Impact of ‘Yellow Envelope’ bill spreads to IT industry as Naver, foreign businesses face labor disputes

On August 27, 2025, the labor unions of six sub-subsidiaries under South Korean internet giant Naver Corporation held a rally at Naver’s headquarters, demanding negotiations with management. Following the passage of the “Yellow Envelope” bill, South Korean businesses now expect joint actions among IT company subsidiaries to intensify.

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VeriSilicon to buy RISC-V pioneer Nuclei, shares halted in Shanghai

VeriSilicon Microelectronics (Shanghai), China’s top semiconductor IP and custom chip design service provider, said on August 28 that it will acquire Nuclei System Technology, a Shanghai-based RISC-V CPU IP specialist. The acquisition will be carried out through a mix of share issuance and cash, with an additional fundraising round. VeriSilicon’s shares will be suspended from August 29 for up to 10 trading days.

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Horizon Robotics cements lead in China’s auto driving chips, eyes full autonomy within a decade

China’s fast-growing autonomous driving market has cemented Horizon Robotics as the country’s leading automotive chip supplier. The company posted first-half 2025 revenue of CNY1.567 billion (approx. US$219 million), a 67.6% increase from a year earlier. Founder and CEO Yu Kai said adoption is shifting from advanced driver-assistance systems (ADAS) to robotaxi platforms, predicting full-scale autonomous driving within five to ten years. He added that Horizon will begin collaborations with robotaxi operators in the second half of 2025.

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Anstek sees growth from AI demand and industrial control, expects strong 2025 revenue

Macnica Anstek, Japan-based Macnica’s subsidiary in Taiwan, reported rising orders supported by recovery in industrial control and automated test equipment (ATE) markets, alongside growing AI-related applications. The company forecasts monthly revenue surpassing NT$700 million (around US$22.9 million) in the second half of 2025, anticipating a full-year performance exceeding that of 2024.

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Nvidia bets big on optical networking with 2026 launch of Quantum-X and Spectrum-X to power AI data centers

As artificial intelligence (AI) systems scale at breakneck speed, the vast flows of data inside GPU clusters are overwhelming traditional interconnect methods. Legacy copper-based solutions can no longer keep pace with the low-latency, high-bandwidth demands of model training and inference. That bottleneck is accelerating the industry’s shift to optical communications as the backbone of next-generation computing.

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