Chinese multilayer ceramic capacitor (MLCC) manufacturers—including Guangdong Fenghua Advanced Technology, Chaozhou Three-Circle Group, and Eyang Technology—have rapidly expanded their global market share, reaching an estimated 10% of total revenue in the second half of 2024. That reflects a four-percentage-point gain from 2019 and signals growing competitive pressure on incumbents such as Samsung Electro-Mechanics (Semco), according to Business Post and Futubull.

Aoi Electronics, Japan’s top-ranked player in the outsourced semiconductor assembly and test (OSAT) sector, is intensifying its push into advanced packaging with the ambition of cracking the global top 10 OSAT rankings. While the company leads the domestic market, it currently ranks only within the top 20 globally.

Nvidia CEO Jensen Huang announced an ambitious plan to multiply Europe’s AI computing capacity tenfold over the next two years by constructing 20 new “AI factories” in partnership with local tech and telecom companies. Speaking at VivaTech 2025 and the Nvidia GTC developer conference in Paris, Huang emphasized the urgency for Europe to build out its sovereign AI infrastructure and underscored the region’s growing influence in both artificial intelligence and quantum computing.