Rising demand for AI servers is forcing memory makers to shift their production priorities, sending shockwaves through the semiconductor supply chain. As manufacturers focus more on High Bandwidth Memory (HBM), prices for DDR4 modules have spiked sharply, raising concerns that DDR5 and video RAM (VRAM) prices could climb as well in the coming months. It’s still unclear whether these rising costs will push up prices for finished products or dampen consumer buying.

South Korean semiconductor companies are making a concerted push into Japan, positioning themselves to capture opportunities in one of the world’s most underpenetrated but promising system semiconductor markets. With Japan commanding over twice the market share of South Korea in this domain, the nation has emerged as a strategic “blue ocean” for Korean IC design firms and AI hardware startups seeking growth beyond their domestic confines.

Having just delivered its promise to end nuclear power use in Taiwan, the government is now offering subsidies to research emerging nuclear power technologies.

6月23日，歌尔股份(002241.SZ)公告称，公司董事长暨歌尔光学董事长姜滨、公司持股5%以上股东暨歌尔光学董事兼总经理姜龙、公司控股股东歌尔集团有限公司拟参与公司控股子公司歌尔光学科技有限公司（以下简称“歌尔光学”）增资，公司及歌尔光学其他股东放弃本次增资的优先认购权。本次增资完成后，歌尔光学的注册资本由9.82亿元变为10.59亿元，公司持股比例由61.1022%降至56.6560%。