Semiconductor supply chains are stabilizing as new fabrication plants in India, Japan and Vietnam begin volume production, industry trackers said. Lead times for mature-node chips fell to their lowest since 2020. Analysts expect prices for consumer electronics to ease modestly through the year.

South Asia added more solar capacity than any other region last year, a UN energy report said, with India accounting for three-quarters of the additions. Falling module prices and rooftop subsidies drove adoption. The report warns grid storage investment must triple to absorb the new capacity.