LandMark eyes strong SiPh growth with rising long-term orders
U.S. AI boom hits power bottleneck, unlocking billion-dollar openings for Taiwan suppliers
AI-driven energy integration gains momentum across Taiwan, Japan, and Southeast Asia
Japan accelerates HAPS and Ka-band networks as South Korea eyes LEO self-reliance
Both Japan and South Korea are accelerating plans for Non-Terrestrial Networks (NTN), aiming to expand satellite-based communications beyond traditional ground infrastructure. In the early stages, both nations collaborated with Starlink, but Japan has outpaced South Korea in developing mobile direct-to-satellite services.
China’s rare earth squeeze reaches a turning point in the global tech standoff
Nvidia emerges as TSMC’s first A16 customer, while Apple may skip to A14
Taiwan’s quantum talent gap widens as Dutch model highlights what’s missing
Taiwan analytics firm wins Canadian telecom deal, marking North American debut
Why SK Hynix skipped the fried chicken and beer summit
When Nvidia CEO Jensen Huang arrived in South Korea, global attention turned to a viral “chimaek” (fried chicken and beer) dinner on October 30 featuring Samsung Chairman Lee Jae-yong and Hyundai Executive Chair Chung Eui-sun. Yet, the spotlight shifted the following day to SK Group—and particularly its memory arm, SK Hynix, which co-headlined a landmark AI infrastructure deal that analysts have called a strategic win.