President Donald Trump's administration plans to restrict shipments of AI chips from the likes of Nvidia Corp. to Malaysia and Thailand, part of an effort to crack down on suspected semiconductor smuggling into China

South Korea's exports to the US have declined due to growing protectionist measures under the Trump administration, raising concerns about the competitiveness of South Korean products in the US market. A recent Korea International Trade Association (KITA) report highlights the impact of tariffs on key export sectors and warns of further challenges ahead if reciprocal tariffs are fully enforced

As global competition in artificial intelligence (AI) intensifies, the US-China rivalry has expanded beyond chips and models to include the competition for talent and education integration

Australia has filed a lawsuit against China-backed Indian Ocean International Shipping and Service Company for violating foreign investment laws, demanding it divest from rare earths producer Northern Minerals, as rare earths become a focal point for geopolitical and technological competition

South Korean president Lee Jae-myung has pledged to invest KRW100 trillion (US$73.9 billion) in AI development to make the country the third-largest AI power after the US and China. Lee is also turning to technocrats for three of the key positions in his new administration to lead his AI campaign

Due to the slowdown in electric vehicle (EV) demand and intensified competition in the battery market, South Korea's major battery manufacturers LG Energy Solutions (LGES), SK On, and Samsung SDI have shown lackluster performance. However, as global IT and automotive companies actively invest in the humanoid robot industry, batteries dedicated to humanoid robots are poised to become a key factor in reversing this trend

Apple and Xiaomi are doubling down on efforts to develop in-house 5G baseband chips, joining a race long dominated by tech heavyweights like Qualcomm and MediaTek. Both companies signaled their ambitions in 2025 to break away from reliance on third-party modem suppliers and take fuller control of their mobile silicon strategies

Yamaha Motor is accelerating its pivot into the semiconductor equipment space with the launch of Yamaha Robotics, a newly established division focused on robotic systems for electronics manufacturing. The company aims to position the business as its third major revenue pillar, alongside motorcycles and marine engines

Baidu and Huawei announced the open-sourcing of their proprietary large language models (LLMs) on June 30, 2025, signaling a strategic shift in China's AI landscape. The move reflects a growing push to rival closed-source leaders such as OpenAI and Anthropic through a more collaborative, transparent approach

As US President Donald Trump intensifies rare earth export negotiations with China, Beijing is countering with a media blitz to highlight its rising independence from US semiconductor technology. In June 2025, Chinese authorities arranged a foreign press tour covering biopharma, humanoid robotics, AI, and automotive sectors, with executives from major firms showcasing efforts toward tech self-sufficiency and global competitiveness

The Japan Semiconductor Equipment Association (SEAJ) has updated its sales forecast for Japanese-made semiconductor manufacturing equipment over the next three fiscal years, projecting a steady increase reaching JPY5.51 trillion (US$38.35 billion) by fiscal 2027. The latest forecast sees modest growth driven primarily by investments in cutting-edge chip technologies and AI-related applications

Many South Korean companies are turning to 3D printing to cut production costs, using the technology to manufacture products in critical sectors such as aerospace and defense, areas classified as national core technologies. However, some cases involve the use of Chinese-made 3D printers or subcontractors leaking proprietary technologies to China. Critics argue that South Korea's current registration-based system for operating 3D printing businesses lacks sufficient oversight, leaving the industry vulnerable to security breaches and intellectual property theft

As US-China tech tensions intensify, Huawei is accelerating efforts to achieve technological independence after being added to the US Entity List in 2019. He Tingbo, president of HiSilicon and a central figure in Huawei's semiconductor strategy, is stepping into a pivotal role. She has been appointed head of Huawei's Senior Talent Compensation Division, expanding her authority over executive pay and talent development, key pillars in the company's long-term innovation agenda

Alpha and Omega Semiconductor (AOS), a California-based chipmaker, has agreed to pay US$4.25 million to resolve allegations that it violated US export controls by shipping restricted components to Huawei Technologies in 2019, the year Huawei was placed on the US Entity List