China's semiconductor strategy is shifting from leading-edge competition to strengthening mature and specialty nodes. Facing geopolitical pressure and supply chain fragmentation, domestic foundries are accelerating investment in 28nm-class technologies, analog chips, and vertically integrated ecosystems
China is tightening scrutiny over domestic companies seeking to list in Hong Kong, signaling a shift in how one of the market's most entrenched offshore listing structures is treated. The move targets the long-standing "red-chip" model, widely used by Chinese firms to raise capital abroad, and reflects Beijing's growing concern over capital outflows and regulatory opacity
South Korean OLED makers face diverging trends across the global display market. Shipments to Chinese smartphone brands are weakening amid price competition and softer handset demand, while higher-value OLED products are helping Korean suppliers stabilize their market share after years of decline
