Samsung Electronics is nearing a technical milestone for its 2nm process, but yields are reportedly still below the level required for stable mass production, raising questions about its ability to secure major foundry customers for the next-generation node.
Samsung Electronics has begun procuring semiconductor equipment for its P4 facility in Pyeongtaek, marking the transition of its planned 1c nanometer DRAM investment into the execution phase, according to South Korean media reports.
China's leading OSAT provider JCET has sustained steady growth in automotive electronics, driven by the rapid expansion of new energy vehicles and vehicle intelligence. As cars become more software-defined, semiconductor content and system complexity are rising, while electronic architectures shift from distributed systems toward centralized, platform-based designs.
Japan's Yaskawa Electric is pointing to a turning point in its earnings trajectory, with AI-driven robotics and semiconductor equipment demand converging to lift orders, margins, and outlook.
