https://www-scmp-com.libproxy1.nus.edu.sg/rss/60411/feed Samsung Electronics is a key subsidiary of Samsung Group, a South Korean multinational conglomerate company headquartered in Samsung Town, Seoul. It is the largest South Korean chaebol. Other key subsidiaries include Samsung Heavy Industries, Samsung Engineering and Samsung C&T. en https://assets.i-scmp.com/static/img/icons/scmp-meta-1200x630.png https://www-scmp-com.libproxy1.nus.edu.sg Howard Liu Howard Liu Shares of ChangXin Memory Technologies (CXMT) could more than double from Monday’s close as the Chinese chipmaker expands its global dynamic random-access memory (DRAM) market share to 18 per cent by 2028, according to Nomura, which set a price target of 116 yuan. The listing of CXMT, the country’s top maker of DRAM chips, sparked investor momentum as its shares surged 466 per cent to close at 49 yuan. It has become the most valuable company listed on the mainland Chinese market. Its market cap... https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3362012/what-cxmt-must-do-grow-global-memory-market-share-and-build-its-surge-analysts?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3362012/what-cxmt-must-do-grow-global-memory-market-share-and-build-its-surge-analysts?utm_source=rss_feed Mon, 27 Jul 2026 13:00:07 +0000 Zhang Shidong Zhang Shidong China’s state support for its stock markets may face a test, as seasoned US hedge fund manager Michael Burry increased bearish wagers on artificial intelligence-linked stocks and Moody’s warned of debt risks from hyperscalers. Burry, famed for his prescient short against the US property market before the 2008 global financial crisis, expanded positions against Nvidia, Micron Technology and an exchange-traded fund tracking the Philadelphia Semiconductor Index. Moody’s cautioned last week that... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3361950/big-short-trader-michael-burrys-rising-bearish-ai-positions-test-chinas-stock-support?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3361950/big-short-trader-michael-burrys-rising-bearish-ai-positions-test-chinas-stock-support?utm_source=rss_feed Mon, 27 Jul 2026 10:00:11 +0000 Howard Liu Howard Liu ChangXin Memory Technologies (CXMT), China’s leading maker of dynamic random-access memory (DRAM) chips, saw its shares close up 466 per cent on their Shanghai trading debut, giving the company a market capitalisation of 3.28 trillion yuan (US$484.6 billion) and making it mainland China’s most valuable onshore listing. The semiconductor champion’s Monday debut saw unprecedented trading volume, with turnover exceeding 140 billion yuan as CXMT became the first mainland-listed stock to cross the... https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3361926/chinas-cxmt-shares-rise-472-star-market-debut-valuing-dram-maker-us489-billion?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3361926/chinas-cxmt-shares-rise-472-star-market-debut-valuing-dram-maker-us489-billion?utm_source=rss_feed Mon, 27 Jul 2026 01:46:37 +0000 Bloomberg Bloomberg Samsung has revamped its foldable phone line-up, introducing a new entertainment-focused model that will compete with Apple’s imminent entry into the market. The South Korean technology giant is now offering three models: the US$1,200 Galaxy Z Flip 8, US$1,900 Z Fold 8 and US$2,100 Z Fold 8 Ultra. While the company has kept its long-running foldable design on the high-end Ultra model, the mid-tier Fold 8 – the version aimed at most consumers – has a shorter and wider style that is more ideal for... https://www-scmp-com.libproxy1.nus.edu.sg/lifestyle/gadgets/article/3361581/latest-samsung-folding-phones-and-watches-including-new-z-fold-8-rival-apple?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/lifestyle/gadgets/article/3361581/latest-samsung-folding-phones-and-watches-including-new-z-fold-8-rival-apple?utm_source=rss_feed Fri, 24 Jul 2026 04:45:06 +0000 Park Chan-kyong Park Chan-kyong Barely four months into its implementation, South Korea’s new labour-friendly law is coming under growing scrutiny as workers’ demands for bonuses tied to a fixed percentage of corporate profits spread across the country. If left unchecked, critics warn, the revised Trade Union and Labour Relations Adjustment Act – commonly known as the Yellow Envelope Act – could fuel labour disputes, create uncertainty for businesses and threaten an economy that is only beginning to recover. At the heart of... https://www-scmp-com.libproxy1.nus.edu.sg/week-asia/economics/article/3361662/south-korean-unions-use-new-labour-rules-push-envelope-bonus-demands?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/week-asia/economics/article/3361662/south-korean-unions-use-new-labour-rules-push-envelope-bonus-demands?utm_source=rss_feed Fri, 24 Jul 2026 04:30:06 +0000 Nicholas Spiro Nicholas Spiro For the most dramatic change in a benchmark index in financial markets in recent years, look no further than the stock markets of developing economies. Just over a year ago, mainland China and India had a combined weight of 50 per cent in the MSCI Emerging Markets Index. Fast forward to today, and it is South Korea and Taiwan that account for over half of the gauge. At the end of last month, the weight of South Korea in the index stood at nearly 24 per cent, four percentage points more than that... https://www-scmp-com.libproxy1.nus.edu.sg/opinion/asia-opinion/article/3361547/ai-trade-keeps-capital-and-risks-flowing-emerging-markets?