Tesla ignites three-row EV showdown in China

Tesla is reinforcing its presence in China’s electric SUV segment with the upcoming Model Y L, a long-wheelbase, six-seat version positioned between the Model Y and Model X. Disclosed in filings published by China’s Ministry of Industry and Information Technology (MIIT) on July 16, the Model Y L enters a rapidly growing market for large, three-row electric SUVs amid intensifying competition.

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Can Samsung innovate its way out of its own system?

Samsung Electronics, once the crown jewel of South Korea’s industrial might, is facing a growing crisis in its semiconductor division. A sharp downturn in high-bandwidth memory sales during the second quarter of 2025, combined with widening losses in its chip foundry operations, has raised serious questions about whether the company is losing its footing in the race to power artificial intelligence.

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China accuses foreign spies of rare earth smuggling via small-batch shipments

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.

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CHT adds another submarine cable with SJC2 officially launched

Chunghwa Telecom (CHT) continues to advance its Asia-Pacific broadband network layout. Following the announcement on July 16, 2025, of its investment in the AUG East new submarine cable in Asia, CHT announced on July 18 that the Southeast Asia-Japan Cable 2 (SJC2), which was invested in and constructed in 2018, was officially completed and put into operation on the same day.

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Automotive market headwinds offset by AI servers; Eikei sees US liquid cooling board orders surge in 3Q25

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.

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