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Seeing Machines announces Advanced Development Project with leading Japanese OEM

Seeing Machines Limited (AIM: SEE), the advanced computer vision technology company that designs AI-powered operator monitoring systems to improve transport safety, announced that it has been selected to deliver an Advanced Development Project (ADP), directly with a Japanese OEM to deliver a feature rich Driver and Occupant Monitoring (DMS/OMS) platform solution. Many Japanese OEMs now require an upfront ADP phase before awarding automotive production contracts, and the Company expects this approach to become more common in future Japanese engagements.

Seeing Machines expects to receive a formal award for this automotive platform production business during the first half of calendar year 2026, with an expected production start date in the second half of 2028. This milestone highlights Seeing Machines' progress with this OEM partnership and the advancement of its technology solution.

Paul McGlone, CEO of Seeing Machines, commented: "We are delighted to be working directly with a prominent Japanese OEM on this project, demonstrating our commitment, technical capability and alignment with their requirements. This engagement reflects growing recognition of our AI-powered DMS/OMS capability and marks an exciting milestone in our expansion within the Japanese automotive market.

"Japan is a growing opportunity for us in Automotive and accounts for a large proportion of the current Seeing Machines RFQ pipeline. We look forward to strengthening this partnership, receiving the formal award in due course and delivering innovative in-cabin technology that enhances transport safety globally."

Nm

To have the backing of the US government machine is so important.

''More weightage for Driver monitoring systems

Beyond buttons, the new test regime will also place greater emphasis on active

safety. Driver-monitoring systems, previously worth just two points, will now carry up to 25 points in the overall score. The technology will be expected to track eye and head movement, detect signs of drowsiness or intoxication, and prompt corrective alerts before an incident occurs.''

https://www.autocarpro.in/news/next-gen-hyundai-venue-teased-ahead-of-november-4-launch-129372

''Valeo SE has found replacements for chips supplied by Nexperia for almost its entire automotive product range, indicating industry progress on efforts to ''

https://www.bloomberg.com/news/articles/2025-10-24/vw-supplier-secures-nexperia-chip-substitutes-in-china-standoff

Spectacular rise

Whoosh

Dutch chipmaker Nexperia's Chinese unit has resumed supplying semiconductors to local distributors, Reuters reported on Thursday.

The company had previously halted all shipments when Beijing banned exports following an ownership dispute.

But as part of the resumption, which is confined to domestic trade, all sales to distributors must now be settled in Chinese yuan, whereas transactions had previously only used foreign currencies such as the U.S. dollar, the report said.

The Chinese unit has also reportedly instructed distributors to transact with their customers only in yuan, in an apparent bid to stabilize supply in China and operate more independently from its Dutch parent.

Nexperia has also warned customers in China that it does not guarantee the quality of products sourced from its Chinese subsidiary, the report added.

A Dutch semiconductor manufacturer has meanwhile notified Japanese automobile component makers that it may not be able to guarantee chip deliveries, the Japan Automobile Manufacturers Association said on Thursday.

The chips produced by the affected manufacturer are critical components used in electronic control units, and this situation could cause a serious impact on the global production of member companies, the JAMA said in a statement.

German auto giant Volkswagen (OTCPK:VWAGY) (OTCPK:VWAPY) has already warned of production stoppages amid China’s export restrictions on semiconductors made by Nexperia.

https://seekingalpha.com/news/4507286-dutch-chipmaker-nexperia-reportedly-restarts-chinese-supply-auto-industry-in-focus?source=generic_rss

I think Chinese want transactions to be conducted in Yuan rather than US$

New Valeo/Qualcomm Partnership

Valeo and Qualcomm announced further details of their technology partnership at Munich IAA in September, inevitably based on the new Ride Pilot software stack.

Colin Barnden

Oct 22, 2025

∙ Paid

At the Munich IAA auto show held early September, Qualcomm finally announced full details of its “Ride Pilot” automated driving (AD) stack, developed in partnership with BMW. Ride Pilot is the culmination of years of work between the two companies, and is the production ready perception stack and drive policy software that resulted from the 2021 acquisition of the collaborative driving software from Veoneer.