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/opinion/asia-opinion/article/3361547/ai-trade-keeps-capital-and-risks-flowing-emerging-markets?utm_source=rss_feed Thu, 23 Jul 2026 08:30:08 +0000 Bloomberg Bloomberg Labour unions are rallying across South Korea after Samsung Electronics caved in to protests and agreed to hand out bonuses of more than US$400,000 to some of its employees. Just this week, assembly-line workers at Hyundai Motor staged a three-day partial strike as they seek up to 30 per cent of consolidated profit to be set aside for bonuses. Meanwhile, unions at HD Hyundai Heavy Industries and telecoms operator LG Uplus want payouts equivalent to at least 30 per cent of operating profit, while... https://www-scmp-com.libproxy1.nus.edu.sg/news/asia/east-asia/article/3361526/south-korean-labour-unions-push-higher-payouts-after-samsungs-us400000-bonus?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/news/asia/east-asia/article/3361526/south-korean-labour-unions-push-higher-payouts-after-samsungs-us400000-bonus?utm_source=rss_feed Thu, 23 Jul 2026 02:35:07 +0000 Howard Liu Howard Liu More than 9.4 million investor accounts applied for shares in the blockbuster initial public offering (IPO) of ChangXin Memory Technologies (CXMT), with retail demand reaching about 212 times the shares initially available online. Investors submitted valid applications for nearly 817 billion shares on Thursday, according to an official announcement published Thursday night. The response highlights the intense appetite for China’s leading producer of dynamic random-access memory, or DRAM, as... https://www-scmp-com.libproxy1.nus.edu.sg/tech/article/3360892/chinese-memory-giant-cxmt-oversubscribed-212-times-mega-shanghai-ipo?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/tech/article/3360892/chinese-memory-giant-cxmt-oversubscribed-212-times-mega-shanghai-ipo?utm_source=rss_feed Fri, 17 Jul 2026 07:00:06 +0000 Zhang Shidong Zhang Shidong Chinese technology stocks trading in Hong Kong are emerging as beneficiaries of tumult in the South Korean market, analysts say, pointing to investors rotating out of crowded bets and into undervalued assets, positioning for a rebound. The Hang Seng Tech Index, which tracks Alibaba and other key Hong Kong-listed Chinese tech companies, has risen about 10 per cent from a June 26 low. Meanwhile, the Korea Composite Stock Price Index (Kospi) has technically slid into a bear market after a 20 per... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3360904/south-koreas-turbulence-seen-boon-hong-kong-stocks-capital-migration-under-way?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3360904/south-koreas-turbulence-seen-boon-hong-kong-stocks-capital-migration-under-way?utm_source=rss_feed Fri, 17 Jul 2026 05:59:53 +0000 Howard Liu Howard Liu As soon as ChangXin Memory Technologies opened its blockbuster initial public offering to public subscription on Thursday morning, Luo Yi applied for 86,000 shares – despite acknowledging that she knew little about the semiconductor industry. The 60-year-old stock investor from southwestern Sichuan province was encouraged by her securities account manager, who told her that CXMT’s unusually large share sale could produce a higher allotment rate than most Chinese mainland IPOs. Luo’s application... https://www-scmp-com.libproxy1.nus.edu.sg/tech/article/3360822/cxmts-mega-ipo-draws-frenzy-retail-investors-deepseek-founders-fund?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/tech/article/3360822/cxmts-mega-ipo-draws-frenzy-retail-investors-deepseek-founders-fund?utm_source=rss_feed Thu, 16 Jul 2026 12:00:06 +0000 The Korea Times,Bloomberg The Korea Times,Bloomberg Jensen Huang, chief executive of US artificial intelligence chipmaker Nvidia, held a “yakitori summit” with Japanese executives from semiconductor materials and components companies while visiting Tokyo – a move appeared aimed at strengthening cooperation with local businesses. According to the Nikkei, Huang headed to a yakitori restaurant near Kanda Station in Tokyo, an izakaya specialising in grilled pork skewers and sake, on Wednesday. Located near Tokyo Station, the area is a popular... https://www-scmp-com.libproxy1.nus.edu.sg/news/asia/east-asia/article/3360794/nvidia-chief-jensen-huang-seals-japan-robotics-push-after-yakitori-summit?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/news/asia/east-asia/article/3360794/nvidia-chief-jensen-huang-seals-japan-robotics-push-after-yakitori-summit?utm_source=rss_feed Thu, 16 Jul 2026 08:52:10 +0000 Zhang Shidong Zhang Shidong The volatile state of South Korean stocks is reminiscent for some investors of China’s rapid boom-to-bust cycle a decade ago, analysts say, when leveraged trading fuelled a meltdown that eventually wiped US$5 trillion from the market within months. The South Korean stock market’s frantic artificial intelligence trade has many similarities to China’s markets in 2015, when record-high outstanding margin debts and a retail frenzy led to government intervention that eventually deflated the stock... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3360766/what-does-south-koreas-kospi-chaos-mean-chinas-markets?