Zhu-Xiang Yang, general manager of Innolux, a major panel manufacturer in Taiwan, wrote a year-end reflection poem about the challenges and outlook for the panel industry

Globalization has driven significant transformations in the electronics manufacturing industry since the late 20th century, with Taiwanese EMS providers experiencing rapid growth under China's economic opening policies. Leveraging China's vast labor force and favorable policies, Taiwanese EMS firms expanded rapidly, paving the way for the rise of the EMS industry within China itself

SK Hynix is poised to achieve a record-high operating profit in 2024, potentially surpassing Samsung Electronics (Samsung) for the first time. The company maintains its optimistic outlook on the high bandwidth memory (HBM) market, with plans to secure its market leadership through HBM4 and HBM4E development

China's domestic automakers are rapidly expanding their local market presence, creating an existential threat to foreign brands and their joint ventures. Several international manufacturers and joint venture operations have already ceased production in China, with more plant closures anticipated in 2025

With Donald Trump's recent inauguration as US president, South Korean experts expect tighter sanctions on China's semiconductor industry. In response, Samsung and SK Hynix are strategically restructuring their production to reduce reliance on Chinese manufacturing

A newly released semiconductor patent innovation ranking places ChangXin Memory Technologies (CXMT), Yangtze Memory Technologies (YMTC), and Semiconductor Manufacturing International (SMIC) at the forefront, showcasing their technological advancement within China's semiconductor industry amid US trade restrictions

Following the release of its financial results showcasing impressive performance, SK Hynix remains cautious about adjusting production levels due to the sluggish demand for NAND flash. However, the company has not announced any plans to cut its product output

According to a DIGITIMES survey, the global EMS/ODM industry is becoming increasingly important due to the relocation of global supply chains. However, their 2024 revenues diverged due to differing trends in the AI and smartphone markets

A major legal battle between Cambricon Technologies, a leading Chinese AI unicorn, and its former CTO Jun Liang has emerged, drawing parallels to the recent high-profile lawsuit involving Jeng-wu Tai, a former aide to Foxconn founder Terry Gou. The case centers on claims of unfulfilled employee incentives that could set new precedents in China's tech industry

Samsung's fourth-quarter 2024 financial performance missed market expectations. The company aims to regain momentum in 2025 by focusing on AI, robotics, and subscription services. According to Digital Today, Samsung's revival strategy revolves around three key areas: robotics, AI, and smart home solutions

As Donald Trump takes office with his "America First" agenda, South Korea's electronics and automotive industries are closely monitoring potential shifts in global trade policies. A major concern is the proposed 25% tariff on imports from Mexico and Canada, which could pose significant challenges for South Korean companies with manufacturing operations in Mexico

Samsung Electronics has officially denied recent reports suggesting plans to revise the design of its fifth-generation 10nm-class DRAM (1b DRAM), emphasizing that no such changes are underway

As the global display market rapidly shifts towards OLED technology, South Korea's two major panel manufacturers, Samsung Display (SDC) and LG Display (LGD), are accelerating their efforts to enhance technological capabilities and expand their market presence

Samsung Electronics plans to drastically reduce capital expenditure for its wafer foundry business by more than half in 2025, as the company grapples with a lack of customer orders

SK Hynix posted record revenue of KRW66.2 trillion (US$46.3 billion) in 2024, with an operating profit of KRW23.5 trillion, yielding a 35% margin. Net income reached KRW19.8 trillion