Samsung Electronics’ Device Solutions (DS) division CTO Song Jae-hyuk expressed strong confidence in the revival of Samsung’s foundry business and reported smooth progress on the company’s 2nm process during a semiconductor industry briefing hosted by South Korea’s chief presidential secretary for policy, Kim Yong-beom.

Inventec, a leading Taiwanese original design manufacturer (ODM), has entered a joint venture with India’s Dixon Technologies to produce notebooks (NB), servers, desktops, and electronic components domestically. The new company, Dixon IT Devices Private Limited, will be majority-owned by Dixon (60%), with Inventec holding 40%. The jointly operated factory is scheduled for completion by the second quarter of 2026.

China’s Shenzhen Sapo Photoelectric will invest CNY1.334 billion (US$186 million) to build a new LCD and OLED polarizer production line in Shenzhen, worsening an already oversupplied market. With the global display supply chain increasingly concentrated in China, Taiwanese polarizer makers face intensifying pressure to transform.

SK Hynix is positioned to thoroughly capitalize on the ongoing memory supercycle, driven by its superior DRAM technology and mass production capabilities, according to analysts.