RISC-V architecture has become the center of China's strategy to reduce reliance on US chip imports and strengthen its domestic semiconductor industry. With government backing, the Chinese Academy of Sciences (CAS) initiated the "XiangShan" project in 2019 to develop processors based on this open-source architecture. The initiative plans to launch its third-generation "Kunminghu" processors in 2025, highlighting China's ambition for self-sufficiency
Prior reports indicated that Rapidus is on track to secure orders from Broadcom, with plans to deliver 2nm chip prototypes by June 2025.This positions Rapidus to successfully mass-produce chips leveraging cutting-edge fabrication technologies, while simultaneously establishing a robust customer base. The company is steadily resolving the three key hurdles it faces
The enterprise solid-state drive (eSSD) market is facing potential price declines, raising questions in South Korea about whether Samsung Electronics and SK Hynix will revise their NAND flash production strategies to address the shift
China's recent export controls on dual-use items are disrupting the supply chain, impacting companies like Apple and causing delays in shipments. China's regulations, effective in late 2024, are seen as attempts to prevent manufacturing shifts. Despite reassurances from Chinese officials, confusion remains due to wide-ranging enforcement interpretations
TSMC has terminated its partnership with Singapore's PowerAIR amid a probe into possible US export control violations, potentially involving Huawei. This move highlights the challenges of enforcing US sanctions on Huawei, the vulnerabilities in the semiconductor supply chain, and TSMC's commitment to US regulations despite China's substantial role in its revenue
The Consumer Electronics Show (CES) 2025 in Las Vegas, US has concluded, revealing distinct strategic paths taken by South Korean tech giants Samsung Electronics (Samsung) and LG Electronics (LG). While both companies leveraged generative AI (GenAI) to enhance their competitive positions, their approaches and market focus demonstrated notably different visions for the future of consumer technology
Chinese tech giant Xiaomi has sparked speculation about its electric vehicle (EV) ambitions in South Korea following the establishment of a local subsidiary that includes "automobile sales" in its business operations, drawing significant attention from the industry
The historical separation of Silicon carbide (SiC) material supply chains between the US and China in the military sector has been completed for years, particularly in applications such as radar systems for detecting stealth aircraft
Hyundai Motor Group has announced a historic investment of KRW24.3 trillion (approx. US$16.655 billion) in South Korea, marking the largest investment in the company's history. The funds will be allocated toward the R&D and production in areas such as electric vehicles (EV), software-defined vehicles (SDV), hydrogen energy, and artificial intelligence (AI), to create future growth momentum
Most of Apple's high-end products are likely to be excluded from China's latest round of subsidies, as the country has set a price cap of CNY6,000 (approx. US$822) for eligible digital products. Under the new program, consumers will receive a 15% subsidy on the purchase of smartphones, tablets, and smart bracelets, provided the products fall within the price limit
Luxshare's planned acquisition of Wingtech's ODM business by the end of 2024 aims to enhance its design capabilities and global presence, while Wingtech shifts focus to semiconductors. This strategic move will help Luxshare diversify beyond Apple orders and expand its global production amid geopolitical uncertainties
LG Display is reportedly planning to adjust its production line configuration by converting its iPad OLED panel production lines to manufacture iPhone OLED panels. This decision comes in response to lower-than-expected iPad Pro demand, according to The Elec