As the world adjusts to the evolving landscape of Trump 2.0's new policies, the global manufacturing sector finds itself at the precipice of another significant restructuring. While the turbulence of both the Trump 1.0 and Biden administrations over the past eight years left a lasting impact, the latest wave of policy changes still reverberated through component suppliers. With market share expansion in China remaining a priority, some smaller companies have already begun quietly repositioning their assets in response to shifting dynamics

As AI rapidly advances, the demand for skilled professionals has surged in China, especially in generative AI, large models, data centers, and humanoid robots. Competition for talent is fierce, with major companies like Xiaomi, ByteDance, and Alibaba offering annual salaries often surpassing CNY1 million (US$137,830) to recruit top AI experts for their R&D teams

Dixon Technologies, India's largest electronics manufacturing services (EMS) provider, is pushing to build a US$3 billion display fabrication unit, contingent on government support through the India Semiconductor Mission 2.0 (ISM 2.0)

Nissan has dismissed speculation that it plans to shut down its factory in Thailand, reaffirming the country's role as a key manufacturing hub in the Association of Southeast Asian Nations (ASEAN). The company also expressed its commitment to supporting the Thailand government's transitioning projects to electric vehicles (EVs)

India-based OSAT Kaynes Semicon is securing customers in its foray into the semiconductor business. Tesla steps up entry in India but faced criticism over its potential local manufacturing prospect

As AI applications advance, the demand for high-performance and energy-efficient memory is growing across on-device AI, high-performance computing (HPC), and data centers. In response, Samsung Electronics (Samsung) plans to introduce low power wide I/O (LPW) DRAM in 2028, a next-generation memory technology designed to enhance on-device AI performance and solidify its leadership in the mobile memory sector

Chinese President Xi Jinping recently attended a "Private Enterprise Symposium," which saw participation from nearly all leading companies, including Alibaba founder Jack Ma. However, the details of what these private enterprise leaders discussed during the meeting have only recently begun to emerge in reports

Lenovo has announced a leadership transition, with Executive Vice President and Chief Financial Officer (CFO) Wai-ming Wong and Senior Vice President and Chief Legal Officer (CLO) Laura G. Quatela set to retire on March 31. However, both will remain involved as non-executive directors on Lenovo's board, with Wong joining the Audit Committee and Quatela taking a seat on the Nomination and Governance Committee

Dirk Beljaarts. Economy Minister of Netherlands and Peter Wennink, former CEO of ASML, visited Samsung Electronics' semiconductor facility in Pyeongtaek, South Korea, drawing significant industry attention regarding potential future collaborations

SK Hynix CEO Noh-Jung Kwak, reflecting on the emergence of China's DeepSeek, predicts that the generative AI model will ultimately have a positive impact on the semiconductor industry in the long run

China's automotive market remains caught in an intense price war, with competition becoming increasingly cutthroat over the past two years. This has forced weaker brands out of the market one by one. Industry projections suggest that by 2025, the dust will begin to settle, revealing a new turning point

Oppo unveiled its latest flagship foldable phone, the Find N5, on February 20 in Singapore, highlighting the company's advancements in mobile phone research and development. With the model set for sale on February 28, the Chinese smartphone maker aims to redefine the foldable phone market while enhancing its brand value and increasing high-end smartphone shipments globally

Alibaba Group's financial report for the fourth quarter of 2024 reveals an 8% year-over-year revenue increase, driven by the year-end shopping season. The revenue totaled CNY280.2 billion (US$38.6 billion), registering the fastest growth rate in over a year. This reflects strong performance in its core e-commerce and cloud computing sectors

Ant Group is recruiting developers for AI-equipped humanoid robots as it prepares to enter the field. According to Chinese media outlets Jiemian News and South China Morning Post, Shanghai Ant (Mayi) Lingbo Technology, an Ant Group subsidiary, is hiring humanoid robot systems and application software engineers, hardware architecture engineers, motion control software engineers, and finished machine/hardware specialists, for job positions in Shanghai and Hangzhou

Following BYD's debut of its "God's Eye" intelligent driving system, the already limited supply of 8-megapixel (8M) automotive CMOS image sensors (CIS) has quickly become a shortage, according to industry sources in China