Semiconductor and critical mineral industry news in October 2023, as outlined below, captured developments including: India’s moves into semicon manufacturing via acquisition talks with Israel’s Tower Semiconductors; Vietnam’s aims to develop a semicon-focused workforce; Japan’s many moves to quickly develop semiconductor facilities and capacity; and more.
For other ways to keep abreast of Asia’s technology news, take a look at Asia’s tech news, daily – delivered via LinkedIn, Facebook and Twitter/X – and our Indo-Pacific tech newsletters – delivered via Substack and LinkedIn – for a weekly overview of Asia’s tech scene.
McKinsey & Co: Quantum Technologies Monitor
- A ‘Semi7’ semiconductor supply chain alliance, one way to safeguard against technology risks in the Indo-Pacific
- Semiconductors, AI & prefab: “The bulk of the facility can be preassembled, flat-packed and put in shipping containers so that the facilities can be built ‘in 80% of the world’…”
- ICYMI: Intel makes major semiconductors move with spin-off of Programmable Solutions Group as separate business entity
- Australia: Renewable Metals battery recycling firm closes $8M round to scale and commercialise environmentally friendlier, lower cost lithium-ion battery recycling tech
- South Korea’s Posco Holdings conglomerate leads investment in EnergyX lithium tech firm, looking for more efficient ways to produce the battery metal for green energy transition use
- Japan: Dutch semiconductor lithography equipment-maker ASML to establish Hokkaido office in Q4 2024, in part responding to gov’t incentives
pwc Digital Trust Insights 2023: The Southeast Asia Perspective
- Samsung contract chip manufacturing arm gains Canada’s Tenstorrent as artificial intelligence chip customer; Tenstorrent in part uses RISC-V chips built on open-source architecture
- Japan to boost subsidies by up to $1.3BN for Micron Technology chipmaker plant in Hiroshima Prefecture, in bid to further strengthen chip supply chain
- Japan: EdgeCortix fabless semiconductor development and design firm completes $20M round, with specialization on processors for edge-based artificial intelligence
- South Korea: An overview of Pangyo Techno Valley’s moves to become a global leader in the semiconductor industry
- South Korea: rebellions, an AI-driven fabless semiconductor firm, to co-develop next-gen semiconductor for super-large language models with Samsung Electronics at 4-nm scale
- Japan: Canon announces ‘nanoimprint lithography’ machine, claimed to be capable of producing parts down to 5nm today, with refinement potentially producing 2nm parts
McKinsey: The economic potential of artificial intelligence
- Vietnam: A snapshot overview of tech moves the country is making, with sights on developing a workforce of 50K semiconductor engineers by 2030
- HK Science & Tech Park inks MOU with China’s J2 Semiconductor, aiming for R&D hub for 3rd-gen semiconductors and silicon carbide 8-inch advanced wafer production
- Taiwan’s Foxconn and NVIDIA partner for AI-focused tech moves across a range of applications
- India’s Reliance Industries business giant explores acquisition of Israel’s Tower Semiconductors in foray into chipmaking, stepping in as Intel backs away from bid
- Japan to set shared standards with Europe and US on subsidies for EVs, semiconductors and other critical tech fields including decarbonization
BryceTech: Small Satellites in 2023
Indo-Pacific TECH news
All-day tech news updates from across the broad – and increasingly strategically and technologically important – Indo-Pacific region, and across South and Southeast Asia:
- Indo-Pacific tech daily on Twitter
- Indo-Pacific tech daily on Facebook
- Indo-Pacific tech news on LinkedIn
Our mobile app is currently offline, due to the ongoing devolution of what was Twitter, now X.
We aim to have the app back online with a much-improved interface and broader functionality late in 2023.
Achilles: Q2 2023 Supply Chain Resilience Index
Indo-Pacific TECH newsletter
Our weekly e-newsletters go out via Substack and LinkedIn, giving a one-glance grasp of the week’s technology news from the Indo-Pacific and South & Southeast Asia.
