China’s self-driving car market is surging, with advanced driver-assistance systems (ADAS) now installed in over 60% of new vehicles. Yet the high-end autonomous driving chip market remains dominated by American suppliers, who control nearly 70% of the sector. Against a backdrop of rising Sino-US geopolitical tensions, Chinese chipmakers and autonomous driving solution providers are ramping up efforts to reduce reliance on foreign technology and accelerate domestic innovation.

Recent reports of former Taiwan Semiconductor Manufacturing Company (TSMC) senior vice president Wei-jen Lo returning to Intel amid a 2-nanometer process leak have sparked industry concern.

In observing surging DDR5 prices, securities analysts predict that DDR5 profits in 2026 could surpass those of HBM. According to Newsis, Samsung Electronics raised contract prices for DDR5 modules by 60% in just two months and plans to further expand DDR5 production. Reuters has also reported that Samsung had increased supply prices for some memory products by up to 60%.