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

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