SK Hynix reportedly trims consumer memory, shifts focus to servers

Surging demand for AI hardware is prompting memory makers to reassess their product portfolios as resources shift toward higher-margin enterprise and data center markets. Following Micron’s decision to exit its Crucial consumer business late last year, market speculation has emerged that SK Hynix may also be reviewing its exposure to consumer-grade memory products.

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Samsung will adopt South Korea-made mask blanks to EUV process to reduce reliance on Japan

Samsung Electronics is set to introduce South Korea-made mask blanks into its extreme ultraviolet (EUV) process starting as early as the second quarter of 2026. According to ET News and The Elec, Samsung is in the final evaluation stages of its EUV mask blanks with local supplier S&S Tech and is expected to be completed by January 2026, or by February at the latest. This is the first time Samsung will use domestically produced mask blanks in its EUV process.

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Meta doubles down on AI smart glasses, shuts VR studios

Meta Platforms is reshaping its hardware and AI strategy. After reports of layoffs at its Reality Labs division, the US tech giant is now in talks with EssilorLuxottica to double the annual output of its AI-powered Ray-Ban Meta smart glasses to 20 million units by the end of 2026, from an original target of 10 million. If demand remains strong, production could rise to 30 million units, though no final agreement has been reached.

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China’s new export trio drives 2025 trade growth

China’s total trade in goods reached CNY45.47 trillion (approx. US$6.51 trillion) in 2025, marking a 3.8% year-over-year increase and setting a new record, the General Administration of Customs announced on January 14. Exports rose 6.1% to CNY26.99 trillion, while imports edged up 0.5% to CNY18.48 trillion, maintaining China’s status as the largest merchandise trader globally.

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E-paper industry moves toward color as E Ink Holdings and Netronix report strong growth in 2025

The e-paper market is undergoing a significant transformation, shifting from traditional black-and-white displays to color technology, driven by device replacement cycles and expanding application areas. This trend has contributed to robust performances by key industry players E Ink Holdings and Netronix in 2025, with both companies poised to achieve record results in 2026.

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