Kioxia, Japan's leading memory chip maker, is partnering with Nvidia to develop a revolutionary solid-state drive (SSD) nearly 100 times faster than conventional models. The new drive, designed for generative AI servers, is scheduled for a 2027 debut and will connect directly to graphics processors (GPUs)

PlayNitride is positioning its mass transfer process equipment as a key "microLED 3D printer" to accelerate mass production and expand applications beyond current panel customers. Chairman Charles Li revealed plans to extend sales toward automotive OEMs and end users, tapping the growing microLED market following smartwatches

Hanmi Semiconductor has established a local entity in Singapore to provide on-site support for its core customer, Micron. According to Korean media reports, including Financial News and Herald Economy, as Micron expands production, Hanmi Singapore will deploy senior engineers locally to offer fast and professional service

At the annual China International Supply Chain Expo in July 2025, Alibaba Cloud founder and Zhejiang Lab director Dr. Jian Wang personally invited Nvidia CEO Jensen Huang to visit Hangzhou. Asking if Hangzhou could be considered China's Silicon Valley, Huang expressed his intention to visit in the future

Yageo announced on October 3 that it has successfully passed a key milestone in its tender offer for Japan's Shibaura Electronics, securing 50.01% of outstanding shares, or 7,624,200 shares

Nvidia CEO Jensen Huang, once praised by President Trump as a patriot, is facing fierce backlash from MAGA hardliners after openly criticizing America's China hawks in a candid podcast interview. Former Trump adviser Steve Bannon labeled Huang a "CCP agent" and called for his arrest

After signing a letter of intent (LOI) for investment cooperation under the Stargate project with Samsung Electronics, OpenAI sent a team to visit Samsung's Pyeongtaek facility to assess its production capabilities for high-bandwidth memory (HBM) and DRAM. The visit included detailed discussions on collaboration prospects for data center infrastructure

For years, Nvidia treated China as one of its most important growth markets, working closely with local partners to embed its GPUs into the country's AI ecosystem. From data centers to research institutes, Nvidia's hardware became the bedrock of China's AI boom. But escalating US-China tensions have turned those very chips into geopolitical bargaining tools, threatening to unravel decades of groundwork

Applied Materials has warned that new US export restrictions will weigh heavily on its business, underscoring the risks American chip-equipment makers face from Washington's widening crackdown on technology ties with China

Samsung Electronics is stepping up its robotics ambitions, advancing research and development across multiple humanoid robot types while leveraging its ecosystem strengths to secure a foothold in the emerging industry. At the CoRL 2025 conference in South Korea, the company outlined its broad approach, targeting high-speed models, high-strength variants, and human-friendly designs to determine the most practical form factors for future markets

Hyundai Mobis has announced plans to begin mass production of automotive semiconductors developed in collaboration with over 20 domestic companies and research institutes starting in 2026, aiming to launch more than 10 products within two to three years. The move marks the first time the South Korean auto parts giant has publicly shared concrete development milestones and timelines for such a wide-ranging joint effort

Amid its legal battle with Samsung Display (SDC), BOE appears unaffected and is taking a more aggressive stance in the OLED market with the support of the Chinese government and Apple. According to Korean media outlet Digital Daily, BOE is building an 8.6-generation AMOLED production line in Chengdu, Sichuan, China, with a total investment of about CNY63 billion (US$8.8 billion), planning to achieve a monthly panel capacity of 32,000 sheets (based on 2290×2620mm) through the construction of Phase 1 to Phase 2

At the Apsara Conference 2025, Alibaba announced its AI platform will integrate Nvidia's full physical AI software stack into its developer toolkit. More than a technical update, the move highlights Alibaba Cloud's broader strategic ambitions in the AI era

Chinese new energy vehicle (NEV) leader BYD has rapidly gained visibility in Japan through aggressive price competition. However, to convert this visibility into stable market share and long-term consumer trust, the company still needs to overcome major hurdles, including cultural differences and brand recognition challenges