netherlands over Nexperia have made notable progress, attracting scrutiny from the European Union. EU Trade...

Wednesday 5 November 2025
Nintendo raises global sales forecast for Switch 2 following strong early performance
Nintendo has increased its global sales forecast for the Nintendo Switch 2 to 19 million units for fiscal 2025, marking a significant rise from its initial target of 15 million units...
Wednesday 5 November 2025
US Treasury Chief hints Nvidia's Blackwell chips could one day reach China, but not right now

US Treasury Secretary Scott Bessent has suggested that the government may eventually permit Nvidia's high-end Blackwell-architecture...

Wednesday 5 November 2025
AI drives memory price spike; Xiaomi braces for cost shock, GigaDevice cashes in
Since early 2025, global memory and storage chip prices have surged past industry expectations. Analysts say booming demand for AI infrastructure and high-performance servers is driving...
Wednesday 5 November 2025
China's chipmakers cash in on localization momentum
China's semiconductor sector is entering a structural growth phase in 2025, fueled by persistent demand from artificial intelligence (AI), electric vehicles (EVs), and advanced man...
Tuesday 4 November 2025
iPhone 17 sales exceed expectations to drive strong momentum in China for first quarter of FY26
Just two weeks after its launch, the iPhone 17 has provided strong momentum for Apple's fiscal 2025 fourth quarter, and the trend is expected to continue into the fiscal 2026 first...
Tuesday 4 November 2025
Samsung and SK Hynix face capacity dilemma amid rising HBM profits and DDR5 demand
Driven by the corporate AI boom, demand for high-bandwidth memory (HBM) is expanding beyond its traditional niche into general-purpose memory. Prices for mainstream DRAM products...