Samsung Electronics is targeting 2027 to turn its foundry business profitable, driven by expected orders from major clients such as Tesla and the full-scale operation of its new Texas fab, according to South Korean media outlet ET News. The company has reportedly shared this goal with partners while outlining future investment plans
SoftBank Group's agreement to acquire the robotics division of Switzerland's ABB for approximately US$5.4 billion is a significant strategic move. The deal highlights Japan's increasing dominance in industrial automation and simultaneously marks a substantial withdrawal for Europe from the rapidly evolving, AI-driven robotics race
Some of India's export-oriented green hydrogen projects are expected to face delays due to global policy uncertainties, potentially pushing the country's clean fuel production target beyond its original timeline, according to a senior government official who spoke on November 11, 2025
India-based EMS provider Syrma SGS is investing INR15.95 billion (approx. US$180 million) to set up a plant near Naidupeta, Andhra Pradesh. The facility is expected to create over 2,100 high-skill jobs and strengthen domestic PCB production, while the company also plans to produce laptop motherboards locally to increase value addition and qualify for government incentives, according to The New Indian Express
China's Moonshot AI has launched its Kimi K2 Thinking model, which tops OpenAI's GPT-5 in multiple reasoning and coding tests while delivering lower training costs and full commercial availability. Company executives made a rare online appearance to answer questions, confirming the model was trained on Nvidia H800 GPUs and dismissing claims that the training cost reached US$4.6 million
BenQ Medical Technology, a subsidiary of Qisda Corporation, remained profitable through the first three quarters of 2025. The company's president, Michael Guan, said BenQ Medical is stepping up efforts to advance its three main product lines, expecting two of them to see substantial growth momentum in 2026, with most of the products contributing to sales
Samsung Display (SDC) has reportedly started mass production of OLED on silicon (OLEDoS) panels, which will be used in Samsung Electronics' extended reality (XR) headset, the Galaxy XR. As a key component of XR devices, SDC's entry into the OLEDoS market is expected to significantly intensify competition
Tata Power plans to establish India's largest solar wafer and ingot manufacturing facility with a capacity of 10GW, CEO and managing director Praveer Sinha said on November 11, 2025. The move will mark the company's entry into the upstream segment of the solar value chain, completing its presence across the entire manufacturing ecosystem
Hyundai Motor is reportedly grappling with shortages of Chinese-made permanent magnets, a key component in electric and hybrid vehicle motors, as Beijing's export controls on rare earth materials begin to ripple through South Korea's auto industry
Analysts believe Tesla is shifting from battery-buying to battery-making, as its procurement team is reportedly in active communication with South Korean suppliers of cathode materials, anode materials, and copper foil for batteries. This reflects Tesla pursuing vertical integration to boost profitability and establish a self-contained ecosystem. According to the Korea Economic Daily, Tesla has also discussed orders with a South Korean copper foil manufacturer, with supply expected to begin in 2026
Under persistent US export restrictions, Huawei Technologies has doubled down on its vast patent portfolio and heavy R&D spending to reinforce its standing in global communications and computing. The company generated about US$630 million in patent and technology licensing revenue in 2024 while intensifying investments in AI computing, cloud infrastructure, and international standards initiatives
Infineon Technologies struck a cautious tone on its automotive outlook during its 2025 earnings call, with CEO Jochen Hanebeck highlighting ongoing challenges in China's electric vehicle (EV) market and competitive pressures on power modules, even as demand for microcontrollers and Ethernet solutions continues to strengthen
Kaynes Semicon, the semiconductor division of India's Kaynes Technology, is expanding beyond its success in power module packaging toward advanced chiplet and co-packaged optics assembly
Elon Musk's declaration that he is "very excited about chips" has rattled the global foundry industry. His plan for a massive Tesla-built wafer fab threatens to turn what was once a victory for Samsung's foundry arm into its next big headache
Samsung Chairman Lee Jae-yong's right-hand man, Chung Hyun-ho, has suddenly retired. Chung led the Business Support Task Force (TF), and Lee is expected to take full control of Samsung's personnel and outline a new blueprint for the company's future to restore its former glory
