South Korea's Chosun Daily reported on September 1, 2025, that Nvidia CEO Jensen Huang is set to attend the Asia-Pacific Economic Cooperation (APEC) summit in Gyeongju in October 2025

China's smartphone shipments fell nearly 4% in the first half of 2025 compared to the same period in 2024, despite government initiatives aimed at stimulating demand through purchase subsidies for ICT terminal products. The attempt to boost sales has struggled against extended replacement cycles and widespread market penetration

Ant Group has taken a minority stake in InnoStar Semiconductor (Shanghai) Co., a rising Chinese memory chipmaker, highlighting Beijing's drive for semiconductor self-sufficiency as US export restrictions intensify

South Korean manufacturers Samsung Electronics and LG Electronics continue to dominate India's television market, consolidating their positions as leading players in one of the world's fastest-growing consumer electronics segments

Physical AI has become a key focus in the manufacturing and IT industries, as AI applications extend from online environments into the physical world, leading companies to begin deploying robots in real-world settings through significant improvements in training efficiency. However, considerable challenges remain in achieving high precision in applications such as autonomous driving

Taiwan's GCCS has become a preferred third-party supplier for global semiconductor and EV giants amid China's SiC substrate price wars. Chairman Chung-Chieh Chang expects long-term supply contracts starting in the second half of 2026 to drive revenue growth and profitability

MicroLED is regarded as the next-generation display technology, with Taiwan leading global development due to strong semiconductor and display integration, plus government support. Despite high costs slowing mass adoption, microLED's role in advanced chip packaging co-packaged optics (CPO) creates fresh applications beyond displays

Semiconductor and electronics supply chains are undergoing a major transformation, driven by the rapid growth of artificial intelligence (AI), changing market leadership, and global supply chain relocation, according to DIGITIMES

China's SenseTime is starting to reap the benefits of its "1+X" business strategy, CEO Xu Li said. The Hong Kong-based AI firm halved its adjusted net loss in the first half of 2025 compared with a year earlier and expects the pace of improvement to quicken in the second half. Xu added that divesting certain non-core businesses from the balance sheet could push the company into profitability immediately

Tokyo Electron has announced plans to open new offices in India to support the country's growing chip industry. According to ANI and the Economic Times, senior executives at Tokyo Electron, including SVP Fumihiko Kaminaga and EVP Takeshi Okubo, said the company will open a main office in Bengaluru, with additional stations in Ahmedabad and Dholera, Gujarat

Surging demand for AI, large language models (LLMS), and high-performance computing is propelling co-packaged optics (CPO) into the spotlight of the semiconductor industry. The technology integrates optical engines with switch chips to reduce power consumption and expand bandwidth, positioning it as a core enabler for next-generation data centers and AI servers

Nvidia CEO Jensen Huang's lobbying efforts for the H20 GPU and the company's upcoming Blackwell-based custom chips have drawn wide attention. But in China's GPU market, Nvidia and AMD continue to dominate thanks to their technology edge and software ecosystems, while local vendors are still struggling with four persistent weaknesses

South Korea's semiconductor push into India is being spearheaded by major players such as Samsung Electronics, while smaller firms have shown limited investment despite growing interest

Tesla's long-awaited entry into India has been marked by disappointing sales, raising questions about the electric vehicle maker's strategy in one of the world's fastest-growing auto markets