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Industry

Illusion of semiconductor boom: AI high value smiles, but commodity and electronics sectors in shadow

South Korea\'s semiconductor exports continue to hit record highs, but performance is diverging even within memory chips. Demand tied to AI infrastructure is lifting prices and volumes for high-value, high-capacity server memory and enterprise SSDs, while commodity DRAM lags. Data for September show semiconductors driving overall export growth and trade surplus. Some warn the strength could distort fourth-quarter indicators, as broader manufacturing and electronics sectors remain subdued due to rising input and logistics costs.

AI & Enterprise

K-Perf used for first time to verify KEPCO adoption of AI NPU chips

South Korea’s AI chip performance metric K-Perf will be used for the first time to verify a demand organisation’s adoption of AI semiconductors, the Science and ICT ministry said. Korea Electric Power Corp will run pilot operations and develop use models as it shifts to an NPU-based integrated monitoring system for AI video analysis. Rebellions will optimise performance and provide support, while TTA will conduct performance and reliability verification reflecting actual operating conditions.

Games & Commerce

AMD \'Gainsborough\' chip appears as possible Steam Deck 2 candidate

AMD’s unannounced chip codenamed “Gainsborough” is being discussed as a possible processor for Valve’s next handheld game device, the Steam Deck 2, after the name appeared in AMD drivers. The chip is thought to be semi-custom and to align in part with handheld power and package requirements, and shipping records suggest test equipment was transported for validation. Still, available information is not enough to confirm Valve as the customer.