Although Chinese panel manufacturers have recently gained market share, their profitability has been weak due to the high proportion of low-priced products. In contrast, South Korean companies are improving their business structure by focusing on OLED and high-end panel products
Hanmi is expanding beyond its leading position in high-bandwidth memory (HBM) bonding equipment to enter the system semiconductor equipment sector, driven by growing demand and technological advances in artificial intelligence (AI) semiconductors
Although the LCD industry supply chain has begun moving from China to Vietnam in the past two years, front-end panel processes remain mainly in China or Taiwan. Sarah Lin, president of Coretronic Corporation, stated that the influx of Chinese component and module suppliers building capacity in Vietnam has created a major test for Vietnam's factory construction speed, human resources, and local culture. After building a new factory in the first half of 2025, Lin believes that Vietnam's manufacturing efficiency is lower than China's
The CPCA Show Plus 2025, one of Asia's largest printed circuit board (PCB) exhibitions, opened on October 28, 2025, in Shenzhen, drawing hundreds of global electronics manufacturers and suppliers
Samsung Electronics is reportedly preparing a limited release of its upcoming tri-fold smartphone in select markets, which include South Korea, China, and Taiwan. The US is expected to miss out on the initial release. Industry sources estimate that production will be limited to 50,000 units, with a possible price tag of up to US$3,000
SK Hynix achieved its strongest quarterly results on record in the third quarter of 2025, driven by surging demand for AI-related memory and higher DRAM and NAND prices. The company reported revenue of KRW24.45 trillion (US$17 billion), operating profit of KRW11.38 trillion, and net income of KRW12.6 trillion, with operating and net margins at 47% and 52%
Huawei Cloud is navigating one of its most turbulent periods yet. Confronted by internal and external headwinds—from a disciplinary probe and sweeping restructuring to a shrinking market share—the company that once rode China's cloud boom is now at a decisive crossroads
In the first half of 2025, China tightened rare earth export rules, affecting semiconductors and AI, straining global supply chains, and pushing Taiwan to diversify sourcing
As China's AI cloud competition intensifies, Alibaba Cloud has introduced new price cuts across overseas markets to accelerate its global expansion, extending the "dual-giant" rivalry beyond domestic boundaries
Samsung Electronics is transforming its Pyeongtaek Campus Line 4 (P4) in South Korea into a manufacturing base focusing on HBM4 production. Analysts indicate that Samsung is increasing the proportion of AI memory production, shifting its equipment strategy focus from general server DRAM to AI memory products
Facing accelerated AI server upgrades and soaring power consumption, Giga Computing is promoting next-generation cooling technology and one-stop data center solutions, with South Korea identified as a key market. The company recently participated in the Korea Electronics Show (KES 2025) to highlight its competitive edge to potential local customers
Samsung Electronics reached a historic milestone as its market value exceeded KRW600 trillion (US$420 billion) for the first time, driven by a sharp rebound in the global memory market. The Samsung Group's total valuation is now nearing an unprecedented KRW1,000 trillion
US Commerce Secretary Howard Lutnick said the Trump administration plans to lift the nation's semiconductor self-sufficiency target to 40%, citing TSMC's continued fab expansion in the US as a central pillar of that strategy
At the Boom-Up Festival 2025, one of Korea's largest gatherings of startups and investors, WOW Future Tech CEO Munju Kim drew attention with an unconventional idea: building drones out of cardboard and recycled packaging materials
On the morning of October 28, 2025, Japanese Prime Minister Sanae Takaichi and US President Donald Trump signed two important agreements during their meeting at the Akasaka Palace in Tokyo. According to Nikkei and Jiji Press, given the deteriorating security environment in East Asia, both leaders agreed that the Japan-US alliance should be strengthened
