Applied Materials, Lam Research, and KLA each generated 31.3%, 31%, and 36% of their revenue from China in 2024, according to recent filings. As mature-node wafer fab capacity expands, China has overtaken the US as the largest market

China's CATL, the world's largest battery manufacturer, has unveiled a next-generation sodium-ion battery—nicknamed the "salt battery"—sending shockwaves through South Korea's battery sector

Integrated Micro-Electronics, Inc. (IMI), Ayala Corporation's electronics arm, is poised to withstand potential US tariffs, leveraging its global footprint across Asia, Europe, and North America. Ayala chairman Jaime Augusto Zobel de Ayala emphasized IMI's strategic resilience, supported by diversified supply chains and robust regional operations, ensuring stability amid trade uncertainties

Dixon Technologies, an electronics manufacturing services company, plans to enter electronics component manufacturing for its own use before expanding to exports. Meanwhile, Indian outlets citing sources indicate Tata Electronics may invest INR20 billion (US$234.11 million) in component manufacturing under the government's INR230 billion (US$2.69 billion) incentive scheme, a rumor Tata Electronics declined to comment on

Samsung Electronics reportedly submitted a statement to the US Department of Commerce (DOC), warning that American sanctions targeting China's advanced technology could lead to "unintended consequences" and hinder innovation

Japanese chipmaker Renesas Electronics has adopted a cautious stance on expanding its production of power semiconductors for electric vehicles (EVs). During its earnings briefing on April 24, company president Hidetoshi Shibata revealed that the planned mass production at the Kofu plant in Yamanashi Prefecture, initially expected to begin in 2025, will move forward without a set schedule due to significant uncertainty in market demand

Global Brands Manufacture, a PCB manufacturer under Passive System Alliance (PSA), is advancing its Asian expansion strategy following the acquisition of Japanese PCB maker Lincstech, according to Elna's General Manager Ian Yang

In April 2024, Jensen Huang participated in a critical gathering at a five-star hotel in Beijing, which would determine whether Nvidia could continue its operations in the Chinese market. Known as the "AI godfather," the Silicon Valley legend now finds himself at a geopolitical crossroads. Looking back over the past 30 years, his story in China unfolds like a trilogy intertwining business, politics, ideals, and reality

China's export restrictions on rare earth minerals have raised concerns within the automotive industries of Europe and Japan while also prompting heightened vigilance in Taiwan's electric vehicle supply chain

Following US President Donald Trump's executive orders implementing reciprocal tariff measures, the China-US trade war has escalated rapidly. China's response now extends beyond traditional trade items to impact the civil aviation industry, showing a more forceful stance than in previous disputes

Following the Trump administration's regulation of Nvidia's China-specific H20 chips, Cambricon Technologies—billed as China's first domestic AI chip stock—delivered standout results. In the first quarter of 2025, Cambricon reported revenue of CNY1.111 billion (approx. US$152.2 million), a 4,230% year-over-year surge. First-quarter revenue nearly matched its entire 2024 total of CNY1.174 billion

Tokyo Electron (TEL), Japan's leading semiconductor equipment maker, opened a cutting-edge research and development facility at its Taiwa-cho campus in Miyagi Prefecture on April 24, 2025. The new facility is expected to triple production speeds, positioning TEL to meet the rapidly increasing global demand for semiconductor equipment while strengthening its competitive edge against rising Chinese rivals

Pegatron Corporation has officially launched its new smart factory in Batam, Indonesia. This facility marks a key step in Pegatron's advanced manufacturing strategy and will serve as a flagship location for its 5G business