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Industry
China-led low-spec HBM front expands, raising concerns over impact on Korean memory profits
China’s memory push is moving into high-bandwidth memory, with CXMT seeking mass production of HBM3 and reallocating 20% of capacity, or 60,000 wafers a month, to HBM. While China may struggle to catch up quickly, analysts warn the bigger risk is price disruption as legacy DRAM output shrinks and AI-focused memory expands. TrendForce expects narrowing price gaps between HBM3E and DDR5, potentially squeezing margins below HBM4.
Telecommunications & Media
Coupang Play to stream AFC Women\'s Champions League inter-Korean semi-final for free
Coupang Play said on Tuesday it will provide a free live broadcast of the AFC Women\'s Champions League semi-final between Suwon FC Women and North Korea\'s Naegohyang Women\'s Football Club. The match will be played on May 20 at 7 p.m. at Suwon Sports Complex. It will be available free to both Wow members and general members. It marks a first South Korea visit by a North Korean women\'s club.
Industry
China unveils 200-qubit dual-core quantum computer Hanyuan-2 but omits key performance metrics
China has unveiled a 200-qubit neutral-atom quantum computer called Hanyuan-2, claiming it is the world’s first to implement a dual-core quantum computing architecture. The system integrates two independently operating neutral-atom arrays in a single rack-sized unit, using rubidium-87 and rubidium-85 atoms. The company also highlighted installation and power features, saying it runs without complex cryogenic equipment and consumes less than 7 kW. Industry watchers note key benchmarks and peer-reviewed papers have not been released.
