ASML Holding NV and Taiwan Semiconductor Manufacturing Co. have ways to disable the world's most sophisticated chipmaking machines in the event that China invades Taiwan, according to people familiar with the matter.

Alibaba Group Holding Ltd. slashed prices for a clutch of artificial intelligence services by as much as 97%, spurring an immediate response from Baidu Inc. in potentially the start of a price war in China's nascent AI market.

Sony's semiconductor business, namely the Imaging & Sensing Solutions Segment primarily driven by CMOS Image Sensors (CIS), is expected to experience significant growth in the fiscal year 2024 despite a decline in operating profits in the fiscal year 2023 (April 2023 to March 2024).

Just over two months after announcing that they are jointly developing an extended reality (XR) headset device, it has been reported that the partnership between Meta and LG has fallen through.

LG Energy Solution has been progressing in the development of the 46800 battery.

OLED panels used for external screens/monitors remain dominated by the two major South Korean panel manufacturers, Samsung Display (SDC) and LG Display (LGD), becoming a new growth driver for both firms with an annual shipment growth of around 20%.

Market sources have identified Naura Technology as the principal beneficiary of China's initiative to achieve self-sufficiency in chipmaking equipment. Revenue for the Chinese fab toolmaker increased by 50.7% in 2023.

The time it's taking for some of China's electric car makers to pay suppliers is ballooning — a further sign of stress in the nation's increasingly cutthroat auto market.

Samsung Electronics and SK Hynix reported a surprising increase in semiconductor inventories in the first quarter, even as the memory market improved. The companies attributed the rise to accounting adjustments that reflected higher memory prices and reduced provisions in their income statements.

China's homegrown automakers continue to rise as the country's economy still needs time to recover fully.

EDA giant Synopsys has completed the tape-out of a high-performance mobile SoC design using Samsung Electronics' 3nm GAA (Gate-All-Around) wafer foundry process. This chip is set to be used in Samsung's Galaxy smartphones in 2025.

The US Department of Commerce (DOC) recently reported it has revoked Intel and Qualcomm's licenses to sell notebook and smartphone chips to Huawei.

Indian solar energy company Orb Energy has reduced its reliance on Chinese components by over 20% in recent years, in line with the general trend of diversifying supply chains.

The major Japanese automakers such as Toyota, Nissan, and Honda are planning cross-industry collaborations to develop new automotive technologies. The scope includes Generative AI (GenAI), semiconductors, application programming interfaces (APIs), LiDAR, simulation, cybersecurity, high-definition 3D maps, and more.

With Generative AI driving the demand for high-bandwidth memory, the R&D efforts of memory giants have also picked up pace.