In Vietnam's northern manufacturing belt, tariff angst isn't stopping the flow of Chinese money. If anything, it's growing

India's Economic Times reports that Wistron Group plans to invest about INR10 billion (US$115.30 million) to establish an electronics manufacturing plant in Telangana, targeting servers, routers, and switches production. However, industry sources suggest the investment might be from a Wistron subsidiary, not the parent company

Tesla CEO Elon Musk has confirmed that the company's next-generation autonomous driving chip, the AI6, will be manufactured by Samsung Electronics at its Texas-based foundry. The KRW22.8 trillion (US$16.5 billion) deal strengthens Samsung's US foundry operations and signals a strategic move to elevate its position in the global automotive semiconductor market

The US recently introduced its AI Action Plan, featuring about 90 recommendations to guide AI development. Chinese experts strongly criticize it, viewing the plan not just as a technical guide but as a strategic effort to rally allies against China's AI growth and maintain US technological dominance

The latest smartphone sales data has revealed that despite facing multiple sanctions, Huawei delivered an impressive performance in China during the second quarter of 2025, reclaiming the top spot in smartphone sales

Rising Qualcomm chip prices and improving Exynos yield rates have prompted Samsung to consider using its in-house Exynos 2600 in the 2026 Galaxy S26 base model. South Korean industry sources say the move depends on whether yield stability can be achieved

Samsung Electronics will produce 2nm chips for Tesla, targeting use in the automaker's supercomputers, autonomous vehicles, and humanoid robots. The chips will be manufactured at Samsung's Taylor, Texas facility under an eight-year contract valued at KRW22.7 trillion (US$16.5 billion). The deal is accelerating construction at the site, with Samsung now aiming to complete investment by the end of 2025, ahead of its original 2026 schedule

The US has eased export restrictions on Nvidia's H20 GPUs to China as part of wider talks tied to rare earth magnet controls, but the move has failed to meet soaring demand from Chinese firms. Jefferies estimates Nvidia holds 600,000 to 900,000 H20 units in inventory, while Chinese demand may reach 1.8 million units

Apple's official China website shows that the last operating day for its Parkland Mall store in Dalian is August 9, 2025. This marks the closure of Apple's first directly managed store in China

Mitsubishi Motors reported a steep decline in earnings for the first quarter of fiscal 2025, with net profit plunging more than 97% year-over-year to JPY738 million (approx. US$4.97 million), as the company faced headwinds from a stronger yen, US automotive tariffs, and sluggish sales in Southeast Asia — a historically critical market

Ahead of the 2025 World Artificial Intelligence Conference (WAIC), Shenzhen Intellifusion Technologies Co. launched a comprehensive portfolio of AI inference products, including the Edge200 chip, the Shenqiong X6000 Mesh Acceleration Card, and new inference appliances. Chairman and CEO Ning Chen described 2025 as a "critical inflection point" for the industry, marking the shift from training to large-scale AI inference

Rohm posted a rare net loss in fiscal 2024 amid market headwinds but expects a rebound in fiscal 2025. Growth in electric vehicle and artificial intelligence demand, deeper ties with Denso, and a focus on smaller customers and cost control underpin its strategy to regain profitability

Despite posting their highest-ever second-quarter revenues, Hyundai Motor Group is grappling with the growing toll of US import tariffs—a headwind that threatens to deepen in the second half of 2025

Foxconn has increased its investment in two US-based electric vehicle units as part of a long-term strategy to expand its global manufacturing footprint amid shifting geopolitical dynamics and trade barriers