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25.11.25 - 18:01
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China′s CXMT Takes Aim at Global Leaders With High-End DDR5 Memory Chips (Caixin)
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China's top memory chipmaker has joined the ranks of Samsung Electronics Co. Ltd. and SK Hynix Inc. in supplying some of the world's most advanced products, marking a major step forward in the country's push for self-sufficiency in artificial intelligence hardware.
ChangXin Memory Technologies Inc. (CXMT) on Nov. 23 unveiled its first domestically developed Double Data Rate 5 (DDR5) dynamic random-access memory (DRAM) chips — high-frequency, high-capacity components designed for cutting-edge AI computing servers and systems.
The DDR5 chips, released at the China International Semiconductor Expo in Beijing, boast speeds of up to 8,000 megabits per second and a maximum single-die capacity of 24 gigabits. CXMT is offering seven module types tailored for use in servers, workstations, and personal computers and has already begun supplying the products to Lenovo Group Ltd.
CXMT is currently working with Tencent Holdings Ltd. and ByteDance Ltd. to validate the chips for server deployment, according to a m...
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25.11.25 - 09:06
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Samsung reportedly begins mass production of Exynos 2600 (Digitimes)
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Samsung Electronics has reportedly launched mass production of its latest mobile application processor, the Exynos 2600, sparking increased activity across South Korea's semiconductor ecosystem. Local test and assembly firms, including Doosan Tesna and Hana Micron, have begun increasing utilization rates in response to the new production phase....
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25.11.25 - 08:06
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Monthly Update – October 2025 (Cision)
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25 November 2025
Ashoka WhiteOak Emerging Markets Trust plc
(the 'Company')
Monthly Update – October 2025
The Company's monthly factsheet as at 31 October 2025 is now available: https://awemtrust.com/factsheet/
The Fund was up 5.24% in October 2025, underperforming the benchmark by 1.51%. The key contributors include TSMC (+16.8%), Samsung Electronics (+29.3%), and SK hynix (+62.3%%), whereas Alibaba (-4.3%), Cowell e Holdings (-18.7%), and Tencent (-2.7%) were the key detractors.
Market Review
In October 2025, the MSCI EM index was up 6.75%...
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25.11.25 - 05:06
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Samsung vanishes from Baidu′s AI chip roadmap amid rising geopolitical tensions (Digitimes)
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Samsung Electronics' long-running foundry partnership with Baidu is facing renewed questions after the Chinese tech giant unveiled a five-year roadmap for its Kunlun AI chips without identifying a manufacturing partner. Industry analysts say the omission reflects growing pressure from geopolitical and regulatory headwinds that are reshaping cross-border semiconductor cooperation....
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25.11.25 - 02:00
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Samsung Display vows unbeatable profits for 8.6G OLED production (Digitimes)
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Samsung Display (SDC) recently declared its commitment to ensuring the profitability of its 8.6-generation IT-use OLED line A6, aiming to reach a level that competitors cannot match. According to South Korean media, including The Elec and Money Today, SDC president Cheong Lee emphasized five key business engines during D-Talks: foldable panels, IT, automotive, monitors, and XR OLEDoS. He pledged to expand competitiveness based on technological barriers....
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