At the 18th SNEC International Solar Energy and Smart Energy Conference held in Shanghai on June 10, 2025, global solar enterprises gathered to discuss the industry's future. However, behind the bustling exhibition, China's solar industry is confronting its most severe structural crisis to date

Amid a delicate political backdrop, Chinese electronics manufacturers in India are cautiously expanding their footprint, balancing growing export ambitions with regulatory scrutiny and policy hurdles. While the Indian government nudges them toward local production, tight controls and unresolved tensions continue to shape their operational and investment strategies

Global silicon carbide (SiC) wafer shipments hit a record high in 2024, with China driving the surge, according to statistics from Fuji Keizai. Chinese shipments grew 81.9% year-over-year, primarily driven by the proliferation of 6-inch wafers. However, the global growth rate is expected to slow significantly to just 20% in 2025, a sharp drop attributed to intensified price competition and supply chain strain originating in China

In a strategic shift that could reshape China's domestic semiconductor landscape, Goke Microelectronics announced plans to acquire a 94.37% stake in Ningbo Semiconductor International Corporation (NSI), a specialty foundry previously controlled by Semiconductor Manufacturing International Corporation (SMIC). The deal, which involves 11 sellers including SMIC and several local investment firms, marks Goke's formal entry into the radio frequency (RF) front-end market

Vietnam is embarking on its most extensive administrative restructuring since 1945, aiming to boost efficiency and reduce public sector costs. The country's National Assembly has approved a sweeping consolidation plan that will reduce its current 63 provinces and municipalities to just 34, comprising 28 provinces and six centrally governed cities, reports AFP and VNA. The move, overwhelmingly supported with 461 votes in favor, is part of the government's broader effort to streamline bureaucracy and modernize governance structures

On June 15, the International Trade Administration (ITA) under Taiwan's Ministry of Economic Affairs has updated its Strategic High-Tech Commodities Export Control Entity List, adding 601 entities from countries including Russia, Pakistan, Iran, Myanmar, and China, effective June 10, 2025. Notable additions include Chinese companies Huawei and SMIC, among others, due to concerns over their involvement in weapons proliferation and national security risks

Vietnamese EV maker VinFast has committed to purchasing all contracted products from local supply chain partners as part of its strategy to deepen domestic integration and enhance global competitiveness, according to The Investor. The company will also support local suppliers in connecting with international firms to improve technology and build global supply chain experience

Minor progresses are seen in India's semiconductor manufacturing landscape. China's tightened export control on rare earths begins to disrupt India's EV dream

BYD is accelerating its European expansion with plans to deploy megawatt-level (MW) ultra-fast charging stations—despite intensifying scrutiny at home and industry doubts abroad. The bold initiative marks a pivotal step in the Chinese EV giant's bid to deepen its foothold in a region where charging infrastructure remains a major obstacle to mass electric vehicle adoption

The recent increase in mature process DRAM prices is expected to boost Samsung Electronics' DRAM business revenue, offsetting the sluggishness in its high bandwidth memory (HBM) business and fueling momentum for its performance in the second quarter of 2025

Tatung has reported an over 4% year-over-year rise in May 2025 revenue, thanks to significant demand for its electronic manufacturing services (EMS) from customers reacting to US tariffs, as well as stable shipments of power equipment

In late April 2025, South Korea's ZDNet Korea reported that China is moving ahead with a major overhaul of its domestic semiconductor equipment sector, aiming to consolidate more than 200 companies into roughly 10 key players. While the announcement drew international attention, industry insiders in China have long seen this as an inevitable, if largely unspoken, challenge

Following its 2024 acquisition of a local photovoltaic and energy storage project in the Philippines, ATE Energy recently secured two renewable energy bidding projects from the Philippine government, marking another milestone in advancing its presence in the country's renewable energy sector

The number of senior technical executives at Samsung Electronics' foundry division has declined sharply over the past two years, raising concerns about the company's long-term competitiveness in the global semiconductor market