Navitas Semiconductor is expanding its portfolio beyond consumer chargers to include advanced power solutions for solar inverters, motor drives, and AI data centers, Senior Field Applications Engineering Manager Rome Luo said. Speaking at SEMI-e 2025, Luo noted that the company has shipped over 300 million gallium nitride (GaN) devices, achieving high yields and very low failure rates in the field

India's push to establish itself as a semiconductor hub is beginning to yield results in the back-end packaging segment, with Suchi Semicon moving from presentation slides to actual shipments in less than a year

At the packed China International Optoelectronic Exposition (CIOE) held at the Shenzhen World Exhibition & Convention Center, Taiwan's OtO Photonics stood out for its specialized focus on spectrometers. With over 3,800 exhibitors in attendance, OtO has carved out a leading role in the industry

XPeng Aeroht, the flying car subsidiary of XPeng Motors, is accelerating its global expansion with plans for a debut overseas eVTOL test flight in Dubai in October 2025. Pending successful trials, the company expects to deliver flying cars to European customers by the second half of 2026, positioning itself among China's most ambitious players in urban air mobility

Talent has long been the defining currency in the global semiconductor race. For decades, Chinese-born engineers with deep overseas experience drove China's rapid catch-up, fueling its chip ambitions through a steady flow of returning expertise

SK Hynix, a key supplier of HBM to Nvidia and other global clients, is reportedly scaling back its aggressive investment plans in thermo-compression bonders (TCB), equipment crucial for HBM production. Industry watchers say this shift could reshape the competitive landscape for suppliers such as Hanmi Semiconductor, even as the broader market for bonding equipment is set for strong growth in the coming years

Micron Technology is reportedly deepening its ties with the Trump administration to secure a stronger foothold in the global semiconductor market. According to South Korean media, this move could intensify competitive pressure on non-US rivals such as Samsung Electronics and SK Hynix

South Korea's chipmakers are raising red flags as China accelerates in equipment, materials, components, and AI semiconductors. Analysts warn Beijing is no longer just closing the gap but could soon pull ahead, threatening South Korea's long-standing leadership in the global chip race

The South Korean government is accelerating the development of its hydrogen economy, focusing on three key policy directions: demand market expansion, supply planning, and infrastructure support. The goal is to become a global leader in the hydrogen economy by 2030, capturing emerging market opportunities

Malaysia is emerging as a key beneficiary of the intensifying US-China technology rivalry, attracting billions in foreign investment as it seeks to cement its role as a critical player in the global semiconductor supply chain. Through a combination of targeted policies and fiscal incentives, Kuala Lumpur is positioning itself as what officials call the "indispensable middle" of the industry

Alibaba Group has announced plans to raise US$3.17 billion through zero-coupon convertible bonds, the largest transaction of its kind this year. The funds will primarily support the expansion and technological upgrade of Alibaba's cloud infrastructure, with a portion allocated to international market growth

Chinese wind turbine manufacturers are stepping up their presence in India's wind power sector, but government measures aimed at strengthening domestic players are set to raise costs and complicate operations

Senior Indian semiconductor officials said on September 11, 2025, that Foxconn remains "completely upbeat" about its expansion plans in India despite being forced to send Chinese workers back to China earlier this year, describing the disruption as manageable amid ongoing geopolitical tensions

China's drive for technology self-sufficiency is transforming the communications supply chain. Shenzhen-based Lightstar Technology expects localization of advanced optical passive components to reach record levels within the next five to ten years, with imports of specialty materials giving way to domestically produced alternatives as Beijing's push for homegrown innovation accelerates