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3360766/what-does-south-koreas-kospi-chaos-mean-chinas-markets?utm_source=rss_feed Thu, 16 Jul 2026 06:00:08 +0000 The Korea Times The Korea Times The feud between Samsung Electronics’ device-making and chipmaking divisions is deepening, as employees in the smartphone and home appliance businesses are expressing anger over a nearly 100-fold compensation gap between them and employees in the chipmaking division. Samsung Electronics Company Union (SECU), which is mostly made up of employees in the appliance-making Device Experience (DX) division, will hold a rally under a “same company, same rights” slogan at the company’s plant in Suwon,... https://www-scmp-com.libproxy1.nus.edu.sg/news/asia/east-asia/article/3360636/us402000-bonus-splits-samsung-device-and-chip-workers-anger-feud-mount?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/news/asia/east-asia/article/3360636/us402000-bonus-splits-samsung-device-and-chip-workers-anger-feud-mount?utm_source=rss_feed Wed, 15 Jul 2026 06:43:31 +0000 Howard Liu Howard Liu China’s leading memory chipmaker, ChangXin Memory Technologies (CXMT), has priced its Shanghai initial public offering at 8.66 yuan (US$1.28) apiece, positioning the company for the largest listing by a Chinese semiconductor company on a mainland bourse. The firm, based in Hefei, Anhui province, is expected to raise gross proceeds of 57.9 billion yuan (US$8.5 billion) from the sale of nearly 6.7 billion shares, according to an offering announcement released on Tuesday. The shares represent 10... https://www-scmp-com.libproxy1.nus.edu.sg/tech/article/3360615/china-memory-giant-cxmt-valued-us85-billion-record-shanghai-ipo?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/tech/article/3360615/china-memory-giant-cxmt-valued-us85-billion-record-shanghai-ipo?utm_source=rss_feed Wed, 15 Jul 2026 04:28:01 +0000 Howard Liu Howard Liu When ChangXin Memory Technologies (CXMT) – China’s attempt to build a home-grown rival to the world’s top makers of memory chips – kicked off one of the country’s most anticipated initial public offerings (IPOs) of 2026 last week, the spotlight fell on its founder Zhu Yiming. The Shanghai offering, set to start taking subscriptions on Thursday, aims to raise 29.5 billion yuan (US$4.4 billion). And some analysts predict that CXMT could eventually command a market value of 3 trillion yuan, placing... https://www-scmp-com.libproxy1.nus.edu.sg/tech/article/3360285/meet-cxmts-zhu-yiming-engineer-building-chinas-answer-global-memory-chip-giants?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/tech/article/3360285/meet-cxmts-zhu-yiming-engineer-building-chinas-answer-global-memory-chip-giants?utm_source=rss_feed Mon, 13 Jul 2026 02:00:27 +0000 Howard Liu Howard Liu Chinese memory giant ChangXin Memory Technologies (CXMT) kicked off the final stage of its Shanghai listing, setting a subscription date for a share offering that is expected to raise at least 29.5 billion yuan (US$4.3 billion) and would rank as the second-largest on the tech-focused Star Market. China’s leading DRAM maker, based in Hefei in the central province of Anhui, will hold its initial price consultation on Monday and open subscriptions on July 16. The initial public offering (IPO) will... https://www-scmp-com.libproxy1.nus.edu.sg/tech/article/3359955/chinas-top-dram-maker-sets-date-us43b-shanghai-ipo-amid-memory-boom?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/tech/article/3359955/chinas-top-dram-maker-sets-date-us43b-shanghai-ipo-amid-memory-boom?utm_source=rss_feed Thu, 09 Jul 2026 06:49:57 +0000 Ann Cao Ann Cao A panic over excess computing capacity for artificial intelligence was “erroneous”, according to a report by research firm SemiAnalysis, after a global sell-off erased billions of dollars in value from semiconductor stocks on Thursday. Spooked investors interpreted a potential pivot by Meta Platforms into cloud services as a sign of an AI hardware glut, as they feared the US tech giant was preparing to flood the market with unused graphics processing units. Shares of alternative cloud companies... https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3359278/ai-computing-stock-panic-over-meta-cloud-rumour-erroneous-analysts-say?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3359278/ai-computing-stock-panic-over-meta-cloud-rumour-erroneous-analysts-say?utm_source=rss_feed Fri, 03 Jul 2026 06:28:31 +0000 Howard Liu Howard Liu As China’s leading DRAM maker ChangXin Memory Technologies (CXMT) prepares for its expected 29.5 billion yuan (US$4.3 billion) Shanghai Star Market listing, the critical question facing investors is whether the firm can convert its cyclical windfall into permanent industry leadership. The Hefei-based chipmaker enters the market at a uniquely lucrative moment: a global memory shortage driven by surging artificial intelligence computing demand has triggered a massive upcycle in pricing, delivering... https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3359168/inside-cxmts-us43b-ipo-soaring-profits-meet-us-export-threat-and-high-stakes-hbm-race?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3359168/inside-cxmts-us43b-ipo-soaring-profits-meet-us-export-threat-and-high-stakes-hbm-race?utm_source=rss_feed Thu, 02 Jul 2026 08:46:50 +0000 Zhang Shidong Zhang Shidong Hong Kong stocks have trailed other major global markets in the first half of the year, a trend analysts said could persist as sluggish consumer spending weighs on Chinese internet platforms and an entrenched AI trade risks widening the performance gap. A glut of stocks from the expiry of IPO lock-up periods could pose a further threat this quarter, prompting the city’s exchange to respond quickly with countervailing measures. These included lowering trading barriers for individual investors, a... