Yole Group analyst Josephine Lu said at the Future Memory & Storage conference in California on the 4th that heavy investment by Samsung Electronics and SK Hynix will keep South Korea the global leader in memory chips through 2031. Korea plans to double wafer capacity over the next five years, Lu said, and both Samsung and SK Hynix are accelerating investment. Demand for high‑bandwidth memory (HBM) is expected to expand rapidly beyond NVIDIA GPUs to in‑house AI accelerators at large cloud and te

2026-08-05

Yole Group analyst Josephine Lu said at the Future Memory & Storage conference in California on the 4th that heavy investment by Samsung Electronics and SK Hynix will keep South Korea the global leader in memory chips through 2031. Korea plans to double wafer capacity over the next five years, Lu said, and both Samsung and SK Hynix are accelerating investment. Demand for high‑bandwidth memory (HBM) is expected to expand rapidly beyond NVIDIA GPUs to in‑house AI accelerators at large cloud and tech firms such as Google. Synchronous capacity and R&D expansion in next‑generation DRAM (including HBM) and NAND underpins Korea’s sustained advantage.

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2026-08-05

Some wholly foreign‑owned publicly offered mutual fund companies in China are preparing to apply for investment‑advisory pilot qualifications, industry sources say; filings are at an early materials stage and there is no timetable. In June at the 2026 Lujiazui Forum CSRC chairman Wu Qing said regulators support foreign capital establishing wholly foreign‑owned or joint securities, fund and futures firms in China and encourage licensed foreign institutions to participate in expanded fund‑advisory

2026-08-04

卡塔爾外交部發言人:現在重要的是恢復談判。