With US-China tariff tensions intensifying and global manufacturers racing to decentralize their supply chains, Southeast Asia is emerging as the new strategic hub for IC distributors. Beyond the geopolitical calculus, companies are increasingly drawn to the region's potential as a high-growth cluster for automotive electronics, IC testing and packaging, and emerging tech ecosystems
Amid rising US-China tech tensions and growing supply chain risks, China's top semiconductor companies are rapidly forming new subsidiaries to strengthen control over their supply chains and accelerate domestic self-sufficiency. Major players like SMIC, JCET, and Huawei have recently launched a wave of new ventures across chip design, fabrication, materials, and packaging. The initiative reflects a coordinated effort to build a more resilient and self-contained domestic tech ecosystem
China's annual 618 mid-year shopping festival — once a bellwether of consumer strength — wrapped up with mixed results this year, highlighting persistent weakness in domestic demand and mounting challenges for the memory and storage sectors
