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Thursday 2 October 2025
Apple reportedly integrates 45 companies into India supply chain
Apple is accelerating its manufacturing expansion in India amid global supply chain uncertainties, integrating nearly 45 local and international partners into its ecosystem. With domestic value addition in smartphones rising to 19% and iPhones worth US$45 billion produced between April 2021 and March 2025, India is becoming a pivotal hub in Apple's global supply chain
Thursday 2 October 2025
US invests in domestic lithium project, secures equity stakes in Lithium Americas and GM joint venture
The US Department of Energy (DOE) announced that its Loan Programs Office (LPO) has restructured a financing deal with Lithium Americas Corp. (LAC), with participation from General Motors (GM), to support the development of a domestic lithium carbonate production facility. The facility, located at Thacker Pass, Nevada, is expected to produce approximately 40,000 tonnes per year of battery-grade lithium carbonate once fully operational
Thursday 2 October 2025
India's Gujarat state eases labor laws to boost manufacturing amid growth goals
India, with a population exceeding 1.4 billion and a youthful demographic, is positioning itself as a central player in global manufacturing. In response to economic ambitions and labor shortages, Gujarat has introduced significant labor reforms aimed at expanding job opportunities and attracting investment in the manufacturing sector
Wednesday 1 October 2025
US generals warn China poses top space threat, say Beijing developing orbital 'kill chain'

Senior US Space Force generals warned that China has become the nation's top threat in space, rapidly expanding its orbital military capabilities to challenge American forces

Wednesday 1 October 2025
Samsung advances Exynos 2600 production as 2nm yield rises to 50%
Samsung Electronics has begun mass production of its next-generation application processor (AP), the Exynos 2600, which is expected to power the standard models of the Galaxy S26 flagship smartphone series, set to launch in spring 2026. According to South Korean media reports, Samsung has reportedly improved its 2nm process yield from 30% to around 50%, prompting the company to start mass production ahead of schedule
Wednesday 1 October 2025
China's Zhaoxin unveils KH-50000 server chip in direct shot at AMD
Shanghai Zhaoxin Semiconductor has unveiled the Kaisheng KH-50000 server CPUs, aiming squarely at AMD's EPYC line. Debuting at Alibaba Cloud's Apsara Conference 2025, the chips were pitched not just as a technical breakthrough but also as a symbolic "National Day gift" to underscore China's advancing domestic compute ambitions
Wednesday 1 October 2025
Trump, Xi talk 'tech truce' as Oracle takes over TikTok's US future
US President Donald Trump and Chinese President Xi Jinping held a phone call on September 19, a conversation Trump later called "very productive" and " very good ." The call has sparked cautious optimism that the world's two largest economies might be finding a new way to manage their intense technological rivalry
Wednesday 1 October 2025
Japan's Nichia taps Taiwanese executive for top post as part of semiconductor push
Japanese LED leader Nichia has promoted Taiwan-born executive Tsun-Chia Tai to senior managing director, a move effective October 1 that makes him the highest-ranking Taiwanese manager in the company's history
Wednesday 1 October 2025
Memory chip prices surge as suppliers hold back inventory; DRAM and NAND expected to rise post-China holiday
Memory chip prices surged across all categories in September after a weak August, with some products jumping more than 40% in a broad-based rally
Wednesday 1 October 2025
Kioxia and SanDisk launch new Japan facility amid rising AI demand for advanced memory chips
Kioxia and its long-time partner SanDisk announced on September 30 that their new chip factory in northern Japan has officially begun operations, a strategic move to meet the surging global demand for memory fueled by artificial intelligence (AI)
Wednesday 1 October 2025
Sharp to decide on providing large-sized LCD technology to Indian companies in 2025
Sharp plans to decide on transferring large-size LCD panel technology to India by the end of 2025, CEO Masahiro Okitsu said, signaling potential expansion of the country's display manufacturing capabilities
Wednesday 1 October 2025
Galaxy S26 Ultra: Samsung taps Mcnex for periscope lens, reportedly curbing Sunny Optical's role
Samsung Electronics is overhauling its flagship smartphone camera supply chain for the Galaxy S26 Ultra, with South Korea's Mcnex taking over folded zoom (periscope) module supply from China's Sunny Optical. Industry watchers see the shift as a direct reaction to Sunny's ongoing quality issues, signaling Samsung's push to secure greater stability across its high-end imaging lineup
Wednesday 1 October 2025
China's EDA shake-up: Primarius to absorb ACTT, Naneng Micro in test of industry scale-up

China's electronic design automation (EDA) sector is seeing another significant M&A move. Primarius Technologies, a listed EDA firm, said it will acquire 100% of Chengdu Analog Circuit Technology (ACTT/Ruichengxin Micro) and a 45.64% stake in Naneng Micro for about CNY2.174 billion (approx. US$305 million) via a combination of share issuance and cash

Wednesday 1 October 2025
Malaysian EMS giant posts first quarterly loss in five years on tariffs
V.S. Industry Bhd. reported a rare quarterly loss, its first in more than five years, as reciprocal tariffs and weaker customer demand weighed on sales. The Malaysian electronics manufacturing services provider posted a net loss attributable to equity holders of MYR33 million (US$7.84 million) in the fourth quarter of fiscal year 2025, compared with a profit of MYR126.7 million a year earlier
Wednesday 1 October 2025
India-EFTA trade pact takes effect with US$100 billion commitment
The India-European Free Trade Association (EFTA) Trade and Economic Partnership Agreement (TEPA) comes into force on October 1, 2025, marking India's first free trade agreement with four developed European economies—Switzerland, Norway, Iceland, and Liechtenstein. Signed in March 2024, the pact combines traditional trade provisions with binding commitments on investment and job creation, a first for India in any trade agreement