Tokyo Electron (TEL) aims to increase its revenue share from AI-related semiconductor equipment to approximately 40% by the fiscal year ending March 2026, up from the current 30%. The company expects this growing AI demand to counterbalance an anticipated decline in the Chinese market
The US has initiated a Section 301 investigation into China's mature manufacturing processes, specifically targeting silicon carbide (SiC) semiconductor production
China's leading power semiconductor IDMs are making headlines as industry pressures mount: Hangzhou Silan Microelectronics has postponed two major projects, while Beijing Century Goldray Semiconductor, a former pioneer in SiC technology, has entered bankruptcy proceedings
As US-Sino chip tensions rise, Beijing strengthens its position in mature process chip manufacturing, echoing its earlier solar panel strategy. While the US maintains a lead in advanced semiconductor technologies, China's state-backed efforts could secure dominance in lower-tech yet vital segments within years
LG Energy Solution (LGES) has secured a 7.5 GWh energy storage system (ESS) supply deal with US-based Excelsior Energy Capital, with production and delivery slated to begin in 2026. The agreement underscores LGES’s commitment to expanding its footprint in the ESS market while leveraging its energy storage solutions to manage short-term demand shifts in the electric vehicle (EV) industry
Hyundai Motor Group has reportedly disbanded its Semiconductor Strategy Group (the Group), a key division tasked with driving the company's in-house development of automotive semiconductors to reduce reliance on external suppliers. Its functions and personnel are being reassigned to other departments as part of a broader restructuring
The newly elected US President Donald Trump previously announced plans to impose a 25% tariff on products from Mexico. Samsung Electronics operates television and home appliance factories in Mexico and is expecting its Device eXperience (DX) head, Jong-hee Han, to visit the country in January 2025 to assess the situation and develop counter-strategies
Taiwan's leading smart retail solutions provider Partner Tech, a subsidiary of Qisda Group, has invested in Japanese theme park software service provider Cresson Inc., the company announced on December 23, 2024. The strategic partnership aims to enhance integrated hardware and software solutions for smart retail and expand both companies' presence in Japan and Asia-Pacific markets
While Samsung Electronics has integrated its own Exynos 2400 chip in some models of the Galaxy S24 series, the foldable Galaxy Z Flip6 and Fold6 series are still entirely equipped with Qualcomm Snapdragon chips. Currently, Samsung's competitiveness in the application processor (AP) sector remains relatively weak, and whether the upcoming Exynos 2500 can reverse this trend is closely watched
The Biden administration is reportedly ramping up scrutiny of China's mature process chips during its transition period, potentially paving the way for tighter regulatory measures. Market analysts suggest the US could impose sweeping bans on electronic products utilizing chips made in China, intensifying geopolitical tensions in the tech sector
As Broadcom strengthens its position in AI chip development through partnerships with industry giants like Apple and Google, the company has now secured a significant high-bandwidth memory (HBM) supply agreement with SK Hynix, according to South Korean media reports
Alphabet Inc. is preparing to counter Japanese government allegations that it engages in anti-competitive practices such as forcing smartphone makers to give priority to Google Search in default screen placement
Reports have emerged that Hon Hai Precision Industry (Foxconn) is considering an investment in Nissan Motor, potentially influencing Nissan and Honda Motor to accelerate their merger plans
Despite the recent military maneuvers by China's navy and coast guard that threaten Taiwan's security, as well as challenges within China such as a struggling real estate market, US technological sanctions, and supply chain restructuring, the Mainland Affairs Council reports that cross-strait trade is steadily recovering
