Tesla has begun rolling out a software update in China, introducing Autopilot driver-assistance features similar to the Full Self-Driving (FSD) system in the US—without explicitly branding it as FSD. The update expands Autopilot's reach into China, a key market where local competitors are advancing autonomous driving technologies

Global automakers have long sought to dethrone Tesla, with Chinese manufacturers now aggressively targeting its limited model lineup and sluggish innovation. Yet, the cost of this offensive is proving steep, often leading to mounting losses

South Korea's NAND flash leaders, Samsung and SK Hynix, face a potential threat as Yangtze Memory Technologies Corp. (YMTC) takes the lead in hybrid bonding for 400+ layer 3D NAND. YMTC continues to enhance its technology while aggressively securing patents. Reports indicate it has successfully commercialized 270+ layer 3D NAND, marking a major industry milestone

Fueled by the surging demand for CMOS Image Sensor (CIS) components in intelligent driving systems and consumer electronics, Will Semiconductor (WillSemi), the company behind OmniVision, has in recent years eclipsed its American and Japanese rivals to emerge as China's dominant supplier of sensor components. Orchestrating this remarkable ascent is the low-profile yet formidable Renrong Yu

The Indian government has initiated a major upgrade of its semiconductor capabilities at the Semiconductor Laboratory (SCL), India's first wafer fab, in Mohali with an RFP. This move aims to modernize SCL's operations, potentially involving major firms like HCLTech and Tata Electronics

The Tata Group is set to expand its influence in the semiconductor sector by signing Memoranda of Understanding (MoUs) with ten semiconductor firms, reports India Today

India's PC market saw a 3.8% growth in shipments, reaching 14.4 million units in 2024, according to an IDC report. The consumer market grew due to rising demand for notebooks, especially gaming and AI models. However, a weakening rupee could impact future costs for small and medium-sized businesses

As China's automotive market embarks on a new wave of intelligent driving democratization, a fresh tug-of-war has begun between car manufacturers and specialized third-party suppliers. This development threatens to push many of these suppliers to the brink of elimination, with estimates suggesting that only three major players will ultimately remain in the market

Samsung Electronics has reportedly signed a patent licensing agreement with Chinese NAND Flash manufacturer Yangtze Memory Technology Corp (YMTC) to license its Hybrid Bonding technology for use in YMTC's next-generation NAND products

SK Hynix will finalize its acquisition of Intel's NAND flash business, now rebranded as Solidigm, in March 2025. This strategic move strengthens its enterprise SSD (eSSD) market position and accelerates its NAND business expansion

Dixon Technologies, India's largest electronics manufacturing services (EMS) provider, has experienced rapid annual growth and is looking to double revenue, demonstrating that "Make in India" is on the rise

Huawei's Ascend 910C AI chip has reportedly reached a 40% manufacturing yield, marking the first time the Ascend production line has turned profitable. The company aims to improve the yield to 60%, bringing it closer to industry standards

Reports indicate that Chinese AI chip manufacturer Biren Technology is considering an initial public offering in Hong Kong with a target of raising US$300 million. The company is currently in discussions with China International Capital Corporation, Bank of China International, and Ping An Securities, aiming for a potential listing in 2025. However, details regarding the scale and timing may still change, and there is even a possibility that the company might ultimately decide against the IPO

Samsung Electro-Mechanics (Semco) has officially shut down its smartphone motherboard (HDI) factory in Kunshan, China, as part of a broader strategy to pivot toward higher-value business segments. The company confirmed that it completed the liquidation of the Kunshan facility by the end of 2024, effectively ending its presence in the smartphone HDI market

The Japanese government will send officials to the US in March 2025 to discuss various tariff issues, including potential exemptions for the 2nm chips produced by Rapidus. They believe that due to their technical collaboration with IBM, these products should qualify for exemption from Trump's tariff regime