Samsung is betting on advanced 1c DRAM-based HBM4 technology but remains constrained by 35% yields, while SK Hynix relies on stable production and Nvidia's trust to defend its lead. As Nvidia readies its Vera Rubin AI platform and tests cheaper GDDR7 alternatives, the rivalry between Korea's memory giants is reshaping the high-value market heading into 2026

Chinese panel manufacturer Tianma has introduced a new high-end OLED technology brand called "Tiangong Screen," which will debut globally on Oppo's next-generation flagship Find X9 series. The two companies have also signed an agreement to establish a joint laboratory, elevating their collaboration to the next level

Hanwha Semitech is stepping up its push into Taiwan's semiconductor supply chain, holding closed-door talks with Foxconn and ASE Holdings at SEMICON Taiwan 2025, according to South Korean media. Analysts see the move as part of Hanwha's drive to showcase its assembly equipment and capture orders from Taiwan's rapidly growing OSAT sector

At Huawei Connect 2025, the company rolled out a three-year roadmap for its Ascend chips alongside the debut of its Atlas 950 supernode. Rotating chairman Eric Xu warned that China's AI future can no longer hinge on single-chip performance, constrained as it is by advanced process limits. The way forward, he argued, is a "supernode + cluster" architecture — Huawei's bet on system-level design to secure scalable and sustainable compute

Over a decade ago, China's IT industry still heavily relied on imported chips and displays, but as of today, influenced by China-US geopolitical tensions, while the chips still depend on imports, the issue of the panel has effectively disappeared

The global boom in artificial intelligence is creating a stark divide in the semiconductor industry, with Taiwan's TSMC solidifying its dominance while rival Samsung Electronics falls further behind, according to new industry data

South Korea's Fair Trade Commission has approved the establishment of a joint venture between Shinsegae Group and China's Alibaba Group, a move that could potentially reshape the country's e-commerce landscape

LG Innotek has officially commenced operations at its newly completed V3 factory in Haiphong, Vietnam, effectively doubling its camera module production capacity. The expansion is part of the company's strategy to enhance its global leadership in the smartphone camera market amid intense competition from Chinese manufacturers

Renesas Electronics unveiled its latest semiconductor innovations at the Electronica India 2025 show in Bengaluru, highlighting both its global research and development contributions from India and the growing significance of the country in its long-term business strategy. The Japanese chipmaker showcased automotive microcontrollers (MCUs), system-on-chips (SoCs), and industrial IoT tools, with applications spanning infotainment, driver monitoring, zonal E/E architectures, and electric vehicles, according to Autocar Professional and The Economic Times

India's smartphone exports to the US plunged 58% between May and August 2025, raising concerns over the sustainability of the country's flagship production-linked incentive (PLI) scheme. According to think tank Global Trade Research Initiative (GTRI), cited by PTI, shipments fell from US$2.29 billion in May to just US$964.8 million in August, despite smartphones facing no US tariffs

At Huawei Connect 2025 in Shanghai, Huawei introduced the Atlas 950 SuperPoD and debuted UnifiedBus 2.0 (UB 2.0), its optical interconnect protocol that will be opened to industry partners. The launch directly challenges Nvidia's NVLink dominance

The US and China are moving forward with a framework agreement on TikTok's US operations that centers on control of the app's algorithm and data security. Under the current proposal, a consortium of American investors, led by Oracle and private equity firm Silver Lake, would take over TikTok's US business, while the China-based parent, ByteDance, would retain a minority stake of less than 20%

Alibaba Group announced on September 22 that, unlike previous years, the 2025 Singles' Day e-commerce promotion will extend beyond China to simultaneously take place in 20 international markets. This move aims to create the world's largest and highest-grossing e-commerce sales event

Shanghai New Vision Microelectronics, founded two decades ago, once broke foreign dominance in display driver chips through independent research and development and won acclaim after its 2023 STAR Market debut. Yet today, a global semiconductor slump, weak consumer electronics demand, and smartphones' pivot to OLED have gutted the LCD driver chip market, leaving New Vision caught in a profit squeeze

India's semiconductor engineers are moving from support roles to taking ownership of first-time, advanced-node design work once confined to global headquarters, according to Cadence Design Systems