DDR4 market set for price war between Chinese and Taiwanese manufacturers after Samsung and SK Hynix exit

According to New Daily, citing semiconductor industry sources, the DRAM giants Samsung Electronics, SK Hynix, and Micron plan to exit the DDR4 market by the first half of 2026 at the latest. Taiwanese firms such as Nanya and Winbond are expected to step in and cover the market shortfall. However, they will likely face intense low-price competition from Chinese rivals.

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Tesla’s centralized ‘vehicle brain’ strategy loses traction as rivals embrace domain-zonal architectures

As the global automotive industry rapidly advances toward next-generation electronic and electrical (E/E) architectures, the combined use of domain controllers and zonal controllers is emerging as a practical and strategic approach, especially for automakers targeting market opportunities in 2028 and 2029. This direction has reportedly gained favor among mainstream global brands, including many of China’s top-tier carmakers.

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Exclusive: Zyxel confident in capturing market share gap amid TP-Link order shifts

Recently, Chinese router manufacturer TP-Link has reportedly come under criminal and civil investigation by the US Department of Justice, focusing on its pricing strategies and national security concerns. Market speculation suggests that if TP-Link faces sales restrictions in the US, its substantial market share could be redistributed, benefiting Taiwanese networking brands such as Zyxel, D-Link, and Asus with significant order transfers. Zyxel has confirmed that some customers have already initiated order shifts.

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GlobalWafers opens advanced US silicon wafer plant, plans additional US$4bn investment

GlobalWafers has officially launched its US$3.5 billion silicon wafer manufacturing facility in Sherman, Texas, marking the first fully integrated 12-inch wafer production line built in the United States in over two decades. Chairman Doris Hsu announced plans for an additional US$4 billion expansion, bringing the company’s total US investment to US$7.5 billion.

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AUO sets the stage for the next era of AI-powered displays

As the global display industry gathers for Display Week 2025, one of its most prominent voices is calling for a redefinition of what screens can be. Dr. Frank Ko, CEO and President of AUO, took center stage at the SID’s annual summit, delivering a keynote titled “Redefining Displays: Inspiring New Possibilities.” His message was clear: in an age driven by AI, displays are no longer mere windows—they are evolving into gateways to the intelligent, immersive worlds of tomorrow.

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Tata Elxsi selected by Mercedes-Benz India for software-defined vehicle development

According to a press release, Tata Elxsi announced on May 14, 2025, that it has been chosen by Mercedes-Benz Research and Development India (MBRDI) to support vehicle software engineering and the development of software-defined vehicles (SDVs). The collaboration is expected to accelerate innovation and improve software scalability across vehicle models.

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