The global semiconductor industry is entering an unprecedented growth phase driven by artificial intelligence, with market forecasts projecting the sector to exceed US$1 trillion by 2030

On September 24, Xiaomi founder Lei Jun confessed on Weibo that launching both cars and chips at once was like "supporting two children through college." The pressure, he said, was immense, with Xiaomi staking the financial reserves it had accumulated over its first decade

The Indian government is advancing a Swadeshi movement—a self-reliance initiative—with a budget allocation of INR760 billion (approximately US$8.621 billion) to build a domestic semiconductor and display manufacturing ecosystem. By 2025, India anticipates producing its first domestically made chip

US President Donald Trump stated on September 23 that Ukraine, with support from the EU, could potentially reclaim territory from Russia, marking a departure from his previous stance favoring Ukraine ceding land for peace. Concurrently, Indian media reports suggest India may adjust its policy on Russian oil purchases, potentially expediting peaceful resolutions in Ukraine

Taiwanese companies continue to perceive significant challenges in investing in India, citing complex tax systems, opaque administrative procedures, logistical inefficiencies, and human resource management difficulties. These operational barriers have contributed to a cautious approach toward Indian investments despite the country's large market potential

The US has imposed a 50% tariff on Indian products, which trade analysts say could pressure India's exports and harm its investment climate. The Taiwan External Trade Development Council sees this as a challenge for Indian exporters but an opportunity for foreign firms benefiting from Indian incentives, potentially boosting India's appeal as a manufacturing hub

Intel is reportedly stepping up efforts to raise capital and secure partnerships as part of its turnaround strategy, approaching firms including Apple and TSMC. The push has intensified since the US government acquired a 10% stake to bolster domestic semiconductor production

US President Donald Trump has approved a plan for TikTok's US operations to be divested into a new US-based joint venture, determining that the move meets national security requirements under the Protecting Americans from Foreign Adversary Controlled Applications Act

Micron Technology has, for the first time, overtaken Samsung Electronics in the high-bandwidth memory (HBM) market, securing second place in global shipments during the second quarter of 2025. According to data from Counterpoint Research, Micron captured a 21% share of HBM shipments, edging out Samsung's 17%, while SK Hynix remained the undisputed leader with 62%

China is ramping up its nuclear fusion drive with the launch of a new state-backed firm. China Fusion Energy Co., a wholly owned subsidiary of China National Nuclear Corporation (CNNC), was founded in Shanghai in July 2025 and made its public debut on September 24, 2025, at the 25th China International Industry Fair (CIIF), emerging as the nation's newest "national team" player in the fusion race

Tata Electronics is in discussions with several global semiconductor equipment makers, including Dutch giant ASML and South Korea's JT Corp, to supply its upcoming fabrication plant in Dholera, Gujarat, and outsourced assembly and test (OSAT) facility in Assam

China's CPU industry is gaining real traction, with listed players posting strong first-half 2025 earnings, resilient margins, and rising R&D outlays. Driven by state backing and market pull, domestic chipmakers are shifting from "merely usable" to "genuinely competitive." Loongson, meanwhile, is laying the groundwork for mass shipments of its 3C6000 processors, according to disclosures from Ijiwei and Sina

As China nears the conclusion of its 14th Five-Year Plan in 2025, one of its standout industrial success stories — electric vehicles — now faces a turning point. After five years of breakneck growth that catapulted the country into a commanding global position in EVs and battery manufacturing, the sector may soon be heading for a dramatic reshuffling

Alibaba Cloud opened the 2025 Apsara (Yunqi) Conference in Hangzhou with a broad rollout of large models and AI products, underscoring its ambition to reshape the global AI landscape. CTO Zhou Jingren introduced the third-generation Qwen3 series, while CEO Eddie Wu outlined what he called "the road to super artificial intelligence.