The founder of China's world-beating battery manufacturer is pressing ahead with expansion in the face of a global slowdown in electric vehicle sales growth.
Japanese manufacturers and the Japanese Ministry of Defense have been increasing cooperation and joint development. According to Nikkei, in the fiscal year 2023 (April 2023 to March 2024), the number of collaborative development projects between the Japanese Ministry of Defense (MoD) and private companies reached 30, more than doubling compared to the 14 projects in the fiscal year 2022. This increase is significantly higher than in previous years.
Japan-based Toppan Holdings has shifted the production of components for CMOS image sensor components (CIS) from Japan to China, increasing local production by 40% as Beijing seeks to strengthen its supply chains for related technologies.
Retired former TSMC R&D director Konrad Young said China's semiconductor industry will eventually become an independent ecosystem and develop its systems under the US sanctions.
Despite initial challenges, industry leaders and experts are optimistic that India is on a trajectory that aligns with developing a robust indigenous semiconductor industry.
At a recent semiconductor forum hosted by a think tank under Taiwan's National Science and Technology Council (NSTC), former TSMC R&D Director Konrad Young and various scholars from Taiwan and Japan highlighted some of the cooperation opportunities and challenges between Taiwanese and Japanese semiconductor ecosystems. As TSMC goes on to expand its presence in Japan while the Japanese chip industry simultaneously seeks to carve its own path through the Rapidus initiative, the event, held by NSTC's Research Institute for Democracy, Society and Emerging Technology (DSET) on March 22, left much for the audience to brainstorm.
With Tesla rumored to be slashing production at its Shanghai plant, sources in the Taiwan-based supply chain note that production has been delayed, but overall impact will be limited.
Tim Cook's recent trip to China underscored Apple's emphasis on the Chinese market, where iPhone sales have been reported to be below estimates since 2024.