Apple may increase prices on some products as rising memory and storage chip costs, driven by strong AI data centre demand, squeeze margins. CEO Tim Cook said the company can no longer absorb all component cost increases, though no timeline was announced
India will see rising investments in memory chip manufacturing as demand for AI and data centre storage surges, Union Minister Ashwini Vaishnaw said. Under the India Semiconductor Mission, new fabs, design, and equipment manufacturing are planned to boost domestic semiconductor capacity
Samsung Electronics workers announced an 18-day strike after wage negotiations with management collapsed in South Korea. The dispute threatens global semiconductor supplies amid booming AI-driven chip demand. The government warned of major economic losses, while courts imposed restrictions to maintain critical semiconductor operations
India lacks a robust and integrated supply chain for the semiconductor industry, which involves the availability of raw materials, equipment, components, testing facilities and skilled manpower
Following the announcement of new limitations by the administration of US President Joe Biden, the mass departure of American workers has shaken China's semiconductor industry.