Dixon doubles mobile phone manufacturing sales, sets sights on 8.6G display fab pending India’s semiconductor incentive

India-based EMS supplier Dixon Technologies reported significant increases in sales and profit over the past quarter, driven by a doubling in mobile phone manufacturing sales following acquisitions, such as Ismartu’s Indian assets. Additionally, the company, having established a display assembly factory with China’s HKC, plans to capitalize on the India Semiconductor Mission 2 to build a display fab.

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Taiwan legislative budget cuts threaten tech supply chain stability

With just two days remaining before the Legislative Yuan’s 11th session adjourns on January 21, 2025, tensions are mounting over the central government’s budget vote showdown. The Kuomintang (KMT) and Taiwan People’s Party (TPP) majority presents a significant challenge to the Democratic Progressive Party (DPP) as opposition parties push for budget cuts and freezes. Premier Cho Jung-tai has urged legislators to approach the situation rationally and reconsider their positions.

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Poland is now under US sanctions, cut off from advanced tech

Poland’s aspirations to become a European AI leader have hit a significant roadblock following new US export controls on advanced technology. According to the Polish Press Agency (PAP), Digital Affairs Minister Krzysztof Gawkowski had announced plans to establish an AI factory by 2025, positioning Poland as a leading force in European artificial intelligence. These plans now face uncertainty as Intel has suspended its intended construction of an advanced packaging facility in the country.

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Taiwan memory makers struggle to boost profitability as process upgrade race intensifies

The memory industry experienced fluctuations in its performance in 2024. In the first half of 2024, the three largest international DRAM manufacturers were able to convert losses into profits. However, Taiwan-based memory companies are still facing significant competitive challenges, as revenue growth has not yet translated into improvements in profitability.

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