Following ASML's report of declining net bookings and anticipated lower revenue from China, Lam Research refrained from providing updated guidance for its fiscal year. The company noted that its Chinese revenue is expected to fall and identified advanced manufacturing and packaging as its primary growth drivers

Chinese tech giant Huawei announced the official launch of HarmonyOS NEXT at a launch event on October 22. The HarmonyOS Next is the 5.0 version of Huawei's self-developed mobile operating system (OS) HarmonyOS and is the first iteration to be built independent of the Android architecture

GeChi Compound Semiconductor (GCCS), a silicon carbide (SiC) crystal growth company, held an opening ceremony for its new Zhongli plant in Taoyuan, northern Taiwan on October 23. The new facility is anticipated to achieve full production in the fourth quarter of 2024

GeChi Compound Semiconductor (GCCS), a Taiwan-based silicon carbide (SiC) crystal growth firm, forecasts that while oversupply will continue to keep SiC substrate prices at low levels in 2025, new demand from markets beyond China may emerge

India-based electronics manufacturer VVDN, known for producing servers and notebooks for global brands, is now expanding into smartphone manufacturing. The company aims to develop products for a U.S.-based brand, marking a significant expansion of its manufacturing capabilities and product offerings

While the global smartphone market continues to grapple with excess inventories, smartphone shipments in India grew by 9% compared to the same period last year. However, the industry still faces challenges related to inflation and weak demand

The demand for semiconductor talent in Japan is increasing, especially in Kyushu, where TSMC is establishing wafer fabs, and in Hokkaido, where Rapidus plans to mass-produce 2nm chips. As a result, there are more collaborations between the government, industry, and academic institutions to quickly develop the required talent

The "crisis theory" surrounding Samsung Electronics has recently garnered widespread attention across various sectors in South Korea. The predicament faced by the country's largest conglomerate not only threatens the company itself but could also impact society, industry, employment, and tax revenues as a whole nation

At the 2024 vivo Developer Conference, Vivo unveiled a new AI strategy, introducing a new 3 billion parameter terminal large model called 3B. This model enables features like call summaries, document outlines, intent understanding, and local knowledge graphs to operate effectively on terminals

Rising AI startup MiniMax has launched mobile-focused AI products, attracting major Chinese smartphone manufacturers including Oppo, Xiaomi, and Honor as clients for its foundational AI large models

Tesla has demonstrated its high-level autonomous unmanned vehicles, the Cybercab robotaxi and the Robovan passenger/cargo van, at an event. It also unveiled the Optimus robot at the same event held on October 10

The pace of conventional automakers in Europe and the US adopting automotive electronic and electrical architectures (EEA) lags behind that of emerging automakers like Tesla and Chinese manufacturers. This is heaping pressure on their tier-1 suppliers

Jensen Huang, Nvidia's CEO, is scheduled to hold the Nvidia AI Summit India from October 23 to 25, marking his second visit to the country in about 13 months. This visit aims to capitalize on India's rapidly growing AI business opportunities, especially as Nvidia faces challenges in seizing opportunities in China due to escalating US-China geopolitical tensions

The Philippines is trying to enlist Taiwanese chip giants in an effort to expand in semiconductors, a bid to catch up with its neighbors who are emerging as significant suppliers in the industry

Powerchip Semiconductor Manufacturing Corp. (PSMC) chairman Frank Huang responded on October 21 to accusations from SBI Holdings chairman Yoshitaka Kitao that the Powerchip Group lacked integrity in their joint effort to build a semiconductor plant in Japan. Kitao's comments, posted on Facebook, came after the collaboration project between the two companies fell through