China's largest cloud and internet companies are implementing backup supply chain strategies as bilateral trade uncertainties continue. Baidu Inc., Alibaba, Tencent and Huawei have developed contingency plans with domestic memory module manufacturers, beginning gradual localization in early 2025

European financial securities firm UBS recently released a report indicating that Samsung Electronics' anticipated 12-layer HBM3E, originally expected by June 2025, may not be ready to supply Nvidia until the fourth quarter of 2025

As a new round of China–US trade talks took place in London, the United States held firm on restrictions targeting China's access to advanced artificial intelligence (AI) chips, with Nvidia products remaining on the export control list

According to the Economic Times, citing an official statement, Japanese chipmaker Renesas has clarified that ongoing issues with Wolfspeed will have no impact on its OSAT joint venture project in India. "The situation involving Wolfspeed will have no impact on the OSAT project, including production, operations, or the relationship between Renesas and CG Power," adding that it does not plan to produce silicon carbide (SiC) devices under the OSAT collaboration

US-China trade talks resumed in London on June 10, extending a new bilateral economic and trade consultation mechanism launched with more than six hours of discussions the day before. While no deal was reached, both sides signaled cautious optimism

The Indian government has amended Special Economic Zone (SEZ) rules to support semiconductor and electronics component manufacturing, reducing the minimum land requirement from 50 hectares to 10 hectares for SEZs dedicated to these sectors. The changes, notified on June 3, 2025, also relax conditions on encumbrance-free land, allowing mortgaged or leased land held by government agencies to be used for SEZ purposes

Ampoc, a distributor of PCB wet process equipment and semiconductor materials, announced that in response to the growing global demand for high-end materials in advanced semiconductor processes, it will collaborate with South Korean semiconductor material manufacturer DCT Material to establish a joint venture company in Taiwan by the end of 2025. This partnership aims to introduce advanced process material technologies with mass production experience into Taiwan, further strengthening product deployment in the Asian market and providing localized services to key semiconductor customers

Following reports that TSMC is considering establishing a semiconductor wafer fab in the Middle East, some observers suggest that Samsung Electronics may also seek opportunities to expand its overseas footprint. Whether Samsung will consider setting up a plant in the Middle East could hinge on securing artificial intelligence (AI) chip orders

South Korean internet giant Naver and US streaming powerhouse Netflix are exploring deeper ties, following the success of their joint initiatives in South Korea. In a recent high-level meeting at Netflix's Los Angeles headquarters, executives from both companies discussed expanding their collaboration across global markets

India has laid out a bold US$21 billion blueprint to become a global semiconductor manufacturing hub, securing investment pledges from domestic conglomerates and international giants

Huawei will debut its flagship Pura 80 series on June 11, 2025, with sales starting June 14. The highlight is the premium Pura 80 Ultra, equipped with a new 1-inch CMOS image sensor (CIS) from China's SmartSens Technology, marking Huawei's first use of a domestically developed CIS in a high-end device

China's rare earth export controls are disrupting auto production across Europe, the US, and Japan, with forced shutdowns already rippling through supply chains. Industry sources believe Beijing aims to pressure Europe to ease restrictions on Chinese EV imports and nudge Washington into more pragmatic tariff negotiations. However, the escalating curbs are instead accelerating Western efforts to cut reliance on China for critical raw materials

Kioxia, Japan's leading NAND flash memory manufacturer, is preparing for an aggressive expansion. The company has announced a bold plan to double its memory production capacity by fiscal year 2029, with a focus on increasing output to meet growing demand from sectors like artificial intelligence

Andrew Hou, chairman of Acerpure, highlighted plans to expand into more country markets and broaden product lines from small appliances to major home appliances. Despite global economic uncertainties, Acerpure is focusing on emerging markets such as Southeast Asia. President Stanley Kao stated that Acerpure's brand operations are expected to maintain exponential growth momentum through 2025

Taiwan's semiconductor equipment industry made a strong impression at this year's SEMICON Southeast Asia, as the Innovative Technology and Product Launch, jointly organized by the Precision Machinery Research & Development Center (PMC) and the Taiwan Electronic Equipment Industry Association (TEEIA), concluded with record-setting results