CONNECT WITH US
Monday 1 September 2025
BYD Electronic posts modest growth in 1H25, faces intensifying competition
BYD Electronic (International) Co. Ltd. posted first-half 2025 revenue of CNY80.61 billion (US$11.3 billion), a 2.58% increase year-over-year, while net profit climbed 14% to CNY1.73 billion. Earnings per share were CNY0.77, with no interim dividend declared
Monday 1 September 2025
DeepSeek fuels return to profit for Chinese tech champion Huawei
Huawei Technologies Co. posted a first-half profit, getting back into the black after the emergence of DeepSeek ignited a wave of AI development across China
Monday 1 September 2025
Reliance bets big on AI with Google and Meta in tow
At its 48th AGM, Reliance Industries unveiled Reliance Intelligence, a new AI-focused subsidiary driving India's artificial intelligence ambitions, alongside partnerships with Google and Meta to scale AI across industries. The company also detailed its renewable energy push, including gigawatt-scale green data centers, solar and battery projects, and green hydrogen production, signaling a transformative blend of AI innovation and sustainable energy leadership for India's future
Monday 1 September 2025
India-Japan summit sets US$67bn target to fuse talent, tech, and supply chains
At the 2025 India-Japan Annual Summit, leaders advanced collaboration in semiconductors, AI, robotics, green energy, and space technologies. With JPY10 trillion (USD$67 Bn) in planned Japanese investment, both nations aim to integrate high-tech manufacturing, digital innovation, and talent mobility, strengthening industrial competitiveness and future-ready technology partnerships
Monday 1 September 2025
Cambricon's second act: From Huawei's castoff to China's AI hopeful
China's Cambricon Technologies, a leading domestic AI chip startup, has endured a turbulent rise marked by the brilliance of its founding brothers and the pressure of shifting geopolitics. Formally known as Beijing Zhongke Cambricon Science and Technology Co., the firm was founded in 2016 by brothers Chen Yunji, 42, and Chen Tianshi, 40. Both were child prodigies at the University of Science and Technology of China and later earned doctorates at the Chinese Academy of Sciences, laying the groundwork for their entry into AI chip design
Monday 1 September 2025
South Korea’s HBM pioneer highlights hybrid bonding and compute-in-memory trends
As artificial intelligence and high-performance computing continue to advance rapidly, high-bandwidth memory (HBM) paired with GPUs has become a critical battleground in the semiconductor industry. Joungho Kim, a professor of electrical engineering at KAIST and widely recognized as the "father of HBM" in South Korea, emphasized the importance of emerging technologies such as hybrid bonding, high-bandwidth flash (HBF), and compute-in-HBM in shaping the future of memory design
Monday 1 September 2025
India roundup: Modi turns US 50% tariff blow into reform push
The US's 50% tariff on India took effect on August 27, dealing a blow to Indian exporters. India's semiconductor push is gaining traction
Sunday 31 August 2025
Semco’s CEO meets Boston Dynamics to plot robotics future
Samsung Electro-Mechanics (Semco) CEO Duckhyun Chang reportedly met Boston Dynamics CEO Robert Playter at the company's Suwon headquarters in late July to discuss potential cooperation on next-generation robotics, including humanoid robots
Sunday 31 August 2025
South Korea targets wildfire control and airport safety with new drone initiatives
The drone industry is growing beyond its earlier focus on military applications into other industrial sectors and public safety. As an example, the South Korean government is accelerating the development of next-generation drone technologies as vital tools for addressing public safety and disaster response
Friday 29 August 2025
South Korean media points to TSMC as main cause of Samsung's AP procurement cost surge
Samsung Electronics' smartphone division is reportedly struggling with escalating cost pressures, largely attributed to the rapid rise in prices for mobile application processors (AP). While increasing the use of its own Exynos chips could potentially reduce procurement expenses, Samsung still finds it challenging to fully replace Qualcomm's products due to performance and market competitiveness considerations
Friday 29 August 2025
Indonesia establishes Mineral Industry Agency to control critical minerals
According to Reuters and Antara, the Indonesian government has launched a Mineral Industry Agency to oversee state control of critical minerals, including rare earth elements, announced President Prabowo Subianto. Brian Yuliarto, the current Minister of Higher Education, was appointed to lead the new agency
Friday 29 August 2025
Impact of 'Yellow Envelope' bill spreads to IT industry as Naver, foreign businesses face labor disputes
On August 27, 2025, the labor unions of six sub-subsidiaries under South Korean internet giant Naver Corporation held a rally at Naver's headquarters, demanding negotiations with management. Following the passage of the "Yellow Envelope" bill, South Korean businesses now expect joint actions among IT company subsidiaries to intensify
Friday 29 August 2025
Naura's 1H25 profit rises 15% amid cash strain, Kingsemi takeover

Naura Technology posted strong first-half 2025 results on August 28, with revenue climbing 29.5% year-over-year to CNY16.142 billion (approx. US$2.26 billion). Net profit attributable to shareholders rose 15% to CNY3.208 billion, while adjusted net profit advanced 20.2% to CNY3.18 billion. Earnings per share increased 14.2% to CNY4.45

Friday 29 August 2025
Hybrid models, local servers, and Netweb's role in India's AI ecosystem
India's ambition to become a trillion-dollar digital economy is creating demand for AI infrastructure that can support both rapid experimentation and cost efficiency
Friday 29 August 2025
TSMC to tighten supplier audits, targeting firms with deep China ties ahead of 2nm rollout
Reports of TSMC halting Chinese equipment use and auditing Taiwanese suppliers have raised concern. The company said it does not comment on rumors, stressing its focus on risk management and local partnerships