Foxconn is replicating its massive Chinese factory-city model in India, hiring tens of thousands for iPhone production. At the same time, Japanese semiconductor firms Rohm and AOI Electronics are forming key manufacturing partnerships with Indian companies like Tata and Kaynes.
A rumor claimed Asus would start selling its own RAM by the second half of 2026 to combat ongoing shortages. The company has now flatly denied those plans, stating that building a memory chip factory is a multi-year, high-risk endeavor that wouldn’t solve the current supply crisis.
The story of a covert Chinese lab building a working EUV lithography machine is falling apart. A new analysis reveals the prototype is a nonfunctional collection of mismatched parts, incapable of making a single chip.
TSMC is struggling under the weight of overwhelming AI demand from clients like NVIDIA and AMD. The chip giant faces severe labor shortages and skyrocketing capital spending as it races to expand capacity. This “one-man show” in the foundry market is creating major bottlenecks.
Manufacturing is entering a new era powered by agentic AI. Systems that adapt in real-time are cutting defects and downtime, with giants like BMW and Tesla leading the charge. The financial stakes are massive.
A major custom PC company is now letting customers mail in their own RAM kits for new builds. This bizarre workaround highlights a severe, multi-year shortage that’s sending memory prices through the roof and scrambling the entire industry.
The US government is funding new AI research hubs to tackle economic and cyber threats. The centers aim to protect American dominance in AI innovation and supply chains.
Samsung’s chip fabrication business is on a serious hot streak. After landing deals with Apple and Tesla, it’s now reportedly in talks to manufacture Google’s most powerful AI chips. This could be a game-changer for the semiconductor industry’s balance of power.
Samsung is pushing to make India a core manufacturing hub, not just for phones but for critical components like displays. The move leverages government incentive schemes and could reshape global supply chains.
The FCC has officially added DJI to its national security threat list, halting approval for new drones and gear. While current products can still fly, the future for repairs, parts, and the entire US drone ecosystem is suddenly very cloudy.
