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.
TSMC bolsters local equipment supply chain with subsidies and five-year rebate program
Nvidia’s Vera Rubin platform faces HBM4, cooling, and software hurdles ahead of ramp
Google brings Intrinsic in-house to accelerate physical AI development
Ericsson teams up with MediaTek, Apple to showcase 6G ecosystem at MWC
Chipmakers pivot to new growth areas as memory shortages weigh on smartphones
Taiwan’s Fitipower eyes stronger year as AI and edge chips gain traction
Exclusive: Phison shifts to prepayments as NAND prices hike 500%
NAND prices continue to climb, and supply remains tight. NAND controller supplier Phison Electronics has notified customers that it will revise payment terms. The company said rising NAND prices have sharply increased its funding requirements. To secure a more stable supply, it will discuss prepayment arrangements with customers on a case-by-case basis.