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Tuesday 29 July 2025
China fills PFAS-based coolant supply gap in South Korea's chip sector after 3M exit
Chinese chemical makers are rapidly entering South Korea's semiconductor coolant supply chain following 3M's planned exit from the business. Firms like Juhua, ChemPacific, and Noah...
Monday 28 July 2025
AI smartphone boom drives shift to experience-led mobile retail
The surge in AI smartphone demand is ushering in the era of the experience economy, prompting mobile brands to reshape their retail strategies. Leading players such as Samsung, Vivo,...
Monday 28 July 2025
Tesla's US$16.5b chip deal gives Samsung major lift in 2nm race against TSMC
Tesla has signed a 7.5-year, US$16.5 billion contract with Samsung to produce its next-generation A16 chip using Samsung's 2nm process at its Texas facility. The deal represents a...
Monday 28 July 2025
Chinese EMS providers pivot to smart glasses and robots as AI server boom bypasses them
While Taiwanese EMS firms aggressively capitalize on booming AI server demand, their Chinese counterparts are exploring alternative growth engines amid continued weakness in the consumer...
Monday 28 July 2025
Update: Samsung scores Tesla chip contract as Elon Musk confirms $16.5B AI6 deal
Samsung Electronics has secured a $16.5 billion contract to produce Tesla’s next-generation AI6 chips, marking a major boost for its foundry business. The chips will be manufactured...
Monday 28 July 2025
Samsung's marketing of 'non-self-emissive MicroLED' sparks confusion over flagship TVs
To secure its market leadership, Samsung Electronics has positioned MicroLED technology as the exclusive feature for its flagship models. However, Samsung reportedly plans to market...
Monday 28 July 2025
Exclusive: Meta turns to China for a second shot at smartwatches
Meta Platforms Inc. is reportedly reviving its smartwatch project, potentially with a camera lens, timed with its Meta Connect conference on September 17-18 in the US. The smartwatch...
Monday 28 July 2025
Commentary: Intel's 14A pivot clears runway for TSMC
The competition to bring 1.4nm process nodes to market is splitting the industry's leading chipmakers. TSMC is moving steadily toward its 2028 mass production target, while Intel...
Sunday 27 July 2025
Missed connection with Nvidia haunts Samsung as Lee Jae-yong marks 1000 days of leadership
Samsung Electronics Chairman Lee Jae-yong recently marked his 1,000th day in office, a tenure that Korean media describes as filled with challenges and crises. Even though Lee officially...
Saturday 26 July 2025
Samsung reportedly eyes carbon fiber for next-gen foldables as titanium tariff risks mount
Samsung Electronics is reportedly evaluating titanium and carbon fiber-reinforced plastic (CFRP) as potential materials for the backplate of its 2026 flagship foldable, the Galaxy...
Friday 25 July 2025
Google quietly develops smart glasses while promoting Gemini AI
Google is discreetly restarting its smart glasses project. Alphabet and Google CEO Sundar Pichai has given minimal details, but assures that the progress is exciting.
Friday 25 July 2025
SK Hynix accelerates investment for 2025 HBM boom as Samsung targets Nvidia certification in third quarter
The surge in demand for high-bandwidth memory (HBM) driven by AI servers has positioned SK Hynix as the clear leader in the HBM market, with Micron also posting strong operational...
Friday 25 July 2025
Qualcomm's 2nm wildcard: is Samsung back in play or just leverage?
Qualcomm is reportedly weighing a return to Samsung Foundry for its 2nm flagship smartphone SoCs in 2026, raising questions about a potential pivot from TSMC. Yet conflicting reports...
Thursday 24 July 2025
Samsung delays HBM4 rollout to 2026 due to yield challenges, all while SK Hynix strengthens lead in AI memory

Samsung Electronics is reportedly pushing back the mass production of its next-gen high-bandwidth memory (HBM) chips to 2026, signaling...

Thursday 24 July 2025
After 12 years of losses, LG Display's OLED launch a comeback
LG Display (LGD) is expected to see its OLED TV panel business turn profitable after a challenging twelve-year period. Profits have been gradually improving, with the operating profit...