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Tuesday 24 June 2025
LX Semicon reportedly joins Apple's iPad Pro OLED DDI supply chain, eyeing Samsung's market dominance
South Korea's LX Semicon has reportedly secured a position in Apple's supply chain for OLED display driver ICs (DDIs) used in the latest iPad Pro models, marking a significant breakthrough in its diversification strategy. According to ChosunBiz, LX Semicon is now competing directly with Samsung Electronics' System LSI division, which had previously been the sole supplier of DDIs for the iPad Pro's OLED panels
Tuesday 24 June 2025
Samsung to expand 1c DRAM production in 2H25 after significant yield improvements
Samsung Electronics will begin expanding investment in sixth-generation 10nm-class DRAM (1c DRAM) production starting in the second half of 2025. Industry observers interpret this move as Samsung's effort to rapidly restore its semiconductor leadership by significantly improving 1c DRAM yields and scaling up manufacturing facilities, drawing close attention to subsequent developments
Tuesday 24 June 2025
A warning shot to Apple: South Korean OLED patent lawsuits target Tianma and BOE
Following Samsung Display's (SDC) patent lawsuits against BOE and TCL CSOT, LG Display (LGD) recently filed seven technical patent infringement lawsuits against Tianma. This move also appears to carry an implicit warning to Apple
Tuesday 24 June 2025
Huahong zeros in on metrology gear to shore up chip supply chain
Amid the global restructuring of semiconductor supply chains, Chinese investors are intensifying bets on critical upstream technologies. China-based Shanghai Huahong's industrial fund, Huahong Hongxin, recently led a Series A investment in Beijing's Largebeam Tech, bolstering its foothold in semiconductor metrology equipment and advancing its strategy for vertical integration and supply chain independence
Tuesday 24 June 2025
China's AI sprint: MiniMax, Moonshot lock horns in multimodal model race
In December 2024, OpenAI made headlines with 12 livestreams over 12 straight business days. Now, MiniMax — widely viewed as one of China's "AI six tigers" — is mounting a high-stakes product blitz. By June 21, 2025, it had launched four offerings: the MiniMax-M1 inference model, Hailuo 02 video model, MiniMax Agent, and Hailuo Video Agent. The fifth, MiniMax Audio, is due June 23, 2025
Tuesday 24 June 2025
South Korea steps up legal fight as Chinese 'red tech' pushes into key industries
As Chinese companies accelerate their entry into the South Korean market, local tech giants are intensifying efforts to protect their intellectual property (IP). From TV branding disputes to OLED patent wars and semiconductor espionage, South Korea's electronics and display leaders are responding more aggressively to what they describe as growing threats of counterfeiting, trademark abuse, and technology theft
Tuesday 24 June 2025
China's solar sector faces deepening layoffs as capacity utilization falls below 50%
China's solar manufacturing industry, commanding over 90% of the global market, is undergoing another round of disruption, driven by intensifying geopolitical pressure and abrupt policy shifts. Supply chain sources at the SNEC Photovoltaic (PV) Power Expo in Shanghai report that average capacity utilization among Chinese producers has plunged below 50%, reflecting a deepening crisis
Monday 23 June 2025
Huawei 5nm's hard reality check
Huawei's next-generation chip ambitions are running into technical and geopolitical headwinds. While Chinese state media CCTV recently claimed a breakthrough in 5nm production through foundry partner SMIC, the new MateBook Fold still ships with the 7nm Kirin X90. TechInsights, via Wccftech, confirms the chip is built on SMIC's N+2 node — identical to the Kirin 9020 — falling short of the 5 nm-class N+3 process. The findings cast doubt on Huawei's progress and suggest mass-market deployment of 5nm chips remains at least a year away
Monday 23 June 2025
South Korea achieves breakthrough in CNC technology localization
South Korea has successfully developed domestic computer numerical control (CNC) technology, breaking the grip of foreign suppliers on a critical manufacturing component that governs more than half the country's machinery operations
Monday 23 June 2025
Huawei HarmonyOS 6.0 preview: AI evolution targets Apple iOS 26
Huawei officially unveiled the HarmonyOS 6.0 Beta version at the "Huawei Developer Conference 2025" (HDC 2025) held in Songshan Lake on June 20, 2025, opening developer preview opportunities. The new system is expected to launch alongside the Mate 80 series in the fourth quarter of 2025
Monday 23 June 2025
Top-100 firms contribute KRW1.6 quadrillion to South Korea economy in 2024

In 2024, South Korea's top-100 companies generated an estimated KRW1,615 trillion (US$1.16 trillion) in total economic contribution, up more than KRW60 trillion from the previous year. Topping the list was Samsung Electronics, whose contribution reached KRW157.5 trillion, solidifying its position as the country's most impactful enterprise for the second consecutive year

Monday 23 June 2025
Samsung reportedly to launch first XR HMD in South Korea October 2025
Samsung Electronics is reportedly planning to hold a launch event for its extended reality (XR) head-mounted display (HMD) "Project Moohan" on September 29, 2025, in South Korea. The product is expected to be available first in the South Korean market starting October 13, before expanding globally
Monday 23 June 2025
Samsung targets HBM comeback as DRAM leadership slips to rival
Samsung Electronics wrapped up its global strategy meeting with the Device Solutions division, outlining plans to regain ground in high-bandwidth memory and foundry operations. The South Korean chipmaker faces pressure after losing its three-decade DRAM market leadership to SK Hynix in the first quarter, with results of its recovery effort expected by late 2025
Monday 23 June 2025
Xiaomi snaps up 120-acre Beijing site to scale EV output

Xiaomi is advancing its electric vehicle ambitions as its wholly owned unit, Xiaomi Jingxi Technology, secures a 50-year lease for a 485,134-square-meter (~119.88-acre) industrial site in Beijing's Economic-Technological Development Area (BETDA), also known as Yizhuang New Town. The deal, worth CNY635 million (approx. US$88.4 million), was confirmed by the Beijing Municipal Planning and Natural Resources Commission

Monday 23 June 2025
YMTC beats Samsung as best SSD seller in JD.com's 618 bonanza
Chinese NAND flash manufacturer Yangtze Memory Technologies (YMTC) has outperformed global rivals during a major domestic e-commerce event. Its consumer SSD brand ZhiTai claimed the top spot in both sales volume and revenue during JD.com's 618 shopping festival, surpassing Samsung Electronics to defend its title as the leading SSD brand in China
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES