China's advancements in manufacturing and technology have posed a threat to the US, leading it to adopt strategies that utilize trade wars and technological conflicts to contain China's development. It is unlikely that the US can completely decouple from China's industrial chain, economy, and trade, nor can Taiwan's economy be expected to fully disengage from China

Huawei hosted the Huawei China Partner Conference 2025 at the Shenzhen Convention and Exhibition Center, bringing together industry leaders and business partners under the theme "Born out of aggregation, wisdom at work." During his keynote speech, Tao Wang, Huawei's Executive Director, and Chairman of the ICT Infrastructure Managing Board, highlighted the company's solid 2024 performance

Japanese telecom giant NTT intends to invest US$1.5 billion in India from 2025 to 2027, aiming to expand its data center capacity by about 2.4 times. This investment will also facilitate the rollout of NTT's Innovative Optical and Wireless Network (IOWN) to meet the rising demand for digitalization and AI driven by India's economic growth

The Malaysian government recently announced a technology licensing agreement worth US$250 million with silicon intellectual property (IP) powerhouse Arm. The deal aims to assist the development of IC design in Malaysia. While the government is pinning hopes on the agreement, local companies have urged officials to release details as soon as possible. They point out that Malaysia faces significant challenges in the global semiconductor race

Huawei introduced the Pura X, a uniquely designed clamshell-style foldable smartphone, at its Pura Pioneer Celebration and Harmony Intelligent Mobility Product Launch on March 20, 2025. Ahead of the event, Richard Yu, Huawei's Executive Director and CEO of the Consumer Business Group, hinted at a "groundbreaking new product.

Oracle has announced a partnership with Singapore's Ministry of Defence (MINDEF) to deliver independent cloud and AI services, marking its first such collaboration in Southeast Asia. The initiative aims to enhance MINDEF's intelligence analysis and decision-making capabilities amidst increasing cyber threats in the region, according to Reuters and Oracle's press release

South Korean IC design house LX Semicon saw more than 50% of its 2024 revenue come from the Chinese market because of increased shipments to panel maker BOE Technology

Chinese electric vehicle (EV) startup Neta Auto has commenced the dissolution of its R&D staff at its Shanghai headquarters, according to industry rumors in China

The consequences of the US BIS whitelist transfer have led to a surge in orders from China-based IC design firms, which will enhance the sales performance of associated Taiwan-based OSATs beginning in the second quarter, according to industry sources

The Japanese government has established a Space Strategy Fund (SSF) to subsidize research and development in space technology, aiming to secure a foothold in the emerging new space industry. On March 11, Japan's Ministry of Education, Culture, Sports, Science and Technology (MEXT) proposed a draft for the SSF's second phase, with pending proposals expected from the Ministry of Internal Affairs and Communications (MIC) and Ministry of Economy, Trade and Industry (METI)

On March 17, 2025, China's leading EDA software company, Empyrean Technology, announced plans to acquire a majority stake in Shanghai-based Xpeedic Technology, a provider of EDA and system-in-package (SiP) design solutions. The deal, structured through a mix of stock issuance and cash payment, signals a major consolidation move in China's EDA sector

Huawei Technologies is strengthening its independence in personal computing, accelerating chip development to reduce reliance on US hardware and software. The company's latest PC processor, Kirin X90, has received China's Level 2 national certification for security reliability, a key step in establishing a domestic alternative to Intel and Microsoft

Samsung Electronics' fifth-generation HBM3E received satisfactory scores during Nvidia's recent audit and is expected to pass Nvidia's quality certification as early as June, according to South Korean media outlet Alphabiz, quoting industry insiders

With US President Donald Trump's tariffs reshaping the auto industry, Japanese carmakers are taking a low-profile yet strategic approach—expanding investments in the US market. However, tariffs complicate cross-border supply chains, and setting up new manufacturing facilities is a slow-moving solution

German semiconductor company Infineon Technologies is planning to double its workforce in India to 5,000 employees by 2030, with a significant emphasis on R&D. Currently, the company employs 2,500 individuals in India, primarily focused on innovation within R&D