Amid reports stating that India may limit Chinese vendors in the low-end smartphone market, Chinese investments in India may further slow despite India's reliance on China for developing the mobile phone manufacturing ecosystem.
Silan Microelectronics, a Chinese IDM specialized in power semiconductor, has announced plans to invest a total of CNY1.5 billion (US$222.2 million) to establish a 150mm wafer fabrication line for silicon carbide (SiC) MOSFET and other power devices. When completed, the facility is expected to produce 144,000 wafers per year.
After walking out of the impact of the pandemic on production, car makers in India still have to face lingering chip shortages, which may hurt the demand in the upcoming festive season.
IT service provider Wistron ITS has reported record revenue, operating profit and net profit for the first half of 2022 and it remains optimistic about the overall market demand and growth momentum despite recent speculation about layoffs in China's Internet sector. The company is intensifying its efforts to capture the market opportunities in IoV and new energy.
After weeks of ambiguity, South Korea has taken further steps toward the US-initiated "Chip 4," informing Washington its decision to join the preliminary meeting of the alliance due to be held next month.
China-based Jidu Auto is marching toward the realization of intelligent electric vehicles (EV). Baidu's car-manufacturing brand announced that it aims to deliver the first production robot car in the second half of 2023, reaching a delivery goal of 800,000 vehicles per year by 2028.
India's smartphone shipments in the latest quarter grew only slightly year-on-year amid global inflation, while MediaTek's chip share dropped to below 50% for the first time since 2020.
The Indian government is reportedly seeking ways, publicly or privately, to limit China-based vendors in the sub-INR12,000 (US$150) smartphone market in a bid to revive Indian smartphone brands.
SK IE Technology Co. (SKIET), a company under SK group and in the business of electronics materials, announced on August 5, 2022, that it has signed a deal with Vingroup to supply battery materials.
EMS provider Qisda plans to scale up the output of its plant in Hanoi, Vietnam, to mitigate production and geopolitical risks, according to company chairman Peter Chen.
On August 4, South Korea's National Advanced Strategic Industries Act officially came into force in a bid to protect and support domestic players in key sectors.
Connector maker Alltop Technology, car-use connector maker Hu Lane Associate, and precision stamping part maker China Fineblanking Technology have cut into or are poised to cut into supply chains for China-based electric vehicle (EV) vendors, according to industry sources.
Polymatech Electronics, a Tamil Nadu, India-based semiconductor manufacturer, has announced plans to set up facilities that can manufacture up to two billion chips per annum by early next year. The company will invest US$1 billion towards this, along with forward and backward integration that would see its products in various industries.
Samsung Electronics has confirmed that it is preparing for the trial production of flip-chip ball grid array (FC-BGA) in Vietnam and plans to start mass production in July 2023 at its factory in Thai Nguyen province, northern Vietnam at a meeting with Prime Minister Pham Minh Chinh in Hanoi on August 5, 2022.
US House speaker Nancy Pelosi's visit to Taiwan has heightened cross-strait tensions, but countries in Southeast Asia may also feel more geopolitical pressure from China.
As Apple continues to diversify its supply chain in Asia, Foxconn reportedly is expanding production at its plant in India and will manufacture the upcoming iPhone 14 there.
