Sony’s core semiconductor business, CMOS image sensors (CIS), has reportedly encountered yield challenges in recent production. Industry sources say the issue could introduce uncertainty into Apple’s supply chain, while potentially creating indirect opportunities for Samsung Electronics’ non-memory businesses, including its System LSI and foundry divisions, as the world’s second-largest CIS supplier.

ByteDance, the parent company of TikTok, has put the worldwide rollout of its latest AI video-generation model, Seedance 2.0, on hold amid mounting copyright disputes with major Hollywood studios and streaming platforms, according to people familiar with the matter.