Pegatron has disclosed that it has reduced its holding in an Indian subsidiary to 40%, confirming reports saying India's Tata Electronics has acquired a 60% stake in the Taiwanese maker's iPhone manufacturing plant in the South Asian country

China's AI startup DeepSeek has emerged as a significant player in the AI landscape. While some US government offices have restricted DeepSeek's use, Amazon's AWS and Microsoft have announced support for DeepSeek models. Recent earnings reports from Meta and Microsoft demonstrate continued investment in AI innovation and infrastructure, with capital expenditures showing no signs of deceleration. Google, set to release its earnings shortly, has yet to declare its position

Following the end of the Lunar New Year holidays in 2025, the Taiwan stock market opened with a sharp decline. Experts believe this is due to the unexpected introduction of China's DeepSeek and the aggressive imposition of tariffs on Canada, Mexico, and China by the Trump administration, which led to retaliatory actions from these countries. This could potentially lead to a global economic recession, affecting the development of Taiwan's electronics manufacturing industry

Optiemus Electronics, an India-based electronics manufacturing services (EMS) provider, has formed a strategic partnership with China-based TP-Link to manufacture networking devices and smart home products in India. The collaboration supports the country's 'Make in India' initiative while reinforcing India's position as a global manufacturing hub

China's AI sector is transitioning from massive model development to inference applications. While tech giants like ByteDance and Alibaba have constructed large GPU clusters, much of this computing power remains idle due to inefficient planning and technical limitations. Despite substantial investment in AI data centers, China's GPU utilization rate stands at only 30%, with hardware and software constraints further impeding efficiency

In 2024, China's solar power manufacturing sector faced its toughest year for profitability due to fierce internal competition and a relentless price war. These challenges are further compounded by a patent war that began earlier and is expected to intensify into 2025

President Trump's administration has escalated trade tensions since taking office, implementing a 25% tariff on goods from Canada and Mexico and a 10% tariff on Chinese imports since February 1, 2025. The administration is considering additional tariffs targeting semiconductors, pharmaceuticals, steel, aluminum, copper, and oil and gas by mid-February. Potential tariff measures against the European Union are also under consideration

India is accelerating its artificial intelligence (AI) development, with the government aiming to build a domestic LLM within 10 months as part of the INR103.7 billion (approx. US$1.2 billion) IndiaAI Mission

Samsung Electronics (Samsung) plans to release an enhanced version of HBM3E as it works to close the gap with SK Hynix in HBM supply and DRAM development. The company aims to double its HBM supply in 2025 compared to the previous year, raising questions about its ability to execute this ambitious turnaround

DeepSeek, a Chinese AI startup, is making waves with its claim of rivaling OpenAI and Meta's large language models for a mere US$6 million. While this assertion has drawn skepticism, it has also heightened curiosity about DeepSeek's founder, Liang Wenfeng

Honda is expanding its US investment with an additional US$300 million, aligning with President Donald Trump's policies and the growing demand for EVs in North America. This investment brings Honda's total funding for its three Ohio plants—Marysville, East Liberty, and Anna—to US$1 billion, a 40% increase

In a recent interview, OpenAI CEO Sam Altman unveiled plans to develop a generative AI-powered device aimed at replacing smartphones. Through this ChatGPT-optimized device, OpenAI seeks to establish dominance in both AI software and hardware markets

Singapore said its customs and law enforcement departments will continue to work closely with US counterparts amid concerns China AI firm DeepSeek obtained Nvidia Corp. chips through intermediaries on the island

STMicroelectronics (STMicro) plans to cut 2,000 to 3,000 jobs, approximately 6% of its global workforce, through early retirement programs or natural attrition as it grapples with persistent downturns in the industrial and automotive sectors

In 2024, India experienced slight growth in smartphone shipments but saw a significant increase in revenue driven by premiumization. MediaTek maintained its lead in the smartphone SoC market, while the iPhone captured over 10% market share for the first time in India