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
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
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
CG Power and Industrial Solutions signed a fiscal support agreement with the India Semiconductor Mission as India strives to become a global semiconductor hub
Sharp's ex-CEO Jeng-wu Tai has taken legal actions against Foxconn and its founder Terry Gou, demanding more than NT$1 billion (approx. US$30.52 million) in remuneration from a bonus agreement. While the lawsuit is a "labor dispute," it calls attention to the important role that Sharp's Sakai Display Products (SDP) once played in Japan's LCD panel industry
Recent reports revealed that some companies are facing delays in exporting production line equipment, prompting businesses to temporarily suspend customs procedures, which leads to growing concerns across the supply chain
Despite the Chinese government's series of measures to revitalize the economy, the overall effect has been inadequate. Domestic Chinese MCU producers also present a stiff challenge to Taiwanese manufacturers. Both of these reasons slow Taiwan's MCU industry's recovery, according to industry sources
Following TikTok's ban in the US (though it was reinstated just a day later), China's RedNote (international version of Xiaohongshu) quickly gained popularity in the US, becoming the top free app on the Apple App Store. This phenomenon has caught the attention of American media amid TikTok's ongoing acquisition negotiations
