With Chinese SiC semiconductor manufacturers having resolved supply constraints on the material side in 2023, stable supply has helped to quickly reduce costs. As a result, many uncompetitive SiC semiconductor players are now in danger of being eliminated from the market

China is set to launch its 15th Five-Year Plan in 2026. Reviewing the progress of China's semiconductor equipment industry over the past five years and gaining insight into its trajectory for the next five has become a focal point amid the ongoing US-China technology standoff

A high-stakes patent dispute between Hanwha Semitech and Hanmi Semiconductor over a critical piece of equipment in the HBM production process — the TCB machine — is set to unfold, with significant implications for the HBM industry. The outcome of this legal battle is expected to influence SK hynix, the global leader in HBM production, given the pivotal role TCB technology plays in semiconductor manufacturing

At the 18th SNEC International Solar Energy and Smart Energy Conference held in Shanghai on June 10, 2025, global solar enterprises gathered to discuss the industry's future. However, behind the bustling exhibition, China's solar industry is confronting its most severe structural crisis to date

Global silicon carbide (SiC) wafer shipments hit a record high in 2024, with China driving the surge, according to statistics from Fuji Keizai. Chinese shipments grew 81.9% year-over-year, primarily driven by the proliferation of 6-inch wafers. However, the global growth rate is expected to slow significantly to just 20% in 2025, a sharp drop attributed to intensified price competition and supply chain strain originating in China

In a strategic shift that could reshape China's domestic semiconductor landscape, Goke Microelectronics announced plans to acquire a 94.37% stake in Ningbo Semiconductor International Corporation (NSI), a specialty foundry previously controlled by Semiconductor Manufacturing International Corporation (SMIC). The deal, which involves 11 sellers including SMIC and several local investment firms, marks Goke's formal entry into the radio frequency (RF) front-end market

On June 15, the International Trade Administration (ITA) under Taiwan's Ministry of Economic Affairs has updated its Strategic High-Tech Commodities Export Control Entity List, adding 601 entities from countries including Russia, Pakistan, Iran, Myanmar, and China, effective June 10, 2025. Notable additions include Chinese companies Huawei and SMIC, among others, due to concerns over their involvement in weapons proliferation and national security risks

BYD is accelerating its European expansion with plans to deploy megawatt-level (MW) ultra-fast charging stations—despite intensifying scrutiny at home and industry doubts abroad. The bold initiative marks a pivotal step in the Chinese EV giant's bid to deepen its foothold in a region where charging infrastructure remains a major obstacle to mass electric vehicle adoption

The recent increase in mature process DRAM prices is expected to boost Samsung Electronics' DRAM business revenue, offsetting the sluggishness in its high bandwidth memory (HBM) business and fueling momentum for its performance in the second quarter of 2025

In late April 2025, South Korea's ZDNet Korea reported that China is moving ahead with a major overhaul of its domestic semiconductor equipment sector, aiming to consolidate more than 200 companies into roughly 10 key players. While the announcement drew international attention, industry insiders in China have long seen this as an inevitable, if largely unspoken, challenge

The number of senior technical executives at Samsung Electronics' foundry division has declined sharply over the past two years, raising concerns about the company's long-term competitiveness in the global semiconductor market

On June 12, 2025, at VivaTech in Paris, Nvidia CEO Jensen Huang issued repeated warnings that tightening US restrictions on AI chip exports to China may backfire, accelerating the rise of Chinese tech giant Huawei and potentially undermining America's leadership in the global AI ecosystem. Huang emphasized that cutting off access to advanced chips may force China to double down on domestic alternatives—and succeed

Samsung Electronics and Nvidia have taken minority equity stakes in US-based robotics software startup Skild AI in a move seen as a strategic push into the rapidly growing consumer robotics sector

Maxscend Microelectronics Co. (Maxscend) has secured a breakthrough in radio frequency (RF) filter technology, advancing China's effort to localize critical semiconductor components and close long-standing gaps in its RF front-end supply chain. As a key supplier to Huawei, Maxscend provides RF switches, low-noise amplifiers (LNAs), and filters that power 5G smartphones and network infrastructure