Industry observers anticipate accelerated consolidation among second-tier LCD panel makers as US President Donald Trump prepares to implement new trade policies in his second term

On January 17, it was officially announced that George Zhao would step down as CEO of Honor. Reportedly, the newly appointed CEO Jian Li is a veteran of Huawei, known for his deep research background, extensive overseas market experience, and ability to tackle tough challenges

Samsung Electronics has denied reports about the redesign of its fifth-generation 10nm-class DRAM (1b DRAM), following media speculation about changes to the latest commercially available technology. Sources had suggested the company was planning to adjust the design to improve performance and yield

Earlier this month, the Andhra Pradesh state government in India signed a memorandum of understanding (MoU) with Indichip Semiconductors and its Japanese joint venture partner, Yitoa Micro Technology Ltd (YMTL), to set up a semiconductor manufacturing plant

Nvidia CEO Jensen Huang's recent low-profile visit to China has reaffirmed the company's strategic focus on this crucial market amid tightening US restrictions on advanced semiconductor exports

Over the past four years, the Biden administration has worked to reduce reliance on China's supply chain through initiatives such as the Quad, which has benefitted countries like India. However, US President Donald Trump's focus on addressing the US trade deficit could impact India's fast-growing electronics supply chain, particularly in the smartphone and solar energy sectors

Kaynes SemiCon, a fully owned subsidiary of Kaynes Technology India, has emphasized the value of legacy semiconductor packages in driving the country's manufacturing goals

Industry sources indicate that thermal issues associated with GB200 have prompted major clients including Microsoft, Amazon, Google, and Meta to reduce their orders, impacting not only Nvidia's product sales and revenue but also creating significant implications for its primary HBM supplier, SK Hynix

Hyundai Motor's electric vehicles (EVs) were removed from the US government's electric vehicle subsidy list in late January 2025, just weeks after being included at the start of the year. This exclusion has led the industry to speculate about the deepening of US protectionism, with attention turning to Hyundai's response strategies

Powerchip Semiconductor Manufacturing Corporation (PSMC) Chairman Frank Huang made a rare public appearance at the India Republic Day reception hosted by Manharsinh Yadav, Director General of the India Taipei Association, at the Grand Hyatt Hotel. His attendance underscored the strategic importance of PSMC's collaboration with India's Tata Group and the Indian government to establish a cutting-edge semiconductor fabrication facility in Gujarat, India

Vietnamese EV maker VinFast, a subsidiary of VinGroup, has officially entered the Indian market with its debut at the Bharat Mobility Global Expo 2025. Showcasing a diverse lineup led by the VF 6 and VF 7 SUVs, the company aims to drive electric mobility adoption in India while establishing a manufacturing plant in Tamil Nadu

Escalating US sanctions aside, China has launched a national artificial intelligence (AI) industry investment fund worth CNY60 billion (approx. US$8.2 billion), according to reports from Yahoo Finance and the South China Morning Post

India-based EMS supplier Dixon Technologies reported significant increases in sales and profit over the past quarter, driven by a doubling in mobile phone manufacturing sales following acquisitions, such as Ismartu's Indian assets. Additionally, the company, having established a display assembly factory with China's HKC, plans to capitalize on the India Semiconductor Mission 2 to build a display fab

Samsung Electronics has reportedly delayed the development of its 10nm sixth-generation 1c DRAM to June 2025. Initially slated for completion by late 2024, the timeline has been pushed back by six months due to ongoing yield challenges, potentially affecting mass production plans

The Biden Administration's last few regulatory measures to restrict advanced semiconductor foundry products from reaching China could disrupt Samsung Electronics' efforts to strengthen its foundry business targeting the Chinese market