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2025-09-02

[News] Alibaba Reportedly Unveils AI Chip Rivaling NVIDIA’s H20, Boosting Taiwan’s Server ODM Inventec

According to Economic Daily News, citing Wall Street Journal, sources say Alibaba has introduced a new AI chip that is more versatile than its predecessors, aiming to fill the gap left after NVIDIA faced regulatory hurdles in selling to China. The chip, currently in testing, is reportedly produced b...

2025-09-02

[News] Samsung, SK hynix Reportedly Delay Phase-out to 2026 as DDR4 Becomes Unexpected Cash Cow

With DDR4 prices holding strong amid tight supply, memory giants that once planned to phase out the chip are now reversing course. South Korea’s Maeil Business Newspaper reports that Samsung and SK hynix will extend DDR4 production into next year. Previously, as Commercial Times noted, both com...

2025-09-02

[News] Ennostar Expands into Robotics, Unveils Mini/Micro LED Human-Machine Interface Displays

On August 20, Ennostar teamed up for the first time with edge computing leader ADLINK to jointly participate in the 2025 Taiwan Robotics and Smart Automation Show, targeting the fast-growing automation and robotics market. Ennostar stated that the exhibition highlights Mini LED and Micro LED human-m...

2025-09-02

[News] Memory Giant, Fragile Link: Korea’s Reliance on Japan in HBM Supply Chain

According to ZDNet, South Korea may lead in memory products like DRAM and NAND flash, but it remains heavily dependent on Japan for critical materials. The report, citing sources, warns that unless localization advances more quickly, this reliance could become a structural risk for the country in th...

2025-09-01

[News] NVIDIA’s Jensen Huang to Join APEC in Oct., Raising Hopes for US–Korea Chip Push

According to Chosun Daily, NVIDIA CEO Jensen Huang will attend the Asia-Pacific Economic Cooperation (APEC) summit in Gyeongju, Korea this October. Citing sources, the report says his participation has raised expectations for deeper U.S.–Korea semiconductor cooperation and underscores NVIDIA’s i...

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