China's Ministry of Industry and Information Technology, together with eight other government departments, has released the plan for "AI + Manufacturing." While framed as an industrial upgrade policy, it functions in practice as a strategically significant AI roadmap
Despite ongoing US restrictions on Huawei's access to 5G smartphone chips and Google Mobile Services (GMS), the company has re-established a strong position in China by advancing its HarmonyOS ecosystem and pushing for semiconductor component breakthroughs. In 2025, Huawei briefly returned to the top of China's quarterly smartphone sales rankings and currently remains among the market's top three vendors by share
South Korea is stepping up policy support for next-generation power semiconductors as part of a broader push to strengthen domestic chip manufacturing and reduce reliance on overseas suppliers, with local foundries accelerating the commercialization of silicon carbide (SiC) and gallium nitride (GaN) devices
Lenovo is aiming to double its business in India over the next three years, leveraging strong growth in its Motorola smartphone segment and its infrastructure and services verticals, according to company executives. Lenovo's Asia Pacific leadership highlighted domestic consumption and the "India for the world" strategy as central to the company's future expansion, with India emerging as one of Lenovo's fastest-growing markets worldwide, according to the Economic Times
TCL has risen to second place worldwide in TV shipments, trailing only Samsung Electronics, as the Chinese electronics group leverages supply chain integration and display technology development to gain share in the global TV market
India's semiconductor ambitions are beginning to extend beyond fabrication and conventional packaging into secure chip personalization and cryptographic control, as Kaynes Semicon and SEALSQ detailed the roadmap for their newly approved joint venture (JV)
On January 6, 2026, China's Ministry of Commerce (MOFCOM) announced that, to safeguard national security and interests, it would strengthen export controls on dual-use items to Japan. It also initiated an anti-dumping investigation on specialty gases exported to Japan's chip industry. This goes far beyond its previous rare earth controls, with vague definitions for military and civilian applications
Samsung Electronics is reportedly evaluating whether to source OLED display panels from China's BOE Technology Group for its flagship Galaxy S smartphone lineup, as it looks to rein in component costs while weighing legal and quality risks
Sharp ceased production at its Sakai Display Product (SDP) factory in late August 2024, ending operations at the world's only 10G LCD panel fab. Despite this closure, Sharp is pursuing plans to build a new 10.5G LCD panel manufacturing facility in India in partnership with the Adani Group, a major Indian conglomerate. The initiative reflects Sharp's continued interest in expanding its LCD panel production, though significant challenges remain
China's Ministry of Commerce announced on January 8, 2026, that it supports lawful cross-border business and international technology cooperation, emphasizing that overseas investments, technology exports, data transfers, and mergers and acquisitions must comply with applicable regulations and complete required procedures. The ministry is currently reviewing Meta Platforms' acquisition of artificial intelligence (AI) startup Manus, working with other authorities to assess whether the transaction aligns with export control rules, technology import-export governance, and outbound investment regulations
Samsung Electronics has reportedly secured KRW800 billion (US$550 million) through a low-interest loan program from the Korea Development Bank, according to sources cited by Korean media
CyberPower Systems, a Taiwanese maker of uninterruptible power supply systems, said its revenue declined modestly in December 2025 and for the full year 2025, as changes in US tariff policy and customer inventory adjustments weighed on shipments
Tai-Tech Advanced Electronics posted record revenue in December, the fourth quarter, and the full year of 2025, driven by strong AI-related demand and an initial round of price increases for ferrite bead products, the company said
Japanese semiconductor equipment maker TEL is ramping up investments to capitalize on a supercycle in memory demand driven by artificial intelligence (AI) servers. With DRAM and other memory prices expected to surge roughly 10x starting fall 2025, rapid global data center expansion is fueling explosive demand for advanced semiconductor manufacturing tools
India's backend semiconductor makers see temporary relief from material constraints linked to legacy packaging, as KLA opens a US$36 million R&D hub in Chennai to boost AI, software, and process control capabilities