As always in automotive, news headlines are made and nothing happens for years. Then Qualcomm and BMW stole the show at IAA with Ride Pilot. The resulting software feature set, shown below, is extensive:

Having witnessed nothing tangible from Qualcomm on the AD software stack since 2021, Ride Pilot is Qualcomm’s inevitable entry into the automotive drive software market. Under the terms of the agreement, the stack has become the property of Qualcomm, which can now license this software to other automakers directly (on a “software tier 1” basis) or via traditional tier 1 suppliers such as Valeo.

Valeo and Qualcomm announced details of their extended technology partnership on the opening day of IAA:

Analysis of the announcement suggests Valeo is building its own platform for both ADAS and AD applications based on the Qualcomm software stack. The key software components of the Valeo offering look to be:

Ride Pilot software stack.

Valeo parking stack.

Seeing Machines DMS/OMS stack.

Let’s dig in further.

https://www.understandingdms.com/p/new-valeoqualcomm-partnership

Greatland Managing Director, Shaun Day, commented:

"The September quarter was a great start to our record 240,000m annual drilling program at Telfer, with the results to date further supporting the potential for multi-year Telfer life of mine extension from both open pit and underground opportunities.

The new high-grade zone identified at the West Dome Underground is particularly exciting. The project presents the possibility of an entirely new high-grade underground mining centre beneath the currently active West Dome Open Pit. There is ready access from the Main Dome Underground via the existing development drive already in place and a second one under development, with the ability to link to the existing Main Dome Underground crusher and hoist. We look forward to updating shareholders on the continuing progress of this project.

Our regional exploration results are encouraging and include results from several satellite deposits located on granted mining leases within proximity to the Telfer mill, with the potential to provide optionality for additional ore feed.

We will be mobilising an additional rig this month and are well placed to achieve our drilling targets to inform a significant resource update at Telfer in the March 2026 quarter."

NM

The price tries to make a move and it gets hit by limit orders on the order book.

In the blue

He said: “We’ve always been focused as a company on first production out of the Beetaloo Basin to serve the benefit of the local community.“The gas market in the Northern Territory has had significant declines in the last two years, primarily driven by lower production at Eni’s Blacktip offshore field, so energy security has been a significant issue for Territorians.”

Riddle noted that electricity in the NT was mostly sourced from gas-fired power, so having first gas flow out of the Beetaloo would serve the local community. He added: “This is right down the middle of our strategy, which is territory first – we want to see the territory benefit in everything we do.

mazing how certain LNG projects have been developed. There are two in Darwin and three on the east coast, but none have a domestic gas reservation; all the gas is exported, and nothing is left for the local community.

“We want to do things differently, where we prioritise the local gas market first, and once we have a well-supplied local market we’ll look to export.”Last year’s NT Budget, which was set out by the previous

Labor government before it lost the election to the CountryLiberals, highlighted natural gas as a crucial transition fuel to support the shift towards renewable energy and net zero emissions.

The former Minister for Renewables and Energy, Kate Worden, told Petroleum Australia the Territory government was working to build its economy to $40 billion by 2030, with developing the Beetaloo Basin and boosting the onshore gas industry being a significant part of this effort.

Australian Energy Producers NT Director David Slama said at the time the Budget provided for a more sustainable energy future and underscored the importance of gas in Australia’s energy transformation, while helping secure economic ande nergy security benefits by developing onshore natural gas resources.

He added: “The Budget continues to help progress development of the extraordinary opportunity of the Beetaloo Basin and Middle Arm sustainable development precinct, while reinforcing the economic importance of the Barossa project. “The Budget invests in the industries and projects required for the energy transformation.”

However, the Country Liberals have now ditched theTerritory’s 50 per cent by 2030 renewable energy target, which was set by Labor in 2016 and supported by the Country Liberals while in opposition, despite now accelerating natural gas production for that very aim.

end

https://petroleumaustralia.com.au/trending/natural-gas-to-drive-growth-in-the-nt-as-new-projects-come-online/

Both companies have partnered on Beetaloo’s exploration permit 161, with Santos’ interest 75 per cent and the remainder Tamboran’s. Joel Riddle, Tamboran Managing Director and Chief Executive, said that with about two million net prospective acre across the basin, Tamboran held significant gas resources capable of supplying the NT and the East Coast gas markets for decades.

