Chip supply disruptions at Nexperia continue to ripple through Japan's auto industry. Following Honda's partial production halt at some overseas plants on October 28, Nissan has become the latest automaker affected, with plans to scale back output at domestic factories

The easing of trade tensions between the US and China has prompted electronics manufacturers to reassess their supply chain strategies. Following recent tariff reductions implemented by President Donald Trump's administration and an extended tariff truce lasting another year, original design manufacturer (ODM) companies are now reconsidering the pace and scale of relocating production lines outside China. Industry sources suggest that the share of manufacturing outside China could decline from 60% to around 40%

Following the Trump-Xi summit in South Korea, US-China relations appear to have stabilized temporarily, avoiding immediate escalation in hostilities. However, senior Taiwanese officials emphasize that underlying structural contradictions remain unresolved and fundamental strategic competition between the two powers is expected to continue

ASML has introduced the TWINSCAN XT:260, its first lithography system purpose-built for 3D integration and advanced packaging. The launch marks a major step beyond front-end wafer production as lithography expands into mid- and back-end processes, unlocking new opportunities for 3D heterogeneous integration in the post-Moore era

In the AI era, competition among chipmakers goes beyond compute power and centers on ecosystem and full-stack integration. Beijing-based Cambricon Technologies, an AI chip designer affiliated with the Chinese Academy of Sciences, announced that its in-house software suite, Cambricon NeuWare, is now fully mature, marking a key shift away from local developers' reliance on Nvidia's CUDA ecosystem and underscoring China's pursuit of technological self-reliance

In 2025, the autonomous vehicle industry has become the focal point of a technological cold war. The United States and China are engaged in a high-stakes competition where chips, algorithms, and geopolitical factors not only influence market share but also impact national sovereignty and industrial survival

In less than a week, Nvidia CEO Jensen Huang has orchestrated two of the largest national AI infrastructure deals in history—first delivering 260,000 AI chips to South Korea, then unveiling a EUR1 billion (US$1.15 billion) AI factory in Germany. The rapid-fire announcements signal a deliberate strategy: building sovereign AI capabilities that allow nations to control their own technological destinies

Just 12 days after Samsung Group reached a market capitalization of KRW900 trillion (US$626.21 billion), it has surpassed the KRW1 quadrillion mark. Meanwhile, SK Group's market capitalization has already exceeded KRW500 trillion. Together, the two conglomerates now have a combined market cap of over KRW1.5 quadrillion

The Incheon Free Economic Zone (IFEZ) Authority has concluded its fifth annual Boom-Up Festival at Incheon Startup Park. The event, themed "Beyond Limits, Toward Unicorns," underscored Incheon's goal to become the center of South Korea's innovation economy

The Content Overseas Distribution Association (CODA) of Japan has formally requested that OpenAI cease using Japanese copyrighted materials to train its artificial intelligence (AI) models and respond transparently to related allegations

Micron Technology is reportedly redesigning its sixth-generation high-bandwidth memory (HBM4) after facing yield and performance issues, a setback that could push back supply until 2027

When Nvidia CEO Jensen Huang sat down for fried chicken and beer with Samsung's Lee Jae-yong and Hyundai's Chung Eui-sun on a Gyeongju street corner, the casual dinner quickly went viral across South Korea. The scene captured something larger than corporate networking: Nvidia's calculated pivot toward Asia's most agile technology hub

At the SK AI Summit 2025 in Seoul on November 3, 2025, SK Hynix CEO Kwak Noh-jung announced a major strategic overhaul, revealing plans to transform the South Korean memory maker from a traditional component supplier into a "Full Stack AI Memory Creator." The company outlined a roadmap through 2031 that details next-generation HBM, DRAM, and NAND solutions designed for artificial-intelligence applications

Since beginning his second term, US President Donald Trump has repeatedly used tough rhetoric in both domestic and foreign policy, signing numerous controversial executive orders. Following a meeting with Chinese President Xi Jinping at the APEC summit, Trump and Xi agreed to suspend the port fees on Chinese-made ships and Chinese shipowners for one year

Foxconn Technology Group Chairman Young Liu called for closer collaboration between Taiwan and Japan in electric vehicle development, saying the two sides can combine their strengths to gain an edge in the global EV race