Tata Electronics has reportedly agreed to acquire a majority stake in Pegatron's iPhone manufacturing facility in India. This move is part of Apple's suppliers' efforts to prepare for potential changes in the global supply chain following Donald Trump's win in the US presidential election. Concerns about possible disruptions have led companies to strategically adjust their operations to mitigate any negative effects
Smartphone vendors in India recorded a 5.6% shipment growth in the third quarter of 2024, with the iPhone reaching a record shipment of four million units. However, overall smartphone shipments in India are expected to experience only limited growth throughout 2024
Despite existing incentives for local IT hardware production, India is reportedly planning to introduce stricter policies requiring PC and notebook manufacturers to reduce imports and increase domestic manufacturing
Rapidus, a semiconductor manufacturer aiming to mass-produce 2-nanometer chips in Japan, is set to install extreme ultraviolet (EUV) lithography machines at its under-construction factory. The equipment is expected to arrive at New Chitose Airport in Hokkaido by mid-December 2024, with shipments being transported in multiple batches via large cargo planes
Silicon carbide (SiC) substrate prices are witnessing unprecedented declines in 2024, marking a dramatic shift in the power semiconductor materials sector. Following a period of sustained high demand and tight supply, the market now grapples with oversupply as Chinese manufacturers significantly expand production capacity. Industry leaders Tianyu and San'an have ramped up output this year, triggering a price war that has pushed prices below production costs and disrupted the global supply chain
China's semiconductor industry has ironically labeled Donald Trump as its "unexpected ally." Since 2018, his trade and tech wars have catalyzed major shifts in the sector. Now, with a second Trump presidency on the horizon, the industry weighs the complex impacts of his sanctions
The anticipated return of Donald Trump to the White House could prove pivotal for Tesla's strategy in energy and advanced self-driving technology, as the integration of AI into advanced autonomous driving is expected to significantly enhance the affordable battery electric vehicles (BEVs) market
South Korea's semiconductor sector anticipates that Donald Trump's presidential victory could intensify restrictions on China's high-tech industries, particularly affecting the semiconductor sector. This development may force strategic adjustments from South Korean semiconductor leaders Samsung Electronics and SK Hynix, as they consider gradually reducing their operational presence in China to align with new US-China trade policies
Samsung Electronics is reportedly finalizing investment plans for the first production line at its Pyeongtaek Plant 4 (P4) facility in South Korea, rebranding it to focus on mass-producing advanced NAND flash and DRAM. Samsung has also announced plans to build South Korea's largest and most advanced semiconductor packaging facility in Cheonan, South Chungcheong Province
US President-elect Donald Trump's policies tend to prioritize "America First" and "Made in America," with the objective of protecting domestic industrie
Samsung Electronics and its labor union have reached a tentative wage agreement for 2023 and 2024 after 10 months of negotiations. The agreement still requires approval through an internal union vote, while negotiations for 2025 wages remain pending
Topco Scientific, a Taiwan-based semiconductor materials supplier, remains confident in achieving its 2024 revenue targets, bolstered by increasing demand from China's foundry sector
In a milestone achievement for Xiaomi's automotive division, the company's 100,000th SU7 electric vehicle rolled off the production line on November 13. CEO Jun Lei commemorated the occasion by sharing a photo of himself resting on the factory floor, celebrating the achievement with Xiaomi's community
Japanese silicon wafer manufacturer Sumco has noted the robust demand for AI. However, demand for personal computers and smartphones has bottomed out, and the consumer, industrial, and automotive sectors continue to show limited strength, slowing the broader recovery in the silicon wafer market
Three Chinese solar companies were found to have evaded taxes on approximately INR220 billion (US$2.64 billion) of profits earned from INR450 billion worth of solar product sales in India over the past decade
