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Tuesday 9 September 2025
DDI supply chain shakeup for Apple's iPhone puts LX Semicon at risk

China's BOE Technology is moving to diversify Apple's iPhone display driver IC (DDI) supply chain, a shift that threatens South Korea's LX Semicon, once a dominant and long-standing supplier in the market

LATEST STORIES
Tuesday 9 September 2025
RongSemi denies fab halt as YMTC Veteran takes key role in Ningbo expansion
Simon Yang, the former YMTC CEO and later deputy chairman, has joined Rong Semiconductor (Ningbo) Co. (RongSemi) as head of its technical expert committee. The announcement came alongside RongSemi's September 8, 2025, statement denying reports that construction of its 12-inch fab in Ningbo had been suspended. The company said Yang has been guiding technical work in the role since July 2024
Tuesday 9 September 2025
LG Electronics India expected to launch IPO in October 2025
LG Electronics is planning to launch the initial public offering (IPO) of its Indian subsidiary in October 2025, aiming to raise approximately INR150 billion (US$1.7 billion). The Offer for Sale (OFS) will involve the parent company, LG Electronics Inc., divesting a 15% stake, or 101.8 million shares, in its India unit, according to KNN India
Tuesday 9 September 2025
Samsung to double GDDR7 output following Nvidia B40 order
Nvidia has reportedly placed an order with Samsung Electronics for GDDR7 graphics memory, with the supply volume doubling compared to previous orders. Samsung's GDDR7 was previously used in the China-market-specific AI accelerator B40, drawing significant attention to the ongoing collaboration between Samsung and Nvidia
Tuesday 9 September 2025
L&T Semiconductor Technologies acquires Fujitsu General Electronics' power module design assets
India-based IC design firm L&T Semiconductor Technologies (LTSCT) announced on Friday that it has acquired the power module design assets of Japan's Fujitsu General Electronics (FGEL), marking a significant step in its push to expand capabilities in power electronics
Tuesday 9 September 2025
BOE reportedly to supply iPhone 17 Pro OLED panels at US$40 each
According to UBI Research, BOE will supply OLED panels for Apple's iPhone 17 Pro. This marks BOE's first time providing LTPO OLEDs to Apple and highlights the growing influence of Chinese panel manufacturers in the smartphone OLED market, posing a greater challenge to South Korean suppliers
Tuesday 9 September 2025
China's ACM ships first KrF coater-developer to logic fab as local supply chain advances
As the global semiconductor industry undergoes rapid restructuring, Chinese equipment makers are racing to achieve breakthroughs and scale. ACM Research (Shanghai), Inc. has introduced its first KrF lithography coater-developer system, the Ultra Lith KrF, a pivotal move into front-end lithography tools for mature-node production
Tuesday 9 September 2025
China's first open AI computing architecture: Sugon, Lenovo, Moore Threads come together to challenge Nvidia CUDA
Dawning Information Industry Co. (Sugon) has partnered with more than 20 Chinese firms across AI chips, large models, and system integration to roll out a new open AI computing architecture. The initiative features the launch of the Sugon AI Supercluster System and the creation of a Joint Lab for Open AI Computing Architecture, designed to build a homegrown ecosystem around advanced computing
Tuesday 9 September 2025
VinFast enters India with locally made EVs as first foreign pure-play manufacturer
Vietnamese automaker VinFast has officially entered India with the launch of its VF 6 and VF 7 electric SUVs, betting on local manufacturing and ecosystem partnerships to gain a foothold in one of the world's fastest-growing EV markets. The company's Tamil Nadu plant, with an initial capacity of 50,000 units, represents a US$500 million investment and positions VinFast as the first foreign pure-play EV maker to set up production in India
Tuesday 9 September 2025
SEA political turmoil impacts PC sales; Acer aims for 4Q25 rebound
Political turbulence across key Southeast Asian markets has created both challenges and opportunities for Acer's regional operations
Tuesday 9 September 2025
Samsung's Exynos comeback aims for Qualcomm's mobile chip dominance
Samsung Electronics is reportedly expected to feature its in-house application processor (AP), the Exynos 2600, in the upcoming Galaxy S26 flagship series scheduled for early 2026. This move marks Exynos's return to Samsung's main flagship market, a bet on both corporate pride and technological prowess
Tuesday 9 September 2025
CATL procurement staff visits South Korea, reportedly seeking key equipment and manufacturing technologies
Contemporary Amperex Technology (CATL), the largest China-based battery maker, has recently dispatched procurement managers and engineers on a large-scale visit to South Korea, with industry insiders believing CATL aims to secure technological advantages by engaging with South Korean companies amid ongoing structural adjustments in the Chinese industry, ensuring its differentiated competitive edge
Tuesday 9 September 2025
China's JFSemi cracks 12-inch SiC wafer barrier with homegrown laser technology

The global silicon carbide (SiC) market remains centered on 6-inch wafers, with only a few Chinese players moving into 8-inch lines. The viability of 12-inch wafer commercialization continues to be one of the industry's most closely watched milestones

Monday 8 September 2025
AI computing power reshapes global optoelectronics: 5,000 companies converge in Shenzhen for CIOE and SEMI-e shows
The 26th China International Optoelectronic Exposition (CIOE) will take place September 10–12, 2025, at the Shenzhen World Exhibition and Convention Center, alongside the International Semiconductor Exhibition & IC Industry Innovation Expo 2025 (SEMI-e). DIGITIMES will provide on-the-ground coverage in Shenzhen, with simultaneous English reporting on DIGITIMES Asia
Monday 8 September 2025
Samsung reportedly resumes construction on Pyeongtaek P5 to advance HBM4 mass production plans
Samsung Electronics is reportedly accelerating the construction of its fifth plant (P5) in Pyeongtaek, South Korea
Monday 8 September 2025
Commentary: Hyundai-LGES Georgia plant raid threatens to unravel South Korea's US$350 billion EV bet
A major immigration raid at Hyundai Motor Group and LG Energy Solution's (LGES) battery plant in Georgia has exposed the labor and visa hurdles facing South Korean firms in the US. The case raises fresh doubts over how sustainable Korean investment in America's electric vehicle supply chain can be