Taiwan’s Co-tech to halt standard copper foil, double down on AI and 5G specialty demand

Co-tech Development is shifting further into high-performance copper foil for AI servers and 5G networks, confirming it will discontinue standard-grade foil production by early 2026. The transition comes as demand surges for high-frequency, high-speed ultra-low-profile (hyper very low profile; HVLP) copper foil used in copper-clad laminates (CCL), with supply already tight. Currently, only Mitsui Mining & Smelting of Japan and Taiwan-based Co-tech are the dominant global suppliers.

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South Korea’s display industry rebounds to US$10 billion in 1Q25, mixed outlook for 2H25

The Korea Display Industry Association (KDIA) reported that the combined revenue of South Korean panel companies reached US$10 billion in the first quarter of 2025, marking a return to the billion-dollar milestone after three years. This growth was primarily driven by increased demand for high-end OLED panels and customers placing early orders due to concerns over US tariffs.

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GM weighs South Korea exit as “Yellow Envelope” law passes

On August 24, 2025, South Korea’s National Assembly officially passed amendments to Articles 2 and 3 of the Trade Union and Labor Relations Adjustment Act, otherwise known as the “Yellow Envelope” bill. Spearheaded by South Korea’s current ruling party, the bill has caused significant concern in the country’s industrial sector, with potential unrest brewing in its aftermath.

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Samsung and SK Hynix waiver revoked: Korean chipmakers hobbled, China memory benefits

The Trump administration has revoked long-standing exemptions that allowed Samsung Electronics and SK Hynix to use US equipment freely at their chip plants in China, a move that has jolted South Korea’s semiconductor industry. Analysts warn the decision could prevent the companies from migrating to advanced nodes and undermine their ability to expand or upgrade local operations.

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Hotai Motor sticks to 2025 sales goal despite profit slide and policy headwinds

Taiwan’s auto market has entered a deep freeze in 2025, with industry leaders pointing to ongoing tariff uncertainties as a major source of disruption. At an investor briefing on August 27, 2025, Chih-Wei Lai, Director and Spokesman for Hotai Motor Co., Taiwan’s largest automobile distributor, said that while market conditions remain challenging, the company’s flagship brands — Toyota and Lexus — have expanded their combined market share by 6 percentage points year-over-year through July 2025.

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SMIC tightens grip on Beijing unit in latest wave of China wafer fab mergers

China’s SMIC said it will acquire the remaining 49% stake in its subsidiary, SMIC North Integrated Circuit Manufacturing (Beijing), also known as SMIC North, through an issuance of A-shares in renminbi. The deal will give SMIC full control of the Beijing-based unit and underscores the broader consolidation trend reshaping China’s semiconductor foundry sector, according to a filing in late August.

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