China accounts for more than 70% of the world's primary indium output but only about 10% of finished indium phosphide substrates, leaving a gap between its strength in raw materials and the qualified wafer capacity increasingly needed for AI data-center optics.
As China enters a near-frenzied state of continuous production-capacity expansion, it is easy to see that the main driver behind these aggressive, purpose-built movements in the domestic chip-manufacturing space is rooted in a national need to maintain sovereign control over critical process nodes, where access to the surrounding supply chain has proved increasingly constrained.
Samsung Electronics commercialized fan-out panel-level packaging (FOPLP) before rivals, using the technology in mobile and wearable chips and now preparing to extend it into AI and high-performance computing. But the next phase of PLP competition may depend less on who moved first than on which rectangular panel format equipment makers, materials suppliers and OSATs ultimately build around, and activity around 310×310mm is growing in Taiwan.
SK hynix added a second customer accounting for more than 10% of revenue in the first half of 2026, while Nvidia remained outside Samsung Electronics' five largest customers, highlighting the contrast in how the two Korean memory makers are exposed to the AI accelerator leader.
India is emerging as a new battleground for South Korea's two electronics giants, with Samsung Electronics using the country as a production and supply-chain base for AI data center cooling equipment and LG Electronics investing hundreds of billions of won to build a third home appliance plant. But whether India's fast growth and huge population will translate into real earnings remains the biggest test.
India has continued to push next-generation communications infrastructure, and the Telecommunication Engineering Centre (TEC) under the Department of Telecommunications (DoT) has officially released a Provisional Generic Requirement for Wi-Fi technology in the licensed 26 GHz (n258) band, opening the door for manufacturers and telecom operators to conduct field trials in real-world environments.
Nexperia China said it has rebuilt a domestic 12-inch wafer supply chain after 330 days of overseas wafer supply disruptions, unveiling the new platform at a press conference outlining its new direction. The company said complete China-based manufacturing supply chains have now been established for metal-oxide-semiconductor field-effect transistor (MOSFET) and logic IC products.
The 2nd World Humanoid Robot Games put China's rapid advances in robotics on full display — but beyond the record-breaking sprints and human-robot sports demonstrations, the event raised a tougher question for the industry: can humanoid robots move past the highlight reel and become reliable, economically viable workers?
Nexchip Semiconductor reported higher first-half 2026 revenue as broadening demand for CMOS image sensors, power management chips and display drivers diversified its product mix, even though profit declined.
GATE 2026 is set to bring together automakers, suppliers, and technology firms in Kuala Lumpur as Southeast Asia deepens its focus on electric vehicles, smart manufacturing, and industrial upgrading. The event's scale and timing could make it a key indicator of where the region's auto supply chains are heading next.
China Resources Microelectronics (CRM) and Hangzhou Silan Microelectronics (Silan), two of China's leading integrated device manufacturers, reported strong first-half 2026 results as firmer semiconductor demand, higher utilisation and improved product mix lifted earnings.
Global demand for AI and high-performance computing (HPC) has lifted investment returns for Taiwan-listed companies in China, with Foxconn continuing to lead the pack. According to CRIF, Foxconn's total China investment returns in the first half of 2026 reached NT$117.6 billion (US$3.7 billion).
The US has informally expressed dissatisfaction with the South Korean government's KRW800 trillion (US$578.5 billion) plan to build a semiconductor cluster in the country's southwest. The complaint comes as Washington escalates its demands for South Korean investment on American soil, and reflects frustration that Seoul is throwing its weight behind domestic chip projects while moving slowly on commitments in the US.
Kaynes Technology India and BOSGAME have signed a strategic memorandum of understanding to support BOSGAME's entry and expansion in India. The deal highlights how global hardware brands are increasingly looking to India for design, manufacturing, and customer support as the country's electronics ecosystem matures.
OmniVision Group reported a sharp drop in first-half 2026 profit as weakness in consumer electronics and automotive electronics weighed on its core image sensor business, even as machine vision, robotics and edge AI emerged as faster-growing sources of revenue.
