India has initiated the bidding process for its AI Mission, requiring data centers and cloud providers to form partnerships to supply AI resources, such as GPUs, to academia, startups, and government agencies at competitive prices. Reports suggest that only Indian companies will be eligible to participate in the GPU procurement and service provision process
The US-China trade war, combined with the COVID-19 pandemic and subsequent global supply chain relocations, has benefited Foxconn due to its diversified global footprint
Apple's competitive yet cooperative relationship with WeChat, the leading social media platform in China, is being closely observed as Apple, known for being quite assertive, figures out how to navigate its stance on WeChat. In particular, WeChat's Mini-Programs (or mini-apps) are at the center of the negotiations
Backed by strong support from the Chinese government and the inconsistent actions of the US, Chinese semiconductor equipment manufacturer Advanced Micro-Fabrication Equipment (AMEC) has seized the opportunity to take a bold step, directly suing the US Department of Defense (DoD) for its inclusion in a blacklist
Huawei's upcoming Mate 70 series flagship smartphone, which was previously rumored to be released in September, could be delayed until November or later. This potential delay could affect the company's performance in the Chinese smartphone market
Japanese prime minister Fumio Kishida is stepping down before the end of September 2024. Many policies from his administration require large budgets, including providing subsidies for the semiconductor industry and the GX policy. There are still questions regarding how these policies would proceed after his leave
With Intel and Wolfspeed delaying the development of facilities in Germany, TSMC will break ground on a new plant in Dresden on August 20, which is critical for Germany, according to industry sources
In recent years, business for joint venture automakers in the Chinese market is no longer smooth sailing, facing increasing challenges. As a result, many have adjusted their local operations
Huawei's new AI chip, the Ascend 910C, is reportedly set for release with performance comparable to the NVIDIA H100 GPU. While the older Ascend 910B did not pose a significant threat to Nvidia due to limited upgrades and supply capacity, industry observers believe that if the 910C can be successfully mass-produced, it could significantly impact Nvidia's performance in the Chinese market
China's Ministry of Commerce announced that it will expand its export controls to include antimony, a rare metal crucial for semiconductor materials. Beginning September 15, Chinese exporters will need government approval to ship antimony-related products abroad
L&T Semiconductor Technologies is on its way to bag IC design orders in the booming Indian semiconductor market. India's wearable shipments fell for the first time amid a lack of innovation
Following a meeting with Indian Prime Minister Narendra Modi, Foxconn's chairman, Young Liu, inaugurated a women-only residential complex for nearly 20,000 employees and announced plans to advance the company's 3+3 strategy in India
Japan-based semiconductor equipment supplier Disco plans to establish its presence in India, as India plans to build a chipmaking ecosystem amid the global diversification in semiconductors
Chinese automakers including Xpeng Inc., Geely Automobile Holdings Ltd., and Xiaomi Corp. should all report higher vehicle sales, though challenges remain as competition heats up and the European Union moves ahead with tariffs
