SK Hynix targets 70% DRAM profit margin amid supply crunch

The AI boom has caused memory giants to concentrate production on HBM, resulting in a shortage of general-purpose DRAM and high prices. According to Chosun Biz, DRAM prices are expected to continue rising as a product of the supply shortage. Analyses indicate that SK Hynix’s general-purpose DRAM operating profit margin could reach 70%, drawing attention to its future developments.

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AMD’s latest product roadmap revealed, Zen 7 debuts

AMD unveiled its latest CPU and GPU product roadmap during investor day, confirming the launch of the Zen 6 architecture built on TSMC’s 2nm process in 2026. The next-generation Zen 7 architecture also made its first appearance on the roadmap, with industry speculation placing its release between 2027 and 2028. Both core architectures will successively power future EPYC and Ryzen processor series.

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Kakao Mobility eyes role as platform integrator for AI-driven UAM commercialization

Urban air mobility (UAM) is regaining attention with advances in hardware technology, but successful commercial operation hinges on integrating information systems for airspace management, operational scheduling, and ground transfers. Kakao Mobility emphasizes its shift from an operator to a platform integrator, leveraging platform experience, data accumulation, and AI technologies to shape the emerging ecosystem.

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Foxconn’s EV ambitions expand: Luxgen acquisition could reshape Taiwan’s auto market

Taiwanese media have recently reported that Foxconn’s electric vehicle subsidiary, Foxtron, may acquire Luxgen, the homegrown automotive brand under Yulon Motor, in what would mark a significant step for the tech giant’s push into full-vehicle brand operations. According to circulating reports, the two companies reached a preliminary understanding in early November 2025 and are negotiating details, with a potential official announcement expected during Foxconn Technology Day (HHTD25) on November 21.

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Lianyou Metals’ 3Q25 profit soars sixfold as tungsten and cobalt prices hit new highs

The global rare metals market has been shaken in 2025 by geopolitical tensions and surging structural demand, driving strategic materials such as tungsten and cobalt to new price peaks. Riding this wave, Taiwan’s Lianyou Metals, a major recycler and smelter of these two metals, reported a sixfold year-on-year increase in after-tax profit for the third quarter of 2025.

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Nexperia crisis triggers IC design supply chain reshuffle

The Nexperia chip crisis is gradually calming down, but the disruption has already had significant impacts on the automotive supply chain. According to IC design companies, the situation will demand greater diversification in chip sourcing. In the future, more customers from different application fields are also expected to accelerate the adoption of multiple suppliers.

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