Samsung Display (SDC) and BOE have filed patent lawsuits against each other within a single day, highlighting an escalating legal battle between the South Korean and Chinese panel giants.

Geopolitical tensions are increasingly threatening the stability of global supply chains, with the semiconductor sector at the heart of growing concerns. The US government’s push for the CHIPS and Science Act serves as a stark reminder of Washington’s anxiety over the heavy concentration of semiconductor manufacturing in Taiwan. This shift in policy underscores fears that such dependence on Taiwan could leave the global supply chain vulnerable to disruptions.

Aerospace fastener manufacturer NAFCO reported a 13.56% month-over-month decline in revenue for May 2025. The company attributed this drop primarily to exchange rate impacts and slower-than-expected new product certifications. While certification progress is expected to catch up in June 2025, the exchange rate effects remain difficult to control. Despite these challenges, NAFCO remains optimistic about its order book and prospects for the second half of 2025.