SK Hynix warns of rockier 2H25, leans on multi-sourcing strategy

SK Hynix President and CEO Kwak Noh-jung warned that growing tariff-related uncertainty could heighten market volatility in the second half of 2025. He shared these views during the company’s quarterly “THE Communication Event Together” at its Icheon headquarters in South Korea, which was also streamed live to business sites across the country, according to ETNews, Hankook Daily, and Yonhap News.

Continue reading

MAtek sees steady revenue growth as AI and HPC drive demand for chip testing

Semiconductor inspection leader MAtek reported consolidated revenue of NT$429 million (US$14.3 million) in May 2025, marking a 1.89% increase from the previous year despite a 2.75% month-over-month decline in April. Cumulative revenue for the first five months reached NT$2.109 billion, up 3.4% year-over-year, driven largely by growing demand for materials analysis (MA) and services from Japanese research labs.

Continue reading

China’s MLCC makers carve out 10% share — How does Semco adjust course?

Chinese multilayer ceramic capacitor (MLCC) manufacturers—including Guangdong Fenghua Advanced Technology, Chaozhou Three-Circle Group, and Eyang Technology—have rapidly expanded their global market share, reaching an estimated 10% of total revenue in the second half of 2024. That reflects a four-percentage-point gain from 2019 and signals growing competitive pressure on incumbents such as Samsung Electro-Mechanics (Semco), according to Business Post and Futubull.

Continue reading

Government, opposition legislators disagree over AI bill review process

A legislator of Taiwan’s opposition party Kuomintang (KMT) Ju-chun Ko has leveraged his position as chair of the Education and Culture Committee to schedule a review of the Artificial Intelligence Fundamental Act (AI Fundamental Act) draft bill on June 11, demanding a clause-by-clause discussion of the bill in spite of opposition from other legislators. The move aimed to avoid a repeat of former KMT legislator Jason Hsu’s earlier attempt, when the bill was shelved due to a lack of a version proposed by the Executive Yuan to allow for comparison.

Continue reading

China’s CHIPX begins 6-inch photonic chip production in push for tech self-reliance

China’s Wuxi Photonic Chip Joint Research Center—formally known as the Chip Hub for Integrated Photonics Xplore (CHIPX) and affiliated with Shanghai Jiao Tong University—has commenced production of 6-inch lithium niobate (LiNbO₃) thin-film photonic chips. This marks a significant advance in China’s efforts to overcome US-imposed tech restrictions and strengthen its semiconductor and quantum computing capabilities.

Continue reading

Nissan and Toyota gain ground in China’s EV race with cheaper, locally built cars

Amid a sweeping global restructuring that includes the closure of seven plants and 20,000 job cuts, Nissan has notched a rare win. The automaker’s new all-electric N7, launched exclusively in China, secured over 17,000 orders within a month of its April 27 debut—surpassing internal forecasts and offering a modest but meaningful boost to the struggling carmaker.

Continue reading