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

Tatung has reported an over 4% year-over-year rise in May 2025 revenue, thanks to significant demand for its electronic manufacturing services (EMS) from customers reacting to US tariffs, as well as stable shipments of power equipment

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

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

On June 11, 2025, VS Industry announced its financial results for the third quarter of fiscal 2025, reporting sales of MYR909.4 million (US$214.87 million), down 10% year-over-year from MYR1.01 billion in the same quarter last year. The company's gross profit also fell sharply by nearly 32% to MYR70.9 million, while operating income dropped 44.12% to MYR39.9 million. Net profit declined 56.25% to MYR23.8 million, reflecting mounting pressure on margins and overall profitability

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

SK Hynix has unveiled a long-term roadmap for next-generation DRAM technologies, laying out a vision that aims to drive sustainable innovation over the next 30 years as the global semiconductor industry undergoes rapid transformation

As China's electric vehicle (EV) giants push deeper into a bruising price war, promises of faster payments to suppliers are doing little to ease growing fears of a broader industry collapse

According to a corporate filing, Dixon Technologies and Signify Innovations India have signed an agreement to form a 50:50 joint venture to manufacture lighting products and accessories in India, aimed at strengthening their OEM capabilities and market presence. The proposed transaction is expected to close by November 30, 2025, subject to regulatory approvals and other conditions

Qualcomm has officially launched an artificial intelligence (AI) research and development center in Vietnam, focusing on generative AI and AI agent solutions across smartphones, PCs, extended reality (XR), automotive, and IoT sectors

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

Fujitsu General Ltd. announced that it agreed to sell its power modules business, operated by subsidiary Fujitsu General Electronics Ltd. (FGEL), to India's L&T Semiconductor Technologies (LTSCT) for approximately JPY2 billion (approx. US$12.8 million). The move is part of Fujitsu's broader strategy to streamline its portfolio and focus on its core tech solutions business, reports CNBC-TV18 and the Economic Times

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