Recently, reports from South Korea claim that Micron is set to become a rising star in the HBM market, following Samsung Electronics and SK Hynix. Although Donald Trump’s current policies remain unclear, many in the South Korean industry predict that the US will adopt strict protectionist measures for its semiconductor industry. As a result, Micron, being a US company, is likely to benefit.

Taiwanese passive component manufacturer Yageo reported first-quarter operating results that exceeded market expectations, driven by a gradual normalization of inventory levels among downstream distributors. This stabilization spurred restocking for select product categories, boosting revenue and profitability beyond prior forecasts.

Zhipu AI (Beijing Zhipu Huazhang Technology), a prominent Chinese AI startup, has launched its initial public offering (IPO) process, becoming the first of China’s “AI Six” to step onto the public markets. The China Securities Regulatory Commission (CSRC) confirmed that Zhipu signed an IPO counseling agreement with China International Capital Corp. (CICC) on March 31, 2025, and filed its pre-listing documentation in April. The company could formally apply for listing by the end of 2025.