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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

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Saturday 23 August 2025
It’s official: Trump administration takes 10% Intel stake in $8.9B deal
Intel Corporation announced an agreement with the Trump Administration under which the US government will take a 9.9% stake in the company through a US$8.9 billion equity investment, marking a shift from grant-based support to direct ownership. The investment will be funded by US$5.7 billion in unspent CHIPS and Science Act grants previously awarded to Intel and US$3.2 billion from the Secure Enclave program
Saturday 23 August 2025
Mitsubishi Fuso and Foxconn sign MOU to develop zero-emission buses for global markets

Mitsubishi Fuso Truck and Bus Corporation (MFTBC), a leading name in Japan's commercial vehicle industry, and Hon Hai Technology Group (Foxconn), the world's largest electronics manufacturer, have signed a memorandum of understanding (MOU) to explore a strategic collaboration in the field of zero-emission buses. The partnership aims to accelerate the deployment of clean mobility solutions in Japan and global markets

Saturday 23 August 2025
Samsung reportedly clears Nvidia's HBM4 checks as meeting between Jensen Huang and Lee Jae-Yong gains attention
Samsung Electronics' sixth-generation high-bandwidth memory (HBM4), delivered to Nvidia in July 2025, has reportedly cleared reliability testing, positioning it for pre-production by late August. The milestone is viewed as a concrete result of Samsung chairman Lee Jae-yong's recent meeting with Nvidia CEO Jensen Huang
Saturday 23 August 2025
JPP Holding rides supply chain shift into AI and aerospace growth
JPP Holding Company, a precision components manufacturer, said on Wednesday that it expects continued strong order visibility for the second half of 2025, supported by the gradual ramp-up of its new facilities and automated production lines. These investments will enable the company to expand its portfolio of higher-margin, value-added products
Saturday 23 August 2025
Japan's last semiconductor stronghold slips under Chinese pressure

Japan's power semiconductor sector, once a global stronghold, is losing ground to fast-rising Chinese rivals as stalled consolidation and mounting financial pressures undermine its competitiveness. Talks between Toshiba and Rohm — two of Japan's five leading power semiconductor firms — have stalled, highlighting how fragmentation is preventing Japan from countering China's increasingly aggressive push

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
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
AI server demand powers Getac’s revenue upgrade
AI servers are in high demand. Getac Holdings' subsidiary, Atemitech, began setting up production capacity for AI server chassis and racks at the end of 2024 and has started shipments this year. Getac chairman James Hwang noted that the company had not previously produced server chassis due to limited demand. But it now expects significantly higher demand by 2026. Originally forecasting a year-on-year revenue growth of 8–12% for its mechanical parts business, Getac has now raised this outlook to 12–20%
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
Apple to open third India store in Bangalore as iPhone sales surge
Apple will open a new retail store in Bangalore on September 2, marking its third outlet in India after Mumbai and Delhi. The expansion reflects Apple's deepening push into the country's fast-growing premium smartphone market, where iPhone sales have surged sharply in 2025
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
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES