Hong Kong-based graphics card manufacturer PC Partner has strategically relocated its headquarters to Singapore to navigate US export controls on chips to China. The company has also planned to move its graphics card production lines to Indonesia, positioning itself to launch future Nvidia GeForce RTX 5090 products while maintaining compliance with US Department of Commerce regulations

Eternal Materials, a leading supplier of PCB upstream materials including dry film photoresists, acknowledges China's ongoing economic slowdown. Despite these challenges, spokesperson B.C. Liu confirmed the company's steady operational footing in the region. While maintaining a cautious stance on future growth, Eternal Materials anticipates moderate expansion opportunities ahead

LG Display (LGD) will invest an additional US$1 billion in Vietnam over the next five years to strengthen operations at its Haiphong OLED module factory, marking a significant step in its transition from LCD to OLED technology

Auto Guangzhou 2024, opening on November 15, stands as China's final flagship auto event of the year. It previews key trends that will shape the 2025 automotive market. With 1,171 new models showcased, including 512 electric vehicles (EVs), the event highlights the surging dominance of China's local EV brands

Samsung Electronics' smart glasses project has gained renewed attention, with reports indicating a launch in the third quarter of 2025 and an initial production run of 500,000 units

Mitsui Mining & Smelting (Mitsui) recently announced an increase in copper foil prices, raising concern within the South Korean industry. Given that copper foil is a core material for semiconductor packaging substrates and Mitsui holds a significant market share, this price hike could disrupt related supply chains in South Korea

The combination of promotional events like Double Eleventh Day in China and Black Friday sales in Europe and the US, coupled with new smartphone launches in November, has driven a rebound in end-user demand. This recovery has improved demand for upstream display panels, helping stabilize overall panel prices. However, certain types of smartphone panels continue to experience price declines

Micron Technology is taking a more pragmatic approach to its operations in China, aligning its strategy with Chinese government expectations while navigating US technology restrictions. The company's shift includes increased market engagement and investment commitments, marking a departure from its previous low-profile stance

According to a press release, on November 18, Samsung Electronics held a tool-in ceremony for its new semiconductor research and development complex (NRD-K) at its Giheung campus, which will house ASML's high-NA EUV system

Japanese semiconductor equipment manufacturers, including Tokyo Electron and Kokusai Electric, have raised profit forecasts driven by surging AI demand. However, China's cooling semiconductor equipment market and potential tightening of US export regulations create uncertainty for the sector's outlook

Yangtze Memory Technologies Corp (YMTC), a prominent Chinese memory manufacturer, has achieved a milestone with its Zhitai brand, overtaking Samsung Electronics in solid-state drive (SSD) sales on domestic e-commerce platforms for the first time. This marks a pivotal shift in the Chinese SSD market, historically dominated by foreign players

China's DRAM manufacturers are intensifying market competition through aggressive DDR4 production expansion. ChangXin Memory Technologies (CXMT) leads this push, while Fujian Jinhua Integrated Circuit, which recently emerged from US sanctions, moves steadily toward mass production. Chinese manufacturers now offer DDR4 chips at prices 5% below second-hand market rates and nearly 50% lower than established global producers, compelling South Korean competitors to reduce DDR4 production and concentrate on premium DDR5 and HBM3 segments

Samsung Electronics' foundry division is advancing its semiconductor capabilities through the mass production of the Exynos 2600 (tentative name), marking a strategic push for self-sufficiency in mobile application processors (APs). While industry watchers have speculated about potential investment reductions, the company maintains its commitment to AP development, with plans to secure Qualcomm and Nvidia as potential clients for its 2nm and 3nm processes

Autonomous driving and artificial intelligence are the buzzwords at this week's Guangzhou auto show — the last major gathering of Chinese carmakers for the year

SK Group's silicon wafer manufacturer SK Siltron has confirmed that it will receive a loan of US$544 million from the US Department of Energy (DOE) to invest in its silicon carbide (SiC) wafer factory at its US subsidiary, SK Siltron CSS, which is expected to commence production in 2025