The US government's decision to ease restrictions on exporting Nvidia's H200 AI chip to China marks a significant victory for one of the world's most influential computing companies. It also signals a subtle but unmistakable shift in Washington's China tech strategy—from a rigid, across-the-board blockade to a more transactional, negotiable system of conditional controls

As display technology continues to advance, Micro LED has emerged as the next star after LCD and OLED—drawing intense interest and investment from panel makers worldwide

As 2025 nears its end, negotiations over the US Section 232 tariffs closely tied to Taiwan's semiconductor and ICT exports remain unresolved. The US government's expectation of a "50-50 chip split" has yet to receive a commitment from Taiwan. However, Taiwanese President Lai Ching-te recently sent a positive message in an interview with US media, stating that Taiwan is willing to assist the US in chip production, and that if the US provides policy support, achieving the "50-50 chip split" goal is possible. This marks a significant shift in the government's stance toward US expectations based on mutual benefits

Tex Year Technologies has commenced mass production at its second manufacturing facility in Mahad Industrial Area, Maharashtra, India, significantly boosting its local output amid mounting demand pressures. The addition of three main production lines raises the annual production capacity at the Indian site from 3,400 tons to 10,000 tons, enhancing the company's ability to serve both India and neighboring markets

Vietnamese conglomerate Vingroup has signed a memorandum of understanding with the government of Telangana for a proposed US$3 billion investment to build a multi-sector ecosystem in the southern Indian state, according to Reuters, The Economic Times, and Hindu Business Line

YMTC filed a lawsuit on December 5, 2025, in the US District Court in Washington, challenging the US Department of Defense's decision to label it as linked to the Chinese military, asking the court to block enforcement of the listing and overturn the designation

Cica-Huntek Chemical Technology, a joint venture between Japan's Kanto Chemical and Huntek Systems, has entered the TSMC supply chain. The company has benefited from Kanto Chemical's long-standing cooperation with TSMC and its deep expertise in chemical supply systems, securing orders for TSMC's AP8 fab and its Kumamoto facility in Japan

The Indo-Pacific region has become the world's most critical theater for both technology manufacturing and geopolitical competition. As military tensions escalate across East Asia, executives are increasingly questioning whether their supply chains can withstand potential disruptions

Baidu is considering a spin-off and listing of its AI chip unit Kunlunxin, a development that has quickly become a focal point in China's fast-moving GPU and AI semiconductor market. The company said it is evaluating the potential listing but noted any move would require regulatory clearance and is not guaranteed

Samsung Electronics, with its sixth-generation high-bandwidth memory (HBM4), uses base dies produced by Samsung Foundry. As Samsung's HBM4 competitiveness rises, the market expects the performance of Samsung Foundry to improve in tandem. Increased HBM4 sales not only boost the memory business but also drive foundry revenue, demonstrating Samsung's advantage as an integrated device manufacturer (IDM)

South Korean memory giant SK Hynix is fast-tracking the development of its next-generation 300-layer V10 NAND flash memory, according to reports in Korean media outlets Hankyung and Nate. The company plans to implement hybrid bonding technology for the first time to compete more effectively with rivals such as Samsung Electronics, China's YMTC, and Japan's Kioxia. Industry sources cited by Hankyung indicate that the company aims to complete development of a pilot line in 2026, before commencing mass production in early 2027

Navitas Semiconductor and Cyient Semiconductors have announced a strategic, long-term partnership aimed at advancing gallium nitride (GaN) technology adoption in India and establishing a comprehensive local GaN ecosystem. The collaboration, announced on December 8, 2025, will focus on product co-development, local supply chain development, and enabling high-power applications

SK Hynix and battery subsidiaries within SK Group received approval for 68 core patents in China in November 2025. Many of these patents relate to highly integrated memory designs and solid-state battery stability technologies, which are expected to accelerate the development of next-generation AI chips and electric vehicle batteries, enhancing competitiveness in the Chinese market

China's AI boom is redefining global tech rivalry, placing AI chips at the center of computing infrastructure. Domestic GPU makers are now rushing into capital markets, attempting to turn years of R&D into financial scale as competition and localization demands intensify

South Korea aims to be a leading AI powerhouse, yet a report from the Korea Industrial Technology Association (KOITA) shows that only 56% of its AI startups last over three years. These companies rely significantly on external funding, highlighting a fragile R&D base in the industry