On September 6th, 2025, LG Energy Solution (LGES) faced a sudden raid by US national security and immigration authorities at its battery production base in the US. The joint venture battery plant between Hyundai Motor and LGES (HL-GA) in Georgia was forced to halt construction. This incident not only disrupted progress at that facility but also sparked concerns among other South Korean companies and foreign businesses, with ripple effects spreading across the country

By September 2025, half-year earnings reports from 10 Chinese memory firms are in. Nine posted revenue growth, underscoring solid top-line momentum. Profitability, however, diverged sharply: companies could generate sales but struggled to convert them into lasting profits

The rising demand for AI servers and high-end GPUs has fueled growth in large-size 2.5D interposers, and Hanmi Semiconductor is moving quickly to capture this opportunity. At SEMICON Taiwan 2025, the South Korean company debuted its "2.5D big-die TC/FC bonder," designed for AI chips and capable of packaging interposers up to 120mm x 120mm—over six times larger than conventional semiconductor sizes

Hiwin Technologies is strengthening its presence across major global markets, including China, Japan, South Korea, Singapore, Europe, Israel, Russia, and the US. This broad expansion seeks to position the company closer to its key customers in the semiconductor and robotics sectors, particularly emphasizing China's emerging "low-altitude economy" as a strategic area

China is accelerating its drive for homegrown AI semiconductors. JPMorgan forecasts Huawei will ship 600,000–650,000 AI chips in 2025, while Cambricon Technologies is on track to supply 125,000–150,000 units

TSMC's plant in Kumamoto, Japan, is fueling deeper investment ties between Kyushu and Taiwan. On September 10, 15 semiconductor suppliers from Fukuoka and Kumamoto exhibited at SEMICON Taiwan, promoting technologies ranging from silicon wafer recycling to advanced resin materials

Chinese regulators have launched a three-month campaign to curb false marketing and online misconduct in the automotive sector, the latest move to rein in unhealthy competition in the world's largest electric vehicle (EV) market

After order adjustments in the second quarter of 2024, inventory levels among LCD TV brand vendors have declined. At the same time, panel prices remain at low points, further encouraging brand vendors to increase their procurement efforts

Taiwan's Minister of Economic Affairs Kung Ming-hsin, on September 10, 2025, declined to comment on an alleged trade secret theft targeting TSMC's 2nm process technology amid concerns that the case could affect Taiwan-Japan relations. Kung only stated that the investigation should follow the evidence wherever it leads, emphasizing that the ministry respects the judicial authorities' findings

The China International Optoelectronic Exposition (CIOE) and SEMI-e 2025 Semiconductor Innovation Exhibition kicked off in Shenzhen on September 10, underscoring the laser industry's growing role in China's drive for AI sovereignty, defense technologies, optical communications, robotics, and immersive devices from AR to MR

Sunny Optical Technology (Group) Company, a major supplier in the global optics supply chain, featured prominently at this year's China International Optoelectronic Exposition (CIOE), the industry's flagship trade show. With smart glasses and Apple's upcoming launches drawing renewed headlines, Sunny Optical has returned to the center of market attention

ACM Research (Shanghai), Inc., dual-listed in the US and China, is maneuvering through Washington's escalating curbs on China's chip industry. Chairman David Wang emphasized that ACM, established in Silicon Valley in 1998 and expanded to Shanghai in 2005, remains majority-owned by its US parent, which controls over 80% of ACM Shanghai, underscoring its American corporate roots and global orientation

Suzhou Everbright Photonics is betting on explosive demand from artificial intelligence (AI) and data centers to drive future growth, Chairman Dayong Min said in an interview with DIGITIMES at the China International Optoelectronic Expo (CIOE). The company is also expanding into the European market as a hedge against rising geopolitical tensions

China's SiC industry, once viewed as a critical front in global tech rivalry, has been transformed over the past two years. Breakthroughs in domestic SiC materials and mass production capacity have turned the sector into a fierce price battleground, driving many companies into financial distress

China's state-backed DRAM maker CXMT is rapidly advancing in high-bandwidth memory (HBM), a market long controlled by Samsung Electronics and SK Hynix. Citing SemiAnalysis, South Korean outlet Business Post reported that CXMT may start mass production of HBM3E as early as 2026, far ahead of expectations, underscoring how quickly the company is closing the gap with its South Korean competitors