Samsung is accelerating its push into magnetoresistive random-access memory (MRAM), positioning the technology as a strategic pillar alongside DRAM and high-bandwidth memory (HBM) in the intensifying global AI semiconductor race

Seiko Epson, which marked its 50th anniversary in 2025, recently launched a long-term vision plan, the Engineered Future 2035, addressing AI, geopolitical shifts, and digital transformation challenges. The company emphasized using return on invested capital (ROIC) as a key management metric to optimize capital allocation, realign its business portfolio, and concentrate resources on growth sectors to enhance operational performance and core value

GigaDevice is moving into DRAM through a KRW1 trillion (US$680 million) related-party deal, combining CXMT's manufacturing capacity with its own sales network in a move that could reshape the global supply landscape

Given the US-China trade war, many Taiwanese businesses and Chinese manufacturers relocated production lines to Southeast Asia, boosting shipment demand from the region. Now, escalating conflict in the Middle East has driven up fuel costs, while international cargo flights are being diverted or crowded into Southeast Asian routes. This phenomenon is causing air freight rates to double

Recent reports from foreign media indicate that China is preparing to restrict exports of heterojunction (HJT) solar equipment to the United States — a move that industry sources say is aimed squarely at the ambitions of Elon Musk

When most discussions around Chinese brands still focus on how to expand overseas, Zhang Xue is taking a more radical approach: redefining the stage itself

Japanese automaker Nissan Motor has sharply reduced its reliance on critical minerals in its latest electric vehicle design, highlighting how automakers are re-engineering core components to navigate rising geopolitical risk and supply chain concentration

Samsung Electronics is accelerating its catch-up in the high-bandwidth memory (HBM) market against leader SK Hynix by advancing its sixth-generation HBM4. A key factor is Samsung's upgrade from traditional MBIST to programmable PMBIST testing architecture built on cutting-edge 4nm process technology, significantly enhancing production yield and efficiency

US Commerce Secretary Howard Lutnick said Chinese capital will have no meaningful place in America's auto sector, arguing that the country does not need companies such as electric vehicle maker BYD

India's notification of a special economic zone in Dholera for the country's first chip fabrication plant marks a potential turning point in global semiconductor supply chains, promising a new manufacturing hub that could attract investment, create skilled jobs, and reduce import dependence — part of a broader international effort to diversify electronics production worldwide

China semiconductor equipment maker Naura Technology delivered strong 2025 revenue growth on rising chip tool demand and domestic substitution, but weaker margins and intensifying competition signal a tougher next phase

South Korean AI semiconductor startup DeepX has entered mass production and supply for its in-house neural processing unit (NPU), the DX-M1, as it seeks to scale revenue amid tightening wafer capacity and rising memory costs. The company said it has secured more than 30 purchase orders and is targeting US$40 million in revenue in 2026, supported by demand for low-power, cost-efficient AI chips

China, the world's largest single automotive market, is also the most intense testing ground for the industry's shift toward smart and electric vehicles. DIGITIMES Research notes that China's adoption of advanced driver-assistance systems (ADAS) and intelligent cockpits in new cars has rapidly outpaced other regions, reaching significant penetration, especially in mid- to high-end models. Electric vehicles (EVs) have overtaken internal combustion engine cars as the sales leader in the passenger car segment, with the speed and scale of this transformation surpassing prior market expectations

India's smartphone shipments fell 3% year-on-year in the first quarter of 2026, signaling strain across global supply chains and consumer markets as rising component costs and sluggish demand squeezed volumes and margins. The downturn — and the further price pressures expected ahead — could affect device availability, pricing strategies, and earnings across manufacturers and retailers