Hyundai European hubs gain value as EU plans 70% local EV production rule

The EU is preparing to tighten electric vehicle subsidy rules by requiring that 70% of automotive components — excluding batteries — be produced within the bloc. The proposed measure is part of a broader policy shift aimed at strengthening domestic supply chains and reducing reliance on external manufacturing, particularly as competition intensifies in the global EV market.

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India roundup: An emerging chip trio in Asia

A trilateral semiconductor model is emerging, combining Japan’s capital, Taiwan’s ecosystem expertise, and India’s talent. Alongside this, companies including Foxconn, Polymatech Electronics, Nvidia, AMD, Kaynes Semicon, and IBM are deepening India investments, reflecting rising localization, supply-chain ambitions, and expanding AI, packaging, and materials ecosystems despite policy and trade uncertainties.

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Insight: Memory shortage tightens grip on smartphone market as prices near tipping point

The memory market is no longer just a component story — it is becoming a fault line running through the entire tech industry. As AI infrastructure buildout accelerates, cloud and data-center operators are consuming DRAM and NAND at a pace that is crowding out smartphone makers, distorting foundry economics, and forcing chipmakers to rethink how they secure supply. The consequences are rippling from factory floors in Asia to boardrooms in Silicon Valley.

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