A new study reveals a satellite providing 24/7 Earth surveillance relies on gallium, a rare mineral. China dominates over 95% of global primary gallium production, posing a strategic challenge as the US has sought similar capabilities for decades.
Japan's exports grew 19.3% in June, the fastest pace since November 2022, fueled by semiconductor equipment shipments and a weak yen, surpassing expectations. Imports also soared 25.4%, largely due to increased petroleum costs linked to the Iran war, impacting the trade balance.
AI innovators and entrepreneurs convened in Hong Kong to discuss fostering a global entrepreneurial ecosystem through collaboration and knowledge sharing, aiming to transcend geopolitical disagreements.
President Xi Jinping opened China's 2026 World Artificial Intelligence Conference, elevating its status and signaling AI's role as a technological imperative and cornerstone of China's geopolitical strategy amid US tech restrictions.
SK hynix's record $26.5 billion Nasdaq debut, the largest US equity sale by a foreign company, highlights Korea's chip industry strength but also the limitations of its domestic capital market in financing global ambitions.
The US trade deficit ballooned by 42.2% in May to $77.6 billion, driven by a 3.3% rise in imports of goods like pharmaceuticals, mobile phones, and semiconductors, while exports fell 3.2%. This marks the largest monthly increase in a year, coinciding with AI spending and record petroleum imports.
Samsung Electronics forecasts a 19-fold increase in profits for the April-June quarter, driven by soaring global demand for AI memory chips. Sales are expected to exceed 171tn won, marking a record quarterly performance.
Samsung Electronics forecasts a 19-fold increase in profits for the April-June quarter, driven by high global demand for AI memory chips. The company expects to post 89tn won in operating profits, marking its third consecutive record quarter, as semiconductor prices rise due to supply shortages.
Samsung Electronics forecasts a record second-quarter operating profit of 89.4 trillion won ($58.8 billion), a 1,181% surge year-over-year, driven by strong demand for AI-related semiconductors. This estimate surpasses market forecasts and highlights the company's dominant position in the AI supercycle.
Keysight ve WIN Semiconductors, RF uygulamaları için galyum nitrür (GaN) mikroçip tasarım süreçlerini hızlandıran yeni bir platform geliştirdi. 5G, Wi-Fi ve uydu sistemleri için ilk seferde hatasız tasarım hedefleyen platform, üretim hatalarını sıfıra indirmeyi amaçlıyor.
Singapore police seized a S$55 million luxury home allegedly bought with proceeds from smuggling Nvidia AI chips. CEO Wei Zhaolun faces money laundering charges for using S$38 million in illicit earnings. Four individuals and two companies are charged in connection with the illegal trade.
Japanese Prime Minister Sanae Takaichi arrived in New Delhi for a three-day official visit, set to meet PM Narendra Modi to discuss economic security, supply chains, and regional issues. The visit aims to strengthen cooperation between the two nations.
South Korea's economy, heavily reliant on semiconductors, faces risks from a growing number of 'zombie firms' and a struggling self-employed sector. The semiconductor boom masks underlying economic weaknesses, with zombie firms impacting healthy businesses and self-employed individuals facing record debt and rising delinquency rates.
India and Japan are set to sign an agreement to enhance LNG supply security and strengthen economic ties during PM Modi and PM Takaichi's summit in India. Discussions will cover critical minerals, AI, semiconductors, and regional geopolitics, with Japan planning significant investments.
China has implemented new national security regulations, effective Wednesday, allowing broader review of overseas investments and transfers impacting its strategic interests, especially in AI and semiconductors. This move, amid tech competition with the US, aims to protect Chinese technological capabilities but raises concerns for Chinese companies' global expansion and foreign partners' access to Chinese expertise.
Console prices are rising due to AI-driven demand for semiconductors. PS5 and Xbox Series X/S have seen significant price hikes, with the PS6 potentially costing $1,000. Sales have dropped, and cloud gaming may offer an alternative.
KKR and SK Inc. are launching South Korea's largest renewable energy platform, valued at $1.3 billion, with KKR taking initial management control. The platform aims to meet surging demand for clean power from chipmakers and AI data centers.
DBS Bank identifies a global AI "arms race" driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, infrastructure, and data centers. The bank anticipates new investment opportunities from AI spending, sovereign AI initiatives, and rising power demand, while advising portfolio adjustments amid geopolitical risks and inflation.
Basic, a Chinese SiC device manufacturer founded in 2016, prepares for its public debut, aligning with China's efforts to lead in SiC technology, despite current market oversupply, with anticipated demand growth driven by 800V architectures and data center adoption by 2027-2028.
Vice Foreign Minister Kim Jina attended the U.S.-led Pax Silica Summit in Washington, where over 20 partner nations discussed cooperation in artificial intelligence and semiconductor supply chains. South Korea introduced its semiconductor strategy and urged partners to build a stable business environment.
South Korean stocks extended their winning streak for a fifth consecutive session on Wednesday, driven by strong performance in the semiconductor sector, pushing the KOSPI to a new high. Investors, however, remained cautious ahead of the U.S. Federal Reserve's rate-setting meeting.
South Korean stocks rose for a fifth consecutive session, driven by semiconductors, nearing the 9,000-point mark. Investors remain cautious ahead of the U.S. Federal Reserve's rate decision, while a new state-run investment firm is set to launch.
South Korean stocks rose for the fifth straight session, driven by semiconductors, as investors awaited the U.S. Federal Reserve's rate decision. The KOSPI index neared 9,000 points, buoyed by retail and institutional buying amid a 'risk-on' sentiment following a U.S.-Iran peace agreement.
Japan's exports grew 17% year-on-year in May, exceeding expectations, with significant boosts from car and semiconductor shipments. This growth, driven by demand for AI technology and automotive sales, also saw strong increases in shipments to China and the U.S., though exports to the Middle East declined.
