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Monday 8 September 2025
Samsung, SK Hynix deploy heavyweight presence at Semicon 2025 to crack Taiwan supply chain
The upcoming SEMICON Taiwan will feature keynote speeches from top executives at South Korean semiconductor giants Samsung Electronics and SK Hynix, in addition to a forum hosted by South Korean materials, components, and equipment firms. According to South Korean media reports, this event will provide an opportunity for South Korean manufacturers to break into Taiwan's semiconductor supply chain
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Monday 8 September 2025
Samsung reportedly resumes construction on Pyeongtaek P5 to advance HBM4 mass production plans
Samsung Electronics is reportedly accelerating the construction of its fifth plant (P5) in Pyeongtaek, South Korea
Monday 8 September 2025
Whirlpool renews attack on Samsung, LG under Trump 2.0
US home appliance giant Whirlpool has claimed that the US subsidiary of Samsung Electronics and North American subsidiary of LG Electronics have adjusted their so-called "transfer pricing" to reduce their tariff burden. The company has reported the matter to the White House
Monday 8 September 2025
Taiwan PCB makers pivot to AI servers amid China exodus
As the four major cloud service providers (CSPs) aggressively ramp up their presence in the AI computing market, Taiwan's printed circuit board (PCB) industry is experiencing a clear shift in demand. By 2025, orders for traditional servers are expected to give way to AI server demand, driving full-capacity utilization at leading server board makers such as Gold Circuit Electronics (GCE), Allied Circuit (ACCL), and First Hi-tec Enterprise (FHt)
Monday 8 September 2025
Rebellions become billion-dollar battleground for Samsung, SK Hynix
Rebellions, a rising South Korean AI chipmaker, has become a focal point in the rivalry between Samsung Electronics and SK Hynix as the two giants compete for leadership in next-generation semiconductors, putting the startup's strategy under intense scrutiny
Monday 8 September 2025
China's chip self-sufficiency push spurs foreign suppliers to hike prices and weigh exit
Global chipmakers are signaling shifts in pricing strategies, with more vendors considering hikes. Industry sources say China, long a market of cutthroat competition, is becoming the key battleground. The move reflects not only market dynamics but also a strategic recalibration under intensifying geopolitical pressures
Monday 8 September 2025
China's auto-chip push hits reliability roadblock
China's push for semiconductor self-sufficiency is gaining momentum, but automotive-grade chips present a unique challenge. Local automakers remain cautious about adopting untested domestic components that could jeopardize safety-critical systems
Monday 8 September 2025
Micron targets Galaxy LPDDR5X, pressuring Samsung supply
Micron Technology is rumored to be significantly increasing its share of low-power DRAM supply for Samsung Electronics' Galaxy S series smartphones. South Korean industry insiders believe that if Micron becomes the largest DRAM supplier for the Galaxy S series, Samsung's own semiconductor and Device Solutions (DS) division will face reduced DRAM supply volume. This potential shift is raising concerns among market watchers
Monday 8 September 2025
China's domestic low-cost automation sharpens manufacturing edge
China is accelerating automation with affordable domestically produced robots, maintaining competitiveness in low-end manufacturing amid rising labor wages by leveraging the "robot dividend." This strategy continues to expand its manufacturing export share
Monday 8 September 2025
South Korea's climate transition clause sparks debate
The EU plans to implement the Corporate Sustainability Due Diligence Directive (CSDDD) in 2028. In response, South Korea is accelerating efforts to enact its own Corporate Human Rights and Environmental Due Diligence Act. The legislation will require companies to identify and address human rights and environmental violations within their supply chains. However, provisions for requiring plans to address climate change have triggered fierce debate between industry players and environmental groups
Monday 8 September 2025
Samsung solidifies lead as Apple's top display supplier

Samsung Display (SDC), LG Display (LGD), and China's BOE are expected to maintain their positions in Apple's iPhone panel supply chain through 2025 and 2026, according to industry forecasts. Samsung, in particular, is poised to expand its portfolio as Apple prepares to mass-produce its first foldable iPhone

Monday 8 September 2025
Ranking China's top 15 chip-equipment makers: Naura leads as R&D investment reshapes competition
China's semiconductor equipment industry posted a polarized first half of 2025, caught between a global downturn and intensifying US–China tech rivalry. A few national champions consolidated their lead, while smaller and mid-tier players pressed into specialized segments, advancing Beijing's agenda for domestic chip-tool substitution
Monday 8 September 2025
China extends global EV battery lead with solid-state breakthroughs
China's solid-state battery sector is reaching a critical stage, driven by rapid technical advances and new standardization initiatives. On September 10–11, 2025, the China Society of Automotive Engineers will meet in Beijing to review ten proposed group standards, including assembly methods for evaluation cells, and to launch five projects covering topics such as hydrogen sulfide emissions from sulfide-based solid-state batteries
Monday 8 September 2025
Weekly news roundup: Rapidus 2nm matches TSMC density and outpaces Intel; TSMC to hike chip prices up to 10% in 2026
These are the most-read DIGITIMES Asia stories from the week of September 1–September 7
Monday 8 September 2025
China's chip-equipment drive hits atomic scale, AMEC chairman warns on rivalry
China's chip-equipment industry now faces hurdles on par with its most storied national projects, said Gerald Yin, chairman and CEO of AMEC. Addressing the CSEAC 2025 exhibition in Wuxi on September 4, Yin argued that building advanced semiconductor tools has become even more daunting than the historic "Two Bombs, One Satellite" program of the 1960s
Monday 8 September 2025
Shenzhen's International Semiconductor Expo highlights AI and advanced packaging breakthroughs
Shenzhen International Semiconductor & IC Exhibition, known as SEMI-e 2025, will take place September 10-12 at the Shenzhen World Exhibition & Convention Center. The event is expected to draw thousands of chipmakers, equipment suppliers, and technology companies as the semiconductor industry continues to expand globally