US export controls on advanced chips are starting to show real impact. People familiar with the matter say China is running short of high-end semiconductors, pushing Beijing to step in and influence SMIC's production allocation. The government is prioritising Huawei and other state-backed companies viewed as strategically critical

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

South Korean AI chip startup Rebellions is accelerating its global expansion, establishing a US entity and appointing two senior Silicon Valley executives to strengthen its position in the North American market

Huawei used its sixth Innovation and Intellectual Property Forum on November 11, 2025, to highlight its growing in-house technology portfolio and its effort to position intellectual property as a global public good. Held in Beijing and featuring international IP experts, the event also marked the release of Huawei's annual Top 10 Inventions, a set of technologies that reflect the company's ambition to secure strategic capabilities in computing, storage, operating systems, optical interconnects, and communications

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

Chinese humanoid robot developer AgiBot has completed a corporate restructuring that triggered market speculation over a potential IPO plan

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

South Korean foundry DB HiTek is capitalizing on tightening supply in the legacy chip market, posting a 71% year-over-year surge in third-quarter 2025 operating profit