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3359046/can-hong-kong-absorb-us100-billion-newly-tradable-shares-amid-global-ai-boom?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3359046/can-hong-kong-absorb-us100-billion-newly-tradable-shares-amid-global-ai-boom?utm_source=rss_feed Thu, 02 Jul 2026 00:30:13 +0000 Park Chan-kyong Park Chan-kyong South Korea’s US$518 billion semiconductor push aims to transform the artificial intelligence boom into a durable industrial advantage and keep up with leading rival China, according to observers. The plan is intended to secure supplies of advanced memory chips needed for AI data centres and computing infrastructure, while easing pressure on the Seoul metropolitan area by creating a second major chipmaking base in the country’s southwest. President Lee Jae Myung on Monday unveiled the... https://www-scmp-com.libproxy1.nus.edu.sg/week-asia/economics/article/3358792/how-south-koreas-ai-megaprojects-aim-maintain-edge-over-china-meet-demand?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/week-asia/economics/article/3358792/how-south-koreas-ai-megaprojects-aim-maintain-edge-over-china-meet-demand?utm_source=rss_feed Tue, 30 Jun 2026 00:00:16 +0000 Reuters Reuters South Korea rolled out sweeping chip and AI megaprojects on Monday, as President Lee Jae Myung pledged to cement overwhelming industry leadership with investments worth more than US$576 billion over several years. The announcement marks ⁠Lee’s boldest push yet to align South Korea’s AI and chip ambitions with ‌his pledge to narrow regional disparities and revive economies beyond the Seoul metropolitan area. Lee was joined by the leaders of ‌Samsung Electronics and SK Hynix, the world’s two... https://www-scmp-com.libproxy1.nus.edu.sg/news/asia/east-asia/article/3358719/south-korea-unveils-us650-billion-megaprojects-dominate-global-ai-chip-market?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/news/asia/east-asia/article/3358719/south-korea-unveils-us650-billion-megaprojects-dominate-global-ai-chip-market?utm_source=rss_feed Mon, 29 Jun 2026 06:09:17 +0000 SCMP’s Asia desk SCMP’s Asia desk Singapore’s cooling strategy, pioneered by founding prime minister Lee Kuan Yew, has come in for praise in Europe, which is sweltering under a deadly heatwave. Even Tesla founder and world’s first trillionaire Elon Musk has weighed in, calling the late statesman “a genius”. Record-breaking temperatures in countries including Britain, France and Germany have killed dozens, overwhelmed hospitals and led to the closure of schools and cultural sites. Mercury in Paris hit a June record of 40.9... https://www-scmp-com.libproxy1.nus.edu.sg/week-asia/health-environment/article/3358486/europe-turns-singapore-keep-its-cool-during-deadly-heatwave?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/week-asia/health-environment/article/3358486/europe-turns-singapore-keep-its-cool-during-deadly-heatwave?utm_source=rss_feed Fri, 26 Jun 2026 08:29:55 +0000 Zhang Shidong Zhang Shidong Hong Kong stocks rebounded on Wednesday afternoon after a jittery morning session, bucking overnight tumult in US markets spurred by concerns over frothy tech company valuations and an unwinding of leveraged bets on South Korean chipmakers. The Hang Seng Index had risen 0.3 per cent to 23,412.18 by market close, after a seesawing morning session with multiple changes of direction. The Hang Seng Tech Index gained 1.8 per cent, while mainland China’s CSI 300 Index added 0.5 per cent. A rebound in... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3358123/hong-kong-stocks-rebound-contrast-overnight-sell-offs-us?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3358123/hong-kong-stocks-rebound-contrast-overnight-sell-offs-us?utm_source=rss_feed Wed, 24 Jun 2026 01:50:24 +0000 Park Chan-kyong Park Chan-kyong South Korea’s AI-driven semiconductor boom has sent exports, corporate profits and stock prices to record highs, but a senior policymaker has warned that the windfall could fuel property speculation and deepen inequality if its gains remain narrowly concentrated. “Looking solely at the numbers, it is something to cheer about. However, strangely, a corner of my heart feels heavy,” Kim Yong-beom, chief of the Presidential Policy Office and one of South Korea’s most senior economic policymakers,... https://www-scmp-com.libproxy1.nus.edu.sg/week-asia/economics/article/3357950/why-south-koreas-ai-chip-boom-serious-concern-its-economy?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/week-asia/economics/article/3357950/why-south-koreas-ai-chip-boom-serious-concern-its-economy?utm_source=rss_feed Tue, 23 Jun 2026 00:00:11 +0000 Emma Ma Emma Ma Two major Japanese chemical manufacturers could halt production of a gas crucial to AI chipmaking starting next month, as supply tightens and prices surge amid Beijing’s export controls on tungsten. The price of tungsten hexafluoride has jumped more than 200 per cent year on year because of supply bottlenecks, coupled with rising chip demand, market data showed. The gas is a critical precursor in the semiconductor industry, where it is used to develop the microscopic connections inside advanced... https://www-scmp-com.libproxy1.nus.edu.sg/economy/global-economy/article/3356921/do-chinas-export-curbs-tungsten-threaten-japans-ai-chip-supply-chain?