China's robotaxi sector is getting a jolt as HelloRide, Ant Group, and CATL join forces to launch Shanghai Zaofu Intelligent Technology Co., Ltd. Backed by a CNY3 billion initial investment and CNY1.288 billion in registered capital, the trio is making a full-scale push into Level 4 autonomous driving

BYD, China's top electric vehicle (EV) manufacturer, is dialing back production and postponing factory expansion as mounting inventory levels and sluggish sales weigh on operations, despite its ongoing price cuts that have escalated an already volatile EV price war

AI smart glasses are transitioning from research and development to commercial deployment, triggering the rise of a robust end-to-end supply chain. Spanning chipmakers, optical and acoustic module suppliers, original equipment manufacturers, and brand integrators, the ecosystem is expanding rapidly, reminiscent of the early boom in smartphones and wearables

Renesas Electronics said on June 26, 2025, it is scaling back its power semiconductor business, postponing a key revenue goal by five years, and removing the executive overseeing the unit, following missteps in the electric vehicle segment

Taiwan-based passive components giant Yageo announced on June 25, 2025, that its previously disclosed tender offer to acquire Japan's Shibaura has received approval from Taiwan's Ministry of Economic Affairs (MOEA) Investment Commission. According to relevant Japanese regulations, the takeover bid (TOB) period will be extended from the original deadline of July 1 to July 9, as Yageo continues to gradually increase its shareholding stake

OpenAI has flagged Chinese startup Zhipu AI as a fast-emerging player in global AI, citing its deep ties with the Chinese government and its expanding role in Beijing's Belt and Road and Digital Silk Road strategies

NAND flash producers are reaping windfall profits from discontinued older chips as supply shortages push prices for legacy products to levels rivaling advanced semiconductors. The crunch mirrors previous DDR4 DRAM phase-outs and positions Taiwan's Macronix International to capture redirected orders

China's auto sector faces intense pressure from a cascade of crises, including deepening price wars and mounting scrutiny over "fake used car" export practices. Recent exposés by Chinese and international media reveal systemic dysfunction that analysts say may be testing Beijing's tolerance threshold

CarUX, a tier 1 supplier of smart cockpit integration solutions and subsidiary of Taiwanese panel giant Innolux, announced on June 26, 2025 that it has signed a formal agreement with global investment organization EQT to acquire a 100% stake in Japanese electronics manufacturer Pioneer in a deal valued at JPY163.6 billion (US$1.13 billion)

Benefiting from stable shipments of specialized new copper products from its Luzhu plant in Kaohsiung, along with China's pending implementation of updated safety standards for electrical plugs, GEM Terminal Industry is optimistic about a significant boost to its operations beginning in the third quarter of 2025

The US and China finalized a trade understanding reached last month in Geneva, US Commerce Secretary Howard Lutnick said, adding that the White House has imminent plans to reach agreements with a set of 10 major trading partners

Senior executives from Nvidia, AMD, and Microsoft have frequently visited Japanese manufacturer Nitto Boseki to secure a critical raw material for AI servers: low coefficient of thermal expansion (CTE) glass, known as T-glass. Nitto Boseki, also called Nittobo, is currently the sole global supplier of the highest-grade fiberglass cloth crucial for AI chip production, according to multiple outlets, including Nikkei

Xiaomi unveiled a suite of new hardware on June 26 at its "Human x Car x Home" ecosystem launch, led by its first AI smart glasses and electric SUV. The event highlighted Xiaomi's bold push to reshape China's consumer tech and mobility sectors

Huawei is accelerating its push into China's premium EV segment, targeting legacy German brands BMW, Mercedes-Benz, and Audi. Its new Maextro S800, co-developed with JAC Group, secured 2,600 orders within 72 hours and topped 5,000 by mid-June. Monthly sales are projected to reach 3,000 in September and 4,000 by year-end