China has revived price controls and capacity discipline mechanisms across its clean energy sectors, triggering a solar industry price recovery. The government now extends similar self-regulation demands to electric vehicles after BYD-led price cuts of about 30% in late May 2025 drove the sector to unsustainable levels

In a significant shift within Tesla's supply chain, the electric vehicle maker is expected to adopt high-energy nickel-cobalt-manganese (NCM) batteries from South Korea's LG Energy Solution (LGES) for its new rear-wheel-drive (RWD) Model 3 variant, marking a departure from its prior reliance on China's CATL and its lithium iron phosphate (LFP) cells

Naver, South Korea's leading internet company, is set to launch ThingsBook, a new social networking platform targeting the North American market. Unlike Instagram and other image-driven platforms, ThingsBook will center on user-generated content (UGC) organized around personal interests, combining the longform depth of Naver Blog with a more curated, hobby-based feed

Yageo, Taiwan's leading passive component manufacturer, said its third meeting with Japan's Shibaura Electronics concluded successfully in Taipei, marking a key step in Yageo's ongoing tender offer for the NTC thermistor specialist

Competition in bonding equipment for the high bandwidth memory (HBM) market is intensifying, especially for the new generation of hybrid bonding (HB) technology. Following the current market leader, Hanmi Semiconductor, several Korean firms have also made their competition debut. However, it is very challenging for new players to gain a foothold in this sector

Chinese memory giant CXMT is actively advancing its DDR5 and LPDDR5 DRAM process upgrades. According to supply chain sources, although CXMT has yet to enter mass production, recent samples have passed testing with quality nearly matching that of Nanya. This development has raised concerns among Taiwanese manufacturers, as CXMT is mobilizing nationwide resources to push for mass production. This aggressive move also poses a potential threat to international manufacturers, potentially disrupting the existing DDR5 industry landscape

South Korea's ambitions to build a self-sufficient drone supply chain have hit a critical bottleneck just three months after China imposed export controls on seven rare earth elements in April 2025. The curbs have complicated efforts to produce key components domestically, raising concerns over the feasibility of Seoul's drone localization strategy

China's top memory chipmakers, ChangXin Memory Technologies (CXMT) and Yangtze Memory Technology Corp. (YMTC), have nearly doubled their output in just over a year. Their rapid expansion is raising alarm in South Korea, where industry leaders worry that China's growing presence could upend the global memory market and threaten the dominance of Samsung Electronics and SK Hynix

A recent surge in the cost of Chinese-made drone components has reignited concerns in South Korea over its overwhelming reliance on China for critical unmanned aerial vehicle (UAV) parts. South Korea is accelerating efforts to boost domestic manufacturing capabilities and enhance collaboration with the US to fortify its drone industry and mitigate strategic risks

China is accelerating its deployment of RISC-V architecture as US-China tech decoupling intensifies, aiming to build a fully autonomous semiconductor supply chain. At the 5th RISC-V Summit China in Shanghai, Alibaba's DAMO Academy introduced new advances in its high-performance RISC-V platform under the XuanTie brand. Concurrently, the Beijing Institute of Open Source Chip (BOSC) confirmed system-level validation of its third-generation 16-core RISC-V processor, Kunminghu (Kunming Lake)

Drones have become a dominant force on the battlefield in the Russia-Ukraine conflict, highlighted by Ukraine's successful strikes on Russian air bases. The impact of these developments extends well beyond military engagements, disrupting global supply chains and accelerating a broader shift away from components manufactured in China

South Korea's Naver Corporation is teaming up with the Massachusetts Institute of Technology (MIT) to develop a bipedal humanoid robot, highlighting the nation's accelerating push into physical AI. With global competition in humanoid robotics intensifying, the Naver-MIT partnership is seen as a strategic bid to position South Korea at the forefront of next-generation robotics

BOE Technology Group has filed a second patent infringement lawsuit against Samsung Display in under two months, escalating a legal showdown that could disrupt Apple's iPhone OLED panel supply chain and reshape the global display industry

Unitree Robotics, a Hangzhou-based developer of quadruped and humanoid robots, has filed for IPO counseling with the Hangzhou office of China's securities regulator as of July 18, 2025. Citic Securities is serving as the IPO advisor, with Beijing DeHeng Law Offices providing legal counsel and RSM China handling auditing, according to filings cited by ICsmart and Yicai. Citic Securities is expected to begin its due diligence and compliance assessment in October 2025, evaluating Unitree's IPO readiness and supporting its application process