China's high-end AI chip market could become almost entirely domestic in 2026, with local solutions expected to take nearly 90% of sales and leave Nvidia, AMD and other overseas suppliers with about 10%.

Samsung SDI is ending its battery manufacturing partnership with General Motors (GM) in Indiana, terminating a major EV joint venture — and sending ripples across the supply chain.

South Korea's Hanmi Semiconductor is pulling ahead of rival Hanwha Semitech in thermal compression (TC) bonders for high-bandwidth memory (HBM), as HBM4 equipment orders rebound and Hanmi's growing business with Micron helps reduce its reliance on SK Hynix, according to Chosun Biz.