Samsung Electronics and SK Hynix, which control about 70% of the global DRAM market, signalled in recent IR meetings with global investment banks that they will not pursue aggressive supply expansion. Their cautious stance comes as DRAM shortages widen from servers to PCs and smartphones.

Alibaba Cloud is ramping up its global strategy, pushing aggressively into the Middle East and Southeast Asia to expand its presence in fast-growing emerging markets.

The US is moving to reinforce critical mineral and semiconductor supply chains with key allies as the West’s push to expand rare earth magnet production runs into a worsening shortage of heavy rare earth elements. Officials from eight allied nations will gather at the White House on December 12, 2025, to negotiate new agreements on energy, advanced manufacturing, semiconductor production, AI infrastructure, and logistics, according to Bloomberg. The initiative seeks to limit dependence on China, which controls more than 90% of global rare earth and permanent magnet refining capacity.

Taiwan Cement (TCC) has begun to see results from its expansion through acquisitions in Europe and Africa, with the company now holding a 50% market share in Portugal and accumulating more than 2 million tons of carbon credits. Although the EU has postponed the implementation of the Carbon Border Adjustment Mechanism (CBAM) to 2027, TCC chairman An-ping Chang has stressed that corporations need to prepare beforehand to comply with future regulations.