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Tuesday 9 September 2025
LG Electronics India expected to launch IPO in October 2025
LG Electronics is planning to launch the initial public offering (IPO) of its Indian subsidiary in October 2025, aiming to raise approximately INR150 billion (US$1.7 billion). The...
Monday 8 September 2025
Commentary: Hyundai-LGES Georgia plant raid threatens to unravel South Korea's US$350 billion EV bet
A major immigration raid at Hyundai Motor Group and LG Energy Solution's (LGES) battery plant in Georgia has exposed the labor and visa hurdles facing South Korean firms in the US...
Monday 8 September 2025
Rebellions become billion-dollar battleground for Samsung, SK Hynix
Rebellions, a rising South Korean AI chipmaker, has become a focal point in the rivalry between Samsung Electronics and SK Hynix as the two giants compete for leadership in next-generation...
Monday 8 September 2025
China's chip equipment makers close in: eroding Japan's share, eyeing US dominance
China's sustained investment in its semiconductor equipment ecosystem is starting to alter the global balance of power. Markets once controlled by US and Japanese giants are now being...
Saturday 6 September 2025
GCE plans to expand Taiwan capacity with NT$1.6B purchase of CMC Zhongli plant
As demand for AI servers drives full production capacity, PCB manufacturer Gold Circuit Electronics (GCE) announced on September 5, 2025, that its board of directors approved a NT$1.6...
Saturday 6 September 2025
Intel's 14A gamble: 2026 looms as make-or-break year, TSMC reliance continues
Intel CFO David Zinsner told investors at Citigroup's 2025 Global TMT Conference that 2026 will mark a turning point for the company's manufacturing plans, with the fate of its 14A...
Friday 5 September 2025
Sinbon, Swobbee team up to advance sustainable urban mobility
Sinbon Electronics, a Taiwanese electronics component design and connector manufacturer, announced on September 2 its strategic collaboration with Berlin-based climate technology...
Friday 5 September 2025
Asahi Kasei to double chip insulating material output by 2030 as AI data centers soar
Japan's semiconductor materials suppliers are racing to expand capacity as the AI data center build-out drives unprecedented demand for advanced chips and packaging inputs. Nikkei...
Friday 5 September 2025
Made in China: 5nm GPU clears tape-out, 6nm now sampling
On September 3, 2025, Anhui Anfu Battery Technology announced its portfolio company Xiangdi Xian Computing Technology (XDXCT) had completed tape-out validation of its next-generation...
Friday 5 September 2025
Japanese consortium invests in US fusion startup to advance nuclear fusion power technology
A group of 12 Japanese companies, including Mitsubishi Corporation, NTT, and Kansai Electric Power, announced on September 2, 2025, an investment in Massachusetts-based nuclear fusion...
Friday 5 September 2025
South Korea doubles down on display research as China tightens grip on global market
South Korea plans to more than double its display research budget to counter China's growing dominance, as industry data indicate China could control up to 75% of global panel production...
Friday 5 September 2025
Hyundai hydrogen vision challenged by South Korea's shrinking budget
Hyundai Motor Group recently participated in the 16th Clean Energy Ministerial (CEM16), emphasizing the necessity of establishing a hydrogen energy ecosystem and reinforcing its position...
Friday 5 September 2025
Analysis: BOE supplies over 40M OLED panels for iPhone, testing supply chain management
For Apple CEO Tim Cook, returning to the White House in early August 2025 and announcing a US$600 billion investment plan over the next four years was a strategic move that pleased...
Thursday 4 September 2025
Taiwan PCB supply chain tightens capex scale; leaders increase AI and SEA investments
Despite facing global end-market inventory adjustments and rising geopolitical uncertainties, Taiwan's printed circuit board (PCB) supply chain is shifting its capital expenditure...
Thursday 4 September 2025
Japan demands state control over Rapidus for US$672 million funding
Japan's Ministry of Economy, Trade and Industry (METI) has launched a public call for proposals to fund domestic chipmakers as part of a revised Information Processing Promotion Act...