Qualcomm CDMA Technologies (QCT), a unit of Qualcomm Inc., has finalized its acquisition of Israeli vehicle-to-everything (V2X) chipmaker Autotalks, reinforcing its push into connected car communications. The long-anticipated deal, delayed by two years of regulatory scrutiny, will strengthen Qualcomm's position in automotive connectivity and safety, while sparking debate over potential impacts on market competition

Amid intensifying US-China tech rivalry and deepening supply chain fragmentation, Huawei is mounting a formidable response through a series of proprietary technologies and product launches, signaling its comprehensive breakthroughs in chip design, system integration, and hardware engineering

Tesla CEO Elon Musk, now refocused on company operations after stepping back from government affairs, has unveiled plans to build a fully vertically integrated battery supply chain in the US as part of a strategy to cut reliance on Chinese materials

China's largest cloud and internet companies are implementing backup supply chain strategies as bilateral trade uncertainties continue. Baidu Inc., Alibaba, Tencent and Huawei have developed contingency plans with domestic memory module manufacturers, beginning gradual localization in early 2025

European financial securities firm UBS recently released a report indicating that Samsung Electronics' anticipated 12-layer HBM3E, originally expected by June 2025, may not be ready to supply Nvidia until the fourth quarter of 2025

As a new round of China–US trade talks took place in London, the United States held firm on restrictions targeting China's access to advanced artificial intelligence (AI) chips, with Nvidia products remaining on the export control list

US-China trade talks resumed in London on June 10, extending a new bilateral economic and trade consultation mechanism launched with more than six hours of discussions the day before. While no deal was reached, both sides signaled cautious optimism

Ampoc, a distributor of PCB wet process equipment and semiconductor materials, announced that in response to the growing global demand for high-end materials in advanced semiconductor processes, it will collaborate with South Korean semiconductor material manufacturer DCT Material to establish a joint venture company in Taiwan by the end of 2025. This partnership aims to introduce advanced process material technologies with mass production experience into Taiwan, further strengthening product deployment in the Asian market and providing localized services to key semiconductor customers

Following reports that TSMC is considering establishing a semiconductor wafer fab in the Middle East, some observers suggest that Samsung Electronics may also seek opportunities to expand its overseas footprint. Whether Samsung will consider setting up a plant in the Middle East could hinge on securing artificial intelligence (AI) chip orders

South Korean internet giant Naver and US streaming powerhouse Netflix are exploring deeper ties, following the success of their joint initiatives in South Korea. In a recent high-level meeting at Netflix's Los Angeles headquarters, executives from both companies discussed expanding their collaboration across global markets

Huawei will debut its flagship Pura 80 series on June 11, 2025, with sales starting June 14. The highlight is the premium Pura 80 Ultra, equipped with a new 1-inch CMOS image sensor (CIS) from China's SmartSens Technology, marking Huawei's first use of a domestically developed CIS in a high-end device

China's rare earth export controls are disrupting auto production across Europe, the US, and Japan, with forced shutdowns already rippling through supply chains. Industry sources believe Beijing aims to pressure Europe to ease restrictions on Chinese EV imports and nudge Washington into more pragmatic tariff negotiations. However, the escalating curbs are instead accelerating Western efforts to cut reliance on China for critical raw materials

Kioxia, Japan's leading NAND flash memory manufacturer, is preparing for an aggressive expansion. The company has announced a bold plan to double its memory production capacity by fiscal year 2029, with a focus on increasing output to meet growing demand from sectors like artificial intelligence

Taiwan-based Yageo Corporation has refiled its foreign investment application under Japan's Foreign Exchange and Foreign Trade Act (FEFTA) as of June 2, in a renewed bid to acquire Shibaura Electronics. The move signals Yageo's growing confidence in clearing regulatory scrutiny—a key barrier that has held back its unsolicited tender offer since February

Toyota Motor Corporation is planning to take Toyota Industries Corporation private, through a tender offer (TOB) via its real estate company Toyota Fudosan, and personal funds from Toyota Motor President Akio Toyoda. The board of Toyota Industries has approved the TOB, which is expected to commence in early December 2025