China's technology industry is witnessing a surge in demand for domestic production and automation equipment, driven by broad environmental trends. The development pace differs across regions, reflecting local industrial ecosystems, with the emerging "low-altitude economy" gaining recognition as a vital sector for future growth
South Korea's information and communications technology (ICT) exports in August 2025 reached a record high for the period compared to previous years. Due to rising memory semiconductor prices and increased investment in artificial intelligence server infrastructure, semiconductor export values also reached an all-time high
Chinese display manufacturers are significantly increasing investments in 8.6G OLED panels for IT applications. These investments, set to accelerate from the second half of 2025 through 2026, are expected to revitalize related upstream equipment industries. Major Chinese firms such as BOE, Visionox Technology, and TCL China Star Optoelectronics Technology (TCL CSOT) are preparing new production lines designed for medium to large-sized IT panels, including notebooks and tablets. These expansions signal higher demand for sophisticated equipment, benefiting Korean suppliers like Sunic System
The US–China semiconductor dispute has entered a new phase of escalation, with the US Department of Commerce adding 23 Chinese entities to its Entity List, including 13 semiconductor firms spanning Beijing, Shanghai, Shenzhen, Wuxi, and Changsha. The sweeping action underscores Washington's strategic focus on both technology controls and broad regional reach across China's chip ecosystem
Power semiconductors, particularly silicon carbide (SiC) and gallium nitride (GaN), emerged as key themes at SEMICON Taiwan 2025. The toughest competition was in SiC equipment, with Chinese, US, and Japanese suppliers all aggressively fighting for market share
The US and China have outlined a framework deal to resolve disputes over TikTok's US operations, officials said after trade talks in Madrid. The agreement marks progress toward easing tensions but faces hurdles over algorithm ownership, compliance with US law, and approval from both governments
Samsung's ambitious US expansion faces an unexpected obstacle that could derail its 2026 production timeline. A mounting visa crisis, triggered by immigration raids on South Korean workers, is creating ripple effects across the semiconductor industry's most critical supply chains
A new phase in the global race for silicon carbide (SiC) dominance is unfolding—one shaped as much by geopolitics as by market forces. As Chinese manufacturers make rapid strides in low-cost SiC wafer production, the strategic consensus around this next-generation semiconductor material is beginning to fracture
On September 10, 2025, HiSilicon, a subsidiary of Huawei, completed significant personnel changes in its business registration—Eric Xu stepped down as chairman and legal representative, succeeded by Jeffrey Gao; the board's senior management was also adjusted
Since Huawei established Shenzhen HiSilicon Semiconductor in 2004, its semiconductor business has supported over two decades of development and innovation within Huawei's product ecosystem. However, from 2000 to 2003, Huawei faced one of its most challenging periods and nearly became a US company. CEO Ren Zhengfei confirmed this long-rumored episode during an interview
Jun Otani, executive vice president of Kumamoto University, highlighted the university's 268-year history during a Taiwan-Japan semiconductor supply chain talent forum. Following JASM's establishment of a fabrication plant in Kumamoto, the university has shifted its educational focus to keep pace with rapid changes in high technology
The 2025 SEMI-e Shenzhen International Semiconductor Exhibition and the Integrated Circuit Innovation Expo have concluded. The twin events drew a significant crowd, with 43,986 professional visitors in attendance. A total of 1,062 exhibitors displayed their latest technologies, underscoring the event's importance to the global semiconductor sector
US and Chinese officials entered a second day of negotiations in Madrid on Monday, just as Beijing announced a preliminary ruling that Nvidia had violated antitrust conditions linked to its 2020 acquisition of Mellanox Technologies
Following its major deal with Tesla, Samsung Electronics has won an order from Israeli IC design company Valens Semiconductor to manufacture next-generation automotive system chipsets based on the MIPI A-PHY standard. The chips are expected to be produced using FinFET process technology
Recent market reports indicate that CoWoP has shown preliminary test results exceeding expectations. Nvidia, which leads its development, is expected to accelerate mass production timelines. This development has sparked growing attention on whether the positions of China and Taiwan's printed circuit board (PCB) industries will be reshuffled
