The recent increase in mature process DRAM prices is expected to boost Samsung Electronics' DRAM business revenue, offsetting the sluggishness in its high bandwidth memory (HBM) business and fueling momentum for its performance in the second quarter of 2025
In late April 2025, South Korea's ZDNet Korea reported that China is moving ahead with a major overhaul of its domestic semiconductor equipment sector, aiming to consolidate more than 200 companies into roughly 10 key players. While the announcement drew international attention, industry insiders in China have long seen this as an inevitable, if largely unspoken, challenge
The number of senior technical executives at Samsung Electronics' foundry division has declined sharply over the past two years, raising concerns about the company's long-term competitiveness in the global semiconductor market
On June 12, 2025, at VivaTech in Paris, Nvidia CEO Jensen Huang issued repeated warnings that tightening US restrictions on AI chip exports to China may backfire, accelerating the rise of Chinese tech giant Huawei and potentially undermining America's leadership in the global AI ecosystem. Huang emphasized that cutting off access to advanced chips may force China to double down on domestic alternatives—and succeed
Samsung Electronics and Nvidia have taken minority equity stakes in US-based robotics software startup Skild AI in a move seen as a strategic push into the rapidly growing consumer robotics sector
Maxscend Microelectronics Co. (Maxscend) has secured a breakthrough in radio frequency (RF) filter technology, advancing China's effort to localize critical semiconductor components and close long-standing gaps in its RF front-end supply chain. As a key supplier to Huawei, Maxscend provides RF switches, low-noise amplifiers (LNAs), and filters that power 5G smartphones and network infrastructure
On the eve of high-level trade talks between the United States and China in London, an unusually candid interview with Zhengfei Ren, founder of Huawei, appeared in the Chinese state-run People's Daily—drawing significant attention at home and abroad. The interview, headlined "The more open a country is, the more it progresses was widely interpreted as both a diplomatic signal and a strategic statement on China's ambitions in semiconductors and technology
XPeng has unveiled the G7, its first all-new model of 2025—an AI-centric SUV that represents both a technological milestone and a strategic pillar in the company's product roadmap. Positioned as one of XPeng's most competitive offerings to date, the G7 is expected to sharpen the company's edge in China's rapidly intensifying electric vehicle market
SK Hynix has unveiled a long-term roadmap for next-generation DRAM technologies, laying out a vision that aims to drive sustainable innovation over the next 30 years as the global semiconductor industry undergoes rapid transformation
As China's electric vehicle (EV) giants push deeper into a bruising price war, promises of faster payments to suppliers are doing little to ease growing fears of a broader industry collapse
The power batteries used in new energy vehicles (NEVs) are mainly dominated by ternary lithium batteries and lithium iron phosphate (LFP) batteries. China, which accounts for nearly 70% of the global NEV market, saw its LFP application reach 75% in the first quarter of 2025, up from 65% in 2024, demonstrating LFP's strengthening grip on the NEV market
After years of mounting losses, LG Display (LGD) appears poised to shed its long-held reputation as a perennial money-loser. Following sweeping cost-cutting measures, strategic restructuring, and a renewed focus on advanced display technologies, the South Korean panel maker is now within striking distance of returning to annual profitability
Chinese multilayer ceramic capacitor (MLCC) manufacturers—including Guangdong Fenghua Advanced Technology, Chaozhou Three-Circle Group, and Eyang Technology—have rapidly expanded their global market share, reaching an estimated 10% of total revenue in the second half of 2024. That reflects a four-percentage-point gain from 2019 and signals growing competitive pressure on incumbents such as Samsung Electro-Mechanics (Semco), according to Business Post and Futubull
SK Hynix President and CEO Kwak Noh-jung warned that growing tariff-related uncertainty could heighten market volatility in the second half of 2025. He shared these views during the company's quarterly "THE Communication Event Together" at its Icheon headquarters in South Korea, which was also streamed live to business sites across the country, according to ETNews, Hankook Daily, and Yonhap News
Aoi Electronics, Japan's top-ranked player in the outsourced semiconductor assembly and test (OSAT) sector, is intensifying its push into advanced packaging with the ambition of cracking the global top 10 OSAT rankings. While the company leads the domestic market, it currently ranks only within the top 20 globally
