Huawei unveiled its Mate 70 series in late November, and by early December, the US imposed new restrictions targeting China's semiconductor sector. Analysts speculate the high-profile release, promoted with the slogan "Strong enough to take off," may have reignited US concerns, particularly over chips produced by SMIC, now under heightened scrutiny with subsidiaries flagged for "FN5" regulation
China has unveiled countermeasures following Trump's recent announcement of a 10% tariff on Chinese imports. On December 5, the Ministry of Finance of the People's Republic of China (MOF) released a draft proposal that would grant domestic products a 20% price evaluation advantage in government procurement, creating a significant barrier for foreign competitors in the bidding market
Chinese semiconductor exports are projected to exceed CNY1 trillion (US$30.8 billion) in 2024, having already reached CNY931.17 billion in the first 10 months of the year
Despite mounting pressure for semiconductor independence, Chinese technology companies remain reluctant to fully embrace locally manufactured chips as alternatives to US-restricted components
Innolux has seen delays in mass production for FOPLP and no progress in its new LCD panel fab project in India, but company chairman Jim Hung stressed that the firm will not be deterred from forging ahead with its plans
Taiwan's Delta Electronics India has partnered with India-based ThunderPlus to improve India's EV charging infrastructure by introducing the country's first locally-made fast chargers for electric two-wheelers (E2Ws) and electric three-wheelers (E3Ws)
Chinese smartphone manufacturer OnePlus announced its intention to invest up to INR60 billion (approx. US$710 million) in India over the next three years to fend off emerging challenges, particularly from Apple, in the premium smartphone market
The South Korean government has assured that the Biden administration's latest semiconductor control measures against China, including restrictions on high bandwidth memory (HBM) exports, will have minimal impact on Samsung Electronics (Samsung) and SK Hynix. The measures are aimed at limiting the development of China's artificial intelligence (AI) industry
Sakura Internet is collaborating with NEC to develop a generative AI (GenAI) service platform, integrating NEC's "cotomi" AI technology into its offerings. To support this initiative, Sakura Internet plans to procure 10,000 Nvidia GPUs annually, highlighting the growing demand for GenAI solutions
Indium Corporation is reinforcing its engagement with India's growing semiconductor sector by enhancing its operations and fostering relationships with local partners
As India pursues its goal of establishing a robust domestic chipmaking ecosystem, Japanese companies, known for their strength in semiconductor equipment and raw materials, are turning their attention towards opportunities in India
Recent reports indicate that Hongjun Microelectronics Technology, a Chinese Arm server processor IC designer, is undergoing significant layoffs. Industry insiders suggest this may be connected to TSMC's prior decision to reduce the supply of advanced processes at 7nm and below to China, which has likely had a ripple effect on the company
Development of drones and low-Earth orbit (LEO) satellites in Taiwan has been hindered by a lack of domestically developed chips, according to industry sources
VisionPower Semiconductor Manufacturing Company (VSMC), a joint venture between Vanguard International Semiconductor (VIS) and NXP Semiconductors formed in September 2024, celebrated the groundbreaking of its new 300mm wafer manufacturing facility in Tampines, Singapore on December 4
Tsinghua Unigroup's chip subsidiary Unisoc announced plans to secure an additional CNY2 billion (US$448 million) in equity financing, following its earlier CNY4 billion (US$896 million) round. The company's total funding now stands at NT$26.8 billion
