Micron has appointed former TSMC chairman Mark Liu as a board member. Multiple South Korean media outlets report this move as Micron's attempt to expand its market share in high bandwidth memory (HBM), aiming to catch up with SK Hynix

Japan-based Sharp has disclosed that it has supplied its electronic steering array antenna for the world's first 5G non-terrestrial network (NTN) trial using Eutelsat OneWeb's low Earth orbit (LEO) satellites

Goodix Technology has scrapped its planned acquisition of Viewtrix Technology (Shenzhen Yunyinggu) after more than three months of negotiations, according to Sina

At MWC 2025, Xiaomi Group president Lu Weibing revealed that Xiaomi Auto has now established a firm foothold in the Chinese electric vehicle (EV) market, with plans to expand overseas in 2027

SK Telecom (SKT) is intensifying its AI ecosystem strategy, forging joint ventures with global telecom operators and advancing its four-pronged approach to Artificial Intelligence Data Center (AIDC) operations. The company aims to dominate South Korea's AIDC market. At MWC 2025, SKT showcased AI innovations under the theme "Innovative AI, Accelerating the Future," emphasizing telecom service enhancements and AIDC solutions

TSMC's recent announcement of an additional US$100 billion investment in US manufacturing has sparked sharp criticism from Beijing. Chinese media and government officials frame the expansion as US-coerced offshoring of Taiwan's semiconductor crown jewels, with the Chinese State Council's Taiwan Affairs Office explicitly characterizing the chipmaker's decision as "gifting" critical technology to American competitors

LG Group chairman Kwang-mo Koo traveled to India to assess the company's R&D, production, and distribution as LG commemorates 30 years in the market. This visit aligns with LG's strategy to expand in India while managing risks associated with US-China tensions

On March 5, Giga Computing, a subsidiary of Gigabyte, announced it had signed a memorandum of understanding (MOU) with South Korea's SK Telecom and SK Enmove. The three parties will collaborate to drive innovation in AI data center (AIDC) and high-performance computing (HPC) technologies, accelerating the application of next-generation liquid cooling solutions in data centers

The concept of digital twins initially emerged in consumer applications for AR/VR/MR, but its future lies in smart manufacturing. Like quantum computing, this is not a technology that will take 20 years to materialize, but a tangible reality within the next decade. Hardware evolution may progress even faster than expected, but the real challenge lies in educating users and making these new technologies mainstream applications

The debut of DeepSeek in early 2025 jolted the AI industry, triggering ripple effects across related sectors. Alibaba's Damo Academy recently announced support for the DeepSeek-R1 series distilled models, fueling discussions in the semiconductor space. The rise of RISC-V as an open-source alternative is gaining momentum in China's AI race, reshaping chip architectures

The South Korean firms' strategy of expanding investment into a crisis-stricken market succeeded in sending them to the top of the global memory market. However, Chinese memory makers are copying this strategy, posing strong challenges to their dominance in a market that has been hit by slow demand over recent years

Since President Donald Trump took office, his tariff policies have undergone significant fluctuations, with the latest adjustment raising the tariff on Chinese imports to 20%. The move, which comes amid ongoing tensions over China's inability to curb the flow of illegal drugs into the US, has prompted a swift migration of the electronic paper supply chain out of China as companies seek to mitigate the impact of rising costs

The "A+H" dual-listing model—where companies trade shares on both Mainland China's A-share market and the Hong Kong Stock Exchange (HKEX)—is gaining momentum. More Chinese firms are embracing this approach to diversify funding sources and attract global investors. According to Wind Information, as of March 3, 2025, over 40 companies have filed for initial public offerings (IPOs) on HKEX, including Goertek Microelectronics Inc. (GMI), a subsidiary of Goertek Inc

It is becoming increasingly difficult for Chinese lithium battery manufacturers to navigate the constant changes to US tariff policy made by US President Donald Trump. These policy shifts are also complicating component procurement for American energy storage system (ESS) vendors as well

In his first congressional address of his second term, US President Donald Trump reaffirmed his commitment to repealing the CHIPS and Science Act, a policy shift that has unsettled South Korea's semiconductor industry. Analysts suggest that while a full repeal may face legislative hurdles, the administration could still use regulatory reviews to scale back subsidies, putting pressure on companies like Samsung Electronics