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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 a year, with performance approaching Samsung Electronics and SK Hynix
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Tuesday 2 December 2025
Foxconn's FII injects US$283 million into Tianjin to strengthen AI supply chain
Foxconn Industrial Internet (FII), a Foxconn subsidiary, is continuing to expand its strategic investments in artificial intelligence (AI) compute infrastructure. Foxconn announced on the evening of December 1, 2025, that FII, through its China-based Tianjin subsidiary Fulian Precision Electronics (Tianjin) Co., will inject CNY2 billion (US$282.6 million) into its unit Fulian Cloud Computing (Tianjin) Co., a move aimed at long-term strategic planning
Tuesday 2 December 2025
Vivo launches iQOO in Taiwan, targets gaming and midrange consumers
Vivo has introduced its iQOO sub-brand to Taiwan with the launch of the iQOO 15, marking the brand's first official entry into the market. The company aims to use iQOO's gaming-centric identity to strengthen its overall smartphone momentum in Taiwan's competitive midrange segment
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 supply expansion. Their cautious stance comes as DRAM shortages widen from servers to PCs and smartphones
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, according to new market data. The uneven performance has raised concerns that weaker Android demand could force MediaTek and Qualcomm to scale back shipments of their flagship mobile processors earlier than usual

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 shortages and surging prices, according to reports from the Seoul Economic Daily and Nate. This approach aims to enhance DS's profitability but increases cost pressures on the MX division ahead of the Galaxy S26 series launch
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 in the US, according to Commerce Secretary Howard Lutnick. The adjustment applies to multiple products, including automobiles
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 technologies. Key sectors such as rechargeable batteries and semiconductors—where South Korea holds exclusive expertise—are under heightened pressure from increasingly sophisticated, organized, and international espionage efforts
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 for 2035. Yet with resources and investments lagging behind other leading competitors, South Korea will need to reassess the role of hydrogen energy in sectors spanning power generation and transportation to heavy industry, if the country aims to see tangible results from advancing hydrogen power
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 production site to a center for high-value display technologies. The blueprint was outlined during a November 24 meeting between Bac Ninh People's Committee chairman Pham Hoang Son and SDC Vietnam executive director Kang Ui-sik, according to local outlet Cafe Land and Korean media G-enews
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 unit-based systems rises in data centers
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 in 2026. Some projections now approach KRW90-100 trillion (approx. US$61.3-68.1 billion)
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 regain momentum in the fast-growing HBM memory market. The overhaul includes converting its flagship research arm, the Samsung Advanced Institute of Technology, into a lab-based system and consolidating memory development teams under a new organization led by senior engineering executives
Monday 1 December 2025
Beijing’s new frontier for AI computing is 800 kilometers above Earth

As global demand for AI computing power surges, conventional ground-based data centers are increasingly constrained by limits in energy supply and cooling capacity

Monday 1 December 2025
Brightek's Jiangsu plant inaugurated to target smart sensing and AI robotics
Optoelectronic semiconductor integration solution provider Brightek recently officially commissioned its Jiangsu factory, built with an investment of nearly CNY200 million (approx. US$28.3 million). Brightek stated that the new facility will fully support emerging applications such as international automotive manufacturers, smart mobility, intelligent sensing, and AI robotics, laying a critical foundation for growth over the next decade