The recent increase in mature process DRAM prices is expected to boost Samsung Electronics' DRAM business revenue, offsetting the sluggishness in its high bandwidth memory (HBM) business and fueling momentum for its performance in the second quarter of 2025

In late April 2025, South Korea's ZDNet Korea reported that China is moving ahead with a major overhaul of its domestic semiconductor equipment sector, aiming to consolidate more than 200 companies into roughly 10 key players. While the announcement drew international attention, industry insiders in China have long seen this as an inevitable, if largely unspoken, challenge

Samsung Electronics and Nvidia have taken minority equity stakes in US-based robotics software startup Skild AI in a move seen as a strategic push into the rapidly growing consumer robotics sector

Maxscend Microelectronics Co. (Maxscend) has secured a breakthrough in radio frequency (RF) filter technology, advancing China's effort to localize critical semiconductor components and close long-standing gaps in its RF front-end supply chain. As a key supplier to Huawei, Maxscend provides RF switches, low-noise amplifiers (LNAs), and filters that power 5G smartphones and network infrastructure

XPeng has unveiled the G7, its first all-new model of 2025—an AI-centric SUV that represents both a technological milestone and a strategic pillar in the company's product roadmap. Positioned as one of XPeng's most competitive offerings to date, the G7 is expected to sharpen the company's edge in China's rapidly intensifying electric vehicle market

The power batteries used in new energy vehicles (NEVs) are mainly dominated by ternary lithium batteries and lithium iron phosphate (LFP) batteries. China, which accounts for nearly 70% of the global NEV market, saw its LFP application reach 75% in the first quarter of 2025, up from 65% in 2024, demonstrating LFP's strengthening grip on the NEV market

After years of mounting losses, LG Display (LGD) appears poised to shed its long-held reputation as a perennial money-loser. Following sweeping cost-cutting measures, strategic restructuring, and a renewed focus on advanced display technologies, the South Korean panel maker is now within striking distance of returning to annual profitability

Chinese multilayer ceramic capacitor (MLCC) manufacturers—including Guangdong Fenghua Advanced Technology, Chaozhou Three-Circle Group, and Eyang Technology—have rapidly expanded their global market share, reaching an estimated 10% of total revenue in the second half of 2024. That reflects a four-percentage-point gain from 2019 and signals growing competitive pressure on incumbents such as Samsung Electro-Mechanics (Semco), according to Business Post and Futubull

SK Hynix President and CEO Kwak Noh-jung warned that growing tariff-related uncertainty could heighten market volatility in the second half of 2025. He shared these views during the company's quarterly "THE Communication Event Together" at its Icheon headquarters in South Korea, which was also streamed live to business sites across the country, according to ETNews, Hankook Daily, and Yonhap News

Aoi Electronics, Japan's top-ranked player in the outsourced semiconductor assembly and test (OSAT) sector, is intensifying its push into advanced packaging with the ambition of cracking the global top 10 OSAT rankings. While the company leads the domestic market, it currently ranks only within the top 20 globally

Samsung Electronics has reportedly failed its third attempt at obtaining Nvidia's certification for 12-layer HBM3E chips in June 2025, according to a recent report by a Hong Kong brokerage cited by South Korea's Businesspost. The tech giant is now targeting a fourth certification attempt in September

China's Wuxi Photonic Chip Joint Research Center—formally known as the Chip Hub for Integrated Photonics Xplore (CHIPX) and affiliated with Shanghai Jiao Tong University—has commenced production of 6-inch lithium niobate (LiNbO₃) thin-film photonic chips. This marks a significant advance in China's efforts to overcome US-imposed tech restrictions and strengthen its semiconductor and quantum computing capabilities

TSMC announced on June 11, 2025, that its second semiconductor fabrication plant in Kikuyo, Kumamoto Prefecture, is now scheduled to begin construction in the second half of 2025, with groundbreaking expected sometime after July

Taiwan Semiconductor Manufacturing Co. (TSMC) and the University of Tokyo have inaugurated a new research center in Japan, marking a strategic expansion of their long-running partnership and signaling a deepening commitment to semiconductor innovation and workforce development in the country