South Korea’s HBM-linked exports surge as Taiwan, Malaysia emerge as high-value destinations
South Korea’s exports of the customs category that carries high-bandwidth memory (HBM) are no longer a two-destination story. Unit-value data show that the chips going to Taiwan and Malaysia are worth several times more per kilogram than those shipped to Hong Kong, China, or Vietnam. That points to a two-tier trade, with premium stacked memory heading to advanced packaging lines and cheaper multichip parts going to transit hubs and lower-unit-value destinations.
Weekly news roundup: China gains ground in memory and AI hardware as supply stays tight
Apple keeps iPhone Duo in China, exposing limits of India’s phone supply chain
Apple’s first foldable iPhone has become a test of how far India has come as a manufacturing base, and the answer is sobering. As India-assembled iPhones reach record export levels, Apple kept development and assembly of its most complex phone, the iPhone Duo, in China. The decision points to a gap that Pune Times Mirror summed up this way: India has become indispensable to Apple’s assembly operations, but not yet to its engineering.
Meta’s Muse faces security scrutiny over macOS zero-day, human-agent test
Meta’s Muse AI agent is facing scrutiny over the breadth of access it requires after a security researcher identified a zero-day vulnerability in its macOS version, highlighting risks that can emerge when AI agents are given extensive control over a user’s device.
China’s Micro Han Xin code takes aim at Data Matrix in semiconductor traceability
China is trying to carve out a foothold in semiconductor supply-chain standards with Micro Han Xin, a miniaturized version of its home-grown barcode designed for chips and other components too small for conventional labels.
Beyond ASML: China rethinks EUV race with light-source strategy
India roundup: India’s tech ambitions widen from electronics manufacturing to chips, cloud and talent
Keysight pushes design-to-deployment standard for AI cluster validation
As AI applications expand rapidly across industries, testing and validation have become essential to moving innovation from R&D into real-world use. Gartner’s latest forecast puts global AI spending at US$2.7 trillion in 2026, up 49.5%, and about US$3.6 trillion in 2027.
Meta Muse fuels agentic AI demand, tightening CPU supply
Meta’s AI assistant Muse is drawing strong market response, and the rise of agentic AI is drawing attention to AI infrastructure shortages beyond GPUs and high-bandwidth memory (HBM), including server CPUs. The trend is lifting order demand for AMD and Intel products, while also tightening the server CPU packaging supply chain.