Taiwan-based optical lens maker Zhong Yang Technology is benefiting from redirected orders from Europe and the US as customers seek alternatives to China-made components, a shift the company expects to drive sharp growth in its drone lens business through 2027.
South Korea is moving to reinforce its semiconductor materials and components ecosystem as chipmakers accelerate capacity expansion and the government increases financial support for suppliers.
Beijing's decision to sharply cut approval rates for Indian business travelers is exposing a structural weakness in India's push to scale up electronics manufacturing: the country still cannot get enough Chinese equipment, components, and technical staff into its factories without China's cooperation.