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/economy/global-economy/article/3356921/do-chinas-export-curbs-tungsten-threaten-japans-ai-chip-supply-chain?utm_source=rss_feed Sat, 13 Jun 2026 07:00:06 +0000 Howard Liu Howard Liu Chinese memory module maker Biwin has signed a two-year agreement worth US$1.86 billion to secure flash memory chips, a deal larger than its annual revenue, as demand from artificial intelligence servers and data centres squeezes supply. Under the locked-volume, locked-price arrangement, Biwin would buy enterprise-grade chips in batches from the third quarter of 2026 through the second quarter of 2028, according to a filing with the Shanghai Stock Exchange on Tuesday. The supplier was not... https://www-scmp-com.libproxy1.nus.edu.sg/tech/tech-trends/article/3356752/beat-chip-crunch-chinese-firm-inks-memory-deal-bigger-its-sales?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/tech/tech-trends/article/3356752/beat-chip-crunch-chinese-firm-inks-memory-deal-bigger-its-sales?utm_source=rss_feed Thu, 11 Jun 2026 10:00:28 +0000 Wency Chen Wency Chen SpaceX’s planned mega-listing on Friday is expected to add momentum to the global satellite industry, as Elon Musk’s rocket and connectivity giant pushes beyond satellite broadband into direct-to-cell services and space-based solar power and artificial intelligence (AI) computing, according to a report released on Monday. TrendForce, a Taiwan-based market research consulting firm, expects the global satellite industry to grow at an annual rate of about 14 per cent, reaching US$447 billion by... https://www-scmp-com.libproxy1.nus.edu.sg/tech/tech-war/article/3356375/spacex-ipo-set-lift-industry-push-space-based-ai-computing-solar-power-report?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/tech/tech-war/article/3356375/spacex-ipo-set-lift-industry-push-space-based-ai-computing-solar-power-report?utm_source=rss_feed Mon, 08 Jun 2026 13:30:06 +0000 Yulu Ao Yulu Ao This article was first published by The Korea Times in a partnership with the South China Morning Post. Two of China’s leading memory-chip makers are moving closer to public listings, posing a significant long-term challenge to South Korean giants Samsung Electronics and SK Hynix, despite a limited immediate threat, according to analysts. ChangXin Memory Technologies (CXMT), China’s leading dynamic random-access memory (DRAM) producer, won approval last week for its nearly 30-billion-yuan... https://www-scmp-com.libproxy1.nus.edu.sg/tech/article/3356130/chinese-memory-makers-step-challenge-koreas-chip-champions?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/tech/article/3356130/chinese-memory-makers-step-challenge-koreas-chip-champions?utm_source=rss_feed Sat, 06 Jun 2026 05:00:13 +0000 Zhang Shidong,Peggy Ye Zhang Shidong,Peggy Ye Signs are omnipresent that mainland Chinese investors are rotating out of Hong Kong stocks and back to the onshore yuan-denominated market, as they recalibrate to add domestic exposure to the fervour surrounding the artificial intelligence buildout. Onshore investors sold a combined HK$3.6 billion (US$459.5 million) of Hong Kong stocks through the cross-border exchange link programme in May, marking the first monthly outflow in three years, according to data from the city’s... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3355963/hong-kong-stocks-struggle-mainland-china-markets-ride-ai-wave?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3355963/hong-kong-stocks-struggle-mainland-china-markets-ride-ai-wave?utm_source=rss_feed Thu, 04 Jun 2026 23:00:09 +0000 Nicholas Spiro Nicholas Spiro For a sign of how the fierce demand for memory chips triggered by the boom in artificial intelligence (AI) is benefiting technology-driven economies, look no further than South Korea. Last month, exports from Asia’s fourth-largest economy grew at a blistering rate of 53 per cent in annualised terms, the fastest pace since 1984. Shipments of semiconductors, which are used to store and funnel the huge amounts of data for AI services, increased nearly 170 per cent to a record monthly high of... https://www-scmp-com.libproxy1.nus.edu.sg/opinion/asia-opinion/article/3355904/how-ai-chip-boom-has-made-south-korea-victim-its-own-success?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/opinion/asia-opinion/article/3355904/how-ai-chip-boom-has-made-south-korea-victim-its-own-success?utm_source=rss_feed Thu, 04 Jun 2026 08:30:06 +0000 Howard Liu Howard Liu Chinese smartphone makers are preparing for their most challenging year since the Covid-19 pandemic, as analysts say skyrocketing memory chip prices are forcing brands to make a difficult choice: absorb the higher costs, raise retail prices or downgrade storage configurations. In a report published on Monday, market research firm Counterpoint projected that global smartphone shipments would plunge nearly 14 per cent this year to about 1.08 billion units – the industry’s lowest volume since... https://www-scmp-com.libproxy1.nus.edu.sg/tech/tech-trends/article/3355655/huawei-defies-memory-chip-squeeze-hurting-xiaomi-smartphones?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/tech/tech-trends/article/3355655/huawei-defies-memory-chip-squeeze-hurting-xiaomi-smartphones?utm_source=rss_feed Tue, 02 Jun 2026 06:18:08 +0000 Yeon Woo Lee Yeon Woo Lee As his eight-year-old son blew out the candles on his birthday cake in February, Choi Nam-joon gave him a present he hopes will keep growing long after the party ends: three shares of Samsung Electronics. The shares, worth a total of about 500,000 won (US$332) at the time, were added to the boy’s brokerage account, part of a plan the 42-year-old South Korean office worker sees as the most realistic way to help his son build wealth. Choi’s family cannot afford to buy a home in one of Seoul’s most... https://www-scmp-com.libproxy1.nus.edu.sg/economy/global-economy/article/3355564/property-portfolios-asias-families-rethink-inheritance-investments?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/economy/global-economy/article/3355564/property-portfolios-asias-families-rethink-inheritance-investments?utm_source=rss_feed Mon, 01 Jun 2026 22:00:06 +0000 Howard Liu Howard Liu Microchip development has always been a race to build smaller and smaller transistors – the fundamental components of chip circuits. Now China’s Huawei Technologies wants to change the game entirely. Faced with US tech export restrictions that block its access to the world’s most advanced chipmaking machinery, Huawei is proposing a fundamental shift in semiconductor progress: stop obsessing over how small the transistors are and start focusing on how fast data moves through the system. It is a... https://www-scmp-com.libproxy1.nus.edu.sg/tech/tech-trends/article/3355314/huaweis-new-chip-scaling-law-true-breakthrough-or-mere-hype?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/tech/tech-trends/article/3355314/huaweis-new-chip-scaling-law-true-breakthrough-or-mere-hype?utm_source=rss_feed Sat, 30 May 2026 03:00:11 +0000 Zhang Shidong Zhang Shidong BOE Technology is on investors’ radar screens again after announcing its foray into a business linked to artificial intelligence infrastructure, causing the stock price of the Chinese maker of liquid-crystal displays (LCDs) to rally following years of listlessness. Yuan-denominated shares of the world’s biggest LCD maker have surged more than 30 per cent in Shenzhen over the past week after the company said last week that it would partner with Corning, the US manufacturer of optical fibres and... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3355026/30-rally-boe-tech-shows-how-ai-buildout-can-galvanise-chinese-lcd-maker?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3355026/30-rally-boe-tech-shows-how-ai-buildout-can-galvanise-chinese-lcd-maker?utm_source=rss_feed Wed, 27 May 2026 08:59:49 +0000 Coco Feng,Ann Cao,Iris Deng Coco Feng,Ann Cao,Iris Deng Huawei Technologies has engineered a workaround to one of China’s most crippling chipmaking bottlenecks, but analysts warn that the nation’s path to semiconductor independence is still constrained by manufacturing challenges. The US-sanctioned tech giant on Monday introduced a new scaling law and a chip architecture designed to deliver products equivalent to an advanced 1.4-nanometre processing node by 2031. If true, the innovation marks a significant milestone for Huawei, which has been cut off... https://www-scmp-com.libproxy1.nus.edu.sg/tech/article/3354912/huaweis-new-chip-scaling-law-aims-sidestep-asml-chokepoint-hurdles-remain-analysts?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/tech/article/3354912/huaweis-new-chip-scaling-law-aims-sidestep-asml-chokepoint-hurdles-remain-analysts?utm_source=rss_feed Tue, 26 May 2026 14:00:05 +0000 Howard Liu Howard Liu The planned listing of ChangXin Memory Technologies (CXMT), the country’s leading DRAM maker, is drawing attention after a recent update of its prospectus with a sharp earnings turnaround, showing how quickly the Hefei-based company has benefited from a global DRAM shortage and rising memory prices. In the first quarter, its revenue reached 50.8 billion yuan (US$7.4 billion), up 719 per cent from a year earlier, while net profit was 33.0 billion yuan, compared with a loss of 2.83 billion yuan in... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3354223/why-chinese-dram-maker-cxmts-ipo-attracting-so-much-attention?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3354223/why-chinese-dram-maker-cxmts-ipo-attracting-so-much-attention?utm_source=rss_feed Wed, 20 May 2026 10:00:11 +0000 Agence France-Presse Agence France-Presse Samsung Electronics workers’ union said late on Wednesday that a planned strike had been put on hold until further notice after negotiations with management resumed with the participation of South Korea’s labour minister. The company’s management and workers’ union had resumed talks earlier in the day in a last-ditch attempt to avert a strike. The labour union at the world’s top memory chipmaker had said it would begin a strike on Thursday after talks over bonuses broke down, raising concerns... https://www-scmp-com.libproxy1.nus.edu.sg/news/asia/east-asia/article/3354165/samsung-workers-go-ahead-18-day-strike-bonus-talks-collapse?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/news/asia/east-asia/article/3354165/samsung-workers-go-ahead-18-day-strike-bonus-talks-collapse?utm_source=rss_feed Wed, 20 May 2026 03:08:53 +0000 Julie Zhang Julie Zhang Fuelled by excessive spending on artificial intelligence-linked commodities and computing capacity, AI infrastructure investment has become a global bubble that is unlikely to burst in 2026 or 2027, according to Viktor Shvets, head of global and Asia-Pacific strategy at Macquarie Group. “There are many parts of AI … from the underlying technologies to infrastructure – the things that are going to run on the back of the infrastructure of models; automation, quantum computing, biotech, gene... https://www-scmp-com.libproxy1.nus.edu.sg/business/banking-finance/article/3354118/ai-infrastructure-investment-bubble-unlikely-burst-2027-macquarie?