Tariffs, visas, and strikes: South Korea’s auto industry in disarray

South Korea’s largest automotive parts manufacturer Hyundai Mobis is grappling with consecutive strikes at its production subsidiaries, forcing partial shutdowns at Hyundai Motor and Kia factories that rely on these components. After being hit by tariffs and the detention of Korean workers in the US, the automotive component industry now faces strikes that are using production lines as bargaining chips, plunging the automotive industry into a threefold crisis.

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Cheap drones redefine the future of warfare

A new reality of modern warfare is on full display. The recent Taipei Aerospace and Defense Technology Exhibition (TADTE 2025) and DSEI 2025 in London have revealed a dramatic shift in global defense priorities, driven by the battlefield lessons of the war in Ukraine. Militaries and defense contractors are now prioritizing unmanned systems and low-cost, mass-produced munitions designed to overwhelm enemy defenses.

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Rising defense budgets push Taiwan IPC firms toward aerospace markets

As fighter jets patrol the skies and geopolitical tensions rise worldwide, a new arms race is taking place inside Taiwan’s leading technology sector. The island’s industrial PC makers—known for building ultra-durable computers used in factories and vehicles—are now shifting their focus to supply the digital backbone for the next generation of smart warfare, including AI-powered drones and unmanned naval ships.

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Samsung reportedly cuts 2nm foundry prices by 30% to counter TSMC’s 50% hike

The global race to build the future of technology just got dramatically more expensive. TSMC is reportedly planning a staggering 50% price increase for its next-generation 2nm chips. The move is squeezing top American clients like Qualcomm, Broadcom, and AMD, and opening the door for rival Samsung to launch a strategic counter-offensive with deeply discounted wafers.

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