VinFast plans to invest US$500 million in expanding its manufacturing operations in India, marking the second phase of its previously announced US$2 billion commitment to the country

According to IDC's latest forecast, released on December 5, 2025, China is expected to overtake Taiwan, accounting for the world's second-largest integrated circuit (IC) design revenue starting in 2026. The shift is attributed to China's aggressive pursuit of chip demand autonomy and the rapid emergence of domestic startups focused on edge computing and AIoT markets

India is reviewing a proposal that would require smartphone makers to keep satellite-assisted location tracking permanently enabled on all devices, triggering strong pushback from Apple, Google, and Samsung over privacy risks, Reuters reported. The debate follows the government's recent reversal of a controversial order mandating a state-run cyber safety app

As geopolitical tensions between China and multiple countries intensify alongside China's aggressive expansion into overseas automotive markets, supply chain players reveal that customer demands for non-Chinese standards are becoming increasingly stringent. At the same time, more brand vendors require local production, testing suppliers' capabilities, of expanding their global footprints. Clearly, supply chain players need multiple approaches to address current challenges

Eric Schmidt, former Google CEO, has warned that China may fall behind the US in artificial intelligence (AI) development due to restricted access to funding. Speaking at a Harvard Kennedy School forum, Schmidt argued that the market currently underestimates AI's potential economic impact and dismissed notions of an AI investment bubble

India backtracks on plan for pre-installation of security app after public pushback. Global AI firms are partnering with local giants for AI data centers in India

Facing intensifying carbon-reduction pressures, traditional steelmaker POSCO Holdings has partnered with South Korean high-temperature water electrolysis firm Enforus to accelerate the domestic development of viable clean hydrogen production. Enforus aims to leverage advanced solid oxide electrolyzer cell (SOEC) technologies to meet rising market demands over the coming decade

Taiwan's auto market is heading into 2025 weighed down by a mix of political and economic uncertainties. Major carmakers have already trimmed their full-year forecasts, now expecting total sales of roughly 400,000 vehicles—well below the 450,000 units sold in 2024. Yet despite the muted outlook, suppliers in the domestic automotive chain say the next five years could mark the start of a new boom for locally manufactured vehicles, driven by an influx of new models and a renewed push for localization

China's storage industry is at a critical juncture. Surging AI workloads have fuelled a global shortage of high-bandwidth memory (HBM) and pushed storage to the forefront of the semiconductor market. Yet while overseas suppliers have filled HBM capacity through 2027, many Chinese vendors remain trapped in margin-draining price competition that limits innovation

Huawei founder Ren Zhengfei said artificial intelligence is poised to deliver the most significant industrial gains over the next three to five years, but he warned that the global supply of computing capacity may eventually exceed demand. Speaking in Shanghai, Ren also disclosed that Huawei has spent the last three years training more than 3,000 workers to support its advanced chip manufacturing operations as the company continues to navigate extensive US export restrictions

South Korea is racing to slash its more than 90% dependence on imported power semiconductors. Industry leaders warn that this reliance threatens the country's competitiveness in electric vehicles (EVs), data centers, and emerging mobility markets. Airport ground support equipment (GSE) has emerged as a strategic platform to validate and scale domestic power semiconductor technologies

Alibaba and Google have converged on a common view as the US tech giant re-engages in AI: a full-stack strategy is now the price of entry for large-model competition. Both stand among the few "super players" spanning AI chips, cloud infrastructure, foundation models, and large-scale applications

A newly released filing from China's National Intellectual Property Administration (CNIPA) shows Huawei submitted a patent in June 2022 outlining a method to achieve 2nm-class metal line patterning using only deep ultraviolet (DUV) lithography — potentially bypassing US export restrictions on advanced tools. The South China Morning Post reports the technique can create metal pitches under 21nm, a requirement typically met only with ASML's top-tier extreme ultraviolet (EUV) exposure systems, which remain off-limits to Huawei

The next stage in the artificial intelligence (AI) competition between China and the US will depend primarily on each country's ability to cultivate, attract, and retain top-tier talent rather than on a full technological separation. Despite geopolitical tensions and tighter immigration rules, both nations remain closely interconnected through the flow of skilled professionals and collaborations in AI research and development

CarUX, a subsidiary of Innolux, completed its acquisition of Japan's Pioneer and formalized the deal at a joint press conference in Tokyo on December 4, 2025. The companies stated that the integration will accelerate the development of next-generation smart mobility systems and enhance their ability to supply in-vehicle technologies to global automakers