Xi visits Shanghai to personally oversee China’s AI strategic development

Amid escalating US-China technology tensions, artificial intelligence (AI) has become a central battleground for both nations. Chinese authorities have intensified their focus on the AI sector, with President Xi Jinping visiting Shanghai on April 29, 2025, to inspect innovations and developments in the large model industry, underscoring China’s top-level strategic commitment to advancing AI technology breakthroughs.

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Samsung reportedly exits HBM2E under Chinese price offensive, shifts focus to high-end market

Samsung Electronics is cutting production of mature-node DDR4 memory and reportedly scaling back its third-generation high-bandwidth memory (HBM2E) business to focus resources on fifth-generation (HBM3E) and sixth-generation (HBM4) products. According to Chosunbiz, Samsung is reducing HBM2E output and aiming to pass Nvidia’s HBM3E certification to boost production, while also targeting early leadership in the emerging HBM4 market.

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Korean presidential candidate Jae-Myung Lee vows to build South Korea into top semiconductor nation with special law

Jae-Myung Lee, the presidential candidate from the Democratic Party of Korea and the frontrunner for the next presidency, recently pledged that upon taking office, he will promote the revitalization of South Korea’s semiconductor industry. His comprehensive focus spans both memory and non-memory sectors, aiming to expand his political influence through a pragmatic rather than ideological approach.

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China cracks EUV light source barrier, builds new experimental platform

Amid escalating tech restrictions and geopolitical tensions, China has made a breakthrough in semiconductor research. The Shanghai Institute of Optics and Fine Mechanics, Chinese Academy of Sciences, announced it has established a fully functional experimental platform for extreme ultraviolet (EUV) light sources—a critical step toward overcoming key bottlenecks in advanced chip manufacturing.

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Intel Foundry executive: customers need more foundry options; Intel strives to earn their trust

Intel is undergoing a major transformation, with its foundry business embodying the “Made in America” mission supported by US President Donald Trump. Naga Chandrasekaran, Intel’s EVP and general manager of Intel Foundry Technology and Manufacturing organization at Intel, stated that integrating customer feedback into technology development and fostering close collaboration will be central to Intel’s future growth.

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SK Telecom faces mass user exodus and mounting fallout after USIM server hack

SK Telecom (SKT), South Korea’s largest telecommunications provider, is grappling with a massive wave of subscriber losses after a recent cyberattack targeting its USIM management server, which raised fears over potential personal data leaks. Despite ongoing emergency measures, the company is struggling to regain control of the situation and restore user confidence.

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Gogoro’s battery bet faces market test as it restructures and regroups

After becoming Taiwan’s first unicorn to go public in the US, Gogoro—the electric scooter company known for its sleek design and battery-swapping model—has struggled to maintain investor confidence. The company recently filed to transfer its listing from the Nasdaq Global Select Market to the Nasdaq Capital Market, a move typically seen as a step-down. Though 2025 may have started with a stumble, some in the company’s supply chain say the year could yet hold promise.

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TCL电子:一季度全球TV出货量达651万台

4月27日,香港TCL电子控股有限公司(“TCL电子”或”公司”,01070.HK)公布2025年第一季度全球TV出货量数据。TCL电子表示,凭借“TCL+雷鸟”双品牌与“中高端+大屏化”战略实施,结合Mini LED、量子点、AI智能等前沿技术,TCL电子2025年第一季度全球TV出货量达651万台,同比增长11.4%;受益于公司TV业务中高端产品占比提升,带动公司TV销售额同比增长22.3%。

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