India roundup: India’s EMS under the shadow of G2 rivalry
China is reportedly slowing down Apple’s diversification endeavors, impacting India. India reportedly eyes 2D chip materials for a technology leap.
07
Jul
07
Jul
Xiaomi’s T1 follows Apple’s lead in wearable chips: insights into architecture strategy
Since launching its T1 wearable chip in May 2025, Xiaomi has intensified competition in the smartwatch market, raising concerns among chip design partners. The move mirrors Apple and Samsung’s strategy of using self-developed SoCs to secure greater control, optimize performance, and break into the high-end wearable segment.
07
Jul
Humanoid robots accelerate development, expected to become a lifeline for South Korea’s battery industry
Due to the slowdown in electric vehicle (EV) demand and intensified competition in the battery market, South Korea’s major battery manufacturers LG Energy Solutions (LGES), SK On, and Samsung SDI have shown lackluster performance. However, as global IT and automotive companies actively invest in the humanoid robot industry, batteries dedicated to humanoid robots are poised to become a key factor in reversing this trend.
07
Jul
LG achieves growth despite declining TV demand
Amid falling TV demand and pandemic-driven high inventories, LG Electronics Taiwan president Kevin Jeong said the company aims to boost demand through product innovation and new business models. The surge in shipments brought by COVID-19 are still being digested.
07
Jul
WPG Holdings partners with Axelera AI to accelerate edge AI applications
WPG Holdings’ subsidiary, Silicon Application Corporation Group (SACG), announced on July 3 that it has secured exclusive distribution rights in the Asia-Pacific region for European edge AI chip startup Axelera AI.
07
Jul
Toppan to sell full stake in Taiwan’s Giantplus as new owner eyes strategic shift
Japan’s Toppan Holdings is offloading its entire 53.1% stake in Taiwanese display maker Giantplus Technology to Ju Yi Investment, with the deal unfolding in two phases and expected to wrap up by late August 2025.
07
Jul
Rising AI ASIC use drives surge in SLT chip testing; Market to grow 30% in 2026
As artificial intelligence fuels rapid growth in high-performance computing, it’s also triggering a shift in how semiconductor chips are tested. Beyond leading AI GPU makers, major cloud providers—known as hyperscalers—are doubling down on custom-built AI chips, or ASICs, sparking a sharp rise in demand for system-level testing, or SLT. These tests are designed to handle the higher speeds and power levels of next-generation processors.
07
Jul
From behind the curve: Apple and Xiaomi chase long-dominated 5G modem self-reliance
Apple and Xiaomi are doubling down on efforts to develop in-house 5G baseband chips, joining a race long dominated by tech heavyweights like Qualcomm and MediaTek. Both companies signaled their ambitions in 2025 to break away from reliance on third-party modem suppliers and take fuller control of their mobile silicon strategies.
07
Jul
Yamaha Motor launches robotics division to tap semiconductor equipment demand
Yamaha Motor is accelerating its pivot into the semiconductor equipment space with the launch of Yamaha Robotics, a newly established division focused on robotic systems for electronics manufacturing. The company aims to position the business as its third major revenue pillar, alongside motorcycles and marine engines.
07
Jul
Taiwan’s JetSea AI taps AI and satellite tech to strengthen unmanned surface fleet
Taiwan is intensifying its focus on unmanned warfare capabilities, shifting increasing attention from aerial drones to unmanned surface vessels (USVs). Established shipbuilding companies are applying their traditional skills to this emerging field, while a new wave of entrants—comprising drone manufacturers and software-driven startups—are beginning to transform maritime combat.