As the four major cloud service providers (CSPs) actively invest in self-developed application-specific integrated circuits (ASICs), market forecasts predict a rapid increase in shipments in 2025. However, the integrated circuit substrate supply chain has indicated concerns over potential upstream material shortages following reports that Japan’s leading fiberglass cloth manufacturer Nittobo is facing high-end production capacity constraints. This could potentially hinder future server shipments.

Samsung Electronics is preparing a strategic challenge to SK Hynix’s dominance in sixth-generation high-bandwidth memory with an ambitious technological leap that could reshape the HBM4 supply landscape.

AWS has confirmed that its last overseas research institute, located in Shanghai, has officially disbanded, stating that this organizational adjustment aligns with the company’s future strategic direction and resource allocation.

SK Group chairman Chey Tae-won recently visited OpenAI’s headquarters in San Francisco for a private meeting with CEO Sam Altman, according to reports from South Korean outlets Maeil Business Newspaper and Yonhap News Agency. The visit marks the third known encounter between the two executives, following previous meetings in Seoul in February 2025 and San Francisco in June 2024.