Micron Technology is taking a more pragmatic approach to its operations in China, aligning its strategy with Chinese government expectations while navigating US technology restrictions. The company's shift includes increased market engagement and investment commitments, marking a departure from its previous low-profile stance

According to a press release, on November 18, Samsung Electronics held a tool-in ceremony for its new semiconductor research and development complex (NRD-K) at its Giheung campus, which will house ASML's high-NA EUV system

Japanese semiconductor equipment manufacturers, including Tokyo Electron and Kokusai Electric, have raised profit forecasts driven by surging AI demand. However, China's cooling semiconductor equipment market and potential tightening of US export regulations create uncertainty for the sector's outlook

Yangtze Memory Technologies Corp (YMTC), a prominent Chinese memory manufacturer, has achieved a milestone with its Zhitai brand, overtaking Samsung Electronics in solid-state drive (SSD) sales on domestic e-commerce platforms for the first time. This marks a pivotal shift in the Chinese SSD market, historically dominated by foreign players

China's DRAM manufacturers are intensifying market competition through aggressive DDR4 production expansion. ChangXin Memory Technologies (CXMT) leads this push, while Fujian Jinhua Integrated Circuit, which recently emerged from US sanctions, moves steadily toward mass production. Chinese manufacturers now offer DDR4 chips at prices 5% below second-hand market rates and nearly 50% lower than established global producers, compelling South Korean competitors to reduce DDR4 production and concentrate on premium DDR5 and HBM3 segments

Samsung Electronics' foundry division is advancing its semiconductor capabilities through the mass production of the Exynos 2600 (tentative name), marking a strategic push for self-sufficiency in mobile application processors (APs). While industry watchers have speculated about potential investment reductions, the company maintains its commitment to AP development, with plans to secure Qualcomm and Nvidia as potential clients for its 2nm and 3nm processes

Autonomous driving and artificial intelligence are the buzzwords at this week's Guangzhou auto show — the last major gathering of Chinese carmakers for the year

SK Group's silicon wafer manufacturer SK Siltron has confirmed that it will receive a loan of US$544 million from the US Department of Energy (DOE) to invest in its silicon carbide (SiC) wafer factory at its US subsidiary, SK Siltron CSS, which is expected to commence production in 2025

According to an announcement on the China Securities Regulatory Commission's (CSRC) official website, Chinese GPU manufacturer Moore Threads completed registration with the Beijing Securities Regulatory Bureau on November 12, officially starting its pre-IPO advisory process with CITIC Securities as its financial adviser

Trade disputes between the EU and China, especially in the solar and automotive sectors, underscore the intricate nature of global trade. Chinese manufacturers have shown resilience and adaptability, often finding ways around regulatory hurdles

Samsung Electronics' recent decision to transfer personnel from its semiconductor research institute to various business units has sparked concerns over a potential talent drain, as the moves could result in significant reductions in performance bonuses for affected researchers

Amid escalating geopolitical tensions, the electronics industry is actively relocating production, with many companies adopting a "China+1" strategy. These diversification efforts, however, face significant logistical challenges, according to Taiwan-based Dimerco International Logistics Group

With Donald Trump's return to the White House, Tesla CEO Elon Musk's vocal support during the election campaign is anticipated to provide Tesla with increased regulatory flexibility. Since the November 5 US presidential election, Tesla's market value has risen by over 39%, adding around US$70 billion to Musk's net worth

As AI smartphones reach a critical juncture, major manufacturers are ramping up their hardware and AI application development. Industry watchers expect competition to intensify when Apple's Apple Intelligence becomes available in China

China-based BOE Technology has decided to invest in a wafer fab in Beijing, marking its first foray into the chipmaking business. This move comes as China is expected to rapidly expand its wafer fab industry, potentially flooding the global market with more semiconductor production