Events
Verified incidents across the Indo-Pacific with transparent confidence scoring. See our methodology for how events are assessed.
India's chip startups are cracking chip design. Now they need buyers
India is promoting sovereign chip capabilities through initiatives like the Design Linked Incentive scheme and the Research, Development and Innovation fund. The success of local chip startups relies on finding buyers for their designs.
Samsung, SK Hynix test Chinese chip tools as hedge against U.S. risks
Samsung and SK Hynix are reportedly testing Chinese chip tools to mitigate risks from potential future U.S. restrictions. They express concerns that such restrictions might affect servicing or replacing Western tools already in use in China — not independently verified.
Shortages and strategic value: Sun shines for Australian tungsten miner
The article discusses the rising shortages of tungsten and its strategic value in the semiconductor industry. Australian tungsten miners are reportedly benefiting from increased demand and supply chain concerns.
Chip plants begin restarting operations in quake-hit Kumamoto
Chip plants in Kumamoto have started to resume operations following a recent earthquake. The damage is reported to be relatively limited compared to previous major earthquakes in the area.
NTT Data said to eye ¥1.5 trillion outlay for Japan data centers
NTT Data intends to invest ¥1.5 trillion to expand data center capacity by approximately 750 megawatts over the next seven years. This expansion aims to address the growing demand from companies engaged in artificial intelligence. NTT Data claims this move is necessary to catch up with market needs — not independently verified.
Telesat wins $1.6B for Canadian Arctic MILSATCOM
Telesat secures a $1.6 billion contract for military satellite communications in the Canadian Arctic. This is part of a broader Ministry of Defence plan for a secure communications grid.
Lee Pushes AI Investment in Silicon Valley and Turns to South American Minerals
The South Korean president has secured semiconductor pledges in Silicon Valley. He is also pursuing trade and mineral agreements in Brazil and Chile.
A Stock Market Correction Reveals South Korea’s Economic Dependency on Semiconductors
The KOSPI stock market index experiences a correction, highlighting South Korea's reliance on the semiconductor industry. This dependency raises concerns about the country's economic stability amid fluctuating global markets.
Air Force Takes Over M-code Project for Jam-proof GPS by 2027
An Air Force office has taken charge of the M-code project aimed at providing jam- and spoof-proof GPS receivers. The project is expected to finish testing by 2027 and may impact up to a million pieces of technology.
Nvidia uses own chips for design, while AMD relies on rivals
Nvidia has announced that its Vera CPU is being used in its electronic design automation workflows. At the same time, AMD is reportedly relying on rival chips for its design processes.
SpaceX's pursuit of a China-free supply chain
SpaceX is reportedly seeking to establish a supply chain that is independent of China. The company aims to enhance its operational security and reduce dependence on foreign sources — not independently verified.
China's factory gauges show more signs of slowdown on weak demand - reports unverified
China's factory indicators suggest a slowdown in manufacturing due to weak demand. These reports have not been independently verified.
BYD sets sights on Japan outside urban hot spots with Racco mini-EV
Chinese automaker BYD is launching its Racco mini-EV in Japan, targeting markets beyond urban areas. The move signifies BYD's strategy to expand its presence in the Japanese electric vehicle market.
X reports rapid progress at Elon Musk's ATCF chip fab in Texas — not independently verified
Recent drone flyovers capture the development of Elon Musk’s Advanced Technology Chip Fab (ATCF) in Texas. The facility is designed to integrate logic, memory, and packaging processes for semiconductor production.
Brewer Science Strengthens America's Semiconductor Supply Chain with Acquisition of Heraeus Epurio's Semiconductor Chemicals Business
Brewer Science has acquired Heraeus Epurio's semiconductor chemicals business, enhancing its vertical integration into ultrapure chemical manufacturing. This move is aimed at bolstering the reliability and purity standards in the semiconductor supply chain.
X reports TSMC to reach a new milestone with its 2nm process by end of 2026
TSMC is reportedly approaching a milestone with its 2nm process, aiming for 100,000 monthly wafers by the end of 2026. The shift is driven by AI customers seeking enhanced performance and reduced power consumption. This demand may accelerate manufacturing efforts at TSMC.
TSMC Fab 18 resumes full production after brief power dip
TSMC reported a 90-minute voltage fluctuation at Fab 18 in Tainan; no wafer scrappage confirmed; production normalized within 4 hours.
Memory makers accelerate HBM allocation as AI accelerator demand stays tight
Industry reporting pointed to continued tight high-bandwidth memory allocation for AI accelerators, with Korean and Taiwanese suppliers prioritising contracted hyperscaler demand.