04
Jun
Samsung Electronics memory division executives traveled to Nvidia’s US headquarters in late May to advance large-scale high-bandwidth memory (HBM) supply arrangements, according to South Korean media reports.
03
Jun
C.C. Wei says TSMC won’t be rushed by hype: uncertainty is the real risk
As the world’s leading semiconductor foundry, TSMC stands at the heart of global tech innovation — powering everything from smartphones to the latest breakthroughs in artificial intelligence (AI).
03
Jun
TSMC chairman talks tariffs, international expansion, and supply chain challenges
Following TSMC’s recent shareholder meeting, Chairman C. C. Wei addressed several key issues, including trade tariffs and international expansion plans. Wei emphasized that tariff negotiations happen between governments, not between nations and individual companies. He stressed that TSMC’s global expansion decisions are driven primarily by customer needs and local government support, not subsidies and that the company remains committed to being a cornerstone of the semiconductor industry through technological excellence and corporate culture.
03
Jun
South Korea’s new President set to be announced despite concerns over candidates’ lack of industry policies
The 21st South Korean presidential election was held earlier today simultaneously at more than 14,000 polling stations nationwide. Since the emergency martial law incident involving former President Yoon Suk-Yeol on December 3, 2024, a political vacuum and chaos lasting over six months will finally come to an end.
03
Jun
How would US Supreme Court rule on Trump’s tariffs policy?
A US federal court has granted the Trump administration’s request for a temporary stay of a ruling made by the Court of International Trade against its sweeping tariffs policy. The White House is appealing the trade court’s decision while insisting there are alternative methods to collect tariffs. Though Trump remains defiant in the face of legal challenges, growing judicial resistance casts doubt on his administration’s tariff strategy.
03
Jun
Subsidized iPhones put Apple back on top in China, but at what cost?
Apple’s smartphone shipments in China dropped 9% year-over-year in the first quarter of 2025, falling to fifth place with a 13.7% market share, according to IDC. In response, the company launched an aggressive discount campaign on May 11 ahead of the 618 shopping festival, slashing prices to unprecedented levels. Even the base model of the iPhone 16 Pro qualified for government subsidies.
03
Jun
Global smartphones, 1Q 2025
Global smartphone shipments hit 294.7 billion units in the first quarter of 2025 with volumes in the second quarter to pick up 4.9% on year.
03
Jun
Samsung rides GDDR7 wave as Nvidia, AMD shift to comply with US export curbs
In response to intensified US export controls on advanced semiconductor shipments to China, major chipmakers Nvidia and AMD are reportedly adopting Samsung Electronics’ GDDR7 graphics DRAM as a lower-bandwidth alternative to high-bandwidth memory (HBM), which falls under stricter US trade restrictions.
03
Jun
Kinpo charts Middle East expansion, but without a factory
As Middle Eastern nations accelerate economic diversification efforts, global attention is turning to the region’s rising profile as a destination for technology investment — a trend further amplified by US President Donald Trump’s recent visit, which resulted in more than US$2 trillion in investment and cooperation agreements across the region.
03
Jun
Huawei’s Hubble shifts gears: from chips to AI, robotics
Huawei launched Hubble Technology Investment Co. in response to US sanctions in 2019, a wholly owned subsidiary aimed at accelerating China’s push for semiconductor independence. Hubble has since become a cornerstone of Huawei’s strategy to localize its supply chain, with investments spanning chip design, fabrication equipment, semiconductor materials, and EDA software.