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/business/banking-finance/article/3354118/ai-infrastructure-investment-bubble-unlikely-burst-2027-macquarie?utm_source=rss_feed Tue, 19 May 2026 11:00:04 +0000 Yeon Woo Lee Yeon Woo Lee The AI-driven “super cycle” in memory chips may lose momentum by 2028 as Chinese chipmakers aggressively expand production and global tech firms curb spending, a Samsung Electronics executive adviser said. “South Korea’s memory chip industry is performing very strongly this year and some forecasts suggest conditions could improve further next year,” adviser Kyung Kye-hyun said at a forum hosted by the National Academy of Engineering of Korea. “But caution is needed for 2027, particularly... https://www-scmp-com.libproxy1.nus.edu.sg/tech/tech-trends/article/3354099/chinas-rapid-chipmaking-expansion-threatens-ai-memory-chip-boom-samsung-adviser-warns?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/tech/tech-trends/article/3354099/chinas-rapid-chipmaking-expansion-threatens-ai-memory-chip-boom-samsung-adviser-warns?utm_source=rss_feed Tue, 19 May 2026 09:30:11 +0000 Howard Liu Howard Liu Chinese memory chip stocks rallied on Monday after ChangXin Memory Technologies (CXMT) disclosed sharply stronger first-quarter results and an upbeat first-half outlook in its updated listing prospectus, as the global memory shortage boosts China’s semiconductor supply chain. GigaDevice, a chip designer and CXMT shareholder, rose 6.57 per cent on Monday to close at 400 yuan per share, taking its gain over the past month to more than 40 per cent. In Hong Kong, GigaDevice shares rose 8 per cent on... https://www-scmp-com.libproxy1.nus.edu.sg/tech/tech-trends/article/3353988/cxmts-blowout-earnings-outlook-fuels-rally-chinese-memory-chip-stocks?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/tech/tech-trends/article/3353988/cxmts-blowout-earnings-outlook-fuels-rally-chinese-memory-chip-stocks?utm_source=rss_feed Mon, 18 May 2026 11:05:02 +0000 Park Chan-kyong Park Chan-kyong In South Korea, the clock is ticking on what threatens to become the most consequential labour dispute in recent history – and Seoul is running out of patience. With 50,000 workers at Samsung Electronics poised to walk off the job on Thursday in an 18-day strike, the government of President Lee Jae Myung finds itself cornered by a crisis it cannot afford to mishandle, with up to 100 trillion won (US$66.7 billion) in projected economic damage on the line, plus the potential disruption to global... https://www-scmp-com.libproxy1.nus.edu.sg/week-asia/economics/article/3353960/south-korea-stifling-samsung-workers-us400000-bonus-strike-risks-wider-crisis?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/week-asia/economics/article/3353960/south-korea-stifling-samsung-workers-us400000-bonus-strike-risks-wider-crisis?utm_source=rss_feed Mon, 18 May 2026 09:00:07 +0000 Reuters Reuters South Korea ⁠will pursue all options, ⁠including emergency arbitration, to ⁠avoid a labour strike at the country’s biggest employer Samsung Electronics and to minimise any damage if one does occur, its prime minister said on Sunday. The world’s largest memory chipmaker and its South ‌Korean labour union will resume pay talks on Monday with a government mediator, in a move that could ease concerns over a potentially disruptive strike at the tech giant that accounts for nearly a quarter of the... https://www-scmp-com.libproxy1.nus.edu.sg/news/asia/east-asia/article/3353897/south-korea-weighs-arbitration-avoid-samsung-semiconductor-plant-strike?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/news/asia/east-asia/article/3353897/south-korea-weighs-arbitration-avoid-samsung-semiconductor-plant-strike?utm_source=rss_feed Sun, 17 May 2026 15:18:50 +0000 Park Chan-kyong Park Chan-kyong Samsung Electronics’ biggest labour union is threatening to strike at the height of the global AI chip boom, turning a fight over bonuses into a test of how the industry’s windfall profits should be shared and sparking fears of an economic slowdown in South Korea. The union has warned it will stage an 18-day walkout from May 21 to June 7, raising concerns about production disruptions, customer defections and wider fallout across the global technology supply chain. The dispute comes as demand for... https://www-scmp-com.libproxy1.nus.edu.sg/week-asia/economics/article/3353543/samsung-unions-strike-threat-fuels-fears-south-koreas-economic-slowdown?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/week-asia/economics/article/3353543/samsung-unions-strike-threat-fuels-fears-south-koreas-economic-slowdown?utm_source=rss_feed Thu, 14 May 2026 09:00:06 +0000 Zhang Shidong Zhang Shidong Two China-domiciled exchange-traded funds (ETFs) targeting overseas chipmakers warned of investment risks arising from excessive premiums to net asset values and imposed a temporary trading halt, as the record-setting run in tech stocks has spurred Chinese investors to chase the global rally. Hutai-PineBridge CSI KRX China-Korea Semiconductor ETF, which invests in Chinese and South Korean chipmakers, was suspended from trading for an hour on the Shanghai Stock Exchange on Thursday, citing the... