05 Nov
Latest News and Trends

Nvidia US$10B deal elevates South Korea to third in GPU stockpile for physical AI push

Nvidia has built a massive AI infrastructure project with the South Korean government, and local enterprises will now adopt Nvidia’s next-generation RTX Pro 6000 Blackwell server-version GPU. During the Asia-Pacific Economic Cooperation (APEC) summit in Gyeongju in 2025, Nvidia announced plans to supply 260,000 GPUs to the country, a deal worth US$10 billion.

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05 Nov
Latest News and Trends

SK Hynix redefines AI memory architecture with 2031 ‘full stack’ vision

At the SK AI Summit 2025 in Seoul on November 3, 2025, SK Hynix CEO Kwak Noh-jung announced a major strategic overhaul, revealing plans to transform the South Korean memory maker from a traditional component supplier into a “Full Stack AI Memory Creator.” The company outlined a roadmap through 2031 that details next-generation HBM, DRAM, and NAND solutions designed for artificial-intelligence applications.

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05 Nov
Latest News and Trends

Commentary: Jensen Huang’s South Korea charm offensive signals Nvidia’s Asia pivot

When Nvidia CEO Jensen Huang sat down for fried chicken and beer with Samsung’s Lee Jae-yong and Hyundai’s Chung Eui-sun on a Gyeongju street corner, the casual dinner quickly went viral across South Korea. The scene captured something larger than corporate networking: Nvidia’s calculated pivot toward Asia’s most agile technology hub.

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05 Nov
Latest News and Trends

Supermicro’s cash flow turns negative as AI infrastructure push strains finances

Supermicro reported a challenging first quarter of fiscal 2026, with rising costs, higher working capital, and negative free cash flow reflecting the company’s rapid expansion to meet surging demand for artificial intelligence (AI) data center infrastructure. CFO David Weigand and CEO Charles Liang emphasized that these pressures are part of a deliberate strategy to support long-term growth.

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05 Nov
Latest News and Trends

Airoha targets Ethernet, optical communication, and Bluetooth for growth by 2026

MediaTek’s subsidiary Airoha has identified Ethernet, optical communication, and Bluetooth applications as key growth drivers, expecting these sectors to account for 20% of its revenue by 2026, according to its November 4, 2025, earnings call. While the company has not finalized its 2026 budget or provided detailed forecasts, it confirmed these areas as core to its expansion plans.

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