New Orders Growing; Production Growing; Employment Contracting; Supplier Deliveries Slowing; Raw Materials Inventories Contracting; Customers' Inventories Too Low; Prices Increasing; Imports Unchanged; Exports Growing; This report reflects the recently completed annual adjustments to the seasonal factors used to calculate the indexes. Economic activity in the manufacturing sector expanded in Ja...
India’s Union Budget 2026 marks a clear inflection point in the country’s semiconductor ambition. What emerges is not a tactical incentive programme but a calibrated national strategy designed to reposition India from a peripheral electronics base to a credible node in the global semiconductor value chain. For global semiconductor and electronics multinationals,...
TSMC’s new Global R&D Center in Taiwan reflects Asia’s drive to maintain cutting-edge chip capabilities on home soil. Semiconductor technology has become not just an industry, but an instrument of national power. Semiconductors in 2025 are not merely about cranking out more chips – they have become closely tied to national sovereignty and strategy. Nowhere is this shift more...
VisIC Technologies Ltd., a pioneer in Gallium Nitride (GaN) power semiconductors for electric mobility, announced the successful second closing of its Round B funding, securing $26 million. The round was led by a global semiconductor leader, with HKMC joining as a strategic investor. This milestone reinforces VisIC's position at the forefront of GaN innovation for EV traction inverters and...
Tata Electronics has signed Intel as the first major customer for its ambitious semiconductor manufacturing programme, marking a decisive milestone in India’s journey to become a global chipmaking hub. The agreement underpins Tata Group’s planned investment of USD 14 billion to build India’s first advanced semiconductor fabrication facility in Gujarat, alongsid...
Sarawak has secured RM1.9 billion in new private investment to expand its polycrystalline-silicon industry into semiconductor-grade production, marking a significant shift toward higher-value materials essential for the global chip supply chain. The state government confirmed that the investment will support the development of advanced polysilicon capacity, used in semiconductor wafer fabricati...
As the semiconductor world marches into an era of extreme integration, vertically stacked designs, and unforgiving process windows, structural visibility has become nothing short of a competitive advantage. Traditional lab-bound 3D metrology, with its wafer-breaking rituals and slow feedback cycles, can no longer keep pace with the demands of high-volume manufacturing. Speaking to Se...
W. L. Gore & Associates announced the opening of its Battery Lab in Shanghai, China, expanding its global R&D capabilities to accelerate advanced battery materials development for customers worldwide. The lab is dedicated to the development, characterization, and rigorous testing of critical materials for battery cells and packs—spanning membranes, venting solutions, moisture and con...
The global Electronic Design Automation (EDA) Market continues its robust expansion, propelled by accelerating semiconductor innovation, growing adoption of advanced electronics across industries, and increasing design complexity requiring automated, high-precision tools. According to the latest industry analysis, the market was valued at USD 541 million in 2023 and is projected to grow to USD 8...
U.S.-based cloud services provider GMI Cloud revealed plans to build a $500 million AI data center in Taiwan, leveraging the latest NVIDIA Blackwell GB300 chips for unprecedented compute power. This state-of-the-art facility, expected to go live in March 2026, will house around 7,000 GPUs across 96 high-density racks and deliver nearly 2 million tokens per second, all while drawing approximately 1...
PowerLattice, the company reimagining power delivery for next-generation AI accelerators, announced its emergence from stealth with $25 million in Series A funding jointly led by Playground Global and Celesta Capital. The company’s breakthrough power delivery chiplet tightly couples power and compute, reducing total compute power needs by more than 50%, effectively doubling performance. Powe...
Alpha and Omega Semiconductor Limited announced that its Board of Directors has approved a new share repurchase program under which the Company is authorized to repurchase up to $30 million of the Company’s outstanding common shares from time to time. “This new share repurchase program reflects the Board and management team’s confidence in the AOS’s business strategy, fina...
-Supplyframe and Orbweaver announced a new strategic collaboration that addresses one of the most pressing challenges facing electronics manufacturers and distributors: the need to harmonize and connect critical data across design, sourcing, and commercial systems. Through this partnership, Supplyframe’s Design-to-Source Intelligence (DSI) platform and SaaS solutions including NPI, ...
Jabil Inc. (NYSE: JBL) announced that it has signed a definitive agreement to acquire Hanley Energy Group, a provider of energy management and critical power solutions serving the data center infrastructure market, for approximately $725 million plus contingent consideration up to $58 million, subject to achieving future revenue thresholds, in an all-cash transaction. The transaction is expected...
Qnity spins from DuPont as a pure-play global leader in advanced electronics materials and solutions Qnity Electronics, Inc. (“Qnity”) (NYSE: Q), a premier technology solutions leader across the semiconductor value chain, announced the completion of its separation from DuPont de Nemours, Inc. (“DuPont”) on Nov. 1. Qnity’s common stock will begin trading o...
Taiwan’s Ministry of Economic Affairs has announced new export pre-approval measures for semiconductor products destined for South Africa, adding another layer of scrutiny to global chip supply chains. The move underscores how geopolitical and security considerations are increasingly shaping the flow of critical technologies — even to markets not tradition...
Taiwan’s representative to the Asia-Pacific Economic Cooperation (APEC) summit held a high-level meeting with US Treasury Under-Secretary for International Affairs, Jay Bessent, to discuss joint approaches to semiconductor policy, trade resilience, and innovation partnerships. The closed-door meeting, lasting approximately 40 minutes, focused on advancing cooperation across the semiconduc...
South Korea’s exports surged to approximately US $59 billion in October, marking the fifth straight month of growthas demand for semiconductors continues to anchor the nation’s trade performance. According to data released by the Ministry of Trade, Industry and Energy, outbound shipments rose by 3.6 per cent year-on-year, underscoring the resilience of Korea’s technology secto...
Total revenues were $3.21 billion, above the midpoint of the guidance range of $3.15 billion +/- $150 million; GAAP diluted EPS was $8.47 and non-GAAP diluted EPS was $8.81, both above the midpoints of the respective guidance ranges; Cash flow from operating activities for the quarter and last twelve months were $1.16 billion and $4.25 billion, respectively, and free cash flow was $1.07 bill...
indie (Nasdaq: INDI), an automotive solutions innovator, announced it has entered into an Asset Purchase Agreement with United Faith Auto-Engineering Co., Ltd., a publicly-listed company in the People’s Republic of China (“United Faith”) on October 27, 2025, to sell its entire 34.38% outstanding equity interest in Wuxi indie Microelectronics Technology Co., Ltd., a Chinese enti...