Samsung’s market risks, SK Hynix’s fab dependence: Diverging paths to decoupling from China

South Korean media report that SK Hynix and Samsung Electronics have reduced their reliance on China over the past seven quarters. SK Hynix’s China revenue dropped from 30% to 24%, while Samsung’s equipment assets in China fell from 8% to under 5%, signaling ongoing decoupling efforts among South Korea’s semiconductor giants.

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Taiwan’s chip industry unfazed by Trump’s trade policy, says former TSMC chairman Mark Liu

On November 25, newly inaugurated US President Donald Trump announced plans to sign an executive order imposing a 25% tariff on goods from Mexico and Canada and raising tariffs on Chinese products by 10%. The next day, November 26, speaking at the Wen-Yuan Pan Prize ceremony, former TSMC Chairman Mark Liu downplayed the potential impact on Taiwan, stating, “Taiwan primarily produces intermediate goods, so the effect will be minimal.”

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Data center boom drives Taiwan’s tech ecosystem growth

The rapid expansion of Taiwan’s data center market, led by the top trio of US-based cloud service providers (CSPs) and several new entrants, is creating widespread opportunities across the island’s technology sector. During a seminar held on November 25, experts discussed how this expansion is generating substantial demand for hardware infrastructure, creating opportunities for Taiwanese industries in semiconductors, servers, thermal management, networking, power supplies, and storage equipment. They also noted that overseas data centers are increasingly adopting robotic arms for transportation tasks.

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AUO advances mobility solutions ahead of CES 2025

AUO made a striking impression at CES 2024 with its Micro LED automotive technology. Over the past year, the company strengthened its mobility segment through its merger with BHTC, establishing the AUO Mobility Solution Corporation (AMS), a wholly owned subsidiary. As the company prepares for CES 2025, it continues to expand its smart mobility portfolio with innovative solutions.

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