China’s lithium battery export controls set to disrupt NB supply chain

Tensions are flaring yet again between China and the US. China has reportedly made plans to impose export controls on certain lithium batteries, key anode and cathode materials, and manufacturing equipment starting November 8, 2025. If China enforces the controls, consumer electronics like notebooks will be significantly impacted. However, data center Battery Backup Unit (BBU) systems primarily use Japanese and Korean cells, making the impact there relatively limited.

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Apacer partners with IRIS Optronics to power Japan’s green transformation

Memory module manufacturer Apacer Technology has, in recent years, been actively expanding into full-color cholesteric liquid crystal electronic paper (ChLCD ePaper). Recognizing that Japan has a strong demand for sustainable solutions, the company has joined forces with IRIS Optronics for CEATEC 2025 in Japan, showcasing the latest applications that combine low power consumption, reflective display, and outdoor visibility.

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Graphcore to invest GBP1 billion in Bengaluru AI engineering campus, creating 500 semiconductor jobs

Graphcore, a wholly owned subsidiary of SoftBank, announced plans to establish a new AI Engineering Campus in Bengaluru, India, with an investment of up to GBP1 billion (approx. US$1.26 billion) over the next decade. The project is expected to create 500 new semiconductor engineering jobs, marking one of SoftBank’s largest AI-related commitments in India to date.

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Tata Electronics reportedly to acquire China-based Justech Precision’s India arm for nearly US$100 million

Tata Electronics has acquired the India operations of Chinese industrial automation firm Justech Precision for nearly US$100 million, according to a report by CNBC, citing unnamed sources. The transaction, completed in August 2025, was advised by HSBC Bank and HDFC Bank and marks a key step in Tata’s strategy to expand its role in Apple’s global supply chain.

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