Dixon, Tata to apply for the latest PLI while HP doubles India PC manufacturing through Dixon

Dixon Technologies, an electronics manufacturing services company, plans to enter electronics component manufacturing for its own use before expanding to exports. Meanwhile, Indian outlets citing sources indicate Tata Electronics may invest INR20 billion (US$234.11 million) in component manufacturing under the government’s INR230 billion (US$2.69 billion) incentive scheme, a rumor Tata Electronics declined to comment on.

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Renesas hits brakes on EV chip expansion as market uncertainty and tariff woes persist

Japanese chipmaker Renesas Electronics has adopted a cautious stance on expanding its production of power semiconductors for electric vehicles (EVs). During its earnings briefing on April 24, company president Hidetoshi Shibata revealed that the planned mass production at the Kofu plant in Yamanashi Prefecture, initially expected to begin in 2025, will move forward without a set schedule due to significant uncertainty in market demand.

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Taiwan’s export momentum at risk of slowing; second half of 2025 will be crucial

According to the Taiwan Institute of Economic Research, since President Donald Trump took office, the US has imposed tariffs on multiple countries and a range of products, with plans to extend these tariffs to sectors like semiconductors, pharmaceuticals, and automobiles. This has heightened trade policy uncertainty and exacerbated the risks of a global economic slowdown.

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In-depth: Jensen Huang’s China trilogy—a 30-year strategic game

In April 2024, Jensen Huang participated in a critical gathering at a five-star hotel in Beijing, which would determine whether Nvidia could continue its operations in the Chinese market. Known as the “AI godfather,” the Silicon Valley legend now finds himself at a geopolitical crossroads. Looking back over the past 30 years, his story in China unfolds like a trilogy intertwining business, politics, ideals, and reality.

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