China's top cloud providers are charting different courses in artificial intelligence (AI) as the nation's tech boom enters a new stage. Alibaba, Tencent, ByteDance, and Huawei are all investing heavily in infrastructure, but their approaches to balancing model training and inference are beginning to diverge, reshaping the competitive landscape
China's AI hardware market is facing an unexpected shake-up after authorities banned Nvidia's H20 accelerator, prompting a surge of second-hand AI training systems from overseas. Industry sources report that large volumes of retired high-end gear, particularly Nvidia A100 and H100 GPUs, are being stripped down and repurposed for inference, altering supply-demand balances and adding volatility to global supply chains
Chinese AI chip developer Cambricon Technologies reported a sharp turnaround in its first-half 2025 results, driven by booming demand for AI computing power
South Korean and US companies signed a total of 11 agreements across various sectors, including shipbuilding, nuclear energy, aviation, liquefied natural gas (LNG), and minerals, during the recent Korea-US Business Roundtable in Washington, D.C. Four of these deals focused on nuclear energy, marking it as the largest category of cooperation
On August 25, 2025, at the Japan-Taiwan Innovation Summit, Paul Liu, National Development Council (NDC) Minister and a board member of TSMC, addressed the incident involving the suspected illegal acquisition of TSMC confidential information. It is currently known that an employee of Tokyo Electron (TEL) in Taiwan is involved in this case
Toshiba's semiconductor and electronic components subsidiary, Toshiba Electronic Devices & Storage, has reached a basic agreement with China's silicon carbide (SiC) wafer manufacturer SICC for improving SiC wafer quality and technical cooperation. The two parties will also explore the possibility of expanding SiC wafer supply in the future and continue negotiating specific collaboration details
South Korean media reports suggest Nvidia plans to complete final qualification tests for sixth-generation high-bandwidth memory (HBM4) in the first quarter of 2026, a milestone that could determine whether Samsung and SK Hynix secure positions in its supply chain
The era of 6G is approaching, with the integration of AI becoming a central focus. South Korea's telecommunications industry emphasizes the interdependence between AI and networks: without intelligent networks, large-scale AI services cannot exist. However, many practical challenges remain to be overcome in implementation
South Korean President Lee Jae-Myung's three-day trip to Washington began with a flurry of business deals, as companies from both countries signed 11 agreements and memoranda of understanding (MOUs) to expand cooperation across strategic industries
With the rapid advancement of AI technology, the global telecommunications industry is entering a new phase of transformation. The development of 6G networks will not merely be an upgrade from 5G, but will focus on network innovation tailored to AI services
South Korea will allocate a record KRW35.3 trillion (approx. US$25.2 billion) to R&D in 2026, up 19.3% from a year earlier. The budget shift underscores a decisive break from the spending cuts under former President Yun Seok-yeol and highlights Seoul's renewed focus on artificial intelligence (AI), renewable energy, and other strategic technologies
China's domestic operating system sector took a significant step forward Monday with the launch of NeoKylin V11, the latest version of its homegrown OS, during the China Operating System Industry Conference held at the Zhongguancun International Innovation Center in Beijing
Japanese Prime Minister Shigeru Ishiba is set to announce a plan to invest JPY10 trillion (approximately US$68 billion) in India over the next decade during a summit with Indian Prime Minister Narendra Modi on August 29, 2025. This initiative aims to boost Japanese private sector expansion into India's AI and semiconductor industries, according to multiple reports, including Nikkei and NHK
Huawei will debut its self-developed artificial intelligence (AI) solid-state drive on August 27 at its Lianqiu Lake R&D Center. The company said the device is designed to address the escalating demands of training and inference for large AI models, promising advances in performance, capacity, and cost efficiency
Investment bank Jefferies Group LLC has warned in a memo that China has imposed a sweeping ban on Nvidia's H20 AI GPUs, blocking domestic companies from placing any new orders for the downgraded processors
