Huawei Cloud is navigating one of its most turbulent periods yet. Confronted by internal and external headwinds—from a disciplinary probe and sweeping restructuring to a shrinking market share—the company that once rode China's cloud boom is now at a decisive crossroads
In the first half of 2025, China tightened rare earth export rules, affecting semiconductors and AI, straining global supply chains, and pushing Taiwan to diversify sourcing
As China's AI cloud competition intensifies, Alibaba Cloud has introduced new price cuts across overseas markets to accelerate its global expansion, extending the "dual-giant" rivalry beyond domestic boundaries
Samsung Electronics is transforming its Pyeongtaek Campus Line 4 (P4) in South Korea into a manufacturing base focusing on HBM4 production. Analysts indicate that Samsung is increasing the proportion of AI memory production, shifting its equipment strategy focus from general server DRAM to AI memory products
Facing accelerated AI server upgrades and soaring power consumption, Giga Computing is promoting next-generation cooling technology and one-stop data center solutions, with South Korea identified as a key market. The company recently participated in the Korea Electronics Show (KES 2025) to highlight its competitive edge to potential local customers
Samsung Electronics reached a historic milestone as its market value exceeded KRW600 trillion (US$420 billion) for the first time, driven by a sharp rebound in the global memory market. The Samsung Group's total valuation is now nearing an unprecedented KRW1,000 trillion
US Commerce Secretary Howard Lutnick said the Trump administration plans to lift the nation's semiconductor self-sufficiency target to 40%, citing TSMC's continued fab expansion in the US as a central pillar of that strategy
At the Boom-Up Festival 2025, one of Korea's largest gatherings of startups and investors, WOW Future Tech CEO Munju Kim drew attention with an unconventional idea: building drones out of cardboard and recycled packaging materials
On the morning of October 28, 2025, Japanese Prime Minister Sanae Takaichi and US President Donald Trump signed two important agreements during their meeting at the Akasaka Palace in Tokyo. According to Nikkei and Jiji Press, given the deteriorating security environment in East Asia, both leaders agreed that the Japan-US alliance should be strengthened
The Incheon Free Economic Zone (IFEZ) Authority opened its Boom-up Festival 2025 on October 28, 2025, at Start-up Park Incheon, positioning the city as a national launchpad for unicorn-caliber startups under the slogan "Beyond Limits, Toward Unicorns.
Leading Chinese battery maker CATL's 2024 revenue was more than four times the average of South Korea's three major battery firms, highlighting a structural gap in the global battery market. Against this backdrop, CATL chairman Robin Zeng's attendance at the APEC summit in Gyeongju, South Korea, on October 28, 2025, has drawn significant attention
India's electronics manufacturing industry is entering a new phase, moving beyond low-value assembly work toward domestic component production. Both government policies and corporate strategies now emphasize building a self-sufficient component ecosystem to reduce reliance on Chinese imports and strengthen India's position in the global supply chain
To meet the growing demand for HBM, SK Hynix is accelerating the construction of its DRAM production base, M15X plant in Cheongju, South Korea. According to Yonhap News and TheElec, SK Hynix has opened the first cleanroom at the M15X facility and begun installing equipment, advancing the originally planned installation schedule by approximately two months. The company aims to complete construction by the end of 2025
Taiwanese semiconductor test interface leader Chunghwa Precision Test Tech (CHPT) announced that it has signed an investment agreement with Japan's Yokowo. Under the agreement, both parties will make equal equity investments of US$2 million each, aiming to strengthen collaboration in market access, customer relations, and product research and development, while jointly expanding business opportunities and enhancing product competitiveness
