Samsung Electronics is accelerating its push to reclaim semiconductor leadership, spotlighting its latest breakthrough in sixth-generation DRAM (1c node) yields. The development is fueling optimism about a potential rebound in the HBM market. Spearheading this turnaround is Jun Young-hyun, CEO and head of the Device Solutions (DS) division, who returned in May 2024 and initiated a high-stakes redesign of Samsung's DRAM architecture to reverse recent setbacks

South Korea's semiconductor giants, Samsung Electronics and SK Hynix, are ramping up the adoption of artificial intelligence (AI)-driven electronic design automation (EDA) to bolster their competitive edge in next-gen chip production. The companies have started implementing AI-based design solutions across advanced process nodes and memory products, reporting notable progress in efficiency and innovation

Japan's Nittobo raised prices for fiberglass cloth by as much as 20% starting in August, marking the first major increase in materials used for AI servers and 5G equipment as supply shortages intensify

The silicon carbide (SiC) power semiconductor market—once seen as a pillar of the EV revolution—is now facing mounting challenges. Weaker-than-expected electric vehicle demand and an aggressive production push by Chinese manufacturers are straining the global SiC landscape

Japan is fast-tracking financial support for Rapidus, its cutting-edge semiconductor venture, to drive domestic production of advanced chips. Since April, the Japanese Senate has passed key legislative amendments—including revisions to the Information Processing Promotion Act and extensions to the Development Bank of Japan's (DBJ) investment mandate—to bolster next-generation semiconductor enterprises. Government funding is expected to be deployed in the second half of fiscal 2025, accelerating Rapidus's capital mobilization

China has made the low-altitude economy a national strategic priority, featuring it in government work reports for two consecutive years as part of its "new quality productivity" initiative. The sector's supply chain is now developing at unprecedented speed

China's electric vehicle market has entered a high-stakes phase, as Xiaomi and Huawei escalate their rivalry across pricing, product quality, retail footprint, and social media messaging. Their public sparring reflects growing concerns over market saturation and intensifying internal competition in the post-growth era of China's EV boom

Samsung Electro-Mechanics (Semco) reportedly has begun building a glass substrate ecosystem to support the development of next-generation semiconductors, with Samsung Electronics serving as a major partner

The global HBM market is undergoing a seismic shift, propelled by surging demand for AI and high-performance computing. South Korea's memory heavyweights—Samsung Electronics and SK Hynix—are leading this charge, combining deep R&D with strategic alliances to extend their technological edge. In contrast, China's DRAM challengers continue to be hampered by sanctions and capacity constraints. This article breaks down the market forces, innovation race, and geopolitical headwinds shaping the HBM landscape

Chinese electric vehicle giant BYD saw its market capitalization plunge in late May after initiating sweeping price cuts of up to 34%, fueling fears of a full-blown price war and prompting speculation over potential regulatory intervention. The aggressive strategy has raised alarms across the industry over the long-term health of China's electric vehicle sector

Samsung Electronics memory division executives traveled to Nvidia's US headquarters in late May to advance large-scale high-bandwidth memory (HBM) supply arrangements, according to South Korean media reports

The 21st South Korean presidential election was held earlier today simultaneously at more than 14,000 polling stations nationwide. Since the emergency martial law incident involving former President Yoon Suk-Yeol on December 3, 2024, a political vacuum and chaos lasting over six months will finally come to an end

Apple's smartphone shipments in China dropped 9% year-over-year in the first quarter of 2025, falling to fifth place with a 13.7% market share, according to IDC. In response, the company launched an aggressive discount campaign on May 11 ahead of the 618 shopping festival, slashing prices to unprecedented levels. Even the base model of the iPhone 16 Pro qualified for government subsidies

In response to intensified US export controls on advanced semiconductor shipments to China, major chipmakers Nvidia and AMD are reportedly adopting Samsung Electronics' GDDR7 graphics DRAM as a lower-bandwidth alternative to high-bandwidth memory (HBM), which falls under stricter US trade restrictions