LG Innotek is seeking to enter Tesla's AI semiconductor supply chain by targeting ABF-based FC-BGA substrate orders for the automaker's AI4 chips, intensifying its competition with Samsung Electro-Mechanics (Semco) across both autonomous driving and humanoid robotics hardware

Unitree Robotics has launched what it calls the world's first humanoid robot motion App Store, allowing users to download and install robot skills in a manner similar to smartphone apps

Gigabyte Technology subsidiary Giga Computing is expanding aggressively in South Korea, positioning itself to benefit from a surge in demand for AI servers driven by the country's sovereign AI ambitions and accelerating enterprise adoption of artificial intelligence (AI)

India is advancing its electronics and semiconductor manufacturing strategy through new approvals for semiconductor and Mini/Micro LED projects, while companies including Tata Electronics and Yotta Data Services expand investments tied to chips, AI infrastructure, and data centers. The developments reflect India's broader push to become a larger global sourcing base for semiconductors, displays, automotive electronics, and AI-related manufacturing amid ongoing supply chain diversification

Global power semiconductor suppliers are entering a new upcycle marked by tightening supply, rising prices, and intensifying technology competition, fueled by accelerating investment in AI infrastructure and electric vehicles

The LCD TV panel inventory replenishment cycle is nearing its end, but LCD monitor panel prices are expected to extend gains in May as production cuts and line closures in Taiwan and South Korea continue to tighten industry supply

Samsung Electronics is facing mounting pressure from workers seeking a larger share of the AI-driven semiconductor boom, as unions threaten an 18-day walkout and the dispute puts renewed scrutiny on the company's decades-old performance-pay system