India notifies Dholera chip SEZ, signaling diversification of global semiconductor supply chain

India’s notification of a special economic zone in Dholera for the country’s first chip fabrication plant marks a potential turning point in global semiconductor supply chains, promising a new manufacturing hub that could attract investment, create skilled jobs, and reduce import dependence — part of a broader international effort to diversify electronics production worldwide.

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South Korea’s DeepX moves DX-M1 AI chip into mass production; builds up inventory to address supply constraints

South Korean AI semiconductor startup DeepX has entered mass production and supply for its in-house neural processing unit (NPU), the DX-M1, as it seeks to scale revenue amid tightening wafer capacity and rising memory costs. The company said it has secured more than 30 purchase orders and is targeting US$40 million in revenue in 2026, supported by demand for low-power, cost-efficient AI chips.

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Chinese conglomerate makes entry into memory sector as AI drive structural shift

On April 17, Security Times reported that Beijing New Space-time Technology (Time Space Technology) plans to acquire Shenzhen-based memory module maker Powev Electronic Technology for CNY1.078 billion (US$158 million), marking its official entry into the semiconductor storage sector. The report noted that the deal represents a strategic transformation for the company as it seeks to move away from its traditional night-time economy and smart city businesses, which have been under sustained pressure from macroeconomic headwinds and tightening local government budgets.

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Chinese auto parts chain expands amid smart and electric vehicle surge

China, the world’s largest single automotive market, is also the most intense testing ground for the industry’s shift toward smart and electric vehicles. DIGITIMES Research notes that China’s adoption of advanced driver-assistance systems (ADAS) and intelligent cockpits in new cars has rapidly outpaced other regions, reaching significant penetration, especially in mid- to high-end models. Electric vehicles (EVs) have overtaken internal combustion engine cars as the sales leader in the passenger car segment, with the speed and scale of this transformation surpassing prior market expectations.

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