The Indian government launched an incentive scheme to encourage local production of PCs and notebooks. However, most beneficiaries under the scheme are reportedly struggling to receive orders from PC brands

Kioxia, a Japanese NAND flash manufacturer, forecasts a 2.7-fold increase in NAND memory demand by 2028, driven by AI, which is expected to impact SSD prices significantly. The company's new K2 plant will begin mass production of its latest NAND products in autumn 2025, aiming to capitalize on AI-driven demand

The China Association of Automobile Manufacturers (CAAM) announced the recipients of China's "Auto Privacy Protection" mark during the 2024 China Automotive Software Conference, recognizing Tesla as the sole foreign automaker among the first batch of companies to receive this certification

CETC Chips Technology has disclosed that its BeiDou Navigation Satellite System (DBS) SoCs have been adopted by China's top-5 handset vendors for multiple midrange to high-end smartphone models

According to sources at IC design houses, China's subsidies aimed at boosting replacement demand have managed to generate short lead-time orders for household appliance applications

If US President-Elect Donald Trump follows through on his pledge to impose 60% tariffs on Chinese exports, the consequences could amplify existing strains in China's fragile economy. This looming shift has sparked concern among Taiwanese businesses, prompting the government to take preemptive measures

Gudeng Precision, a key player in the semiconductor foundry supply chain, reported an October 2024 consolidated revenue of NT$389 million (approx. US$12.16 million). Cumulative revenue for the first ten months reached NT$5.458 billion, marking a 28% year-over-year growth and exceeding 2023's full-year total

With Donald Trump's re-election, speculation is building over a potential 60% tariff on Chinese exports to the US, a move that analysts warn could further destabilize China's fragile economy. Officials report that economic pressures have already reduced foreign investment in China. Should these targeted tariffs take effect, some Taiwan-affiliated companies may relocate or even cease operations, leading to factory closures and workforce reductions

According to Nikkei, Rohm's performance for the first half of fiscal year 2024 (April to September 2024) has significantly underperformed expectations, resulting in a loss. A key factor behind this downturn is weak demand for automotive power semiconductors, driven by unfavorable conditions among its automotive clients

South Korean media TheElec reports, citing Sigmaintell data, that OLED TV panel shipments are set to reach 6.48 million units in 2024, representing a 22% increase from the 5.3 million units in 2023. This growth comes as OLED's market penetration is expected to edge up by 0.4 pp to 2.6%, from 2.2% last year, even as LCD panel shipments remain steady at 230 million units

On November 11, 2024, TSMC reportedly suspended its sub-7nm process services to China's AI and GPU chipmakers following the Huawei "chip controversy," triggering widespread industry impacts and potential order transfers. The company has already issued notifications to affected clients regarding the cessation

Tessolve, an India-based semiconductor engineering firm owned by Hero, the world's largest two-wheeler brand, has acquired German-based IC design house Dream Chip Technologies. This acquisition marks a significant step in India's efforts to expand its in-house semiconductor capabilities in both design and production

Chinese media reports that TSMC has formally notified its Chinese AI chip customers via email that, starting November 11 — known as Singles' Day in China — it will cease supplying advanced 7nm and below process technology to Chinese AI and GPU clients

The US presidential election results are expected to accelerate global supply chain relocation, benefiting India. India-based Sahasra Semiconductor is stepping up the talent hunt for its semiconductor business

During a visit to India, a senior Singapore government official confirmed ongoing discussions with India's Tata Group regarding semiconductor development cooperation. This initiative aligns with India's broader strategy to forge international partnerships to strengthen its semiconductor ecosystem