Chinese panel manufacturer BOE has recently announced the construction of its 8.6G IT OLED production line, known as B16. This development has significantly benefited numerous South Korean equipment manufacturers. In a recent report, South Korean manufacturer Wonik IPS has reportedly secured an order for polyimide (PI) curing equipment for BOE's B16 production line

SK Group, one of South Korea's largest conglomerates, is on the cusp of a monumental transformation. As the merger between SK Innovation (SKI) and SK E&S reaches its final phase, it signals a pivotal move in SK Group's sweeping business restructuring. This merger is not just a strategic consolidation; it's poised to redefine the energy sector in Asia

Chen Nanxiang, chairman of Chinese memory company Yangtze Memory Technology Corp (YMTC), recently said during an interview with China Global Television Network (CGTN) that he expects to see explosive growth in the semiconductor industry over the next 3-5 years

Inspur, a Chinese server manufacturer, recently denied a Reuters report, stating it has no collaboration with Nvidia on designing a B20 AI chip based on the Blackwell architecture to meet U.S. export control requirements. The company asserts that the media report was unfounded

South Korea's imports of panel manufacturing equipment soared tenfold in the first half of 2024 compared to the same period in 2023, reaching approximately US$315 million. This dramatic increase is primarily attributed to Samsung Display's (SDC) substantial investment in 8.6G OLED technology

With Taiwan Semiconductor Manufacturing Company (TSMC) chairman C. C. Wei promising to carry through overseas expansion plans regardless of the next US President, those securing TSMC's production capacities in its Arizona fab will gain some peace of mind amid uncertainties of a renewed tariff war threatened by Donald Trump

Sharp has made a strategic move to enhance its mobile device wireless communication technology by acquiring communication patents from Foxconn. This acquisition aims to strengthen Sharp's existing capabilities, facilitate expansion into new markets, and support its strategic shift toward home appliances and AI-powered products

Korean media reports said Samsung Electronics's 4-generation high bandwidth memory product (HBM3) has been validated and has started mass production. However, industry sources only said both its HBM3 and HBM3E are still going through the validation processes

As Japan prepares to import its first-ever EUV lithography systems, ASML, the sole technology provider, plans to boost its local workforce significantly

A senior executive from a leading China-based NAND flash provider expressed optimism about the explosive growth potential of the Chinese semiconductor market, attributing this surge to the impact of US sanctions

Although still leading in OLED panel production globally, South Korea now faces a fierce challenge from China's rapidly advancing display panel industry and this shift has sent shockwaves through South Korea's tech sector, prompting urgent calls from Korean experts for government support and increased investment to maintain its competitive edge

China's tech industry is witnessing a significant rise in locally developed Linux-based servers, driven by growing security concerns and potential supply disruptions of x86 and Arm-based systems. This trend is exemplified by leading cloud computing provider Tencent Cloud's recent unveiling of its enterprise-grade TencentOS Server V3, which supports China's three main independently developed CPU lines: Kunpeng, Hygon, and FeiTeng

Yangtze Memory Technologies (YMTC) has filed a lawsuit against Micron Technology in the US, accusing the American memory vendor of infringing its 3D NAND patents in a range of products

Huawei's patent infringement lawsuit against MediaTek is likely a move to gain bargaining chips in licensing fee negotiations between the two sides, according to industry sources

Samsung Electronics is set to increase its Multi-Project Wafer (MPW) service offerings for the fourth consecutive year, with plans to raise the number to 35 in 2025. This move not only aims to strengthen partnerships with IC design houses in the AI era but also assist startups in product mass production