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台積電遭控侵權 智慧局長：已提專利無效宣告有信心勝訴
台積電在美國遭兩家專利授權公司指控侵犯專利，經濟部智慧局長廖承威表示，台積電已向美國專利商標局提出專利無效宣告，並對台積電的技術研發及智財團隊能力深具信心，認為台積電能證明對方專利無效，進而化解侵權指控。
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自由时报Semiconductor
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Temas relacionadossemiconductorsSamsung ElectronicsSK HynixAIinvestmentSouth Koreasupply chainstock market
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Mundo·13 sa önceResumen IA
Italy and Japan Seek Closer Ties Amid Supply Chain Concerns
Italy and Japan are strengthening diplomatic ties, focusing on supply chains and technology cooperation. The leaders aim to reduce reliance on China for critical minerals and boost semiconductor manufacturing through joint ventures.
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SCMP Economy
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Business·18 sa önceResumen IA
China Bans Infineon from Selling GaN Products, Boosting Domestic Chip Stocks
China's Supreme People's Court upheld a ban on Infineon Technologies selling GaN products, following a patent dispute with domestic rival Innoscience. The ruling caused Chinese semiconductor stocks to surge.
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Business·2 g önceResumen IA
Tungsten Hexafluoride Price Surges Over 200% Amid Supply Shortages and Chip Demand
The price of high-purity tungsten hexafluoride has surged over 200% year-on-year to over 1,700 yuan ($251) per kg due to supply bottlenecks and rising demand from the semiconductor industry. Japanese producers Showa Denko Kanto and Central Glass plan production suspensions in July, potentially disrupting supply to major chipmakers like Samsung Electronics.
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Business·3 g önceResumen IA
AI and Semiconductor Boom Fuels Youth Investment in South Korea and Taiwan
South Korean and Taiwanese stock markets, driven by AI and semiconductors, have seen significant growth since 2026. This boom has ignited a passion for quick wealth among young investors, with South Korea's 20-30 year olds having a 70% stock account opening rate, surpassing Taiwan's 57%. Both nations' youth are employing leverage, with South Korean youth showing a stronger inclination towards leveraged ETFs and margin trading.
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Tecnología·3 g önceResumen IA
Huawei's 'Chip Queen' Re-emerges with New Scaling Law
He, head of Huawei's secretive semiconductor business, reappeared after a 2019 hiatus. At a Shanghai symposium, she introduced the "Tau (τ) Scaling Law," which Huawei claims could reach 1.4nm transistor densities by 2031 without EUV lithography, challenging traditional scaling methods.
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Business·2 g önceResumen IA
Indian Semiconductor Startups Seek Government Support for Market Access and IP Protection
Indian semiconductor startups are calling on the government for enhanced market access and intellectual property protection. They emphasize the need for procurement support and incentives for electronics makers to adopt local chips to foster growth and maintain domestic ownership amidst significant capital constraints.
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Economic Times
NOTICIA
3 g önceResumen IA
South Korea's Hanmi Semiconductor to Invest $32.9M in SpaceX Ahead of IPO
Hanmi Semiconductor to acquire $32.9M in SpaceX shares (7.24% equity) before its Nasdaq IPO, citing growth potential in advanced chips and AI, with plans to reinvest returns into its semiconductor business.
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Yonhap News
Tecnología
3 g önceResumen IA
SK Telecom and Nvidia Collaborate on AI Cloud and Factory in South Korea
SK Telecom and Nvidia partner to build a gigawatt-scale AI cloud and AI factory in South Korea by 2027, leveraging Nvidia's DSX platform for end-to-end AI operations.
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SCMP Economy
NOTICIA
4 g önceResumen IA
NYT Highlights South Korea's Semiconductor Frenzy with Unique Quiz
The New York Times used a unique quiz format featuring Korean slang and memes to explain the country's semiconductor boom, driven by AI, highlighting its impact on education, real estate, and corporate culture.
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Tecnología·4 g önceResumen IA
South Korea aims to be AI hub with 'Project Trinity' linking semiconductors, data centers, physical AI
South Korea's Presidential Office Policy Chief Kim Yong-beom proposed 'Project Trinity' to make Korea a key AI hub by integrating semiconductors, data centers, and physical AI into a circular structure. He emphasized Korea's unique strengths in manufacturing and semiconductor supply chains to capitalize on global shifts.
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Mundo·4 g önceResumen IA
President Lee asks EU for favorable consideration on steel tariffs, cooperation in semiconductors and defense
President Lee requested favorable consideration from the EU regarding steel tariffs and TRQ acquisition, emphasizing the impact on Korean industries. Discussions also covered semiconductor and defense cooperation, and carbon border adjustment mechanisms.
