Samsung Electronics is nearing a technical milestone for its 2nm process, but yields are reportedly still below the level required for stable mass production, raising questions about its ability to secure major foundry customers for the next-generation node.
China's leading OSAT provider JCET has sustained steady growth in automotive electronics, driven by the rapid expansion of new energy vehicles and vehicle intelligence. As cars become more software-defined, semiconductor content and system complexity are rising, while electronic architectures shift from distributed systems toward centralized, platform-based designs.
The passive components sector is emerging from its inventory slump, with Yageo and Walsin Technology flagging a pickup in both commodity and high-end components, driven by AI servers and automotive electronics.
