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Tuesday 9 September 2025
Research Insights: Global auto market forms multi-track pattern
The global automotive market reached total sales of 44.42 million units in the first half of 2025, marking a year-over-year increase of 2.7%. Among these, the combined sales volume of the three major markets—China, the US, and Europe—totaled 27.48 million units, accounting for 61.9% of the global share, and they remain the core of the worldwide automotive industry
Tuesday 9 September 2025
Samsung's Exynos comeback aims for Qualcomm's mobile chip dominance
Samsung Electronics is reportedly expected to feature its in-house application processor (AP), the Exynos 2600, in the upcoming Galaxy S26 flagship series scheduled for early 2026. This move marks Exynos's return to Samsung's main flagship market, a bet on both corporate pride and technological prowess
Tuesday 9 September 2025
CATL procurement staff visits South Korea, reportedly seeking key equipment and manufacturing technologies
Contemporary Amperex Technology (CATL), the largest China-based battery maker, has recently dispatched procurement managers and engineers on a large-scale visit to South Korea, with industry insiders believing CATL aims to secure technological advantages by engaging with South Korean companies amid ongoing structural adjustments in the Chinese industry, ensuring its differentiated competitive edge
Tuesday 9 September 2025
China's JFSemi cracks 12-inch SiC wafer barrier with homegrown laser technology

The global silicon carbide (SiC) market remains centered on 6-inch wafers, with only a few Chinese players moving into 8-inch lines. The viability of 12-inch wafer commercialization continues to be one of the industry's most closely watched milestones

Monday 8 September 2025
AI computing power reshapes global optoelectronics: 5,000 companies converge in Shenzhen for CIOE and SEMI-e shows
The 26th China International Optoelectronic Exposition (CIOE) will take place September 10–12, 2025, at the Shenzhen World Exhibition and Convention Center, alongside the International Semiconductor Exhibition & IC Industry Innovation Expo 2025 (SEMI-e). DIGITIMES will provide on-the-ground coverage in Shenzhen, with simultaneous English reporting on DIGITIMES Asia
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
Commentary: Hyundai-LGES Georgia plant raid threatens to unravel South Korea's US$350 billion EV bet
A major immigration raid at Hyundai Motor Group and LG Energy Solution's (LGES) battery plant in Georgia has exposed the labor and visa hurdles facing South Korean firms in the US. The case raises fresh doubts over how sustainable Korean investment in America's electric vehicle supply chain can be
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
Monday 8 September 2025
Taiwan plots China-alternative chip strategy in response to Beijing's mature-node expansion
Taiwan is drafting new measures to curb China's rising dominance in mature-node chip production, with the Legislative Yuan scheduled to review the plan when its new session opens on September 19, 2025. Economic Affairs Minister Kung Ming-hsin, National Science and Technology Council (NSTC) Chair Wu Cheng-wen, and Digital Affairs Minister Lin Yi-jing will present policy outlines, including a potential semiconductor program aimed at providing "China-alternative" chips by 2026
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
Samsung weighs new ASML High NA EUV purchases to narrow gap with TSMC in 2nm race
The competition for advanced process leadership among TSMC, Samsung Electronics, and Intel is intensifying, making the pace of their new equipment acquisitions a key industry focus
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