China Motor holds steady on 2025 sales target despite tax uncertainty

Despite ongoing uncertainty surrounding Taiwan’s import tariffs and excise tax policies, China Motor Corporation (CMC), a subsidiary of the Yulon Group, maintains its full-year sales target of 49,000 vehicles for 2025, including contract manufacturing. Speaking at an online investor conference on August 20, CMC Vice President and Spokesperson Chien Ching-Wu said the company will not revise its capacity plans or its scheduled plant shutdowns.

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Samsung reportedly clears Nvidia’s HBM4 checks as meeting between Jensen Huang and Lee Jae-Yong gains attention

Samsung Electronics’ sixth-generation high-bandwidth memory (HBM4), delivered to Nvidia in July 2025, has reportedly cleared reliability testing, positioning it for pre-production by late August. The milestone is viewed as a concrete result of Samsung chairman Lee Jae-yong’s recent meeting with Nvidia CEO Jensen Huang.

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Japan’s last semiconductor stronghold slips under Chinese pressure

Japan’s power semiconductor sector, once a global stronghold, is losing ground to fast-rising Chinese rivals as stalled consolidation and mounting financial pressures undermine its competitiveness. Talks between Toshiba and Rohm — two of Japan’s five leading power semiconductor firms — have stalled, highlighting how fragmentation is preventing Japan from countering China’s increasingly aggressive push.

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Rebellions takes on Nvidia with Saudi expansion, Aramco partnership

South Korean AI chip startup Rebellions has opened a subsidiary in Riyadh, making it the first Korean AI semiconductor company to establish a local unit in Saudi Arabia, according to BusinessKorea and KoreaTechDesk. The expansion highlights Rebellions’ push to tap into the Middle East’s growing demand for sovereign AI while stepping up its challenge to Nvidia in the global race for artificial intelligence hardware.

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Micron sells out 2026 HBM supply, SK Hynix and Samsung play catch-up

Micron has struck a confident tone in the race for high-bandwidth memory, announcing that all of its 2026 production has already been committed to customers. Chief Business Officer Sumit Sadana told the KeyBank Technology Leadership Forum in the US that talks with clients had made substantial progress in recent months, ensuring the company’s entire output would be sold.

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Column: AI’s growing role in transforming energy systems worldwide

Artificial intelligence (AI) is reshaping energy systems by enhancing their resilience, efficiency, and sustainability. The relationship between AI and energy is reciprocal: AI relies on reliable and clean electricity, while energy infrastructure increasingly depends on AI for improved forecasting, maintenance, and operational control. This evolving synergy is providing competitive advantages to industries and governments globally.

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