Nikon Corporation has announced the closure of its Yokohama Manufacturing Plant on September 30, 2025. The company's personnel and operations from the site will be relocated to other facilities, with minimal impact expected on Nikon's 2025 financial results

South Korea's Doosan Corporation Electro-Materials is significantly increasing its investment in copper-clad laminate (CCL) equipment amid growing competition from Taiwanese suppliers. According to a report by South Korean outlet ZDNet Korea citing industry sources, the company's capital expenditure for 2025 is expected to more than triple from 2024, reaching approximately KRW86.4 billion (US$62 million)

At the KORUS Business Roundtable held after the South Korea-US summit, key political and business figures from both countries gathered to lay the groundwork for a technology alliance, aimed at deepening their long-term military alliance and trade relations

Samsung Electronics' Device eXperience (DX) Division acting chief Roh Tae-moon unveiled a new AI-focused "2030 Strategy," pledging to reshape the unit into a fully AI-driven company. He outlined the plan at DX Connect 2025, his first division-wide town hall since taking charge in April 2024

Luxshare Precision Industry Co. delivered robust first-half 2025 results, underscoring resilience from a consumer electronics recovery and its expanding diversification strategy. The Apple supplier booked revenue of CNY124.5 billion (US$17.41 billion), up 20.2% year-over-year, while net profit climbed 23.1% to CNY6.64 billion. Gross margin rose to 11.6%, up 0.4 percentage points, reflecting a stronger product mix and tighter cost discipline

Under strict US containment policies, many Taiwanese companies engaged in business with the US opt to remain silent about their relationships and procurement activities with Chinese firms to avoid drawing attention from the US government. Premier Jung-Tai Cho of the Executive Yuan noted that the US places significant importance on economic security. He stated that any claims suggesting Taiwan is "closely integrated" with the Chinese supply chain could be harmful to Taiwan's external negotiations

Intel Corporation has entered an agreement with the US Government, including accelerated Direct Funding Agreement payments and Secure Enclave funding. The deal involves issuing over 433 million shares and warrants, but Intel warned of uncertainties around funding timing, shareholder dilution, regulatory impacts, and potential legal or operational risks

Goertek Inc., a major Apple supplier and leading contract manufacturer for AR/VR hardware, reported mixed first-half 2025 results, highlighting improved profitability and growing opportunities in next-generation AI-enabled devices

Apple's long-rumored foldable iPhone is taking shape as Samsung Display, DS Neolux, and BH reportedly secure roles in its supply chain. Backed by Samsung Display's exclusive panel development and mass production experience, the project is advancing through prototyping, with a market launch expected as early as the second half of 2026

As the Apple iPhone 17 series launch approaches, the spotlight on supply chain dynamics intensifies, particularly regarding Foxconn, the principal backend assembler. Recent reports indicate Foxconn is replacing some Chinese engineers with Taiwanese ones in India, sparking market interest

Malaysia has launched its first locally designed edge AI processor, the MARS1000, developed by SkyeChip Sdn Bhd. Unveiled at the Malaysia Semiconductor Industry Association Merdeka Dinner 2025, the 7nm chip is designed for autonomous robotics, smart cities, industrial automation, and AI learning, marking a significant step in the country's semiconductor ambitions

South Korean companies plan to invest approximately US$150 billion in the US, the chair of the Federation of Korean Industries (FKI) announced Monday, during a business roundtable held on the sidelines of the first US-South Korea summit between Presidents Lee Jae-myung and Donald Trump in Washington, according to Yonhap News, The Korea Economic Daily, and NHK Global

US President Donald Trump has once again drawn Taiwan into America's semiconductor debate, linking Intel Corporation's decline directly to the island in recent White House speeches. Trump has accused Taiwan of "stealing" American semiconductor business, framing Intel's struggles as a result of production moving overseas

China's AI chip market is surging across algorithms, large language models, and computing hardware, fueling a new wave of investment. Cambricon Technologies recently overtook SMIC in market value for the first time, while DeepSeek's large language model has triggered another spike in processing demand, putting fresh focus on domestic chip design service providers