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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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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Everlight Electronics reports slight 1H25 revenue decline amid cautious outlook

Everlight Electronics posted a 3.48% year-over-year decline in consolidated revenue for the first half of 2025, totaling NT$10.095 billion (US$330 million). The company’s gross margin remained stable at 31.25%, slipping marginally by 0.26% compared with the same period last year. However, cautious customer ordering in the third quarter has tempered the company’s earlier projections of modest annual growth.

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Value Valves sees order growth from US and EU despite tariff pressures

Taiwan’s Value Valves Industry, a leading manufacturer of industrial valves, has reported that recent US tariff impositions and escalating US-China tensions have had minimal impact on its business. According to Chairman Tai Chung Yang, the company has benefited from order transfers from European and American customers, with a major US client planning a visit to Taiwan for cooperation discussions.

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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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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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