Hua Hong Semiconductor reported second-quarter 2025 revenue of US$566.1 million, marking an 18% year-over-year increase, driven by strong momentum in its 12-inch wafer business. Net income reached US$7.95 million, up 19% from the same period last year, while gross margin improved slightly to 10.9% from 10.5%

Samsung is deepening its collaboration with Tesla, moving beyond self-driving systems into humanoid robotics. After winning a contract to supply next-generation AI chips, Samsung Electronics' affiliate Samsung Electro-Mechanics (Semco) reportedly will provide camera modules for Tesla's Optimus robot, signaling the group's broader ambitions in physical AI

Samsung Electronics and LG Electronics are actively competing to acquire the Japanese home appliance division of Hitachi. For Samsung, this marks a return to the Japanese home appliance market after an 18-year hiatus. For LG, it represents an excellent opportunity to expand its home appliance business in Japan. With fierce competition from Chinese companies, the stagnating growth of the South Korean and Japanese home appliance industries appears to be prompting both sides to initiate a new chapter of cooperation

As Samsung Display (SDC) secures its first-ever OLED panel order for Apple's MacBook, Chinese panel maker Beijing Oriental Electronics (BOE) is positioning itself to target any supply gaps, pushing to become a supplier for OLED panels used in iPads. If successful, this could threaten South Korea's dominance in OLED technology

Once the loudest champions of an all-electric future, German luxury automakers are quietly backpedaling. Under pressure from shifting global emissions regulations, tightening US tariffs, and mounting losses in the Chinese EV market, brands like Mercedes-Benz, BMW, and Volkswagen Group are moving away from their previous "all-electric" stance and pivoting toward a more pragmatic, dual-power hybrid strategy

Fujifilm Holdings posted an operating profit of JPY75.2 billion (approx. US$510 million) for the April–June 2025 quarter, a 21% year-over-year increase and the second straight quarterly record. The gains were driven by strong demand in semiconductor materials and digital imaging products

Amid intensifying US-China tech rivalry, China is accelerating its push for semiconductor self-reliance. Huawei's chip unit HiSilicon has stepped into the smartphone touch and display IC arena with its in-house Zhuque OLED driver chip, signaling a shift toward vertically integrated, system-level solutions under the Huawei umbrella

Amid US sanctions on China, South Korean battery production has attracted significant attention. With LG Energy Solution (LGES) recently securing a large contract for lithium iron phosphate (LFP) batteries, the company is officially entering competition with Chinese manufacturers. However, in a global market without sanctions, South Korean firms still face challenges related to pricing and technological capabilities when competing against their Chinese counterparts

Japanese manufacturer Rohm experienced a significant drop in operating profit during the first quarter of fiscal year 2025. However, the company has decided to accelerate the launch of its next-generation silicon carbide (SiC) power semiconductors to respond to competitive pressure from Chinese manufacturers

US President Donald Trump's declaration of 100% tariffs on all chip imports has sent shockwaves through South Korean semiconductor firms Samsung Electronics Co. and SK Hynix Inc

As the US and China look for any sort of leverage in a prolonged trade fight, Beijing sees an opportunity to win over the world by taking a stand against the Trump administration's plans to track high-end chips

As President Donald Trump accelerates reshoring efforts, US-based chipmakers are facing rising cost pressures that are now cascading through the global supply chain. Texas Instruments (TI) has rolled out its largest-ever price hike to Chinese customers, raising prices on more than 60,000 products by 10% to over 30%, leaving distributors and end-users blindsided

Huawei plans to open-source its Compute Architecture for Neural Networks (CANN), a heterogeneous AI computing framework positioned as a direct alternative to Nvidia's dominant CUDA platform

China's National Development and Reform Commission (NDRC) will release the fourth round of its consumer goods trade-in subsidy in October, allocating CNY68 billion (US$9.45 billion). This brings the total 2025 stimulus to CNY300 billion, completing the nationwide rollout of the year's trade-in initiative

Efficient Power Conversion (EPC), a company specializing in gallium nitride (GaN) semiconductor technology, announced on August 6 that the Beijing Intellectual Property Court dismissed an appeal filed by Innoscience (Suzhou). The ruling reaffirmed the validity of EPC's Chinese patent ZL201080015425.X, related to the "Compensated gate MISFET and its manufacturing method," a key patent in enhancement-mode GaN field-effect transistors (FETs)