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America and Japan may join forces to manufacture displays in the US — New $13 billion fab proposed by Japan Display Inc. to counter Chinese dominance

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Part of a larger $550 billion investment framework.

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India joins America-led Pax Silica supply chain effort to build semiconductor talent and reduce reliance on China — agreement spans from rare earths to chipmaking tools

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The alliance targets semiconductors, AI infrastructure, and rare-earth minerals.

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Taiwan rejects possibility of transferring 40% of the island's semiconductor capacity to U.S. — production on Taiwan expected to increase in lockstep with increases in U.S.-based production

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The bulk of the island’s fabs and leading-edge process technologies must remain in Taiwan to form the silicon shield.

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