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

Chinese electric vehicle giant BYD saw its market capitalization plunge in late May after initiating sweeping price cuts of up to 34%, fueling fears of a full-blown price war and prompting speculation over potential regulatory intervention. The aggressive strategy has raised alarms across the industry over the long-term health of China's electric vehicle sector

Samsung Electronics memory division executives traveled to Nvidia's US headquarters in late May to advance large-scale high-bandwidth memory (HBM) supply arrangements, according to South Korean media reports

The 21st South Korean presidential election was held earlier today simultaneously at more than 14,000 polling stations nationwide. Since the emergency martial law incident involving former President Yoon Suk-Yeol on December 3, 2024, a political vacuum and chaos lasting over six months will finally come to an end

Apple's smartphone shipments in China dropped 9% year-over-year in the first quarter of 2025, falling to fifth place with a 13.7% market share, according to IDC. In response, the company launched an aggressive discount campaign on May 11 ahead of the 618 shopping festival, slashing prices to unprecedented levels. Even the base model of the iPhone 16 Pro qualified for government subsidies

In response to intensified US export controls on advanced semiconductor shipments to China, major chipmakers Nvidia and AMD are reportedly adopting Samsung Electronics' GDDR7 graphics DRAM as a lower-bandwidth alternative to high-bandwidth memory (HBM), which falls under stricter US trade restrictions

Huawei launched Hubble Technology Investment Co. in response to US sanctions in 2019, a wholly owned subsidiary aimed at accelerating China's push for semiconductor independence. Hubble has since become a cornerstone of Huawei's strategy to localize its supply chain, with investments spanning chip design, fabrication equipment, semiconductor materials, and EDA software

Japan's SoftBank has partnered with Intel to co-develop cutting-edge DRAM tailored for AI applications, aiming to challenge the incumbent High Bandwidth Memory (HBM) technology. The new chip initiative could receive backing from the Japanese government and is part of a broader national effort to revitalize Japan's semiconductor ecosystem

Japan Display Inc. announced on June 2, 2025, that it will cancel its plans to invest in Taiwan's PanelSemi Corp., citing rising geopolitical risks within the semiconductor sector. However, the two companies will continue their joint development projects

BOE Technology Group is fast-tracking its 8.6-generation (8.6G) OLED production line in Chengdu, raising red flags for South Korean display makers. Having already ceded LCD leadership to China, South Korean firms now worry their edge in OLED may also be under threat

Samsung Electronics is reportedly repurposing its existing facilities to bolster its advanced semiconductor packaging capabilities, aiming to enhance competitiveness in the rapidly growing AI and high-performance computing markets. Equipment transfers are expected to begin as early as the second half of 2025

Huawei posted its second-highest revenue on record as the Chinese telecommunications giant demonstrates resilience despite years of US trade restrictions that have reshaped its business model

Taiwan-based optical communications manufacturer EZconn is poised to leverage the global rise in artificial intelligence and continued US infrastructure spending to drive growth across its three main product lines in 2025. Despite challenges related to currency fluctuations, the company expects to maintain stable gross margins while achieving positive revenue and profit growth throughout the year