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Friday 22 August 2025
China's EV investment abroad hits record high
In a historic turning point, Chinese investment in overseas electric vehicle (EV) supply chains has, for the first time, surpassed domestic spending, according to a new report by the Rhodium Group. The report attributes the surge primarily to the lithium battery sector, signaling a broader shift as Chinese companies expand abroad in response to client demand, domestic market saturation, and mounting geopolitical risks
Friday 22 August 2025
Foxconn reportedly recalls 300 Chinese engineers from India, appoints Robert Wu as new India Representative
Foxconn subsidiary Yuzhan Technology has recalled roughly 300 Chinese engineers from its India facility, marking the second such instance in recent months, sources told the Economic Times. The move comes amid ongoing geopolitical sensitivities and reflects Beijing's broader strategy to control technology transfers to emerging manufacturing hubs like India. Authorities in China reportedly also asked Foxconn chairman Young Liu to submit a report detailing the company's investments in India
Friday 22 August 2025
Nvidia reportedly orders halts H20 chip production amid China market backlash
Nvidia's H20 AI chip, once expected to anchor its sales in China, now faces an uncertain future as reports surface of halted production orders amid Beijing's push for local alternatives. The back-and-forth US export bans and policy shifts have left the chip's fate entangled in geopolitics and nationalism
Friday 22 August 2025
Equity-for-subsidies: Samsung and Seoul fear US govt overreach
The Trump administration is exploring acquiring equity stakes in major semiconductor companies, including Samsung Electronics, following its interest in Intel Corporation. This move, revealed by Reuters, signals a significant shift in US strategy—potentially resembling China's state-led model for semiconductor development
Friday 22 August 2025
China's Ubtech, Dobot lead early push into Taiwan's humanoid robot market

Taiwan is emerging as a new battleground for humanoid robotics, with Shenzhen-based Ubtech Robotics Inc. and Dobot Robotics entering the market through local distributor Aurotek Corp. They join Germany's Neura Robotics, represented by Kenmec Mechanical Engineering, and Taiwan's Techman Robot, which recently unveiled its first humanoid model, signaling intensifying competition in the sector

Friday 22 August 2025
Xiaomi and Unitree say factory integration for robots remains challenging
Xiaomi launched its humanoid robot CyberOne in 2022, initially seen as a contender against Tesla's Optimus. Three years later, humanoid robots have sparked renewed interest following Unitree Robotics' performance at the Spring Festival Gala. However, both Xiaomi and Unitree agree that integrating robots into factories is still challenging
Friday 22 August 2025
TSMC considers returning subsidies as US official clarifies no equity stake planned, according to WSJ
The US government has no plans to take equity stakes in major semiconductor companies like TSMC and Micron, despite speculation fueled by recent comments on potential investments in Inte
Friday 22 August 2025
Nvidia's HBM supply chain to undergo major reshuffle in 2026
The high-bandwidth memory (HBM) supply landscape for Nvidia is expected to experience significant changes in 2026. Currently, about 90% of Nvidia's HBM is supplied by SK Hynix, but forecasts indicate that SK Hynix's share will drop to around 50% in 2026
Friday 22 August 2025
China signals soft resistance to US-approved Nvidia H20 shipments
On August 11, 2025, US President Donald Trump announced that Nvidia's H20 chips were approved for shipment to China. Before this, at the end of July 2025, reports indicated that Nvidia had placed an order with TSMC for 300,000 H20 chips as inventory to meet strong demand from China
Friday 22 August 2025
Xiaomi readies next-gen XRing O2 chip as it pushes toward 2nm and beyond
Xiaomi is accelerating its in-house semiconductor development. After unveiling its first 3nm flagship SoC, the XRing O1, in 2025, industry sources say the company is now developing its successor, the XRing O2, slated for release as early as the second quarter or third quarter of 2026
Thursday 21 August 2025
Yulon Finance stabilizes core business momentum with 75.3% annual revenue growth in Southeast Asia for 1H25
Yulon Finance, a car finance firm of the Yulon Group, held its online earnings call for the second quarter of 2025 on August 20. The company summarized its second-quarter 2025 operating results around three main pillars: risk control optimization, performance stabilization, and new business expansion. Through proactive strategic adjustments, these core areas have not only generated stable revenue but also laid a solid foundation for future growth
Thursday 21 August 2025
Lessons from South Korea as Taiwan prepares AI basic law with clearly defined terms
South Korea is set to implement the Basic Act on the Development of Artificial Intelligence and the Establishment of the Foundation for Trustworthiness (the AI Basic Act) in January 2026. However, following the bill's passage, numerous controversies have emerged, particularly regarding the definitions of various concepts and regulated entities. Industry observers emphasize that legislation must focus on promoting industrial development while avoiding imposing excessive obligations and responsibilities on businesses
Thursday 21 August 2025
Chinese AI startup Butterfly Effect moves HQ to Singapore as its AI agent Manus surges to US$90M run rate

China's AI startup Butterfly Effect has revealed financial results for the first time, projecting an annualized revenue run rate of US$90 million, largely fueled by its flagship AI agent service Manus

Thursday 21 August 2025
Nvidia's impossible dilemma: trust on a string between Washington and Beijing
Nvidia's H20 chips have unexpectedly emerged as a new flashpoint in the intensifying tech rivalry between the United States and China. Reports that Washington installs trackers on servers using Nvidia chips from Dell and Super Micro during shipment have fueled Beijing's suspicions, deepening its long-standing distrust of American chip security
Thursday 21 August 2025
Samsung's Lee Jae-yong hints at 2026 chip comeback after US visit
Samsung Electronics Executive Chairman Lee Jae-yong returned to South Korea this week after more than two weeks in the US, telling reporters at the airport he was "ready for 2026." His rare display of confidence has fueled speculation of a sweeping rebound for Samsung's semiconductor business within the next two years