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
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
Global PMX achieved a turnaround to profitability in the third quarter of 2025, driven by a strong surge in its semiconductor segment and aggressive expansion of overseas production capacity. The company, which manufactures and processes precision metal components, expects strong growth momentum going forward
South Korea's display industry views Apple's potential 2026 launch of an OLED MacBook as a critical turning point that could ignite explosive growth in the medium- and large-sized OLED market. Industry sources indicate that the market for notebook OLED panels has flattened, prompting players to seek a spark
Samsung will continue investment in the Phase 4 production line at its Pyeongtaek campus, converting the facility from foundry to 1c DRAM production. The latest monthly capacity is estimated at 80,000 wafers. Additionally, the previously postponed Phase 2 (Ph2) line is expected to resume investment in 2026 as a foundry production line
China's humanoid robotics market is accelerating, as Ubtech Robotics reported that the total 2025 orders for its Walker S2 industrial humanoid robot have exceeded CNY800 million (approx. US$112 million)
Facing intense competition in China's new energy vehicle market, electric vehicle leader BYD has clearly shifted its operational focus toward overseas markets to sustain high growth momentum. However, with global capacity expansion largely in place, the company's future growth rate is unlikely to replicate past rapid gains
Urban air mobility (UAM) is regaining attention with advances in hardware technology, but successful commercial operation hinges on integrating information systems for airspace management, operational scheduling, and ground transfers. Kakao Mobility emphasizes its shift from an operator to a platform integrator, leveraging platform experience, data accumulation, and AI technologies to shape the emerging ecosystem
The Nexperia chip crisis is gradually calming down, but the disruption has already had significant impacts on the automotive supply chain. According to IC design companies, the situation will demand greater diversification in chip sourcing. In the future, more customers from different application fields are also expected to accelerate the adoption of multiple suppliers
Several Silicon Valley startups and venture capitalists are increasingly adopting Chinese artificial intelligence (AI) models for their products and services, citing practical advantages such as affordability, speed, and effectiveness. This shift marks a subtle realignment in the US-China AI competition, as Chinese open-source models gain traction among American technology firms
