Faced with geopolitical pressures and US tariff disputes, Taiwanese automotive parts suppliers, primarily export-oriented with North America as their key market, are diversifying production and expanding into Southeast Asia (SEA) and North America (including Mexico). Despite this global shift, India remains largely unappealing for Taiwanese manufacturers

Naura Technology, which has been actively acquiring and restructuring since 2015, is gradually assembling a comprehensive supply chain system for domestic semiconductor equipment in China. The most advanced lithography machines are the final missing link in determining whether the entire industry chain can be connected

ByteDance's Doubao AI team has open-sourced COMET, a Mixture of Experts (MoE) optimization framework that improves large language model (LLM) training efficiency while reducing costs. Already integrated into ByteDance's 10,000+ GPU clusters, COMET has saved millions of GPU compute hours

After China-based Centre Testing International Group (CTI) acquired a 51% stake in Microtek Changzhou, a move aimed at enhancing CTI's service capabilities in the PCB and CCL industries, CTI Taiwan will now offer more comprehensive testing services to Taiwan's PCB and CCL sectors, including environmental simulation testing, failure analysis, electrical performance testing, environmental reliability testing, and physical performance testing

Samsung Electronics has reportedly begun developing a next-generation packaging material, the "glass interposer," a move aimed at replacing the costly silicon interposers currently used in semiconductor manufacturing. This shift is expected to not only reduce production costs but also enhance overall product performance

Ajai Chowdhry, chairman of EPIC Foundation & MGB, National Quantum Mission of India, believes that despite significant recent progress in India's semiconductor sector, the country continues to overlook its strongest advantage - chip design

The US has initiated a Section 301 investigation into China's mature semiconductor processes and third-generation silicon carbide (SiC) semiconductors. Supply chain operators state that the increasingly challenging environment seems to fuel the determination of Chinese manufacturers to break through barriers. Mainstream 6-inch SiC substrates from China saw significant price reductions in 2024, rapidly igniting internal competition. However, recent reports suggest that the aggressive pricing strategies have begun to slow down

China has officially designated embodied intelligence as a strategic pillar of future industrial growth, according to its latest government work report. This marks a significant policy shift toward fusing AI, robotics, and automation to accelerate technological innovation

At the Morgan Stanley Tech, Media & Telecom 2025, GlobalFoundries announced plans to explore manufacturing partnerships in China. The move responds to rising demand for localized semiconductor production, especially in the automotive sector, while ensuring the company retains control over its key technologies

China's latest AI sensation, Manus, is being marketed as the world's first general-purpose AI agent. Overnight, it became a trending topic, with many touting it as a groundbreaking leap in Chinese AI development. But is Manus truly a game-changer, or just another overhyped product

Japan's 2025 budget proposal is on the verge of approval, paving the way for government investment in Rapidus, a project focused on the mass production of advanced semiconductors. This legislative session is also set to introduce legal changes allowing debt guarantees for bank loans, thereby strengthening governmental support. Although public funding is progressing steadily, private investment is noticeably slow, placing a significant financial responsibility on state resources

On March 10, BOE Technology Group celebrated the mass production launch of its MLED (Mini/Micro LED) displays at Zhuhai BOE MLED Technology. The event, themed "Illuminating the Future, Mass Production Begins," welcomed over 50 international clients from the US, Europe, Japan, South Korea, and Southeast Asia, highlighting BOE's expanding footprint in the global MLED market

High bandwidth memory (HBM) major client Nvidia is said to have visited Samsung Electronics' advanced packaging plant again, just over a month after their last visit. Industry sources speculate that Samsung is supplying fifth-generation HBM3E and has entered the final stage of quality testing

Taiwan's Hiroca Automotive Trim Corp. continues to see strong sales in its major Chinese market, driven by the country's "trade-in for new" consumer policy and aggressive promotions by local automakers. Additionally, the company has successfully entered the supply chains of Japanese and South Korean car manufacturers, unlocking new growth opportunities

Alibaba Group Chairman Joe Tsai stated that a recent high-level meeting between Chinese President Xi Jinping and top tech executives has strengthened business confidence in China. Following the meeting, Alibaba is accelerating its investment in artificial intelligence (AI)