Samsung SDI posts heavy loss in 2025, pins recovery hopes on energy storage

Samsung SDI, one of South Korea’s three major battery makers, posted a steep operating loss in 2025 as the global market for electric vehicle batteries slumped. The company reported an operating loss of more than KRW1.7 trillion (US$1.17 billion) for the year. However, it is betting that a shift in strategy—anchored by local production of lithium iron phosphate (LFP) batteries in the United States and an expansion of its energy storage systems business—will return it to profitability in 2026.

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Samsung Electro-Mechanics poised to enter Nvidia NVSwitch substrate supply chain

Samsung Electro-Mechanics (Semco) has secured its first supply role with Nvidia, the world’s leading GPU manufacturer, to provide high-end flip chip ball grid array (FC-BGA) substrates for NVSwitch systems. According to South Korea’s Seoul Economic Daily, the agreement marks the company’s first engagement as a supplier of these specific components to Nvidia.

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Taiwan-US sign Pax Silica Declaration to boost trusted AI and advanced robotics

The sixth US-Taiwan Economic Prosperity Partnership Dialogue (EPPD) recently concluded with the signing of a joint statement on the Pax Silica Declaration and US-Taiwan Cooperation on Economic Security. The Chinese National Association of Industry and Commerce (CNAIC) expressed strong support, highlighting that the dialogue precisely focused on complementary strengths between Taiwan and US industries, facilitating deep collaboration in trusted AI and advanced robotics.

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Aito’s surge lifts Seres to front of China’s EV race

After Huawei transferred the “Aito” brand and related patents to Seres for CNY2.5 billion (approx. US$359 million), Seres has rapidly consolidated its position in China’s fast-growing new-energy vehicle (NEV) market. While Huawei no longer owns the brand, it continues to provide Seres with technical and marketing support, including smart cockpit systems and advanced driver-assistance technologies.

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