Worldwide semiconductor manufacturing equipment sales rose 15% to a record US$135.1 billion in 2025 from US$117.1 billion a year earlier, driven by investment in advanced logic, memory, and AI-related capacity expansion, SEMI, the global semiconductor industry association, said
Japan is accelerating efforts to rebuild a domestic advanced semiconductor ecosystem, with Rapidus at the center of a state-backed push spanning 2nm logic, advanced packaging, and AI chip demand creation
China's push for AI self-sufficiency is lifting Hygon Information Technology from a server CPU supplier into a broader AI compute platform player. Its "CPU + DCU (Deep Computing Unit)" strategy is now taking shape, positioning the company to serve both general-purpose and AI workloads in a market racing to localise computing power
The choice of sensing architecture and the efficiency of data iteration have emerged as decisive factors in the competitiveness of advanced driver-assistance systems (ADAS) and higher-level autonomous driving. Increasingly, they shape not only technological leadership but also brand perception and sales performance
India is advancing its semiconductor ecosystem via design alliances and acquisitions, while recalibrating its China ties. IndieSemiC and Kaynes target local chip gaps despite uncertain demand, and Cyient's Kinetic deal boosts power IC capabilities. Meanwhile, security-driven supplier shifts and new export opportunities highlight India's evolving strategic and industrial positioning
