Huawei’s shadow fab (1): the secret chip agenda at the heart of Shenzhen

As US–China tech tensions escalate, semiconductors have become the focal point in a broader race for technological sovereignty. Three obscure yet strategically vital wafer foundries, Shenzhen Pengxin Micro Semiconductor Technology (Pengxin Micro), SwaySure Technology, and Shenzhen Pensun Technology (Pensun), have emerged as key players in China’s response.

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MSI may tie motherboard shipments with Gigabyte in 2025

MSI is adopting a cautious strategy toward AI server-related products, while its Taiwanese rivals Gigabyte Technology, Asustek Computer and ASRock are all aggressively expanding in the sector with immediate operational benefits, but its motherboard shipments will have a good chance to catch up with those of Gigabyte and hit above 10 million units for the first time in 2025.

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Car industry questions Huawei’s no car-making pledge as HIMA surges

Huawei’s Harmony Intelligent Mobility Alliance (HIMA) reached top five in total sales in June, just one spot behind Tesla China, an indication of the beginning of Huawei’s path to supremacy. Although Huawei insists it does not make cars, it understands the importance of controlling core vehicle technologies and is gradually making improvements in the automotive field. However, the elephant in the room must be addressed: Will Huawei grow to be a larger threat to its partners and other Chinese automakers?

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1H25 EMS top 20 analysis: DIGITIMES dissects 3 power shifts behind AI-era shake-up

The first half of 2025 has reshaped the global EMS/ODM landscape, with generative AI emerging as the new industry driver. In a ranking compiled by Eric Huang, Senior Analyst and VP of the International Business Unit at DIGITIMES, the top 20 EMS/ODM players were assessed by revenue. The findings show that AI data centers — rather than smartphones or PCs — are now the dominant force influencing company performance and industry dynamics.

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