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연합뉴스
NOTICIA
4 g önceResumen IA
Woori Asset Management's Semiconductor BIG2 Plus Fund Exceeds 70% Return in One Year
Woori Asset Management's Semiconductor BIG2 Plus Fund has achieved a remarkable 74.4% return over the past year, outperforming other mixed-bond funds. The fund invests in Samsung Electronics and SK Hynix, alongside mid-to-small cap growth stocks, while maintaining a 70% allocation to domestic bonds to mitigate volatility. Its net assets have grown significantly, with a substantial portion of new investments coming from pension funds.
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Política·4 g önceResumen IA
Jeonnam Province Urges Samsung, SK Hynix to Invest in Semiconductor Facilities
Jeonnam Province is urging Samsung Electronics and SK Hynix to establish semiconductor fabrication plants and advanced packaging facilities in the region, citing its suitability for a semiconductor cluster due to ample power, water, land, and research talent.
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Business·4 g önceResumen IA
Cathie Wood: Continue buying semiconductor stocks in installments, AI trend to last years
Cathie Wood, CEO of ARK Invest, advised investors to continue buying semiconductor stocks in installments, emphasizing a strong conviction in the AI trend lasting for years. She also noted potential investments in Samsung Electronics and Hyundai Motor, and expressed a view that the US Federal Reserve will not raise interest rates this year.
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Real estate·4 g önceResumen IA
South Korean housing prices surge in semiconductor hub areas
Housing prices in South Korea's southern region, particularly in semiconductor industry hubs like Dongtan, are experiencing a rapid surge. This rise is attributed to expectations of a semiconductor boom driven by AI and significant bonuses for employees at major companies like Samsung Electronics and SK Hynix, fueling demand for home purchases.
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Política·4 g önceResumen IA
South Korean political parties urge semiconductor plant investment in Honam region
Political parties in South Korea's Honam region are urging Samsung Electronics and SK Hynix to establish semiconductor plants there, citing abundant renewable energy and the need for regional development.
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Tecnología·5 g önceResumen IA
Taiwan's AI Opportunity: Beyond Semiconductors to AI Infrastructure and Ecosystem Co-Design
Nvidia CEO Jensen Huang's presence at GTC Taipei and COMPUTEX highlighted Taiwan's pivotal role in the AI supply chain, moving beyond chip manufacturing to AI infrastructure and physical AI ecosystems. The article urges Taiwan to become a co-designer rather than just a component supplier to seize future AI opportunities.
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5 g önceResumen IA
Mirae Asset to pay 215 won per share for TIGER Semiconductor TOP10 Covered Call Active ETF in June
Mirae Asset Management announced that its TIGER Semiconductor TOP10 Covered Call Active ETF will distribute 215 won per share for June. This ETF invests in leading domestic semiconductor companies like SK Hynix and Samsung Electronics, utilizing option premiums as a distribution source.
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Business·5 g önceResumen IA
South Korea's Exports Surge Over 80% in Early May, Driven by Semiconductor Boom
South Korea's exports in early May soared by over 80% year-on-year to a record $28.6 billion, propelled by a massive 205.8% surge in semiconductor exports. All major markets saw increases, contributing to a $5.3 billion trade surplus.
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Tecnología·5 g önceResumen IA
Samsung, SK Hynix reportedly considering new semiconductor investment in Honam, Chungcheong regions
Samsung Electronics and SK Hynix are reportedly considering new semiconductor facility investments in the Honam and Chungcheong regions, sparking high expectations in the Jeonnam-Gwangju area. The government is also strongly urging large corporations to invest in the less developed Honam region for balanced national development.
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Mundo
5 g önceResumen IA
South Korea and Belgium agree on semiconductor cooperation; security and steel tariffs discussed at EU meeting
South Korean President Lee Jae-myung and Belgian Prime Minister Alexander De Croo agreed to strengthen cooperation in semiconductors and support investment in strategic industries. Discussions with EU leaders also covered security pact negotiations and concerns over EU steel tariffs and carbon border adjustment measures.
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5 g önceResumen IA
China Develops Gallium-Based Chips for 6G Communications
China develops gallium-based chips for 6G communications and commercial space programs
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SCMP News
Tecnología
06.06.2026Resumen IA
Chinese Researchers Achieve Breakthrough in AI Model Post-Training with Huawei Chips
Chinese researchers, led by Huawei and multiple institutes, successfully conducted full-parameter post-training on a 1.6 trillion-parameter AI model using over 1,000 Huawei chips, enhancing China's AI self-reliance.
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