The US Department of Defense's decision to add Tencent to its Entity List may significantly impact its flagship messaging app, WeChat, especially the international version. This escalation also adds fresh uncertainty to Tencent's relationship with Apple, which has already faced tensions over app payment policies and software updates

MediaTek and Nvidia's surprise announcement at CES 2025 revealed their collaboration on the GB10 super chip, marking an unexpected direction for both companies' AI computing aspirations

OpenAI CEO Sam Altman recently posted a reflection on the second anniversary of ChatGPT, summarizing the past years as "the most rewarding, fun, best, interesting, exhausting, stressful, and—particularly for the last two—unpleasant" years of his life. However, if one reads between the lines, Altman's reflections reveal some unsettling insights

Media outlets have linked former Intel CEO Pat Gelsinger's departure with the Biden administration's policies and tied Intel's ongoing struggles to the US CHIPS Act. In contrast, Micron CEO Sanjay Mehrotra has taken a more measured approach to investing in US manufacturing facilities, ensuring the company maintains its financial health without overcommitting under the banner of "Made in America.

After intense competition among numerous models in China, the artificial intelligence industry is poised for a shakeout. Major internet companies and startups are adjusting their business models and innovation strategies, anticipating intensified competition for survival by 2025

Honda and the financially troubled Nissan have announced plans to merge, with Mitsubishi Motors expected to decide on its participation within the month. While speculation suggests the Honda-Nissan merger talks aim to prevent Foxconn from gaining involvement with Nissan, past acquisitions involving Japanese corporations have yielded mixed results, potentially influencing the outcome of this proposed merger

Elon Musk's historically amicable approach towards China, including his praises of "China speed" during Tesla's factory establishment, and his marveling at Shanghai's administrative efficiency and infrastructure development, may face new challenges. With Trump set to retake office in January 2025, the potential policy differences regarding China between these two influential figures remain a critical question

The Biden-Harris Administration has imposed export controls and technology restrictions on China's advanced chip sector from 2022 to 2024. Recently, the US announced the initiation of a Section 301 investigation into China's mature process technologies. This measure can be viewed as a two-pronged strategy, combining cutting-edge technology restrictions with tariffs aimed at mass production of mature technologies, thereby delivering a "double strike" against China

The CHIPS and Science Act, signed into law by President Joe Biden in August 2022, has been in place for over two years. While companies like Intel and Microchip have progressed with incentive agreements and investment plans, their experiences underscore the Act's challenging and complex implementation process

The US imposed export controls on Chinese entities, prompting China to retaliate against US semiconductor companies. In response, China has launched investigations into Nvidia and restricted the export of critical materials, highlighting the escalating tech war between the two nations. These actions could lead to significant fines and hinder foreign businesses' operations in China

Taiwan's emerging drone sector shows promise but faces hurdles in catching up with China's established industry. Recent events demonstrate Taiwan's commitment to growing its drone sector, including the first specialized drone display at the Taipei International Electronics Show (TAITRONICS) in 2024 and the planned drone section at COMPUTEX in 2025

Donald Trump once proposed a 60% tariff on products imported from China but later reduced it to 10% to avoid an overly aggressive trade conflict. However, his announcement of a 25% tariff on partners Canada and Mexico under the United States-Mexico-Canada Agreement (USMCA) has already provoked a strong backlash from both countries' leaders, who are prepared to retaliate

Intel finds itself in a precarious situation as the global supply chain, particularly among Taiwanese manufacturers, continues to struggle without viable solutions. Similarly, Samsung Electronics' foundry business remains a potential crisis point

Trump's return to the presidency has drawn significant attention, with his potential appointments already creating waves across the global tech industry. The impact has extended to currency markets as monetary policy tensions between Trump and the Federal Reserve emerged. Bitcoin, known for its sensitivity to market shifts, surged by more than 15%, reaching an all-time high

President-elect Donald Trump will be sworn in on January 20, 2025. A primary concern in the software sector is the potential tightening of regulations on open-source models and the implications for cloud service providers' operations in China