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Industry

May ICT exports hit record $47.79 billion

South Korea\'s information and communications technology (ICT) exports rose 128.9 percent from a year earlier in May to $47.79 billion, while imports increased 36.0 percent to $15.7 billion, resulting in a $32.09 billion trade surplus. The Ministry of Science and ICT and the Ministry of Trade, Industry and Energy will announce the May ICT trade trends on June 15. Exports rose across major items including semiconductors, mobile phones, displays, computers and peripherals, and communications equipment.

Industry

Taiwan considers sweeping controls on AI chip exports to China

Taiwan is reviewing a plan to tighten restrictions on exports of AI chips to all customers in China, potentially extending controls beyond blacklisted firms and criminalising AI server smuggling. The debate centres on how closely Taiwan will align with U.S. export-control standards. Taiwan’s economy ministry said it will strengthen oversight of strategic high-tech products and is consulting the United States on adding advanced chips to controls.

Industry

Chinese memory maker CXMT knocks on DDR5 market with supply commitments, raising concerns for Samsung-SK Hynix duopoly

China\'s memory chipmaker CXMT is preparing to enter the PC DDR5 memory market, raising expectations of changes to the global supply structure led by Samsung Electronics, SK Hynix and Micron. Industry watchers say the move may matter more for diversifying supply than for lowering prices, as CXMT\'s pricing is said to be similar to rivals\'. CXMT is reported to be prioritising consumer PC supply rather than AI data-center products, with early use likely in entry-level products in China.