20
May
Recent media reports say Google is set to team up with Blackstone to form a new cloud computing leasing company, with Blackstone as the main shareholder. The new venture aims to build about 500 MW of computing capacity by 2027, most of it using Google’s Tensor Processing Units (TPUs), a move industry watchers say supports Google ASIC partners such as MediaTek, Broadcom, and TSMC.
20
May
South Korea’s defense chips 99% import-dependent as photonic supply chain crisis looms
Photonic semiconductors have become indispensable to modern defense — prized for their ultra-high-speed data processing, high capacity, low power consumption, and exceptional reliability. Yet despite their growing strategic importance, South Korea remains almost entirely dependent on foreign suppliers for these critical components. Industry leaders are now sounding the alarm: as global supply chains fracture along geopolitical lines, photonic semiconductors are no longer just industrial goods — they are national security assets, and South Korea’s access to them is far from guaranteed.
20
May
Samsung braces for major strike after bonus talks collapse
Samsung Electronics faces a major labor disruption after its union said about 48,000 workers would walk off the job on May 21, beginning an 18-day strike after last-ditch government-mediated talks over performance-based bonuses collapsed, according to Yonhap News Agency.
20
May
Gigabyte GO27Q24A debuts as a no‑nonsense QD‑OLED built for competitive play
20
May
The LG 25G590B is the world’s first native 1000Hz gaming monitor
20
May
South Korea turns defense contracts into quantum’s commercialization launchpad
South Korea’s leading defense contractor, LIG Defense & Aerospace, and the state-backed Agency for Defense Development are accelerating efforts to move quantum defense technologies from labs into operational deployment, as industry players argue that military and public-sector demand will be the key catalyst for commercialization before broader private-sector adoption takes hold.
20
May
Inside the LEO boom: How Starlink and rivals are reshaping global PCB supply chains
The global satellite communications industry is accelerating the deployment of next-generation infrastructure, unlocking the commercial potential of low-Earth-orbit (LEO) networks, while speculation that SpaceX could bring forward its initial public offering is adding fresh momentum ahead of the anticipated debut of the Starship V3 launch system.
20
May
Apple’s memory bargaining power weakens amid AI-driven supply squeeze, Korean media says
South Korean media commentary has highlighted a structural shift in Apple’s influence over memory chip pricing, arguing that its long-standing bargaining power over suppliers is weakening as demand for artificial intelligence (AI) reshapes global semiconductor priorities.
20
May
Rare-earth shadows Boston Dynamics’ Atlas ambitions ahead of IPO
Hyundai Motor Group’s humanoid robot ambitions are moving closer to commercialization, with Boston Dynamics preparing for a broader capital-market push and factory deployment of its Atlas robot. But analysts warn that China’s control over rare-earth supply chains could become a key risk as the company looks to scale production.
20
May
China’s OSATs chase bigger role as AI chips strain packaging supply
China’s OSAT providers are trying to move deeper into advanced packaging as artificial intelligence (AI) demand strains global chip packaging supply, creating an opening for companies that have long played a lower-profile role in the semiconductor value chain.