Apple is actively pursuing partnerships with Indian manufacturers to establish a local supply chain beyond iPhone production, potentially including components for wearables and other devices, as its China-based suppliers show reluctance to invest in India

As India entered its annual festive season, PC shipments experienced slight growth despite a weak consumer market. Acer achieved double-digit growth, driven by strong demand from the education sector and other industries

Samsung Electronics (Samsung) has implemented a significant personnel adjustment within its Device Solutions (DS) division to regain competitiveness in the semiconductor sector. This includes appointing the head of the foundry business unit and having the DS department head personally lead the memory business

According to a press release published by the Press Information Bureau of India, the Competition Commission of India (CCI) has greenlit a significant transaction involving the investment in Flipkart Private by Alphabet-owned Shoreline International Holdings. This development marks an important step for Flipkart, a subsidiary of retail giant Walmart, as it continues expanding its presence in the Indian e-commerce sector

Huawei will launch its flagship Mate 70 smartphone on November 26, powered by its proprietary HarmonyOS Next. The company is mobilizing developers to build 100,000 applications within the next 6 to 12 months, aiming to establish itself as the third major mobile operating system alongside Apple's iOS and Google's Android

Apple's attempt to delay a report indicating it violated competition laws in India has been denied by the nation's antitrust authority, the Competition Commission of India (CCI), according to Reuters, which cited an internal order from the regulator. The decision permits the proceedings against Apple to advance

Samsung Electronics has enacted changes to its management, including the appointment of a new chief technology officer (CTO) for its foundry operations

While the US has not yet imposed sanctions on China's high-bandwidth memory (HBM) chips and manufacturing equipment, industry sources expect such restrictions are inevitable. This situation highlights the urgent need for local chip manufacturers in China to develop domestic memory capabilities to address the HBM technology gap

A series of meetings between Chinese officials and US tech executives signals potential warming ties, with senior representatives from Nvidia and Apple holding discussions in Beijing this month

The US trade ban has prevented Huawei from competing with other smartphone vendors in 5G mobile chip performance, but the Chinese tech giant is still staying in the smartphone sector, committing resources to the development of operating systems and chips

Market speculation suggests that the US may impose stricter restrictions on China. On November 28, it is anticipated that 200 Chinese semiconductor companies will be added to a trade blacklist, with further limitations on high bandwidth memory (HBM) chips set to be announced in December

China's N-type TOPCon solar production is grappling with overcapacity. In October, the China Photovoltaic Industry Association (CPIA) and 16 tier-1 manufacturers agreed to a minimum price threshold for solar module quotes. Non-compliance could lead to penalties enforced via whistleblowing mechanisms reminiscent of historical grassroots reporting systems

Nvidia CEO Jensen Huang's vision of sovereign AI encounters significant challenges in China's market, where AI computing resources face a paradoxical situation of scarcity and underutilization. According to industry sources, Beijing plans to prioritize AI computing centers using domestic hardware while blocking those dependent on foreign providers like Nvidia and AMD

Humanoid robots, widely considered the ultimate achievement in robotics, integrate advanced computing, sensors, motors, and AI to replicate human form and movement. Global tech giants including Tesla, Amazon, Nvidia, and Microsoft have intensified their R&D efforts amid renewed interest in the field, while China has emerged as a frontrunner backed by strong government support

Honda plans to start trial production of all-solid-state batteries for electric vehicles (EVs) in January 2025, aiming to double EV driving range and reduce battery costs by 25% compared to conventional lithium-ion solutions