Chinese wind turbine manufacturers are stepping up their presence in India's wind power sector, but government measures aimed at strengthening domestic players are set to raise costs and complicate operations

Senior Indian semiconductor officials said on September 11, 2025, that Foxconn remains "completely upbeat" about its expansion plans in India despite being forced to send Chinese workers back to China earlier this year, describing the disruption as manageable amid ongoing geopolitical tensions

China's drive for technology self-sufficiency is transforming the communications supply chain. Shenzhen-based Lightstar Technology expects localization of advanced optical passive components to reach record levels within the next five to ten years, with imports of specialty materials giving way to domestically produced alternatives as Beijing's push for homegrown innovation accelerates

In an effort to secure rare earth supplies outside China, the Indian government is reportedly engaging with Myanmar's non-state armed group, the Kachin Independence Army (KIA), to obtain rare earth samples

Samsung Electronics' new tri-fold smartphone has received Korea Certification (KC) approval, signaling that its launch is imminent. Building on the strong sales momentum of the Galaxy Z Fold6 and Flip6, Samsung aims to reinforce its leadership in foldable devices with this innovative tri-fold design

Japanese chip testing equipment giant Advantest has overtaken Tokyo Electron (TEL) in market capitalization for the first time in nearly two decades, signaling a shift in the balance of power within semiconductor equipment manufacturing. The rise underscores how artificial intelligence (AI) is transforming demand across the supply chain, with back-end testing equipment emerging as a key beneficiary

On September 6th, 2025, LG Energy Solution (LGES) faced a sudden raid by US national security and immigration authorities at its battery production base in the US. The joint venture battery plant between Hyundai Motor and LGES (HL-GA) in Georgia was forced to halt construction. This incident not only disrupted progress at that facility but also sparked concerns among other South Korean companies and foreign businesses, with ripple effects spreading across the country

By September 2025, half-year earnings reports from 10 Chinese memory firms are in. Nine posted revenue growth, underscoring solid top-line momentum. Profitability, however, diverged sharply: companies could generate sales but struggled to convert them into lasting profits

The rising demand for AI servers and high-end GPUs has fueled growth in large-size 2.5D interposers, and Hanmi Semiconductor is moving quickly to capture this opportunity. At SEMICON Taiwan 2025, the South Korean company debuted its "2.5D big-die TC/FC bonder," designed for AI chips and capable of packaging interposers up to 120mm x 120mm—over six times larger than conventional semiconductor sizes

Hiwin Technologies is strengthening its presence across major global markets, including China, Japan, South Korea, Singapore, Europe, Israel, Russia, and the US. This broad expansion seeks to position the company closer to its key customers in the semiconductor and robotics sectors, particularly emphasizing China's emerging "low-altitude economy" as a strategic area

China is accelerating its drive for homegrown AI semiconductors. JPMorgan forecasts Huawei will ship 600,000–650,000 AI chips in 2025, while Cambricon Technologies is on track to supply 125,000–150,000 units

TSMC's plant in Kumamoto, Japan, is fueling deeper investment ties between Kyushu and Taiwan. On September 10, 15 semiconductor suppliers from Fukuoka and Kumamoto exhibited at SEMICON Taiwan, promoting technologies ranging from silicon wafer recycling to advanced resin materials

Chinese regulators have launched a three-month campaign to curb false marketing and online misconduct in the automotive sector, the latest move to rein in unhealthy competition in the world's largest electric vehicle (EV) market

The Indian government is pushing ahead with its national green hydrogen initiative, aiming to meet nearly 10% of the world's renewable hydrogen demand and position itself as a major exporter. Power and Renewable Energy Minister Shripad Naik said that 19 companies have been authorized to produce an annual capacity of 862,000 tons of hydrogen, while 15 firms have been allocated 3,000MW of electrolyzer manufacturing capacity, according to Nikkei