China's lithography equipment sector has returned to the global semiconductor spotlight following reports that a domestically developed immersion deep ultraviolet (DUV) system has entered mass production.
The rapid expansion of AI infrastructure is reshaping one of the semiconductor industry's most overlooked component markets. Soaring demand for high-end multilayer ceramic capacitors (MLCCs) is prompting suppliers to reallocate production capacity and driving a new round of price increases that extend beyond AI-specific products.
Growing demand for AI chips is sending a larger share of South Korea's semiconductor exports to Taiwan, where Korean-made high-bandwidth memory (HBM) moves into advanced packaging processes led by TSMC.
While humanoid robots have yet to achieve meaningful economies of scale, service robots have already entered an intensely competitive phase.
The US has barred new foreign-produced advanced robots and power inverters from receiving regulatory approval, extending its technology restrictions into two industries considered critical to artificial intelligence, energy infrastructure and industrial automation.
