Hyundai Mobis has announced plans to begin mass production of automotive semiconductors developed in collaboration with over 20 domestic companies and research institutes starting in 2026, aiming to launch more than 10 products within two to three years. The move marks the first time the South Korean auto parts giant has publicly shared concrete development milestones and timelines for such a wide-ranging joint effort

Amid its legal battle with Samsung Display (SDC), BOE appears unaffected and is taking a more aggressive stance in the OLED market with the support of the Chinese government and Apple. According to Korean media outlet Digital Daily, BOE is building an 8.6-generation AMOLED production line in Chengdu, Sichuan, China, with a total investment of about CNY63 billion (US$8.8 billion), planning to achieve a monthly panel capacity of 32,000 sheets (based on 2290×2620mm) through the construction of Phase 1 to Phase 2

At the Apsara Conference 2025, Alibaba announced its AI platform will integrate Nvidia's full physical AI software stack into its developer toolkit. More than a technical update, the move highlights Alibaba Cloud's broader strategic ambitions in the AI era

Chinese new energy vehicle (NEV) leader BYD has rapidly gained visibility in Japan through aggressive price competition. However, to convert this visibility into stable market share and long-term consumer trust, the company still needs to overcome major hurdles, including cultural differences and brand recognition challenges

On September 28th, the second day of the 2025 Toyota Gazoo Racing Corolla Cup in Taichung, Toyota Motor Corporation Chairman Akio Toyoda made a surprise appearance—not just to observe, but to put on a drifting demonstration himself. Following his performance at the racetrack, Toyoda sat down with local media to discuss Toyota's vision for hydrogen-powered vehicles, the future of motorsports in Asia, and the company's experimental smart city initiative, Woven City

At the Apsara Conference 2025, Alibaba introduced its PanJiu AI Infra 2.0 with a 128-chip supernode, the most-watched launch of the event. The debut underscores how China's cloud leaders are pushing independent AI infrastructure innovation and moving beyond Nvidia's shadow

Seoul prosecutors have arrested and indicted three former employees of Samsung Electronics for allegedly leaking advanced nanoscale DRAM process technology to China's Changxin Memory Technologies (CXMT). The Seoul Central District Prosecutors' Office estimates the breach caused Samsung revenue losses of approximately KRW5 trillion (US$3.56 billion) in 2024 alone. The accused now occupy key research and development positions at CXMT

Starting in 2026, China will require export licenses for electric vehicles (EVs) to address international concerns over dumping and domestic overcapacity. This strategy aims to improve product quality, shift competition from price to technology, and regulate production expansion while maintaining cooperation with foreign automakers. The move seeks to mitigate trade tensions and strengthen industry consolidation amid rapid EV export growth

With progress in visa negotiations between the South Korean and the US governments, LG Energy Solution (LGES) is poised to accelerate construction and operations at its US factory

Western Digital (WD), the world's largest hard disk drive (HDD) manufacturer, announced plans to invest US$1 billion in Japan over the next five years to strengthen next-generation HDD technology and production processes. The move aims to enhance HDD performance while expanding research collaborations and talent recruitment, reflecting Japan's continued strategic importance to WD's operations

The 2025 Tokyo Game Show (TGS) set new records in both attendance and exhibition scale, marking a clear shift from a consumer showcase to a business-focused platform. Taiwanese gaming hardware and content companies were prominently present, with top executives leading efforts to secure cross-border partnerships

Huatie's CNY3.69 billion (US$518.3 million) computing contract ended without delivery, indicating potential cancellations in China's computing market. Speculative contracts amid rising AI demand and US GPU restrictions have led to supply shortages and financial risks, possibly benefiting Taiwan's server and cloud sectors

Huatie announced the termination of a CNY3.69 billion(US$518.3 million) five-year GPU cloud computing service contract with an undisclosed Hangzhou company after zero deliveries in six months, raising questions about the deal's authenticity. The case highlights China's compute market challenges, including capital speculation, supply shortages due to US export controls, and structural contradictions

Third-generation semiconductor silicon carbide (SiC) has recently shifted industry focus from the mainstream 6-inch and 8-inch wafers to the more futuristic 12-inch SiC substrates, unfolding a deep strategic game involving technology, cost, and geopolitics. This is not only a technological innovation but also a new chapter in semiconductor strategy and deployment