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Monday 11 August 2025
Samsung reportedly planning to produce iPhone image sensors in Texas, but keep packaging in Korea
Samsung Electronics will build a CMOS image sensor (CIS) production line at its Austin, Texas, semiconductor facility for Apple's next-generation iPhones, but the chips' back-end processing may still be handled in South Korea, according to industry sources
LATEST STORIES
Monday 11 August 2025
Chipone circles back to STAR Market IPO after unraveling—and a CNY30B rebound

Chipone Technology (Beijing) Co., Limited, a top-tier Chinese display chipmaker valued at CNY30 billion (US$4.2 billion), has restarted its bid to go public on China's STAR Market. On August 5, 2025, the company filed its IPO counseling registration with the Beijing branch of the China Securities Regulatory Commission, now under the guidance of China Securities Co. This move comes more than two years after Chipone withdrew its initial IPO filing in March 2023 following a regulatory warning

Monday 11 August 2025
China's EV strategy: build local, sell smart, win global

As Western automakers wrestle with supply chain bottlenecks and regulatory shifts, China's electric vehicle (EV) manufacturers are rapidly carving out a dominant position on the global stage—powered by technology, pricing, and increasingly, strategy

Monday 11 August 2025
South Korea accelerates AI data center expansion amid global compute race
With the rapid development of the global AI industry, demand for high-performance computing and GPU resources continues to rise, and the global AI data center market is expanding rapidly. The South Korean government and private enterprises are accelerating their efforts to secure technological sovereignty and industrial competitiveness in the AI era
Monday 11 August 2025
China's Qihoo 360 retools cybersecurity with AI agent swarms to meet 'machine vs. machine' threat

The 13th Internet Security Conference (ISC.AI 2025) kicked off on August 6 at the China National Convention Center in Beijing. Co-hosted by the Internet Society of China (ISC), the Chinese Association for Artificial Intelligence (CAAI), and the China Software Industry Association (CSIA), the event centered on the theme "All In Agent," highlighting the intersection of artificial intelligence and cybersecurity in the age of intelligent agents

Monday 11 August 2025
Toshiba's Japan Semiconductor to boost foundry output 50% by 2029, eyes SiC and GaN chips
Japan Semiconductor, a chipmaker under Toshiba, is seeking to significantly expand its contract chip manufacturing operations, aiming to lift output by 50% from 2024 levels by the end of fiscal 2029
Monday 11 August 2025
South Korea urged to fast-track AI law to safeguard competitiveness amid US-China rivalry
South Korea recently held a public hearing on the proposed Special Act on AI Industry Development, with industry leaders urging the government to speed up its review. Youchul Kim, Head of the Strategy Unit at LG AI Research, emphasized that the nation must secure independent, high-quality AI models and platforms rather than relying on foreign technologies
Monday 11 August 2025
Goertek channels US$100M into UK microLED pioneer Plessey for AR glasses breakthrough

Goertek, a major Apple supply chain partner, is ramping up upstream AR/VR investments with a US$100 million deal to acquire UK-based microLED specialist Plessey Semiconductors. The move follows its HK$10.4 billion (US$1.33 billion) purchase of precision manufacturing assets in July, marking another step to overcome display technology bottlenecks in next-generation smart glasses

Monday 11 August 2025
Airtel's Xtelify unveils sovereign cloud and AI tools to target telecom and enterprise growth
India-based Bharti Airtel's digital services arm, Xtelify, has launched Airtel Cloud, a sovereign cloud platform, along with an AI-powered software suite aimed at boosting efficiency and revenues for telecom operators and enterprises, according to Reuters, Cryptopolitan, and Capacity Media
Monday 11 August 2025
Samsung, SK Hynix rush to secure Nvidia's SOCAMM supply chain — before it becomes the next HBM

After vying for leadership in the high-bandwidth memory (HBM) market, South Korea's top memory chipmakers, Samsung Electronics and SK Hynix, are now racing to commercialize SOCAMM — a next-generation LPDDR-based DRAM module backed by Nvidia as a building block for future AI systems

Monday 11 August 2025
India roundup: US doubles down tariffs on India

The US imposition of a 50% tariff on India puts the country in a difficult position, caught between its energy ties with Russia and its dependence on American technology

Sunday 10 August 2025
Trump's 100% tariff hint stirs concerns despite South Korea's MFN status
US President Donald Trump recently announced tariffs as high as 100% on certain semiconductor products. Although South Korea holds a commitment to "most favored-nation" (MFN) treatment, this move could still impact major players like Samsung Electronics and SK Hynix
Saturday 9 August 2025
Tesla orders boost Samsung's Taylor plant; OCI expands semiconductor-grade phosphoric acid production
South Korean materials company OCI recently announced plans to expand its production capacity of semiconductor-grade phosphoric acid. This expansion comes in response to surging customer demand driven by Samsung Electronics' upcoming US Taylor fab, scheduled to begin operations in 2026. OCI aims to strengthen its competitive edge through early equipment investments
Saturday 9 August 2025
South Korea's quintet of alliances for sovereign AI: Kakao notably left out
South Korea is progressing its autonomous AI model development by choosing five key industry alliances—Naver Cloud, SK Telecom, NC AI, LG AI Research, and Upstage. The government plans to invest about KRW1.46 trillion (US$1.05 billion) to create AI models competitive with global leaders
Friday 8 August 2025
Samsung revives Z-NAND after 7 years to supercharge AI with 15x speed gains

Samsung Electronics is reviving its Z-NAND memory technology after a seven-year hiatus, positioning it as a high-performance solution for the growing demands of artificial intelligence (AI) workloads. Announced at the Future of Memory and Storage (FMS) Forum 2025 in the US, the move signals Samsung's renewed push into the premium enterprise storage segment

Friday 8 August 2025
Tariff clarity and car market recovery boost IKKA-KY outlook for 2H25
Japanese company IKKA-KY, which is listed in Taiwan, announced on August 7 its consolidated financial report for the first half of 2025. Consolidated revenue for the period reached NT$1.72 billion (approx. US$57.58 million), roughly flat compared to NT$1.74 billion in the same period of 2024. However, profits were impacted by approximately NT$20 million in exchange rate losses during the first half
Veeam Q3
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES