Despite declining smartphone sales, Xiaomi maintained its top-three global smartphone ranking amid a mature market while its AIoT business maintained gross margins above 20%. Strategic premiumization, regional growth, and robust R&D investment underpin the company's resilience and long-term competitiveness across smartphones and connected devices

Apple is significantly expanding iPhone production in India, shifting key supply chains from China to mitigate US tariff risks. With five factories now operating, including two new facilities, India will supply the full iPhone 17 lineup, boosting regional manufacturing capacity and reshaping global smartphone production dynamics

DeepSeek announced what appeared to be an update to its older V3 artificial intelligence model on Tuesday, declaring an enhanced version ready for testing.
The V3.1 has a longer context window, according to a DeepSeek post to its official WeChat group, meaning it can consider a larger amount of information for any given query. That could allow it to maintain longer conversations with better recall, for example

The AI chip market is expected to stay under Nvidia's dominance in 2026, as Samsung Electronics, SK Hynix, and Micron battle to win sixth-generation high-bandwidth memory (HBM4) orders. Efforts by hyperscalers to lessen dependence on Nvidia have so far fallen short, leaving the US chipmaker at the center of industry competition

Xiaomi's electric vehicle business delivered strong performance in the second quarter of 2025, reflecting the company's strategic focus on premiumization and operational efficiency

On August 14, 2025, VinFast Auto announced a restructuring plan that will spin off certain research and development assets into a newly formed entity and subsequently transfer ownership to founder and CEO Pham Nhat Vuong. The move underscores the founder's role in supporting the company's long-term growth strategy as VinFast continues to refine its capital and operational structure

Xiaomi delivered a strong performance in the second quarter of 2025, underscoring its rapid transformation into a more diversified technology company. Growth in its EV, AI, and new initiatives businesses helped the company offset continued weakness in its core smartphone segment. The results highlight Xiaomi's shift away from reliance on handsets, with emerging businesses beginning to play a more central role in driving profitability and investor confidence

The acquisition contest for Shibaura Electronics, a maker of negative temperature coefficient (NTC) thermistors, has intensified as Minebea Mitsumi and Taiwan's Yageo Corporation have matched bids of JPY6,200 (US$41.95) per share. Both firms are vying to secure control amid strategic industry significance

Driven by the booming demand for artificial intelligence (AI) servers, high-bandwidth memory (HBM) has become a key factor reshaping the memory industry landscape. Micron recently announced that its entire HBM supply for 2026 is already fully booked, intensifying competition among the three major memory manufacturers in the HBM market

The battle for dominance in 2-nanometer (nm) chip manufacturing has officially begun. While Samsung Electronics is gaining ground by offering lower prices and faster response times, its Taiwanese rival, TSMC, is doubling down on a high-price, no-discount strategy—setting the stage for a pivotal clash in next-generation semiconductor production

China's artificial intelligence (AI) industry is rapidly developing, with the Chinese government actively promoting increased procurement of domestically produced AI chips by local data centers. However, there is currently no solution that can fully replace Nvidia. Cambricon Technologies, a potential challenger to Nvidia in China, plans to raise nearly CNY3.98 billion (US$553.9 million) for AI chip development to strengthen its market position amid China's push for AI chip self-sufficiency

China has unveiled its first domestically developed commercial electron-beam lithography (EBL) tool, marking a symbolic step forward in efforts to reduce reliance on foreign semiconductor manufacturing equipment

Vietnam's Prime Minister Pham Minh Chinh has called on US semiconductor giant Qualcomm to expand its investments in the country, particularly in core technology areas within the semiconductor value chain. The appeal was made during a meeting with Qualcomm President and CEO Cristiano Amon in Hanoi on August 12, 2025, according to The Investor

Half of the world's 10 largest chip equipment makers reported profit declines or markedly slower growth in the second quarter of 2025, highlighting an uneven cycle driven by booming AI demand on one side and weakening orders from China on the other