20
May
20
May
Inside the LEO boom: How Starlink and rivals are reshaping global PCB supply chains
The global satellite communications industry is accelerating the deployment of next-generation infrastructure, unlocking the commercial potential of low-Earth-orbit (LEO) networks, while speculation that SpaceX could bring forward its initial public offering is adding fresh momentum ahead of the anticipated debut of the Starship V3 launch system.
20
May
South Korea turns defense contracts into quantum’s commercialization launchpad
South Korea’s leading defense contractor, LIG Defense & Aerospace, and the state-backed Agency for Defense Development are accelerating efforts to move quantum defense technologies from labs into operational deployment, as industry players argue that military and public-sector demand will be the key catalyst for commercialization before broader private-sector adoption takes hold.
20
May
The LG 25G590B is the world’s first native 1000Hz gaming monitor
20
May
China’s OSATs chase bigger role as AI chips strain packaging supply
China’s OSAT providers are trying to move deeper into advanced packaging as artificial intelligence (AI) demand strains global chip packaging supply, creating an opening for companies that have long played a lower-profile role in the semiconductor value chain.
20
May
Rare-earth shadows Boston Dynamics’ Atlas ambitions ahead of IPO
Hyundai Motor Group’s humanoid robot ambitions are moving closer to commercialization, with Boston Dynamics preparing for a broader capital-market push and factory deployment of its Atlas robot. But analysts warn that China’s control over rare-earth supply chains could become a key risk as the company looks to scale production.
20
May
Apple’s memory bargaining power weakens amid AI-driven supply squeeze, Korean media says
South Korean media commentary has highlighted a structural shift in Apple’s influence over memory chip pricing, arguing that its long-standing bargaining power over suppliers is weakening as demand for artificial intelligence (AI) reshapes global semiconductor priorities.
20
May
Phison taps overseas bond market for US$800 million storage push
Phison Electronics has completed pricing for its first overseas unsecured convertible bond sale, raising US$800 million as the NAND controller supplier moves to support expanding demand for AI storage and related solutions.
20
May
As Hormuz crisis hits South Korea, Arctic route gains strategic weight
South Korea depends on the Middle East for 70% of its crude oil, and relies heavily on oil refining, petrochemicals, and power generation in its industrial sector. As a result, Iran’s blockade of the Strait of Hormuz has led to wide-ranging pressures on South Korea’s economic security.
20
May
Universities and governments emerge as new pillars of AI commercialization, accelerator says
Saeed Amidi, founder and CEO of Plug and Play, opened the first day of the Plug and Play May Summit in Sunnyvale with a characteristically freewheeling address that wove together billion-dollar announcements, geopolitical asides and a running joke about his wife’s online shopping habits — but beneath the humor was a substantive strategic pivot.