Samsung will continue investment in the Phase 4 production line at its Pyeongtaek campus, converting the facility from foundry to 1c DRAM production. The latest monthly capacity is estimated at 80,000 wafers. Additionally, the previously postponed Phase 2 (Ph2) line is expected to resume investment in 2026 as a foundry production line

China's humanoid robotics market is accelerating, as Ubtech Robotics reported that the total 2025 orders for its Walker S2 industrial humanoid robot have exceeded CNY800 million (approx. US$112 million)

Facing intense competition in China's new energy vehicle market, electric vehicle leader BYD has clearly shifted its operational focus toward overseas markets to sustain high growth momentum. However, with global capacity expansion largely in place, the company's future growth rate is unlikely to replicate past rapid gains

Urban air mobility (UAM) is regaining attention with advances in hardware technology, but successful commercial operation hinges on integrating information systems for airspace management, operational scheduling, and ground transfers. Kakao Mobility emphasizes its shift from an operator to a platform integrator, leveraging platform experience, data accumulation, and AI technologies to shape the emerging ecosystem

The Nexperia chip crisis is gradually calming down, but the disruption has already had significant impacts on the automotive supply chain. According to IC design companies, the situation will demand greater diversification in chip sourcing. In the future, more customers from different application fields are also expected to accelerate the adoption of multiple suppliers

Several Silicon Valley startups and venture capitalists are increasingly adopting Chinese artificial intelligence (AI) models for their products and services, citing practical advantages such as affordability, speed, and effectiveness. This shift marks a subtle realignment in the US-China AI competition, as Chinese open-source models gain traction among American technology firms

Major semiconductor equipment makers in China reported mixed results in the third quarter of 2025. Naura posted the highest revenue in the third quarter of 2025, while Piotech delivered the fastest growth, with sales surging 82% quarter-over-quarter and 124% year-over-year. Other Chinese semiconductor equipment makers reported mixed results amid uneven demand across product segments

As drones see ever-expanding applications from military surveillance to logistics, agriculture, disaster relief, and medical transport, a growing challenge for the drone industry is to manufacture lightweight airframes faster and at lower cost. To address this issue, Hewlett-Packard (HP) is advancing its Multi Jet Fusion (MJF) 3D printing technology, which has already demonstrated tangible results from the prototyping phase to volume production

The EU is actively discussing legislation to prohibit Chinese telecommunications equipment from entering member states, aiming to strengthen regional information security defenses and mitigate potential cyber risks

South Korean foundry DB HiTek reported provisional results, showing that its revenue for the third quarter of 2025 reached KRW374.7 billion (approx. US$256 million), while operating profit soared to KRW80.6 billion, fueled by robust demand for power management semiconductors

Chinese electric vehicle manufacturers are reshaping the global automotive market in 2025, with BYD successfully penetrating Southeast Asian markets long dominated by Japanese automakers. This expansion is escalating competition and forcing strategic shifts among incumbents

South Korea's semiconductor industry, boosted by AI-driven HBM memory demand, faces challenges as China's CXMT speeds up HBM3 production and Tesla plans to create its own wafer fab for chip self-sufficiency

ASML CEO Christophe Fouquet visited South Korea to mark the opening of the company's new campus in Dongtan, Hwaseong City, Gyeonggi-do province. The facility is designed to accelerate cooperation with local semiconductor giants Samsung Electronics and SK Hynix on next-generation technologies

At the 2025 World Internet Conference Wuzhen Summit, the China Internet Development Report 2025 showed that as of the first half of 2025, China accounted for about 40.3% of global 6G patent applications, ranking first in the world. In the field of AI patents, China also leads globally with a 60% share

Luxshare Precision Industry Co., a major Chinese electronics manufacturer, is fast-tracking its expansion into the AI server supply chain. On November 11, 2025, the company announced that its 800G silicon photonics (SiPh) modules have entered mass production, while 1.6T-class versions are under customer validation, reflecting stronger momentum in high-speed interconnects and AI data center applications