China’s push to localize its memory supply chain is gathering momentum. YMTC has begun trial production at its first fully localized NAND flash fab, while market chatter indicates the company is now quietly investing in DRAM. The move underscores YMTC’s ambition to extend beyond NAND dominance, using its patented Xtacking technology to break into DRAM and challenge the world’s top three players.

In the second quarter of 2025, Southeast Asia’s electric vehicle (EV) sales grew 102% year-over-year, driven by affordable battery electric vehicles, rising consumer awareness, government subsidies, and local production expansion. Chinese and Vietnamese brands like BYD and VinFast have become central forces, reshaping the regional EV ecosystem.

Japanese chemical and materials company Resonac announced on September 3, 2025, the formation of a new industry alliance named JOINT3, comprising 28 domestic and international semiconductor-related firms. The alliance aims to expedite the development and commercialization of advanced semiconductor technologies within five years through a collaborative investment of JPY26 billion (US$175.22 million), representing Resonac’s largest semiconductor technology partnership to date.

Hewlett Packard Enterprise (HPE) reported third-quarter fiscal year 2025 revenue of US$9.1 billion, surpassing analyst estimates, driven by strong demand for AI servers and networking products. The company also announced the completion of its acquisition of Juniper Networks.