AI Supercycle, Geopolitics Triggering Global Memory Market Crisis
The global semiconductor landscape has entered a period of profound structural realignment and historic volatility. Industry insiders have colloquially…
How prolonged Iran war could disrupt Asia tech industry from chipmaking to AI data centres
The Strait of Hormuz, which carries about a quarter of global seaborne crude oil trade and 20 per…
South Korean investors pour millions into MiniMax, other Chinese AI and chip stocks
South Korean retail investors, known for their aggressive trading style, are ramping up exposure to Chinese artificial intelligence-related…
Is Trump pressuring South Korea to lock in deal before US court can strike down tariffs?
President Donald Trump’s announcement that he will reinstate 25 per cent tariffs on South Korea is less indicative…
Trump Administration Signals 100% Tariffs to Push Chipmakers Into US
This article first appeared on GuruFocus. Commerce Secretary Howard Lutnick outlined a tougher framework for semiconductor trade policy…
Semiconductor shock: Trump’s 100pc tariff warning jolts Asian markets
TOKYO, Aug 7 — Chip-related shares were down in early Asian trade today, after US President Donald Trump…
SK Group to Provide a Model for Global AI Cooperation with Technology Innovations at CES
SK’s CES 2025 booth introduces AI technology and services under the theme ‘Innovative AI, Sustainable Tomorrow’ SK Chairman…
Nvidia supplier SK Hynix sees no AI chip oversupply as profit soars to record
By Heekyong Yang, Hyunjoo Jin and Joyce Lee SEOUL (Reuters) -South Korea’s SK Hynix on Thursday posted a…