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Saturday 23 August 2025
Rebellions takes on Nvidia with Saudi expansion, Aramco partnership
South Korean AI chip startup Rebellions has opened a subsidiary in Riyadh, making it the first Korean AI semiconductor company to establish a local unit in Saudi Arabia, according to BusinessKorea and KoreaTechDesk. The expansion highlights Rebellions' push to tap into the Middle East's growing demand for sovereign AI while stepping up its challenge to Nvidia in the global race for artificial intelligence hardware
Saturday 23 August 2025
Micron sells out 2026 HBM supply, SK Hynix and Samsung play catch-up
Micron has struck a confident tone in the race for high-bandwidth memory, announcing that all of its 2026 production has already been committed to customers. Chief Business Officer Sumit Sadana told the KeyBank Technology Leadership Forum in the US that talks with clients had made substantial progress in recent months, ensuring the company's entire output would be sold
Friday 22 August 2025
Geely challenges BYD for the crown in China’s auto market

China's fiercely competitive auto market is entering a new phase of high-stakes rivalry, with two private-sector titans — Geely Automobile and BYD — locked in an increasingly intense battle for dominance

Friday 22 August 2025
China’s AI chip drive eyes 82% autonomy by 2027
China's top provinces are intensifying efforts to reduce reliance on foreign semiconductors, setting aggressive targets to boost self-sufficiency in AI and data center chips
Friday 22 August 2025
Hyundai reportedly deepens push into automotive semiconductors with Samsung, Intel ties

As part of its broader effort to strengthen competitiveness in the next generation of vehicles, Hyundai Motor Group is accelerating its transformation toward software-defined vehicles (SDVs)—a shift that includes not only the development of in-car software platforms but also a strategic move toward in-house automotive semiconductor development

Friday 22 August 2025
SK On and Ford's EV battery joint venture officially begins production in Kentucky
BlueOval SK, an electric vehicle (EV) battery joint venture between SK On and Ford Motor, has announced the commencement of commercial production at its Kentucky 1 facility, according to reports from South Korean media outlets Yonhap and ET News
Friday 22 August 2025
MinebeaMitsumi holds firm at JPY6,200, refuses to raise bid for Shibaura Electronics after Yageo increases offer
Following Yageo's announcement on August 21, 2025, that it has increased its tender offer bid (TOB) for Shibaura Electronics to JPY6,635 (US$44.64) per share, up from JPY6,200, Japanese competitor MinebeaMitsumi declared it will not raise its offer beyond JPY6,200 per share, report Nikkei and Reuters
Friday 22 August 2025
TSMC keeps Japan in focus with 2nd Kumamoto fab set to break ground in 2025
TSMC board member Paul Liu confirmed the chipmaker will break ground on a second fab in Kikuyo, Kumamoto Prefecture, in 2025 as scheduled, rejecting speculation that Japan's role in its global expansion is being diminished
Friday 22 August 2025
Goertek's CNY1.42B half-year profit defies consumer tech weakness

Goertek Inc. posted a 15% increase in first-half 2025 net income to CNY1.42 billion, even as revenue fell 7% to CNY37.55 billion. The earnings highlight the company's margin discipline and shareholder focus in an otherwise weak global consumer electronics market

Friday 22 August 2025
Robotics buyers look beyond China, giving Taiwan its opening
Nvidia CEO Jensen Huang has said the next wave of artificial intelligence will be "physical AI," with general-purpose robots set to drive the next trillion-dollar industry. Beyond traditional industrial robots, focus is shifting to humanoid robots, still in their infancy, and drones, already in use across defense, agriculture, and logistics. These are all technologies that depend on supply chains under growing geopolitical scrutiny
Friday 22 August 2025
China's New EV startups race ahead in First 1H25: sales comparison reveals market shakeup
In a fierce price war roiling China's electric vehicle (EV) industry, three of the country's emerging automakers—Leapmotor, Xiaomi, and Xpeng—have bucked the trend, posting strong first-half 2025 results marked by simultaneous growth in both sales and profit margins. Rather than chasing market share through deep discounts, these companies achieved the rare feat of boosting average gross profit per vehicle quarter after quarter
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