South Korean AI software company Moreh is developing "K-DeepSeek," a model designed to surpass China's DeepSeek while slashing development costs, according to TheElec and ET News. Moreh insiders revealed the company's commitment to achieving academic certification by the third quarter of 2025, enabling commercial deployment

China's control of over 70% of the global lithium iron phosphate (LFP) battery market—the core of an EV's electric system—has triggered growing pushback in Washington. From the Biden administration's Inflation Reduction Act (IRA) to President Donald Trump's tariff threats, Chinese battery firms face intensifying US resistance. Meanwhile, Beijing has quietly imposed export controls to curb technology outflows

Driven by new energy vehicle subsidy policies, the localization wave of automotive chips in China is intensifying, accelerating the domestic substitution process. Chinese integrated device manufacturers (IDM) such as Silan and BYD have achieved breakthrough growth in the power semiconductor sector, with their market shares rising significantly. This shift disrupts the long-standing dominance of foreign companies and has drawn the attention of international IDMs

Chinese semiconductor equipment manufacturers benefited from a surge in localization-driven procurement in the first quarter of 2025. Data from CnEVPost and Chinastarmarket.cn show that 11 of 12 chip equipment firms listed on the SSE Star Market posted year-over-year revenue gains, with nine reporting growth rates above 25%

The Trump administration plans to overhaul regulations on the export of semiconductors used in artificial intelligence (AI), tossing out a Biden-era approach that had drawn strenuous objections from US allies and companies including Nvidia Corp. and Oracle Corp

Alibaba Group has introduced ZeroSearch, an open-source reinforcement learning framework that simulates search engine functionality, reducing AI model training costs by nearly 90%. As described in a paper by Alibaba's research team, ZeroSearch enables large language models (LLMs) to enhance search capabilities without relying on external search engines, marking a significant leap in affordable and efficient AI development

Nissan Motor plans to cut around 20,000 jobs worldwide—more than twice the 9,000 announced in late 2024—as part of a sweeping restructuring effort aimed at reversing declining sales and long-term underperformance. The layoffs would impact approximately 15% of its 130,000 global employees

India's smartphone market shipped 32 million units in the first quarter of 2025, marking a 5.5% year-over-year decline, according to IDC. This is the second consecutive quarter of reduced shipments, driven by weak consumer demand and excess inventory from the fourth quarter of 2024

Tesla is exploring land parcels in Satara, Maharashtra, to establish a completely knocked down (CKD) assembly unit for electric vehicles (EVs), a senior government official told Business Standard. The move comes after negotiations with Hyderabad-based Megha Engineering failed. Tesla is now in talks with another Indian firm for a joint venture to acquire land and set up the CKD unit, which involves assembling imported vehicle parts locally to reduce import duties

The global boom in generative AI, fueled by OpenAI, triggered a surge of investment into Chinese AI startups. But OpenAI's recent decision to abandon its for-profit status—announced by CEO Sam Altman—highlights the growing difficulty of monetizing AI innovation. Meanwhile, China's so-called "AI Four Darlings," CloudWalk Technology, SenseTime Group, Megvii Technology, and Yitu Technology, are battling mounting losses and operational setbacks, with growing pressure to overhaul their business strategies

The rising demand for high-speed transmission cables, driven by advances in AI technology, was a major topic at VSO Electronics' recent shareholders meeting. Chairman Chung-Cheng Chien acknowledged market uncertainties but assured that AI remains a strong demand area, with no major impacts on customer activity observed

Huawei has entered into a strategic partnership with Ubtech Robotics Inc. to integrate its AI chip capabilities with Ubtech's humanoid robotics expertise. The alliance aims to fast-track the development of embodied intelligence and bring humanoid robots from lab prototypes to practical deployment in industrial and home environments

The world is in the midst of an AI revolution, with data center supply chains becoming central to the electronics industry. As software and hardware converge, the focus on "sovereign AI" has heightened attention on cloud service providers' strategic moves

Recent escalations in the India-Pakistan conflict have ignited intense aerial skirmishes, marked not only by modern fighter jets but also by sustained drone assaults. Contrary to earlier industry forecasts anticipating a cooling drone market as conflicts in Ukraine and the Middle East wane, the emergence of this new frontline has sustained strong demand for drones, especially attack models

The China Academy of Information and Communications Technology (CAICT) released data on smartphone shipments in March 2025, showing an overall year-over-year increase of 6.5%, with Chinese brand shipments rising by 18.4%. Based on these figures, shipments of non-Chinese brand smartphones—dominated by Apple—declined nearly 50% year-over-year