China's Ministry of Commerce has denounced new US restrictions targeting Huawei's artificial intelligence (AI) chips, arguing the move threatens the recently established trade consensus between the two nations in Geneva. The Ministry urged Washington to "immediately correct its wrongful actions" and cease what it called discriminatory measures against Chinese companies

Samsung Electronics' Visual Display (VD) Business has reportedly entered "emergency management" mode in response to falling global TV market share and rising LCD panel costs—two critical factors driving the company's internal shakeup. According to The Korea Economic Daily, Yonhap News Agency, and Korea Daily News, Yong Seok-woo, President and Head of the VD Business, recently told executives the division would adopt tighter operational policies as part of a broader crisis response strategy

Foxconn Singapore Pte Ltd, a subsidiary of Foxconn, has announced a capital injection into its Indian subsidiary, Yuzhan Technology (India) Private Limited, as part of a long-term investment strategy

The year 2025 marks a significant moment for the Chinese-speaking semiconductor industry, presenting a striking contrast

As global telecom players across Europe, the US, Japan, and South Korea face mass layoffs and resource constraints, market contraction is accelerating. Meanwhile, Huawei is bucking the trend, expanding its R&D headcount and consolidating its lead in 5G and communications infrastructure, emerging as the sector's biggest wildcard. The growing split in the global telecom race is stark: Huawei gains strategic ground, while Western peers stall amid policy inertia and financial tightening

Phison Electronics Corp. expects robust growth in the second half of 2025, driven by tighter NAND flash supply and surging demand for its controller chips. The easing of US-China trade tensions and recent tariff reductions between the world's two largest economies have spurred system vendors to accelerate orders and shipments, particularly in May and June

Sino-American Silicon Products Group has formed a joint venture with India's Premier Energies to produce silicon wafers for solar cells in India, acquiring a 26% stake in the new entity, according to a company statement Monday

Since its viral breakout in February, DeepSeek has triggered a rush for all-in-one AI appliances across China's enterprise and government markets. But the boom has also unleashed a disorderly ecosystem, with over 100 DeepSeek-branded systems flooding the market, priced anywhere from tens of thousands to more than one million CNY

PCB manufacturer Zhen Ding Technology posted a 23% year-over-year increase in consolidated revenue for the first quarter of 2025, marking a record high for the quarter. The company's integrated circuit (IC) substrate business was a key driver, with quarterly revenue climbing nearly 30%, bolstered by strong domestic demand in China

As global supply chains pivot toward regional hubs, ASEAN is stepping into the spotlight. Singapore has emerged as a research and development hub for leading integrated circuit (IC) design firms, with its influence extending to the Johor-Singapore Special Economic Zone (JS-SEZ)

South Korean authorities arrested a former subcontractor employee at Incheon International Airport for allegedly attempting to smuggle SK Hynix's proprietary high-bandwidth memory (HBM) packaging technology to China. The suspect, identified as Mr. Kim, was apprehended moments before boarding his flight

Amid the renewed US-China trade tensions and fierce price competition from Chinese peers, the industry trend of "China Minus One" has resurfaced, spreading from outsourced semiconductor assembly and test (OSAT) providers upstream to the IC substrate supply chain

China's outsourced semiconductor assembly and test (OSAT) industry is gaining momentum, driven by surging demand for artificial intelligence (AI) and electric vehicles (EVs). As the country intensifies its technology upgrade initiatives, the back-end supply chain has become a strategic pillar, with major players ramping up both revenue and innovation

Singapore and Malaysia's collaborative "Johor-Singapore Special Economic Zone" has emerged as a magnet for investment, positioning the region as a pivotal node in Southeast Asia's AI data center supply chain. Beyond this, both nations boast decades of expertise in the semiconductor sector