Just four months into his tenure, new Intel CEO Lip-Bu Tan has introduced a decisive shift in strategy. During the company's second-quarter 2025 earnings call, Tan suggested a potential pause in the development of Intel's 1.4nm (14A) process, a move that effectively dismantles the IDM 2.0 vision championed by former CEO Pat Gelsinger over the past four years. For the first time in years, Intel no longer appears fixated on directly challenging TSMC
Tesla is developing an integrated approach to supply chain decarbonization spanning battery production, manufacturing processes, and energy systems as automakers face increasing pressure to reduce emissions across entire value chains rather than just vehicle operations
US President Donald Trump, leveraging the vast domestic consumer market, has used tariffs as a powerful tool to steer global economic and trade dynamics. He has successfully opened previously closed markets for American products—for example, allowing US beef into Australia's large livestock industry and pushing for significant automobile exports to Japan, a major car manufacturing country. However, paradoxically, regardless of the tariff rates set, they remain subject to change at any time
The competition to bring 1.4nm process nodes to market is splitting the industry's leading chipmakers. TSMC is moving steadily toward its 2028 mass production target, while Intel and Samsung Foundry are both pulling back, revealing diverging levels of confidence and capital readiness among the Big Three
As China accelerates its drive for semiconductor self-reliance, DRAM memory has become a crucial yet understated battleground. SwaySure Technology, a relatively unknown company with international roots, is quietly positioning itself as a key force in China's push for homegrown memory solutions
Tesla's aggressive price-cutting strategy risks undermining its luxury brand status as the electric vehicle (EV) pioneer prepares to launch affordable models in the second half of 2025, raising questions about its ability to maintain premium positioning amid intensifying competition
ASML CEO Christophe Fouquet tempered the company's solid second quarter 2025 results with a warning: growth in 2026 is far from guaranteed. "While we still prepare for growth in 2026, we cannot confirm it at this stage," he said on the earnings call, prompting renewed scrutiny of end-market demand and chipmakers' appetite for capital equipment
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
Since its release, F1 has burned rubber at the box office, not only becoming a major success for Apple but also accelerating as an important and exciting reference in the history of automotive technology development
As cars become increasingly electric and intelligent, fully autonomous vehicles—designed to free the driver's hands—are rapidly emerging as a central force shaping the future of the automotive industry
Coming out the other side after nearly a decade of legal troubles, Samsung Electronics stands at a crossroads. Chairman Lee Jae-yong is rebuilding the group leadership structure, driving major mergers and acquisitions, and reforming corporate culture to proactively be prepared for potential future challenges
The Belfer Center at Harvard's Kennedy School of Public Policy has released the Critical and Emerging Technologies Index (CETI) report, which quantifies the capabilities of 25 countries in five areas: AI, biotechnology, semiconductors, space, and quantum technology. The index intends to provide accessible information to policymakers and researchers to understand national strengths and weaknesses in critical technology fields. Each category holds a different weight in the index, with semiconductors at 35%, AI 25%, biotech at 20%, space at 15%, and quantum technology at 5%
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
With China's domination in the global LCD panel industry, coupled with long-term overcapacity in panel production and the fact that higher-generation fabs are more efficient and cost-effective than older, lower-generation lines, panel players from Taiwan, South Korea, and Japan have been continuously closing and selling plants in recent years
