Global top-3 memory maker status, 3Q25
SK Hynix??s oligopolistic advantage in HBM had diminished in the third quarter of 2025, and memory competition will expand from HBM to next-generation products.
23
Oct
23
Oct
Samsung expresses confidence in 2nm development, reports solid progress
Samsung Electronics’ Device Solutions (DS) division CTO Song Jae-hyuk expressed strong confidence in the revival of Samsung’s foundry business and reported smooth progress on the company’s 2nm process during a semiconductor industry briefing hosted by South Korea’s chief presidential secretary for policy, Kim Yong-beom.
23
Oct
SEDEX 2025: Samsung debuts HBM4; SK Hynix showcases rival design
Samsung Electronics and SK Hynix unveiled their next-generation high-bandwidth memory (HBM4) at SEDEX 2025 in South Korea, marking Samsung’s first public display of an HBM4 sample domestically. The launch drew strong attention as the two memory leaders showcased contrasting strategies for the next stage of AI memory development.
23
Oct
Analysis: China’s EV market awaits BMW’s Neue Klasse in 2026
BMW’s all-new iX3 — the first SUV on its Neue Klasse electric platform — is drawing strong early blind orders in Germany. But the model’s fate will be decided in China, not Europe. And that reckoning begins in 2026.
23
Oct
Samsung set to roll out Ballie AI robot in Vietnam with launch imminent
Samsung Electronics is reportedly set to start production of its AI-powered home assistant robot, Ballie, at its facility in Ho Chi Minh City, Vietnam, suggesting that the long-delayed device is finally nearing mass production.
23
Oct
Taiwan’s Asia Optical rides robotics and EV boom to expand lens dominance
Asia Optical’s 2025 operations remain robust, with its long-term investments in robotics, automotive imaging, and smartphone prisms continuing to gain traction, according to people familiar with the company’s plans.
23
Oct
Samsung, SK Hynix race to build US chip capacity
As the CHIPS and Science Act drives a shift in global semiconductor investments from Asia to the US, whether South Korean giants Samsung Electronics and SK Hynix can emerge successfully amid rising US–China tensions will depend on their ability to quickly establish stable production in the US, and on government efforts in navigating tariffs and other policies, according to South Korean media reports.
23
Oct
China’s polarizer push leaves Taiwan rivals fighting for survival
China’s Shenzhen Sapo Photoelectric will invest CNY1.334 billion (US$186 million) to build a new LCD and OLED polarizer production line in Shenzhen, worsening an already oversupplied market. With the global display supply chain increasingly concentrated in China, Taiwanese polarizer makers face intensifying pressure to transform.
23
Oct
Dell turns to Taiwan’s Compal for AI server production in supply shift
Compal Electronics Inc., one of Taiwan’s leading contract manufacturers, has reportedly secured orders from Dell Technologies to produce AI servers beginning in 2026 — a milestone that underscores the company’s growing foothold in the booming artificial intelligence hardware market.
23
Oct
AI drives flexible server architectures as multimodal demand rises
Demand for AI servers remains robust, prompting industry players to actively develop and continuously update product architectures. Supply chain observers note that as AI endpoint requirements grow more complex, future server platforms will move away from one-size-fits-all standards toward customized configurations tailored to specific applications. This shift also increases market demand for rack designs with flexible, adaptable configurations, a key focus for server vendors going forward.