China has reportedly been conditionally approving corporate purchases of Nvidia’s H200, reshaping HBM supply-demand dynamics. According to Seoul Economic Daily and G-enews, Bloomberg reported that Chinese authorities granted conditional approval for major Chinese companies such as Alibaba, Tencent Holdings, and ByteDance to purchase Nvidia’s H200. Due to the H200’s heavy HBM requirements, this development will also impact Samsung and SK Hynix.

China’s National Space Administration (CNSA) announced a strategic initiative on November 25, 2025, intending to make China the world leader in commercial space activities by 2027. The plan, unveiled in Beijing, details reforms designed to mobilize private-sector innovation, integrate national resources, and enhance international cooperation in the space industry.

A deepening global memory chip shortage is beginning to raise serious concerns within the automotive industry, as surging demand from artificial intelligence (AI) applications increasingly crowds out supply. With software-defined vehicles (SDVs), advanced driver assistance systems (ADAS), and in-vehicle infotainment becoming mainstream, automakers are now facing mounting risks tied to memory availability, pricing, and product design.

Taiwanese semiconductor companies specializing in visual AI technologies are pivoting away from the Chinese market, increasingly focusing on Europe and the US amid growing challenges in China. These firms are advancing comprehensive solutions encompassing SoCs, ISPs, sensors, and algorithms to maintain competitiveness.