Silicon Motion Technology’s president and CEO, Wallace Kou, has highlighted a severe and ongoing memory shortage, driven by structural changes in the memory industry caused by artificial intelligence (AI) growth. Speaking at a charity event co-hosted with the Chung Yi Social Welfare Foundation, Kou said this shortage surpasses even the semiconductor scarcity seen during the pandemic and is expected to continue through the end of 2026.

As the AI race intensifies, telecom giant Nokia has reemerged into the global spotlight following a strategic investment by Nvidia. Industry analysts highlight that Nokia’s role as a “key puzzle piece” in Nvidia’s latest capital deployment stems from their complementary strengths in computing power and networking.

Major Japanese automakers and suppliers have reported limited disruptions from the recent halt in semiconductor exports by Nexperia, a key chipmaker, as industry players emphasize sufficient inventory and alternative sourcing strategies to maintain stable production.

Just south of Seoul, a dense grid of R&D towers known as Pangyo Techno Valley has evolved from an industrial cluster into a crucial testbed for South Korea’s artificial intelligence ambitions.