China's latest stimulus measures have injected new momentum into its semiconductor industry, particularly benefiting companies focused on "domestic substitution" across the supply chain. However, industry experts warn that this influx of capital may lead to a familiar problem of excessive capacity expansion, potentially damaging the sector rather than strengthening it
As India attempts to become a key player in the global semiconductor industry, comparisons with China's well-established sector are inevitable. While China has dominated semiconductor manufacturing for decades, India is now shaping its path with ambitious policies and investments to build domestic capacity
The 2024 Hong Kong Electronics Fair (Autumn Edition) and electronicAsia, key indicators for China's consumer electronics supply chain, showcased promising growth in wearable electronics and robotics over the next two years. Emerging markets such as India and the Middle East demonstrated the most potential
Sales of Apple Inc.'s newest iPhones in China are up 20% in their first three weeks compared with 2023's model, a positive sign for a device that struggled this year to gain traction in the world's largest smartphone market
South Korean AI chip startup Rebellions has announced a collaboration with Samsung Foundry, UK-based intellectual property core (IP) provider Arm, and IC design firm ADTechnology to develop an AI CPU chiplet platform
US-based firm Analog Devices says they consider India a crucial center for its R&D efforts, acknowledging the country as a source of engineering talent and a growing market opportunity
Samsung Electronics and SK Hynix are reportedly advancing high-value-added technologies such as High Bandwidth Memory 4 (HBM4) and Compute Express Link (CXL) to maintain their dominance in memory during the AI era. Both companies face pressure from Chinese competitors, who are ramping up production and engaging in aggressive pricing within the memory market
India reportedly intends to restrict imports of notebooks, tablets, and personal computers starting in January 2025 to promote domestic manufacturing. The proposed measures include a new authorization system and quality standards, which may face resistance from industry stakeholders. Among major brands, Apple is expected to be the most affected by this policy
China has set its sights on US PC giant Intel, alleging through a third-party cybersecurity association that Intel's CPU backdoor contains security vulnerabilities potentially posing serious national security risks. This claim has been widely circulated among Chinese media outlets. In a related incident, national security agencies have implied that an unnamed company is engaging in illegal surveying and mapping activities with foreign entities
Samsung workers ended their month-long strike in Tamil Nadu. The Indian Mobile Congress highlighted the country's emerging status in the global mobile phone supply chain
As the global energy transition accelerates, Taiwan's ATE Energy is rapidly expanding its renewable energy and marine engineering operations, with significant progress on two thermal power plants in the Philippines. The company is also poised to secure contracts for large-scale energy storage systems at these facilities
ASML is under scrutiny amid a sharp drop in equipment orders and a gloomy sales outlook for 2025. The slump is tied to declining sales in China and setbacks faced by major client Samsung Electronics, which is struggling with process advancements and delaying wafer foundry investments
Since ASML reported a slowdown in semiconductor manufacturing equipment orders, over EUR 60 billion (US$65.3 billion) of the firm's market value has evaporated, prompting the market to reassess the global semiconductor industry landscape
ASML's late-night financial report landed like a "depth charge" in the semiconductor industry, exposing the fragility of the AI-driven demand surge. Orders from China, which had bolstered sales in recent years, have plummeted sharply
The Indian government's decision to allocate spectrum for satellite broadband rather than auctioning brings Elon Musk's Starlink one step closer to launching in India
