IT panels have been more affected by tariffs than TV panels. Beyond China's "trade-in" policy, stimulating some inventory buildup, certain brands in North America continue to increase stockpiling, which has driven recent price increases for LCD monitor panels. In May 2025, demand and prices for LCD monitor panels still showed support
China's electric vehicle market has been thrown into fresh turmoil following a new round of steep price cuts from BYD, reigniting a heated price war and triggering public disputes among automaker executives. As EV makers scramble to clear excess inventory, Beijing has issued warnings over the mounting risks
China's CXMT is accelerating its development of high-bandwidth memory (HBM) and DDR5 chips, mounting a direct challenge to the global DRAM dominance of Samsung Electronics and SK Hynix. The company plans to deliver HBM3 samples by late 2025 and begin mass production in 2026, with HBM3E (fifth-generation) development set for 2027. As reported by The Financial News (Fnnews), CXMT has advanced its HBM2 production timeline from 2026 to mid-2025, signaling a faster-than-expected ramp-up
Japan, once a trailblazer in silicon carbide (SiC) research and pilot production, is facing a critical turning point. While renowned for its precision and long-standing technological craftsmanship, Japan's traditional development pace has been disrupted by the rapid expansion of SiC supply chains globally, particularly in China
China's semiconductor sector is bracing for a potential escalation in US export restrictions that could sever access to critical electronic design automation (EDA) software. Responding swiftly, Shanghai-based UniVista Industrial Software Group has become the first domestic EDA firm to launch a counteroffensive, offering free trials of its flagship platform to reduce reliance on foreign tools
When US President Donald Trump took aim at China with record tariffs, the country's firms shrugged it off. Corporate China has since gone out of its way to assuage investors and tout its ability to weather tariff risks, citing experiences from Trump's first administration and that their businesses ultimately aren't that exposed to the US
Samsung Electronics, once known for showcasing its "super gap" or "ultra gap" in chipmaking prowess, has taken an uncharacteristically quiet approach to its 2025 foundry events. The annual Samsung Advanced Foundry Ecosystem (SAFE) Forum—usually a platform to unveil advanced process roadmaps—was held without press releases, promotional campaigns, or public disclosures, drawing industry-wide attention
The Taiwan Association of Machinery Industry (TAMI) recently traveled to Tokyo and Nagoya to discuss machinery cooperation between Taiwan and Japan, which is expected to result in collaborative efforts on orders and technology. TAMI stated that it hopes to expand the scope of cooperation and jointly address current global supply chain restructuring and industry upgrading challenges
Starlink, the satellite internet service operated by Elon Musk's SpaceX, has received regulatory clearance to launch in South Korea. The rollout will mark the introduction of low Earth orbit (LEO) satellite networks in South Korea, poised to deliver high-speed internet connectivity to underserved and remote regions
Chinese electronics giant Xiaomi is projecting a turnaround in its electric vehicle (EV) division, with profitability expected as early as the second half of 2025, CEO Lei Jun told investors this week
As the global robotics boom accelerates, Taiwanese firms are not only capitalizing on AI-driven opportunities but also reinforcing their presence across key supply chains. Among them is Syntec Technology, one of the few Taiwanese companies with deep expertise in robotic controllers, often described as the brains of automation systems. Once dominated by European and Japanese players, the controller market now sees Syntec emerging as a formidable regional competitor
US President Donald Trump has aggressively deployed tariffs and trade measures to prioritize American manufacturing since returning to the White House in January 2025. However, Chinese-backed firms already operating on US soil are finding their ambitions increasingly imperiled
Dutch Defense Minister Ruben Brekelmans warned on May 31, 2025, that Chinese espionage targeting the Netherlands is escalating, particularly in the semiconductor sector. Speaking at the IISS Shangri-La Dialogue in Singapore, he said the Netherlands' leadership in chip technology has made its intellectual property a key focus for Beijing
Huawei has confirmed that its Pura 80 series and a range of ecosystem devices will debut at a launch event on June 11 at 2:30 pm local time. The announcement comes just one day after Apple kicks off its Worldwide Developers Conference (WWDC), fueling speculation of a strategic face-off between the two tech giants
South Korea had been navigating six months of political turbulence following former President Yoon Suk-Yeol's brief imposition of martial law late last year – a move that triggered the nation's worst constitutional crisis in decades. With Yoon officially impeached in April 2025, a snap presidential election was called. This election was largely seen as a verdict on his predecessor's actions