China's memory sector is showing clear signs of recovery, with leading players including Shenzhen Longsys Electronics and Montage Technology reporting strong first-quarter gains, underpinned by a structural demand shift driven by artificial intelligence.
South Korea's export surge is entering a new phase, with artificial intelligence-driven semiconductor demand powering record shipments even as geopolitical risks and cost pressures mount.
Japan's Advantest closed its fiscal year with strong results, highlighting how AI-driven chip demand is reshaping semiconductor testing economics, even as a cautious outlook weighed on sentiment.
