Samsung Electronics may clear Nvidia's certification for its 12-layer HBM3E memory, but industry sources say the achievement is unlikely to yield short-term financial gains. SK Hynix, having secured early qualification, has already locked in most of the orders and controls the supply chain.
As the global AI boom moves from centralized cloud environments to the devices at the edge, Taiwan-based Phison Electronics — a leading supplier of NAND flash controllers — sees 2025 as the year for real-world deployment of edge AI. CEO Khein Seng Pua announced that the company's proprietary aiDAPTIV+ platform has already surpassed 200 proof-of-concept (PoC) projects, including successful pilots with all three of the world's major GPU manufacturers.
As shifting tariffs and geopolitical tensions reshape the global tech landscape, Taiwan-based WPG Holdings — Asia's largest semiconductor distributor — is adapting by rebalancing its traditional business model. In response to clients' urgent inventory buildup and manufacturing migration out of China, the company is simultaneously accelerating its transformation into a tech-enabled logistics provider through its "Logistics-as-a-Service" (LaaS) platform.
Yangtze Memory Technologies Co. (YMTC), China's leading NAND flash memory manufacturer, was poised to make its debut appearance at Computex 2025. However, plans were disrupted when Taiwan's Ministry of Foreign Affairs denied visa applications for YMTC personnel, forcing the company to participate virtually through the official Computex online platform.
The global surge in DRAM prices, combined with the increasing momentum of artificial intelligence (AI) development in the Middle East, positions South Korea's memory chip giants—Samsung Electronics and SK Hynix—to benefit significantly from the renewed growth in the semiconductor sector. With both companies at the forefront of this market shift, they are set to capitalize on the rising demand for advanced memory solutions driven by AI innovations and broader technological trends.
