Carmakers squeezed as profits plunge 55%, China bucks the trend

As the global automotive sector accelerates its transition toward electronic and electrical (E/E) architectures, a silent profit crisis is taking hold. According to a new report from Ernst & Young (EY), the world’s top 19 automakers saw their total revenue decline by just 1% in the second quarter of 2025—but their combined profits plummeted by a staggering 55%. For the first half of 2025, total industry profits are down 49% year-over-year.

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Clevo adapts ‘blue ocean’ strategy to drive sequential notebook shipment growth in 2H25

Although the notebook market is expected to underperform during the traditional peak season in the second half of 2025, this has not deterred Clevo’s hopes for sequential quarterly growth with its blue ocean strategy. According to the company, third-quarter shipments are expected to surpass second-quarter levels, due to stable demand in Europe and Japan, and easing tensions between the US and China. These conditions represent new opportunities for Clevo, which operates the Buynow computer and IT malls in China.

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Taiwan seeks international partnerships for quantum-HPC integration project

The National Science and Technology Council (NSTC) is planning to implement a quantum computing mainframe construction project in 2026, aiming to integrate quantum computing mainframes with high-performance computing (HPC) platforms to drive transformation and upgrades in key industries. According to NSTC minister Cheng-wen Wu, the project will leverage Taiwan’s key advantage in its semiconductor industry to attract partners from advanced countries in the field, and will include procurement from partners willing to collaborate.

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Zyxel subsidiary ZyFlex launches reusable hard-kill drones

Zyxel Group chairman Shun-I Chu stated that the government’s commitment to increasing the defense budget is correct, and he hopes procurement will truly implement defense autonomy. Regarding drones, he suggested adopting phased purchases with a multi-supplier system while simultaneously establishing pilot and maintenance teams; otherwise, it could become a disaster.

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Meta AI glasses fall short in demos yet avoid major backlash

At Meta Connect 2025, Meta unveiled three new products, including the smart glasses Live AI, which fell short of expectations. The demonstration revealed that while AI conversation is not a novel concept, achieving smooth real-time interaction remains difficult. Interestingly, public criticism has been relatively muted. On the other hand, Meta’s vision of AI glasses integrated with neural signal wristbands—eliminating the need for keyboards and mice—continues to hold appeal, generating anticipation for future developments.

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Huawei patents SiC cooling tech to power next-gen AI chips

Huawei has disclosed two new patents in China targeting advanced cooling solutions for AI chips, highlighting the rising urgency around thermal management as chip power consumption continues to climb. The filings, revealed by China’s National Intellectual Property Administration and reported by Sina and Securities Times, describe silicon carbide (SiC) materials designed to improve heat dissipation in chip packaging, substrates, heat spreaders, and printed circuit boards.

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Nvidia’s US$5B Intel stake sparks foundry jitters for TSMC, Samsung

Nvidia’s US$5 billion stake in Intel has shaken the global semiconductor landscape, sparking debate over future foundry competition and supply chain realignment. While the deal excludes wafer foundry cooperation, it has put TSMC and Samsung Electronics on alert as they weigh potential threats to market share. Analysts also suggest US policy pressure may have shaped the move, with implications for the PC and data center chip markets.

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