Riddle added: “With multiple commercialisation pathway via LNG markets at Darwin and Gladstone, and the East Coast domestic gas market, Tamboran is well-positioned to assess opportunities to accelerate value for our shareholders.”

Tamboran Resources holds net 2C contingent resources of about 1.5 trillion cubic feet, and is targeting first production by the end of 2025.

In late 2023, Tamboran completed its acquisition of OriginEnergy’s gas assets in the Beetaloo, making it the largest acreage holder and operator in the region.

In April 2024, Tamboran signed a binding long-term take-or-pay gas sales agreement to supply the Northern Territory government with 40 terajoules a day for an initial term of nine years from the Shenandoah South pilot project.

Riddle told Petroleum Australia the contract provided a pathway to first production for Tamboran’s pilot project and would directly impact the Northern Territory’s energy security positively.

cont......

The final regulatory approval the Carpentaria project needs is the sale of gas under the NT Petroleum Act’s Beneficial Use ofTest Gas provisions. Empire has also consulted with TraditionalOwners to seek their consent.

Previous drilling enabled Empire to upgrade its Beetaloo gas resources, with a 270 per cent increase in 2C contingent resources to 1,739 petajoules, a 217 per cent increase in 1C contingent resources to 304 petajoules, and a 129 per cent increase in 3C contingent resources to 3,507 petajoules.

Another project scheduled for first production in 2025 isSantos’ Barossa project, which will supply replacement gas to theDarwin LNG (DLNG) plant, which is currently supplied by thes oon-to-be-depleted Bayu-Undan field near Timor-Leste.

Gas will be extracted about 285 kilometres offshore fromDarwin and transported via pipeline to DLNG, with other project infrastructure including a floating production storage and offloading (FPSO) facility, a subsea production system, and supporting in-field subsea infrastructure.

Up to eight subsea wells are planned to be drilled, with six wells from three drill centres and contingency plans for an additional two wells.

After gas and condensate is extracted from the wells through the subsea production system, it will be transferred to the FPSO via a network of subsea infrastructure.

The FPSO will have a processing capacity of up to 800million standard cubic feet of gas a day and a design capacity of11,000 barrels of stabilised condensate a day.Santos recently signed a non binding memorandum of understanding (MOU) with Beetaloo-focused shale developer Tamboran Resources, with the goal of assessing options for the supply of natural gas from the Beetaloo to a potential second LNG train at Darwin’s Middle Arm peninsula.

cont......

Natural gas to drive growth in the NT as new projects come online - 20 Oct, 2025 - By Berkay Erkan

Gas production in the Northern Territory is expected to increase substantially in output in 2025-26, primarily driven by LNG production from the Barossa gas field once Santosre-opens the Darwin LNG plant later this year and several other aspiring shale producers from the Beetaloo Basin.

The Beetaloo spans an area of about 30,000 square kilometres southeast of Katherine and has extensive gas resources estimated to be more than 100 trillion cubic feet of recoverable shale dry gas, with a liquids upside and strong potential to boost future east coast Australian energy supplies as well as grow LNG exports through Darwin’s expanding terminals.

A unique factor of Beetaloo’s gas is its low carbon dioxide content, making it particularly effective as a replacement for higher-emitting fuels like coal, a backup for renewable power generation, and a feedstock for hydrogen.Research has indicated that Beetaloo’s development could create up to 6,300 jobs, deliver $1 billion in total revenue to the NT government by 2040, and generate $22.4 billion in NT economic growth.

Empire Energy is set to become Beetaloo’s first commercial shale gas producer later this year, having secured a $46-million financing package to fund drilling, completion and flow testing of its Carpentaria-5H (C-5H) pilot development well, and installation of its gas plant.

Empire is nearing its final investment decision for C-5H, which was further supported by the signing of a 10-year binding gas sales agreement with the NT government, and aims to deliveries this year.

cont........

63p

£16m