Samsung Electronics is reportedly considering revising its schedule and plans for its wafer foundry projects currently under construction. The Pyeongtaek 4th factory (P4) in South Korea may cancel its planned foundry production line, while equipment investment for the Taylor foundry in the US could be postponed by about one more quarter

India has introduced a new electric vehicle (EV) scheme offering incentives for commercial EVs, electric two-wheelers (E2Ws), and electric three-wheelers (E3Ws). The scheme, which replaces FAME II, allocates most of its subsidies to e-buses, while electric cars do not receive any incentives under this program

Apple has, for the first time, included South Korea in the initial wave of countries for the iPhone 16 series launch. In response, Samsung Electronics has raised its alert level and decided to offer unprecedented discounts on its foldable smartphones in Apple's "home turf," the United States. The smartphone war for the second half of 2024 has officially begun

At Apple's product launch event on September 10, the company dedicated a segment of the presentation to announce that Tencent's latest game, "Honor of Kings: World" is scheduled to launch on iOS in 2025. This move has been interpreted as a potential sign of easing tensions between Apple and Tencent, which have previously engaged in several disputes over commission rates

China's leading DRAM manufacturer, Changxin Memory Technologies (CXMT), is reportedly ramping up its production. This move has raised alarm in the South Korean memory industry, potentially threatening the revenue and profitability of Samsung Electronics and SK Hynix in the mature process DRAM market

Apple unveiled its AI feature, Apple Intelligence, at its product launch event on September 10, announcing a US rollout in October. However, support for languages such as Chinese, French, Japanese, and Spanish won't be available until 2025. With no major hardware or appearance changes, the impact of Apple Intelligence on market demand remains uncertain. Supply chain sources indicate that the situation will become clearer in October after the first wave of sales

Sunrex, a major notebook (NB) keyboard manufacturer and one of Apple's main Magic Keyboard suppliers, has been actively developing products such as touch modules and backlight modules. As brands vigorously promote AI PCs, Sunrex President Ming-Tse Li stated that AI PC keyboards are not significantly different from traditional NB keyboards

China-based Loongson Technology has developed its second-generation GPU series in-house, with computing power four times that of the previous generation

Former President Donald Trump and Vice President Kamala Harris recently faced off in their first presidential debate, clashing on issues such as the US chip supply to China and the ongoing trade war

Jabil, a US-based electronics manufacturing services (EMS) provider with a manufacturing base for Apple in western India, has announced an expansion of its operations in Tamil Nadu. This move aligns with the growing trend of Apple suppliers concentrating their activities in southern India

There are reports of Samsung Electronics (Samsung) delaying the R&D of the automotive chip Exynos Auto and instead focusing on the development and mass-production of items including AI semiconductors and custom HBM, incorporating the "select and concentrate" strategy

Japan-based automotive manufacturer Isuzu Motors (Isuzu) has set an ambitious goal to industrialize Level 4 self-driving trucks and buses by the end of March 2028 at the latest, with plans to launch services in Japan. This initiative is a key component of Isuzu's midterm business strategy. To achieve this objective, Isuzu has been actively funding global AI and autonomous startups since 2023. As of the end of August 2024, the company has announced three partnered projects

Samsung Electronics (Samsung) is not only lagging in the HBM area, but its large lead in universal DRAM also shows signs of erosion, intensifying its internal sense of crisis. There are reports suggesting that Samsung's business may go through a larger-scale reorganization of personnel and teams at the end of 2024. A business reorganization under new management appears inevitable

The surging momentum of generative AI has placed Taiwan's semiconductor supply chain at the center of the AI stage. As the industry leader, TSMC showcased its influence at SEMICON Taiwan, attracting rare appearances of South Korea's memory chip giants, Samsung Electronics and SK Hynix, both seeking closer collaboration with the foundry giant on their next-generation high-bandwidth memory (HBM) production

Padget Electronics, a subsidiary of India-based Dixon Technologies, has signed an MoU with HP to manufacture notebooks, PCs, and all-in-one PCs as part of India's initiative to encourage global PC vendors to produce electronics locally