As Samsung Electronics aims to make 2025 the "Year of AI TV," LG Electronics is also leveraging differentiated AI features to solidify South Korea's leadership in the global television market. Both companies are strategically focusing on AI-driven technologies as a means to combat the rising threat of Chinese brands that continue to challenge the market with aggressive, low-price competition

With Chinese SiC semiconductor manufacturers having resolved supply constraints on the material side in 2023, stable supply has helped to quickly reduce costs. As a result, many uncompetitive SiC semiconductor players are now in danger of being eliminated from the market

China is set to launch its 15th Five-Year Plan in 2026. Reviewing the progress of China's semiconductor equipment industry over the past five years and gaining insight into its trajectory for the next five has become a focal point amid the ongoing US-China technology standoff

Global silicon carbide (SiC) wafer shipments hit a record high in 2024, with China driving the surge, according to statistics from Fuji Keizai. Chinese shipments grew 81.9% year-over-year, primarily driven by the proliferation of 6-inch wafers. However, the global growth rate is expected to slow significantly to just 20% in 2025, a sharp drop attributed to intensified price competition and supply chain strain originating in China

In a strategic shift that could reshape China's domestic semiconductor landscape, Goke Microelectronics announced plans to acquire a 94.37% stake in Ningbo Semiconductor International Corporation (NSI), a specialty foundry previously controlled by Semiconductor Manufacturing International Corporation (SMIC). The deal, which involves 11 sellers including SMIC and several local investment firms, marks Goke's formal entry into the radio frequency (RF) front-end market

BYD is accelerating its European expansion with plans to deploy megawatt-level (MW) ultra-fast charging stations—despite intensifying scrutiny at home and industry doubts abroad. The bold initiative marks a pivotal step in the Chinese EV giant's bid to deepen its foothold in a region where charging infrastructure remains a major obstacle to mass electric vehicle adoption

The recent increase in mature process DRAM prices is expected to boost Samsung Electronics' DRAM business revenue, offsetting the sluggishness in its high bandwidth memory (HBM) business and fueling momentum for its performance in the second quarter of 2025

In late April 2025, South Korea's ZDNet Korea reported that China is moving ahead with a major overhaul of its domestic semiconductor equipment sector, aiming to consolidate more than 200 companies into roughly 10 key players. While the announcement drew international attention, industry insiders in China have long seen this as an inevitable, if largely unspoken, challenge

The number of senior technical executives at Samsung Electronics' foundry division has declined sharply over the past two years, raising concerns about the company's long-term competitiveness in the global semiconductor market

On June 12, 2025, at VivaTech in Paris, Nvidia CEO Jensen Huang issued repeated warnings that tightening US restrictions on AI chip exports to China may backfire, accelerating the rise of Chinese tech giant Huawei and potentially undermining America's leadership in the global AI ecosystem. Huang emphasized that cutting off access to advanced chips may force China to double down on domestic alternatives—and succeed

Samsung Electronics and Nvidia have taken minority equity stakes in US-based robotics software startup Skild AI in a move seen as a strategic push into the rapidly growing consumer robotics sector

Maxscend Microelectronics Co. (Maxscend) has secured a breakthrough in radio frequency (RF) filter technology, advancing China's effort to localize critical semiconductor components and close long-standing gaps in its RF front-end supply chain. As a key supplier to Huawei, Maxscend provides RF switches, low-noise amplifiers (LNAs), and filters that power 5G smartphones and network infrastructure

On the eve of high-level trade talks between the United States and China in London, an unusually candid interview with Zhengfei Ren, founder of Huawei, appeared in the Chinese state-run People's Daily—drawing significant attention at home and abroad. The interview, headlined "The more open a country is, the more it progresses was widely interpreted as both a diplomatic signal and a strategic statement on China's ambitions in semiconductors and technology

XPeng has unveiled the G7, its first all-new model of 2025—an AI-centric SUV that represents both a technological milestone and a strategic pillar in the company's product roadmap. Positioned as one of XPeng's most competitive offerings to date, the G7 is expected to sharpen the company's edge in China's rapidly intensifying electric vehicle market