Mitsubishi Chemical and Japan Steel Works are preparing a fresh capacity expansion in gallium nitride (GaN) substrates, aiming to capture growing demand from next-generation power semiconductors used in EVs, inverters and data center power systems.

Xiaomi Auto has unveiled a new brand aimed at long-range SUVs, a move that could broaden its appeal beyond China and intensify competition in a global electric-vehicle market still shaped by range, charging access, and family-use demand. The startup also reported another month of strong deliveries, while continuing to expand production capacity in Beijing to support growth.

For years, India's electronics manufacturing has clustered in a handful of states — mobile-phone assembly around Greater Noida in Uttar Pradesh, and a broad electronics and EMS base across Tamil Nadu and Karnataka, where the iPhone was first built in Bengaluru. India's semiconductor push is now redrawing that map, pulling the center of gravity westward to Gujarat.

China's AI model race is moving beyond parameter size, benchmark rankings and user buzz. Investors are now asking which companies can turn model spending into durable revenue, pricing power and enterprise workflows.

For most of its modern history, India's Northeast — the eight states anchored by Assam — has sat at the margins of the country's industrial economy. That is beginning to change, as a mix of federal industrial incentives, a flagship semiconductor packaging plant in Assam, and deepening ties with Japan give the region a modest but real foothold in India's electronics ambitions.

CXMT has launched a CNY29.5 billion (approx. US$4.1 billion) STAR Market IPO, giving China's top DRAM maker fresh capital to upgrade 17nm production, expand DDR5, and develop HBM for AI servers and high-performance computing.

Infineon has secured a final US import ban against Innoscience after the US International Trade Commission's May 7 ruling was upheld following the presidential review period, confirming that the Chinese GaN power semiconductor maker infringed an Infineon patent. The decision blocks the import and sale of Innoscience's infringing gallium nitride (GaN) products in the US market.

China's AI compute race is shifting to supernodes, as cloud providers and model developers seek domestic infrastructure capable of handling surging large-model training and inference demand.