US export controls are accelerating China's localization of data-center AI chips, with shipment data now pointing to rapid commercial scaling. Across more than a dozen domestic brands, at least nine Chinese AI chip vendors have shipped or secured orders exceeding 10,000 units, spanning platforms backed by major technology groups and a growing group of startups

As global competition in semiconductor technology intensifies and protectionist trends tied to national strategy gain momentum, South Korea's industry is emphasizing the need to localize critical equipment. With chipmakers fully reliant on ASML of the Netherlands for extreme ultraviolet lithography tools, industry participants say South Korea must invest in X-ray lithography, a technology still at an early stage of development, to secure long-term competitiveness and reduce dependence on a single supplier

LG Electronics is formalizing a shift in its television manufacturing strategy, extending outsourcing beyond China to Vietnam as part of a structural overhaul. The move comes as the company seeks to address intensifying global competition and weakening profitability in the TV market

Shenzhen Ingchips Technology has joined Goke Microelectronics and Cmsemicon in announcing price increases, highlighting mounting cost pressures across China's semiconductor supply chain

LG Display, fresh off its first profitable year in four years, is preparing to step up investment in 2026 as it seeks to strengthen its position in the increasingly competitive OLED market. Despite that, the company is proceeding cautiously on one of the industry's most closely watched questions: whether and when to commit to large-scale production of next-generation OLED panels for IT devices