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Industry

AI data centre-driven power semiconductor market enters new phase as 8-inch SiC shift accelerates

Chinese power semiconductor companies that expanded market share with low-priced supply have begun raising prices, a shift expected to accelerate South Korean companies' move to 8-inch (200 mm) silicon carbide wafers. Global leaders are also lifting prices as AI data centre demand spreads supply shortages to MLCCs and power semiconductors. Domestic firms are lining up GaN and SiC production plans. The industry faces complex SiC processes and yield challenges, while the government is upgrading public fab infrastructure in the south and planning integrated R&D.

Crypto

Clarity bill pushed to September as bitcoin sets August high

The crypto industry’s main focus was the U.S. Senate’s Clarity Act, but a vote before the August recess fell through and consideration moved to September. A White House crypto adviser blamed Democrats for the delay, while the industry voiced disappointment and warned of widening regulatory gaps. Despite uncertainty, bitcoin climbed above $65,300 to an August high and held above $65,000, with institutional buying continuing. Altcoins moved unevenly as technical and policy risks resurfaced.

Telecommunications & Media

South Korea to loosen broadcast and OTT ad rules, expand mid-roll ads from October

South Korea will loosen advertising rules for broadcasters, raising the daily ad cap per channel and easing limits on mid-roll, virtual and indirect advertising. The Broadcasting Media Communication Commission approved a revision to the Enforcement Decree of the Broadcasting Act that will take effect in October after remaining procedures. The agency estimates easing mid-roll ad rules could lift broadcast ad revenue by about 50 billion won. Prime-time limits will remain to curb ad concentration.