SMIC warned of weaker chip shipment momentum in the fourth quarter of 2025 due to seasonal effects and customer inventory buildup, noting limited visibility ahead. However, the company believes potential US tariffs would have only a minor impact, with most clients already mitigating risks through stockpiling or alternative sourcing

China's LCD panel market share has surpassed 70%, establishing absolute dominance in the global market. In recent years, Chinese panel manufacturers have primarily focused on expanding high-generation production lines such as 8.5G, 8.6G, and 10.5G, or directly increasing capacity and market share through mergers and acquisitions. For example, TCL CSOT took over LG Display's Guangzhou 8.5G fab

Taiwan's auto industry is facing mounting pressure amid a wave of global disruption, with Chinese electric vehicle (EV) giant BYD reportedly holding discreet meetings in Taiwan on August 5, 2025. The development underscores a growing challenge: Taiwan's domestic car industry is struggling to plug regulatory gaps in the face of China's rapid expansion

The "frenemy" relationship between Samsung Electronics and Apple, spanning over 20 years, has once again become a focal point. Reports indicate that the two tech giants are deepening cooperation in the US

Hua Hong Semiconductor struck a cautious yet confident tone in its second quarter 2025 earnings call, addressing tariff risks, pricing adjustments, and global partnerships while reaffirming its China-for-China strategy and power semiconductor strengths amid signs of margin recovery

On late August 7, Semiconductor Manufacturing International Corporation (SMIC) posted mixed financial results for the second quarter of 2025, reflecting sequential softness but continued year-over-year recovery. The company also offered a cautiously optimistic outlook for the third quarter, expecting modest growth in revenue and a slight dip in margins

Hua Hong Semiconductor reported second-quarter 2025 revenue of US$566.1 million, marking an 18% year-over-year increase, driven by strong momentum in its 12-inch wafer business. Net income reached US$7.95 million, up 19% from the same period last year, while gross margin improved slightly to 10.9% from 10.5%

Samsung is deepening its collaboration with Tesla, moving beyond self-driving systems into humanoid robotics. After winning a contract to supply next-generation AI chips, Samsung Electronics' affiliate Samsung Electro-Mechanics (Semco) reportedly will provide camera modules for Tesla's Optimus robot, signaling the group's broader ambitions in physical AI

Samsung Electronics and LG Electronics are actively competing to acquire the Japanese home appliance division of Hitachi. For Samsung, this marks a return to the Japanese home appliance market after an 18-year hiatus. For LG, it represents an excellent opportunity to expand its home appliance business in Japan. With fierce competition from Chinese companies, the stagnating growth of the South Korean and Japanese home appliance industries appears to be prompting both sides to initiate a new chapter of cooperation

As Samsung Display (SDC) secures its first-ever OLED panel order for Apple's MacBook, Chinese panel maker Beijing Oriental Electronics (BOE) is positioning itself to target any supply gaps, pushing to become a supplier for OLED panels used in iPads. If successful, this could threaten South Korea's dominance in OLED technology

Once the loudest champions of an all-electric future, German luxury automakers are quietly backpedaling. Under pressure from shifting global emissions regulations, tightening US tariffs, and mounting losses in the Chinese EV market, brands like Mercedes-Benz, BMW, and Volkswagen Group are moving away from their previous "all-electric" stance and pivoting toward a more pragmatic, dual-power hybrid strategy

Fujifilm Holdings posted an operating profit of JPY75.2 billion (approx. US$510 million) for the April–June 2025 quarter, a 21% year-over-year increase and the second straight quarterly record. The gains were driven by strong demand in semiconductor materials and digital imaging products

Amid intensifying US-China tech rivalry, China is accelerating its push for semiconductor self-reliance. Huawei's chip unit HiSilicon has stepped into the smartphone touch and display IC arena with its in-house Zhuque OLED driver chip, signaling a shift toward vertically integrated, system-level solutions under the Huawei umbrella

Amid US sanctions on China, South Korean battery production has attracted significant attention. With LG Energy Solution (LGES) recently securing a large contract for lithium iron phosphate (LFP) batteries, the company is officially entering competition with Chinese manufacturers. However, in a global market without sanctions, South Korean firms still face challenges related to pricing and technological capabilities when competing against their Chinese counterparts