The demand for semiconductor talent in Japan is increasing, especially in Kyushu, where TSMC is establishing wafer fabs, and in Hokkaido, where Rapidus plans to mass-produce 2nm chips. As a result, there are more collaborations between the government, industry, and academic institutions to quickly develop the required talent.
While the global smartphone market continues to grapple with excess inventories, smartphone shipments in India grew by 9% compared to the same period last year. However, the industry still faces challenges related to inflation and weak demand.
Universal Microwave Technology (UMT) reported that cumulative orders from low-Earth orbit (LEO) satellite clients in 2024, including shipped and pending deliveries, have reached nearly NT$1.2 billion. Its largest customer accounts for over 55% of all LEO satellite orders, with more than NT$400 million in products still awaiting shipment, most of which are set to go out in the fourth quarter.
India-based electronics manufacturer VVDN, known for producing servers and notebooks for global brands, is now expanding into smartphone manufacturing. The company aims to develop products for a U.S.-based brand, marking a significant expansion of its manufacturing capabilities and product offerings.
TSMC reported potential export violations to US regulators—twice—amid concerns that Huawei accessed restricted semiconductor technology through intermediaries. The case underscores the challenges of enforcing trade laws as tensions rise over access to advanced chips.