Samsung Electronics has delayed mass production of its 1.4nm process node to 2029, two years later than its original timeline and trailing TSMC's 2028 target. The shift reflects a strategic pivot to focus on 2nm process stabilization and address persistent yield issues and underutilized fab capacity

VinFast has opened its second factory in Ha Tinh province, Vietnam, to ramp up compact EV production. The new facility will support the launch of models like the VF 3 and Minio Green, aiming to boost domestic supply and exports while reinforcing the company's regional expansion strategy

Taiwanese PCB manufacturers expanding in Thailand face a challenge as new government rules require foreign-invested firms to have at least 70% local employees and no more than 30% foreigners, especially at mid- and senior levels. This policy, meant to boost local workforce development, may complicate hiring as companies ramp up production in the second half of 2025

South Korean internet giant Naver has launched HyperCLOVA X THINK, a large language model that matches OpenAI's GPT-4.1 performance while excelling in Korean-language tasks, advancing the country's push for AI sovereignty

Samsung Electronics is intensifying its push to secure a major HBM3E supply deal with Nvidia, as Device Solutions chief Jun Young-hyun visited Nvidia's Silicon Valley headquarters in late June 2025. It was Jun's second visit in under two months — following a May 2025 trip — according to semiconductor expert Jukan Choi (@Jukanlosreve on X). The trip reflects Samsung's growing confidence, bolstered by its recent success in supplying 12-stack HBM3E to AMD for its latest AI accelerators

Since US President Donald Trump championed the "Made in America" initiative, technological competition between the US and China has intensified, rapidly escalating global geopolitical risks. Overseas customers have successively adopted "non-China" and "non-Taiwan" manufacturing policies, driving a new wave of semiconductor supply chain restructuring. The future division of regional manufacturing roles is becoming increasingly clear

Unisoc (Shanghai) Technologies Co., Ltd. has filed IPO counseling documents with the China Securities Regulatory Commission (CSRC), signaling plans to list on the Shanghai STAR Market. Chinastarmarket.cn, citing sources familiar with the matter, reported the listing could occur in late 2025 or 2026. The company is still operating at a loss and is aiming to reach breakeven by 2025

Singapore is positioning itself as a trusted AI hub through a US$740 million five-year investment plan while leveraging political neutrality and supply chain advantages to attract global manufacturers amid rising geopolitical tensions

India is exploring two-dimensional (2D) materials as a potential leapfrog in semiconductor technology, sources told CNBC-TV18. Unlike traditional silicon, 2D materials—just atoms thick—promise faster, smaller, and more energy-efficient chips. Materials such as graphene and transition metal dichalcogenides (TMDs) are considered cutting-edge in global semiconductor research

Huawei Technologies Co. must face a criminal trial next year in New York after a federal judge refused a request by the Chinese wireless equipment maker to dismiss more than a dozen charges, including racketeering, trade secret theft, and violating US sanctions on Iran

At the 2025 Shanghai Auto Show, Intel made a high-profile debut in the automotive space, unveiling its second-generation AI-enhanced system-on-chip (SoC) for software-defined vehicles (SDVs) and announcing partnerships with Chinese firms, including Black Sesame Technologies and ModelBest. The event signaled what many believed was a renewed push by the semiconductor giant to become a serious contender in China's rapidly evolving electric and smart vehicle market

As the AI revolution accelerates, global tech giants are racing to shortcut innovation by acquiring not just technology but the talent behind it. Companies like Nvidia, Meta, Google, Microsoft, AMD, and Qualcomm are in an escalating global talent war, eager to absorb entire teams or acquire startups outright to gain access to elite AI capabilities

Samsung Electronics will no longer hold its customary Samsung Foundry Forum (SFF) in 2025, opting instead to host partner-exclusive events, drawing attention from industry observers. This move is interpreted as part of Samsung Semiconductor's strategy to emphasize "strengthening internal capabilities.

According to the Business Standard, BW Business World, and EE Herald, MiPhi Semiconductors, a joint venture between India's Micromax Informatics and Taiwan's Phison Technology, has announced the design and manufacture of enterprise-grade SSDs in India, making MiPhi the first indigenous brand to produce such high-performance data storage solutions in the country