LG Energy Solution (LGES) has ended a major electric vehicle (EV) battery supply agreement with Ford Motor Company valued at about KRW9.6 trillion (approx. US$6.53 billion). The termination highlights ongoing challenges and potential prolongation of the EV demand shortfall, industry observers say

Chinese suppliers have significantly increased the prices of drone components and dual-use technology exported to Russia, according to trade data that highlights Moscow's growing vulnerability as the conflict in Ukraine continues. Analysis of figures from China's General Administration of Customs indicates that costs for military-grade hardware rose sharply through October 2025, even as export volumes in several categories declined

China hosts the world's largest display panel capacity, pulling upstream suppliers into an increasingly concentrated ecosystem. In polarizers, a string of acquisitions has pushed China to the top globally, with Shanjin Optoelectronics and Hong Kong Heng Mei Group forming a clear duopoly

As AI inference workloads grow and models expand rapidly, Samsung Electronics and SK Hynix are advancing high-bandwidth memory (HBM) technologies while integrating processing-in-memory (PIM) capabilities. This approach allows computations to occur within memory itself, reducing data movement and easing power and performance constraints

Five months after launching an accelerated artificial intelligence (AI) development plan, the Trump administration is shifting its focus to robotics. Following semiconductors and AI, the US is preparing for its next "strategic high ground," this time targeting humanoid robots

For the global automotive electronics industry, the Chinese market has become a glittering trap: a massive, indispensable arena of innovation that is simultaneously cannibalizing the profit margins of the very companies that sustain it

At the recent "Human X Car X Home" partner conference, Xiaomi's MiMo model team leader Luo Fuli introduced the open-source MiMo-V2-Flash model, designed to boost agent execution capabilities as foundational technology within Xiaomi's interconnected device ecosystem

Texas has become one of the world's leading regions for AI data center construction. However, this trend has put its power grid under dangerous pressure, exceeding what realistic power supply conditions can support. Texas is only one example; several other states are facing similar problems of aging and fragmented power grids, lacking a cross-regional, large-scale power dispatch system

Murata Manufacturing plans to start mass production of AI server power modules in 2026 and is coordinating with major cloud service providers. The company expects the business to generate about JPY50 billion (US$332 million) in revenue over fiscal 2026 to fiscal 2027, covering April 2026 to March 2028

Rapidus, Japan's state-backed chipmaker, has developed a prototype glass interposer for artificial intelligence chips. The company says the technology could lower production costs and strengthen its challenge to industry leader TSMC as Japan pushes to rebuild its advanced semiconductor base

South Korean IC design house Sapien Semiconductor is emerging as a disruptor in the global smart glasses supply chain, after reports that it will supply display backplanes for Meta's next-generation augmented reality (AR) glasses, a development that could loosen China's long-standing grip on key micro-display components

MetaX, a Chinese graphics processor startup founded by former Advanced Micro Devices engineers, soared in its trading debut on Shanghai's STAR Market on December 17, 2025. The rally highlights the premium investors are placing on Beijing's semiconductor self-sufficiency drive even as the company grapples with widening losses and intense geopolitical headwinds

Samsung Electronics' foundry division is reported to have secured an 8nm manufacturing order from Intel, adding another blue-chip customer to its mature advanced-node portfolio after Nvidia. Analysts say the win strengthens Samsung Foundry's order momentum at nodes where yields and cost structures have largely stabilized

Samsung Electronics' newly launched tri-fold smartphone, the Galaxy Z Tri Fold, has generated robust initial demand despite concerns over its steep repair fees. The device sold out within five minutes of going on sale on Samsung's official website and is currently available only through restock notifications