China’s Ministry of State Security on July 18 accused foreign intelligence agencies of working with domestic operatives to smuggle rare earth elements out of the country. In a WeChat post, the ministry said the materials were shipped overseas in “small batches across multiple shipments,” with smugglers frequently altering delivery routes to evade detection.

Eikei chairman Shih-Lin Liu stated that the impact of tariffs and exchange rates has temporarily eased, with customer orders gradually stabilizing. Looking ahead to the second half of 2025, following small-scale deliveries of US-based AI server cooling distribution unit (CDU) boards starting from the second quarter, the company expects a stable surge in orders in the third quarter, potentially driving an operational split of 40% in the first half and 60% in the second half of the year.

Nvidia is preparing to enter a new phase in the memory market by planning to deploy between 600,000 and 800,000 SOCAMM modules in 2025. This initiative positions SOCAMM as a potential successor to high-bandwidth memory (HBM). Although the initial deployment volumes are relatively modest compared to HBM, industry analysts suggest the move could trigger a wider transformation in the memory and substrate sectors.

The Chinese news outlet ITHome reports that LG Electronics has teased the upcoming LG 27GX700A – LG’s first OLED gaming monitor that uses the new 4th Gen OLED display panel. This is the same display panel that is used by the Gigabyte MO27Q28G, which debuted at Computex 2025 this spring. This 27-inch OLED gaming panel incorporates LG’s Primary RGB Tandem structure, achieving a record-breaking peak…