India roundup: India’s chip strategy tests its ability to build a competitive ecosystem
India is moving from semiconductor planning to execution, using funding, tariff changes, foreign investment approvals, and regional development efforts to build a broader electronics ecosystem beyond assembly.
Largan ramps variable aperture lens in 3Q as smartphone demand rebounds
SK hynix hybrid bonding push signals next phase of HBM packaging race
Global defense boom unlocks new paths for automakers
The rise in global defense budgets has led to new opportunities for mainstream automakers as they seek to diversify their operations, yet the move into military and defense-related manufacturing presents another set of hurdles to overcome. These include lengthy certification cycles, highly fragmented specifications, and uncertainties surrounding policy continuity.
Trio revenue rises on AI server battery backup demand in June
AI buildouts accelerate MLCC shortages; Taiwan firms eye 2H26 spillover orders
Sitronix sees zero-capacitance TDDI and automotive DDI drive growth
AI shifts toward ‘slow thinking’ as agent era approaches, says Google DeepMind’s VP of research
Complex Micro Interconnection sees June sales rise as AI-led device demand lifts orders
Flexible circuit board maker Complex Micro Interconnection (CMI) said June 2026 revenue rebounded as consumer electronics shipments increased, even as shortages in automotive components and notebook memory continued to affect customers. The company also reported second-quarter revenue of NT$597 million (US$18.55 million), up 3.6% from the prior quarter.