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Industry News

6 Aug 2025

By Apple Newsroom

Apple increase US commitment to $600 million, announces American Manufacturing Program

CUPERTINO, CALIFORNIA Apple today announced a new $100 billion commitment to America, a significant acceleration of its U.S. investment that now totals $600 billion over the next four years. Today’s announcement includes the ambitious new American Manufacturing Program (AMP), dedicated to bringing even more of Apple’s supply chain and advanced manufacturing to the U.S. Through AMP, Apple will increase its investment across America and incentivize global companies to manufacture even more critical components in the United States.

4 Aug 2025

By The Straits Times

Taiwan cultivates young overseas chip talent with summer camps, university courses

In 2024, the National Taiwan University launched a global undergraduate semiconductor programme for foreign students, which included Mandarin courses to help them reach the proficiency needed to stay and work in Taiwan.

The programme now enrols over 40 students from more than 10 countries.

TSMC also began looking towards foreign talent by throwing its weight behind a programme in Germany’s Saxony state, which would send German students to study for a semester at Taiwanese universities before interning at TSMC.

4 Aug 2025

By Reuters

VinFast in talks to boost India sourcing as its first overseas plant swings into gear

THOOTHUKUDI, India, Aug 4 (Reuters) - Vietnamese electric vehicle maker VinFast (VFS.O), opens new tab began operations at a new plant in India, its first overseas factory, on Monday, and said it hopes to source more parts locally and that it had received orders from Sri Lanka, Nepal and Mauritius.
The loss-making carmaker has struggled to break into developed Western markets and its foray into India, the world's third-largest auto market, will be a key test of its vehicles' popularity and its business acumen.

4 Aug 2025

By Semiconductor Industry Association

Global Semiconductor Sales Increase 7.8% from Q1 to Q2; Month-to-Month Sales Tick Up 1.5% in June

WASHINGTON—Aug. 4, 2025—The Semiconductor Industry Association (SIA) today announced global semiconductor sales were $179.7 billion during the second quarter of 2025, an increase of 7.8% compared to Q1. Global sales were $59.9 billion during the month of June 2025, an increase of 19.6% compared to the June 2024 total of $50.1 billion and 1.5% more than sales in May 2025. Monthly sales are compiled by the World Semiconductor Trade Statistics (WSTS) organization and represent a three-month moving average. SIA represents 99% of the U.S. semiconductor industry by revenue and nearly two-thirds of non-U.S. chip firms.

31 Jul 2025

By The Japan News

Canon Opens Semiconductor Manufacturing Systems Factory North of Tokyo; Improving Processes with Nanoimprint Technology

Canon Inc. unveiled its new factory in Utsunomiya primarily for manufacturing lithography systems, which use light to expose minute circuit patterns onto semiconductor substrates, to the press on Wednesday. It is the first time for Canon to establish a new semiconductor manufacturing equipment factory in 21 years since 2004. The company is responding to the growing demand for manufacturing equipment due to the rapid expansion of the semiconductor market.

30 Jul 2025

By YonHap News Agency

Tesla CEO Musk says he discussed chip deal with Samsung Chairman Lee

SEOUL, July 30 (Yonhap) -- Tesla Inc. Chief Executive Officer (CEO) Elon Musk said he discussed the details of a recent semiconductor supply deal with Samsung Electronics Co. Chairman Lee Jae-yong.

In a response to a user's comment on his X account on Tuesday (U.S. time) that Samsung Electronics "has no idea what they signed up for," Musk replied, "They do.

"I had a video call with the chairman and senior leadership of Samsung to go over what a real partnership would be like," he continued, adding they will "use the strengths of both companies to achieve a great outcome."

30 Jul 2025

By Reuters

Tesla signs $4.3 billion LGES battery deal, source says, reducing China reliance

SEOUL, July 30 (Reuters) - South Korea's LG Energy Solution (LGES) (373220.KS), opens new tab has signed a $4.3 billion deal to supply Tesla (TSLA.O), opens new tab with energy storage system batteries, said a person familiar with the matter, as the U.S. company looks to reduce reliance on Chinese imports due to tariffs.
The lithium iron phosphate (LFP) batteries will be supplied from LGES's U.S. factory in Michigan, the person said on condition of anonymity because the details were not public.

30 Jul 2025

By Foxconn News

Hon Hai Technology Group (Foxconn) and TECO Announce Strategic Alliance Targeting AI Data Center Capabilities

30 July 2025, Taipei, Taiwan – Hon Hai Technology Group (“Foxconn”) (TWSE:2317) and TECO Electric & Machinery Co Ltd (“TECO”) (TWSE:1504) on Wednesday announced a share exchange, strategic alliance that will strengthen their AI infrastructure capabilities and propel the two Taiwanese tech majors into key markets in the global super-computing race.

25 Jul 2025

By Taipei Times

Chips from TSMC’s US plant to cost more: AMD’s Su

Advanced Micro Devices Inc (AMD) chief executive officer Lisa Su (蘇姿丰) on Wednesday said that the chips her company gets from supplier Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) would cost more when they are produced in TSMC’s Arizona facilities.

Compared with similar parts from factories in Taiwan, the US chips would be “more than 5 percent, but less than 20 percent” in terms of higher costs, she said at an artificial intelligence (AI) event in Washington.

23 Jul 2025

By DigiTimes Asia

Taiwan's PlayNitride expands into China with US$19 million microLED plant

MicroLED manufacturer PlayNitride will establish a Chinese subsidiary in Kunshan Development Zone, Jiangsu Province, as part of its global expansion strategy following its 2023 US operations launch. The Taiwan-based company plans to invest up to US$19 million in the wholly owned subsidiary, targeting production start-up by mid-2026.

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