Texas Instruments (TI) signaled a more moderate third-quarter outlook, with CEO Haviv Ilan citing easing tariff-related demand and ongoing geopolitical uncertainty. While earlier inventory-driven orders spurred growth, the company now expects more typical seasonal patterns. TI emphasized its long-term US manufacturing investments as a strategic hedge amid shifting global supply chains

The US has announced two major trade agreements with the Philippines and Indonesia, signaling a shift in tariff structures and deeper bilateral cooperation in defense and commerce

Dixon Technologies is accelerating growth through strategic joint ventures with leading Chinese firms, including Q Tech, HKC, and Chongqing Yuhai. In the first quarter of fiscal 2026, the company outlined plans to boost capacity, localize key components, and capture a larger share of India's smartphone and display manufacturing market

Dixon Technologies posted strong first-quarter results for fiscal year 2026, led by a 125% year-over-year surge in mobile phone revenues to INR116.63 billion (US$1.36 billion). With nearly 9.66 million smartphones shipped, the company solidified its position as India's top domestic handset maker while accelerating its push into export markets

During its second-quarter 2025 earnings call, Texas Instruments (TI) underscored the pivotal role China played in driving the company's industrial segment growth

Dixon Technologies has decided to pause plans to enter bare PCB manufacturing, citing limited financial upside despite government incentives. During its fiscal first-quarter 2025 earnings call, the company stated that it will instead focus on PCB assembly and high-growth segments, such as industrial and automotive, aligning with its long-term strategic priorities

On July 22, Dixon Technologies reported strong financial results for the first quarter of fiscal year 2025, driven largely by its fast-growing Mobile and Electronics Manufacturing Services (EMS) division. The company posted a net income of INR2.25 billion (approx. US$26.06 million), marking a 68% year-over-year increase, while revenue surged 95% to INR128.4 billion for the three-month period ending June 2025

President Donald Trump announced on Tuesday that the US and Japan have reached a trade agreement, setting reciprocal tariffs at 15% for Japanese exports to the US. This rate is notably lower than the 25% tariff President Trump had previously threatened to impose on Japan. The announcement aims to alleviate fears of escalating trade tensions between the two close allies

The second half of 2025 is shaping up to be a pivotal period in the global semiconductor industry, as the race for technological supremacy intensifies. At the forefront are Samsung Electronics and TSMC, which are set to clash over next-generation 2nm process technologies. Equally critical is the unfolding battle over sixth-generation high bandwidth memory (HBM4), a segment poised to redefine performance benchmarks in AI computing

Samsung Electronics executives met with BOE Technology leaders in July 2025 to discuss LCD panel procurement, even as the company remains locked in a legal dispute with Samsung Display. After filing a patent infringement suit in Texas in late May 2025, BOE followed up with a second claim against Samsung Display in the same court less than two months later

Production of Apple's AirPods at Foxconn's Telangana factory has encountered supply disruptions due to China's tightening grip on rare earth element exports, particularly dysprosium—an essential component used in high-performance magnets inside AirPods. The shortage reflects the growing impact of geopolitical tensions on global tech supply chains

Samsung Electronics' Visual Display (VD) division, responsible for Samsung's TV business, has been experiencing internal disorder since May 2025, a negative byproduct of its workplace and organizational restructuring

As TSMC expands its presence in Japan, Taiwan and Japan are deepening academic collaboration to address the growing demand for semiconductor talent. National Yang Ming Chiao Tung University (NYCU) and Kyushu University recently signed a memorandum of understanding (MoU) in Fukuoka to jointly advance education, research, and innovation in the semiconductor sector

Samsung Electronics has reportedly succeeded in developing its sixth-generation 10nm class DRAM, known as 1c DRAM, and is preparing for mass production despite internal tensions that nearly derailed the project