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3353523/chinese-chip-etfs-pause-trading-they-warn-soaring-premium-risks?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3353523/chinese-chip-etfs-pause-trading-they-warn-soaring-premium-risks?utm_source=rss_feed Thu, 14 May 2026 06:41:23 +0000 Howard Liu Howard Liu Chinese memory module manufacturers are accelerating the release of consumer and enterprise storage products powered by domestic DDR5 chips, as breakthroughs by ChangXin Memory Technologies (CXMT), the nation’s leading memory chipmaker, filter through the supply chain. Powev, one of China’s major memory module vendors, recently said its Sinker-branded DDR5 server memories had entered mass production and delivery. The 64GB DDR5-5600 RDIMM product passed testing by multiple major customers and was... https://www-scmp-com.libproxy1.nus.edu.sg/tech/tech-trends/article/3353464/chinese-memory-module-makers-ramp-production-cxmt-ddr5-breakthrough-hits-market?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/tech/tech-trends/article/3353464/chinese-memory-module-makers-ramp-production-cxmt-ddr5-breakthrough-hits-market?utm_source=rss_feed Wed, 13 May 2026 23:30:05 +0000 Wency Chen Wency Chen South Korean tech giant Samsung Electronics said on Wednesday it would end sales of all home appliance products in mainland China, retreating further from a consumer market increasingly dominated by domestic rivals as the group doubles down on its far more profitable semiconductor business. Samsung’s home appliance portfolio in China includes televisions, monitors, air conditioners, refrigerators, washing machines, dryers, vacuum cleaners and air purifiers. In a notice published on its official... https://www-scmp-com.libproxy1.nus.edu.sg/business/companies/article/3352690/samsung-halts-all-home-appliance-sales-china-pivot-ai-accelerates?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/business/companies/article/3352690/samsung-halts-all-home-appliance-sales-china-pivot-ai-accelerates?utm_source=rss_feed Thu, 07 May 2026 02:48:28 +0000 Iris Deng Iris Deng While the world’s largest memory-chip makers are reaping record profits from the artificial intelligence boom, traders in Shenzhen’s Huaqiangbei electronics market are being left to deal with the fallout of a speculative frenzy that has sharply reversed, wiping out much of the value of their inventories since late 2025. “The market surge last year became so frantic that everyone from shoemakers to fishmongers piled into memory-chip speculation,” a trader surnamed Liu said from his cramped stall... https://www-scmp-com.libproxy1.nus.edu.sg/tech/article/3352642/after-frenzy-fallout-why-chips-are-down-shenzhens-tech-traders?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/tech/article/3352642/after-frenzy-fallout-why-chips-are-down-shenzhens-tech-traders?utm_source=rss_feed Wed, 06 May 2026 13:00:13 +0000 Yeon Woo Lee Yeon Woo Lee Samsung Electronics’ surprise leadership reshuffle in its TV division points to a strategic pivot away from a hardware-led model, analysts have said, as intensifying competition from Chinese rivals pushes the company to rethink how it generates revenue beyond television sales. The South Korean tech giant on Monday appointed Lee Won-jin, former head of its global marketing office, to lead the visual display business. Samsung said Lee was “expected to spearhead business turnarounds and identify... https://www-scmp-com.libproxy1.nus.edu.sg/tech/article/3352511/samsung-reshuffle-signals-shift-beyond-hardware-china-rivalry-intensifies?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/tech/article/3352511/samsung-reshuffle-signals-shift-beyond-hardware-china-rivalry-intensifies?utm_source=rss_feed Tue, 05 May 2026 10:29:35 +0000 Ann Cao Ann Cao Samsung Electronics and SK Hynix, South Korea’s two memory chip giants, are warning of a prolonged and severe global supply crunch, weeks after the two companies disclosed increased investments in their China wafer fabs to meet surging artificial intelligence demand. During Samsung’s first-quarter earnings call on Thursday, the company said its order fulfilment rate had plunged to a “record low”. In a rare move, customers worried about shortages were already pre-booking memory capacity for 2027,... https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3352001/samsung-sk-hynix-flag-record-supply-squeeze-memory-market-ai-demand-soars?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3352001/samsung-sk-hynix-flag-record-supply-squeeze-memory-market-ai-demand-soars?utm_source=rss_feed Thu, 30 Apr 2026 08:30:28 +0000 Nicholas Spiro Nicholas Spiro For financial markets, the war in Iran and the energy shock that ensued might as well be over. Since March 30, the benchmark S&P 500 equity index has surged 12.5 per cent, exceeding the record high reached on January 27. Global shares have also bounced back sharply. The MSCI All-Country World Index ex US, a gauge of international stocks that excludes the United States, is less than 4 per cent below its all-time high on February 25. Several factors are at play. Most investors evidently believe... https://www-scmp-com.libproxy1.nus.edu.sg/opinion/asia-opinion/article/3351940/how-ai-boom-helping-asia-weather-iran-war-energy-shock?utm_source=rss_feed https://www-scmp-com.libproxy1.nus.edu.sg/opinion/asia-opinion/article/3351940/how-ai-boom-helping-asia-weather-iran-war-energy-shock?utm_source=rss_feed Thu, 30 Apr 2026 08:30:08 +0000