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Thursday 24 April 2025
Samsung reportedly eyes India electronics production shift as US tariffs hit Vietnam
The US has imposed retaliatory tariffs on imports from China and Vietnam at rates of 125% and 46%, respectively. This has disrupted the supply chain strategies of major electronics manufacturers like Samsung Electronics, which has substantial production facilities in both countries. As a result, Samsung is reportedly considering shifting some of its smartphone manufacturing from Vietnam to India, following similar moves by other tech giants like Alphabet
Thursday 24 April 2025
China's critical metal curbs chokes global supply; sends Europe and North America scrambling

In a bold escalation of its ongoing trade dispute with Washington, China has dramatically tightened its grip on the global supply of critical metals—imposing fresh export restrictions on rare earth elements and slashing shipments of gallium, germanium, and antimony, materials essential to technologies ranging from semiconductors to defense systems

Thursday 24 April 2025
Taiwanese businesses may trigger new wave of factory sales amidst Chinese-origin tariffs
KPMG's recent seminar highlighted that US tariffs primarily target Chinese products. Even Chinese-funded factories in Southeast Asia are under US scrutiny, suggesting a long-term trend of heightened trade restrictions. Experts advised Taiwanese manufacturers to avoid establishing plants in countries aligned with China
Thursday 24 April 2025
Sharp sells semiconductor subsidiary to Foxconn, pivots to asset-light strategy
Sharp announced on April 23, 2025 that it plans to sell its subsidiary, Sharp Fukuyama Laser (SFL), to Hon Hai Technology's (Foxconn's) investment arm. The deal is valued at JPY15.5 billion (US$109.62 million)
Thursday 24 April 2025
Tesla eyes India entry but timeline remains unclear amid tariff hurdles and policy talks
Tesla is actively exploring entering the burgeoning Indian automotive market, but significant hurdles remain, primarily due to the country's steep tariff structure. During a recent earnings call, Tesla CFO Vaibhav Taneja addressed a question regarding geographic expansion, specifically mentioning India as a key target for a potential launch in the coming years
Thursday 24 April 2025
China's chipmakers go on the offensive: R&D blitz to break the US tech siege
Amid mounting US sanctions and export curbs, China's semiconductor sector is ramping up research and development efforts to fortify domestic supply chains, accelerate progress in advanced equipment, and reduce reliance on foreign technologies
Thursday 24 April 2025
China jumpstarts humanoid robot production with EV sector support
Fueled by the AI boom and China's tech self-sufficiency agenda, the country's humanoid robot industry is scaling rapidly. A growing wave of returnees from firms like Tesla and OpenAI are launching robotics startups in China, intensifying market competition
Thursday 24 April 2025
CATL to mass-produce first sodium-ion battery by year-end
At its April 21 Tech Day in Shanghai, CATL unveiled two major innovations poised to accelerate the EV transition past internal combustion engines. Highlights included the debut of CATL's second-generation Shenxing ultra-fast charging battery, outperforming BYD's Super e-Platform, and a strategic push to mass-produce sodium-ion batteries. These two technologies extend CATL's lead over BYD while positioning sodium-ion batteries as a safer, more affordable challenger to lithium's dominance in the EV supply chain
Thursday 24 April 2025
BYD to disrupt Japan's mini EV market with 2026 launch
Chinese EV maker BYD plans to enter Japan's insular kei (mini) car market by developing a vehicle specifically designed to meet the country's unique light vehicle standards, with a launch expected in 2026
Thursday 24 April 2025
XPeng has no timetable to enter India despite global expansion push
According to Economic Times, XPeng vice chairman and president Brian Gu has acknowledged India's promising potential in the EV sector while cautioning that the market remains complex and challenging, adding that the company is closely monitoring India but has yet to set a timeline for entry
Wednesday 23 April 2025
India ramps up notebook manufacturing as global brands shift in response to rising tariffs on Chinese exports
India's INR170 billion (approx. US$2 billion) Production Linked Incentive (PLI) scheme for IT hardware appears to be gathering pace as global notebook brands increasingly partner with Indian contract manufacturers to localize production as companies like Asus, MSI, HP, Lenovo, and Acer are now tapping into India's growing electronics ecosystem to scale operations and meet localization norms
Wednesday 23 April 2025
China's export control expands to South Korea, further escalating trade retaliation against US
China has expanded its export controls on rare earth minerals and magnets, intensifying its trade retaliation against the United States and threatening to disrupt key industries. The new restrictions affect seven rare earth elements and specialized magnets used in electric vehicles, wind turbines, and military aircraft—resources on which the US remains heavily dependent
Wednesday 23 April 2025
Ericsson partners with VVDN to fully localize antenna production in India
Ericsson Antenna System (EAS) is expanding its manufacturing operations in India, aiming to localize 100% of its passive antenna production for the Indian market by June 2025. The initiative is part of the company's broader supply chain strategy and aligns with India's ongoing 5G rollout
Wednesday 23 April 2025
South Korean AI chip commercialization imminent as FuriosaAI's NPU expected to supply LG by year-end
LG Group is collaborating with FuriosaAI to develop its proprietary AI model Exaone and is testing it using the Renegade chip. According to ET News, Renegade demonstrated meaningful outcomes during LG AI Research's performance assessments, increasing the likelihood of supply
Wednesday 23 April 2025
LG Innotek unveils 'Dream Factory' to pioneer PC CPU ABF substrates and target server market expansion

LG Innotek inaugurated a new semiconductor substrate production facility on April 17 in Gumi, North Gyeongsang Province, South Korea. Named the "Dream Factory," the facility is focused on producing Flip Chip Ball Grid Array (FC-BGA) substrates, a key component for connecting semiconductor chips to mainboards. These high-density substrates are indispensable for high-performance computing, artificial intelligence, servers, and autonomous vehicles, all sectors poised for robust growth

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Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES