Seoul prosecutors have arrested and indicted three former employees of Samsung Electronics for allegedly leaking advanced nanoscale DRAM process technology to China's Changxin Memory Technologies (CXMT). The Seoul Central District Prosecutors' Office estimates the breach caused Samsung revenue losses of approximately KRW5 trillion (US$3.56 billion) in 2024 alone. The accused now occupy key research and development positions at CXMT

Starting in 2026, China will require export licenses for electric vehicles (EVs) to address international concerns over dumping and domestic overcapacity. This strategy aims to improve product quality, shift competition from price to technology, and regulate production expansion while maintaining cooperation with foreign automakers. The move seeks to mitigate trade tensions and strengthen industry consolidation amid rapid EV export growth

With progress in visa negotiations between the South Korean and the US governments, LG Energy Solution (LGES) is poised to accelerate construction and operations at its US factory

Western Digital (WD), the world's largest hard disk drive (HDD) manufacturer, announced plans to invest US$1 billion in Japan over the next five years to strengthen next-generation HDD technology and production processes. The move aims to enhance HDD performance while expanding research collaborations and talent recruitment, reflecting Japan's continued strategic importance to WD's operations

The 2025 Tokyo Game Show (TGS) set new records in both attendance and exhibition scale, marking a clear shift from a consumer showcase to a business-focused platform. Taiwanese gaming hardware and content companies were prominently present, with top executives leading efforts to secure cross-border partnerships

Cyient Semiconductors, spun off from the Cyient group earlier in 2025, has unveiled a three- to five-year roadmap emphasizing custom ASICs and intelligent power solutions for data centers and industrial applications. The company also signaled deeper engagement with Taiwan's semiconductor ecosystem and plans to expand its local team once revenue milestones are achieved

Huatie's CNY3.69 billion (US$518.3 million) computing contract ended without delivery, indicating potential cancellations in China's computing market. Speculative contracts amid rising AI demand and US GPU restrictions have led to supply shortages and financial risks, possibly benefiting Taiwan's server and cloud sectors

Huatie announced the termination of a CNY3.69 billion(US$518.3 million) five-year GPU cloud computing service contract with an undisclosed Hangzhou company after zero deliveries in six months, raising questions about the deal's authenticity. The case highlights China's compute market challenges, including capital speculation, supply shortages due to US export controls, and structural contradictions

Third-generation semiconductor silicon carbide (SiC) has recently shifted industry focus from the mainstream 6-inch and 8-inch wafers to the more futuristic 12-inch SiC substrates, unfolding a deep strategic game involving technology, cost, and geopolitics. This is not only a technological innovation but also a new chapter in semiconductor strategy and deployment

The global automotive industry in 2025 has found itself at the eye of a geopolitical storm. Major markets—including Europe, the United States, and China—have experienced heavy-handed policy interventions in the first three quarters of the year, forcing a rewrite of global supply chain rhythms. While overall vehicle sales have held relatively steady, automakers and their suppliers are seeing weaker order volumes and declining profitability

Starting January 1, 2026, China will give domestic products a 20% price advantage in government procurement to support local AI chipmakers, promoting self-reliance, though advanced manufacturing still depends on Taiwan's supply chain

Meng Wanzhou, Huawei's vice chairperson and CFO, will assume the role of rotating chairperson from October 1, 2025, to March 31, 2026, according to Huawei's official website. She will oversee the company's board of directors and executive committee during this period, continuing the practice of six-month leadership rotations

The US government is reportedly weighing a policy that would require companies to manufacture and import semiconductor chips in the US on a 1:1 ratio, with additional tariffs imposed on those failing to meet the standard. Malaysia's Ministry of Investment, Trade and Industry (MITI) and the US-ASEAN Business Council have voiced serious apprehensions about how this policy could affect bilateral trade and the broader semiconductor supply chain

OpenAI CEO Sam Altman arrived in South Korea on October 1 to advance cooperation agreements with leading conglomerates SK Group and Samsung. His visit included meetings with SK chairman Chey Tae-won and Samsung chairman Lee Jae-yong, underscoring the country's growing role in artificial intelligence development

Dixon Technologies has incorporated a wholly owned subsidiary, Dixon Electrocorp Pvt. Ltd., to expand into the fast-growing battery and energy storage segment. The announcement was made through a regulatory filing on September 29, 2025, to the BSE and the National Stock Exchange of India