India roundup: Tesla’s long-awaited showroom in India
Tesla finally enters India with Model Y showroom but skips local manufacturing amid rising global headwinds
21
Jul
21
Jul
Samsung reportedly cracks 1c DRAM yield hurdle, positions HBM4 for AI rebound
Samsung Electronics is preparing a major push to reclaim ground in the high-bandwidth memory (HBM) market, where it has lagged behind SK Hynix and Micron. Its sixth-generation 1c DRAM, built for HBM4, has reportedly hit a critical production milestone, positioning the company for mass deployment and a broader DRAM strategy reboot.
20
Jul
Intel CEO concedes Nvidia’s AI lead: a critical shift for the semiconductor giant
Intel CEO Lip-Bu Tan has openly admitted to global employees that Nvidia has surpassed Intel in the AI chip market. This candid acknowledgment underscores the company’s dramatic fall from its former dominance in the semiconductor sector and highlights the scale of Intel’s struggles in the AI era.
20
Jul
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.
20
Jul
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.
20
Jul
China’s grip on cathode tech exposes fragility in U.S. and EU battery ambitions
China’s Ministry of Commerce recently announced new export restrictions on “battery cathode material preparation technologies,” along with five lithium refining technologies and overseas lithium battery technology transfers. This move effectively tightens China’s control over the lithium battery supply chains in Europe and the US.
19
Jul
Nvidia picks Micron for massive SOCAMM rollout
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.
19
Jul
Ecosystem collaboration is key to 5G monetization
As the global 5G user base continues to rise, the industry’s focus is shifting from early traffic dividends and user scale competition to a new game centered on resource allocation and service differentiation. Ericsson believes that the 5G era has evolved from mere technological upgrades into a complex strategic battle involving investment cycles, resource allocation, and value realization.
19
Jul
Forward Science’s AI-powered vacuum systems win major orders from PSMC, Macronix
Taiwan’s Forward Science Corp. (Forwardtek), a leading vacuum pump supplier, has launched its new V-pro smart vacuum pump and EcoNanoPur energy-saving system — an integrated platform that combines AI diagnostics, predictive maintenance, carbon tracking, and ESG-centric features for semiconductor manufacturing.
19
Jul
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.