After a partnership with Israel-based Tower Semiconductor for a wafer fab in India, the Adani Group is reportedly talking with two large Israel-based nich technology firms to form joint ventures (JVs) in its semiconductor foray

Thanks to improving yields in producing silicon carbide (SiC), China has achieved an abundant supply of substrates, even resulting in oversupply. The country has reportedly begun imposing restrictions on approvals for SiC expansion, which has left many companies facing challenges

Amid a wave of investment by Chinese electric vehicle (EV) makers in Thailand, which aims to establish itself as an EV production hub, these manufacturers are requesting a reduction in their EV output targets due to a weak market

In early October 2024, Nguyen Chi Dung, the Minister of Planning and Investment in Vietnam, announced that the government is prepared to collaborate with global artificial intelligence (AI) and semiconductor companies and investors. Political stability and strong support for high-tech industries provide Vietnam with a competitive advantage

In 2024, despite sluggish global sales of Apple's iPhone 16 series, bank analysts are optimistic about a potential reversal through updates to the company's AI service, "Apple Intelligence." The impact of this shift on Samsung Electronics' flagship device, the Galaxy S25, scheduled for launch in spring 2025, is drawing attention

Amid sluggish domestic consumption and waning investment, China's manufacturing overcapacity—the vast output of the "world's factory"—is increasingly offloaded overseas at rock-bottom prices, creating what Nobel laureate Paul Krugman calls "China Shock 2.0." But as global shipping rates plummet, questions arise: is China's overcapacity issue nearing an end, or is a global slowdown hitting import demand

According to Chinese news outlets, Arm is allegedly attempting to bypass Arm China in its IP licensing business and sell directly to Chinese customers. Although Arm has not confirmed this information, it highlights the ongoing tension between Arm and Arm China

The price collapse of 6-inch silicon carbide (SiC) substrates is taking its toll on the 8-inch segment, where volume production has yet to begin but prices are already tumbling, according to industry sources

The Apple iPhone 16 series officially launched on September 20, but it has yet to be released in the Indonesian market as Apple continues negotiations with the Indonesian government

A state-backed Chinese think tank recently released a report suggesting that data centers should continue using AI chips from Nvidia due to the high costs associated with switching to domestic solutions

Samsung Electronics has dissolved its LED business under the Device Solutions (DS) division. However, the company will redirect related personnel towards the R&D of high-value-added next-generation panel technology such as Micro LED. Samsung is expected to actively expand its product lineup in the future

The global surge in artificial intelligence (AI) is driving provincial governments in China to race in constructing new data centers, aiming to stimulate local economic development. However, poor post-construction utilization has sparked concerns over an impending surplus of computing resources in China. Moreover, growing reliance on domestically manufactured GPUs risks worsening the supply-demand imbalance in the country's tech infrastructure

As "end-to-end large models" sweep through the smart driving industry, China's automotive sector is gradually entering a new "AI battlefield." Zhang Yongwei, vice chairman and secretary-general of the China EV100 forum, emphasized even before the EU implemented tax increases that the key to Chinese automakers' competitiveness in the AI battlefield was not production capacity but rather AI computing power

Samsung Electronics reported an operating profit of less than KRW10 trillion (approx. US$7.42 billion) for the third quarter of 2024. In addition to its poor financial performance, the company is facing challenges from both domestic and international unions

Huawei's mobile phone business remains constrained by the US semiconductor sales ban, but its sales performance in the Chinese market is gradually improving. The company has stated that it has re-entered markets in Southeast Asia, the Middle East, and Africa, though its full return to the international market will depend on the maturity and compatibility of its Harmony operating system (HarmonyOS)