Seoul Sends Delegation to San Francisco for Nvidia AI Talks
President Lee leads government and industry leaders in Silicon Valley meetings as South Korea accelerates national AI strategy
Every BriefAsia story tagged Semiconductors, newest first.

President Lee leads government and industry leaders in Silicon Valley meetings as South Korea accelerates national AI strategy

Jensen Huang announces sweeping South Korean collaboration as President Lee Jae-myung courts Silicon Valley investment in San Francisco

Chip and electronics carve-outs limit damage from Washington's 12.5% levy, though policy uncertainty lingers

Lee Jae Myung's Silicon Valley trip marks the latest Asian government effort to secure a foothold in the global AI race, with Nvidia partnerships at the center of South Korea's technology strategy.

Jensen Huang disclosed the deal during a meeting with South Korea's president in San Francisco, part of a broader push to deepen AI collaboration between Silicon Valley and Seoul.

The chipmaker's third-quarter forecast of up to $16.8 billion exceeded analyst estimates by $1.7 billion, driven by 59 percent jump in data center sales

Local research body projects 10.38 percent growth as global AI infrastructure spending powers export momentum, though energy costs and deglobalization pose headwinds

European chipmaker lifts data center forecast but warns full margin recovery depends on manufacturing restructuring through late 2027

New AI-native development suite promises 3.3x inference performance gains and automated optimization for enterprise AI deployment

South Korean memory giant recruits US engineers to co-design stacked DRAM-on-logic architectures with American chip clients, pushing custom memory beyond data centers into on-device AI.

Ren Zhengfei frames the alternative semiconductor development path as a response to manufacturing restrictions, not an industry disruption attempt

Production begins on the 72-accelerator system designed to challenge Nvidia's data center dominance, with shipments starting Q3 2026

Washington weighs response as Moonshot's Kimi K3 sparks debate over distillation, export controls, and competition in artificial intelligence

The co-founder of the Intel-owned autonomous driving supplier will depart once a successor is named, ending nearly three decades at the helm of the Israeli technology firm.

Chinese silicon wafer manufacturer reaches production milestone and eyes 1.8 million unit monthly capacity as domestic semiconductor push accelerates

Seoul dropped more than 3 percent and Tokyo fell sharply as tech giants faced scrutiny over massive capital outlays, while Brent crude held above $100 amid renewed Middle East tensions.
The country's economic outlook remains positive despite monthly moderation, with stable domestic demand cushioning global headwinds

Manila's Pax Silica hub targets $10 billion in initial semiconductor and AI investment, backed by extended lease terms under newly amended law

Manila joins 40 countries hit with higher duty after US trade review finds no effective prohibition on imports made with coerced labor

New 10-12.5% tariffs take effect across 60 trading partners, but semiconductor carve-outs and AI demand provide crucial buffer for regional producers

Second-quarter 2026 results show data-center expansion lifting the chipmaker's turnaround, though foundry business remains unproven