NextDrive rises in Japan’s battery market

Japan’s behind-the-meter energy storage market is entering a period of significant policy benefits. Driven by subsidy programs and residential demand, the market is rapidly heating up with simultaneous growth in applications and distribution channels. Taiwan-based energy IoT platform provider NextDrive has strategically positioned itself ahead of this trend, recently announcing partnerships with leading Japanese home energy storage brand Choshu Industry (CIC) and Hanwha Japan, boosting its market share ranking to third place with plans to challenge for second place in 2025.

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China says US Huawei chip ban could derail fragile trade truce

China’s Ministry of Commerce has denounced new US restrictions targeting Huawei’s artificial intelligence (AI) chips, arguing the move threatens the recently established trade consensus between the two nations in Geneva. The Ministry urged Washington to “immediately correct its wrongful actions” and cease what it called discriminatory measures against Chinese companies.

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Foxconn’s Young Liu unveils ‘3+3+3=∞’ AI strategy, partners with Nvidia on AI Factory

Computex 2025 commenced with Foxconn chairman Young Liu delivering a landmark keynote address, marking his inaugural appearance as a featured speaker. Liu articulated Foxconn’s advancements in artificial intelligence, introducing an ambitious “3+3+3=∞” strategy. This evolution of the existing “3+3” framework integrates three intelligent network platforms—smart manufacturing, smart electric vehicles (EVs), and smart cities—bolstered by a state-of-the-art AI Factory developed in partnership with Nvidia.

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Microsoft sharpens focus on AI platform centrality with multi-model hosting push

At its Build developer conference, Microsoft signaled a strategic pivot toward becoming a central hub for artificial intelligence development. According to Reuters, the company announced that its Azure cloud will host a broad range of AI models, including offerings from xAI, Meta Platforms, Mistral AI, and Black Forest Labs. This move positions Microsoft as a neutral AI platform provider, expanding its ecosystem beyond its existing deep ties with OpenAI.

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As Nissan falters, Toyota may offer lifeline in quiet, government-backed move

Once a pillar of Japan’s automotive might, Nissan now finds itself in financial peril, with talks of potential mergers or alliances repeatedly falling through. After a failed merger attempt with Honda, Japan’s second-largest automaker, reports from Japanese media suggest that Toyota—Japan’s largest and most influential carmaker—may be quietly extending a helping hand. However, neither Toyota nor Nissan has confirmed the rumors through official channels.

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United Radiant Technology reconsiders supply chain strategy amid tariff and carbon cost risks

United Radiant Technology’s (URT) shareholder meeting on May 19 saw all proposals approved. The company noted that US President Donald Trump’s tariffs on countries with significant trade surpluses pose challenges for the global market by taxing imports. Furthermore, the EU will implement the Carbon Border Adjustment Mechanism (CBAM) in 2026, using carbon emission data from 2025, potentially increasing import costs for exports to the EU.

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TSMC supplier AEMC ramps up in Taiwan, defers US plans until post-2030

TSMC is fast-tracking its capacity expansion with plans to build nine new facilities in 2025, including eight wafer fabs and one advanced packaging plant. The move has energized sentiment across its supply chain. Advanced Echem Materials Company (AEMC) Chairman Chan Wen-hsiung said the firm had already anticipated this expansion, citing new capacity at its Tainan and Kaohsiung facilities as sufficient to support customer needs through 2030. A US plant is not under consideration before then and would only be evaluated after that timeline.

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