Hello everyone, that is Cissy from Hong Kong.
Monday was an enormous day for BYD since it did the primary anniversary of the Thailand factory of the Chinese EV champions. It delivered 90,000. Vehicle in Thailand, a D9-MPV from its premium-sub-brand-denza, after entering the Southeast Asian nation in 2022.
BYD can even start assembling electric vehicles in its latest factory in Brazil, its largest marketplace for overseas, this month. The company wants to provide 50,000 vehicles this 12 months, a step that is meant to scale back the dependence on imports with increasing tariffs.
BYD has set a complete sales goal of 5.5 million vehicles for this 12 months. In the primary half of this 12 months, the corporate sold around 2.146 million vehicles and reached almost 40 percent of its annual goal. In 2025, BYD would really like to sell greater than 800,000 vehicles for the markets in overseas. The company stated that sales in overseas exceeded 470,000 vehicles in the primary six months of this 12 months.
While BYD made quick progress within the markets overseas, his Japanese counterpart Nissan has to struggle. It tries a comprehensive overhaul and faces persistent challenges, including increasing financial losses and falling sales, especially within the USA and China. The automotive manufacturer has lowered jobs and closed some factories and adjusted its technique to prioritize the profitability in comparison with mere sales figures.
Just-in-time cooperation?
In the center of a comprehensive global restructuring, which would cut back its final assembly systems from 17 to 10, Nissan Motor seems to have found A possible savior in Foxconnwho’s in conversations with Nissan to start the manufacture of Nikkei's Personnel authors.
This collaboration could enable Nissan to enhance the usage rates on the Oppama location by assigning excess production lines. It would also help to guard jobs since the closing of the Oppama facility for the corporate and its workforce can be expensive.
Foxconn has aggressively expanded the production of electrical vehicles through a series of joint ventures all over the world. In 2024, the corporate acquired a share of fifty percent in a chassis subsidiary of the German Autoteile -Riese Zf. A three way partnership with Nissan can also be considered for using the Oppama plant.
Painful spikes
The managing director of Hitachi Energy has identified that Must be inserted in of the governments to take care of stable care, writes the financial times' Harry Dempsey.
Andreas Scherenbeck, who heads the world's largest transformer manufacturer, said that no other industry is approved as a volatile electricity as an AI sector.
Huge power supply requirements in data centers training AI models and bumpy supply with renewable energies meant that “volatility to volatility” was difficult to maintain the lights, said Scherenbeck of the FT.
“The AI calculus centers differ very, very, very, very, very, because they really rose,” he said. “When you begin your AI algorithm to learn and offer you data for digestion, you’ll reach a climax in seconds and reach the ten -fold what you normally use.
“No user from the angle in industries must have this kind of behavior – if you wish to start a melt, you’ve gotten to call the utility,” added Schernenbeck and was committed to making sure that data centers have used similar rules of governments.
AIS next generation
The “Deepseek moment” has revived the investors' appetite to Chinese tech shares that had reached the once glittering sector since Beijing's procedure. But a number of the latest AI favorites, like Manus, are in search of themselves to distance themselves from China to distance themselves to supply Expose overseaswrites Nikkei Asia's Cissy Zhou.
Since his sudden increase in fame, Manus has laid his headquarters in Singapore quietly and recruited aggressively local talent this month, while putting greater than half of his employees in China, except some vital AI engineers, in line with the individuals acquainted with the matter. The step comes when the start-up interviews international investments within the United States attributable to the financing of Chinese AI firms.
In general, China's appetite for AI-controlled investment expenditure stays within the programs of Nvidia chips despite the restrictions of Nvidia H20 chips in Washington. The investment bank said China had built up sufficient chip deposits a minimum of in the primary half of 2026 to take care of the expansion of the info center.
Charged ambitions
V-Green, the corporate that operates charging stations for Vinfast's Electric Cars and Bikes 1 million ports in three yearsWrite Nikkei Yuji nitta And May Nguyen.
The goal emphasizes the ambitious targets of automotive manufacturer Vinfast for his home country, during which government officials slowly introduce guidelines to support the adoption of electrical vehicles. The automotive manufacturer sold almost 90,000 vehicles in Vietnam last 12 months and would really like to a minimum of double this number this 12 months.
V-Green has recently also expanded to the Philippines and Indonesia, although the corporate states that it faces challenges in relation to technical standards, regulatory framework and legal procedures in overseas markets.
Proposed reading processes
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Indonesia's growing exodus of qualified talents fears the local industries (Nikkei -Shings)
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Why automotive manufacturers must bring the buttons back (Ft)
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Samsung gains take an enormous hit from US chip controls and AI storage work. (Ft)
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Singapore Dayone Center Center Eyes Japan, Thailand for Growth (Nikkei -Shings)
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Toray Unit debut prolonged chipanalysed services within the USA (Nikkei -Shings)
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Japan, British firms try to construct “the world's first” floating data center (Nikkei -Shings)
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Shein files for Hong Kong IPO for print UK to avoid wasting London listing (Ft)
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Apple Supplier Lens Tech opens 4%on the primary Hong Kong trade day. (Nikkei -Shings)
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Chip software manufacturers say that US sales restrictions are lifted for the sale of China (Ft)
