South Korea's once-dominant battery manufacturers are losing their footing in the global electric vehicle (EV) supply chain, as Chinese rivals surge ahead, driven by low-cost lithium iron phosphate (LFP) technology, strategic pivots, and overwhelming production efficiency. New data shows Korea's three major battery makers—LG Energy Solution, SK On, and Samsung SDI—are ceding market share at an accelerating pace
As the global semiconductor industry eyes the rise of 12-inch silicon carbide (SiC) wafers as potential game-changers in advanced packaging, a surprising development is reshaping the conversation. A Chinese startup has reportedly discovered a high-value application for large-diameter SiC substrates—one that directly aligns with the supply chain of tech giant Meta's AI-powered smart glasses
