China's memory chip industry is entering a critical capital markets phase, with YMTC formally launching IPO counselling and CXMT resuming its STAR Market listing review after updating its prospectus. The parallel moves mark an accelerated push by China's two leading memory chipmakers to secure long-term funding and expand their role in the global semiconductor industry
Lens Technology's bid for control of Ju Teng International Holdings is putting renewed focus on changes in the notebook supply chain, as the Chinese supplier seeks to reduce its reliance on Apple and broaden its product portfolio
Artificial intelligence is undergoing a fundamental shift. Generative AI — passive, prompt-dependent, inert without input — has given way to agentic systems that reason, plan, and act on their own. The change is not incremental. It is architectural
Verizon, AT&T, and T-Mobile have formed a joint venture to expand direct-to-device (D2D) satellite service and eliminate mobile coverage dead zones across the US, prompting scrutiny over whether Taiwan's three major telecom operators could replicate that model. The US move throws into relief the contrasts in market size, competition, and regulatory context that shape incentives for cooperation
After the Trump-Xi meeting in Beijing, China's senior leadership has stepped up inspections of artificial intelligence, smart manufacturing and computing infrastructure, offering a clear signal of where Beijing wants its technology policy to move over the next three years
Governments are losing the race against AI. That is the blunt assessment of Nicole Quinn, vice president of policy and government affairs for Asia-Pacific at Palo Alto Networks. Policy moves too slowly, she argues, and overly rigid rules only make things worse
US President Donald Trump's trip to China with 17 business leaders thrust Tesla CEO Elon Musk and Nvidia CEO Jensen Huang back into the spotlight — as Beijing's position on Nvidia's H200 chips and China's broader AI supply chain continue to reshape the market narrative
TSMC's Arizona fab has turned profitable, surprising the market and supply chain after years of warnings from founder Morris Chang and others that overseas fabs could lose money. Supply-chain sources say the US plant has now benefited from six years of process tweaks and ramp-up, while three factors drove the turnaround
ChangXin Memory Technologies' latest IPO financial disclosures have sent a strong signal across China's semiconductor industry, revealing how quickly the country's top DRAM maker has moved from years of losses to sharply higher profitability
China's foundry sector is charting a different course as the global semiconductor market remains focused on AI GPUs, the 2nm process node, and advanced packaging. Led by Semiconductor Manufacturing International (SMIC) and Hua Hong Semiconductor, domestic Chinese foundries have not stalled under US sanctions; instead, they are accelerating efforts to build a China-specific foundry ecosystem amid the AI boom, recovering demand for mature nodes, and a push for supply-chain self-reliance
Global server markets may shift as DIGITIMES analyst Luke Lin says Intel's revenue gains stem largely from price rises while AMD posts stronger shipment-led growth. TSMC plans another price increase as customers prioritize capacity over cost, developments that could affect cloud providers, vendors, and data center economics worldwide
In April 2024, the People's Liberation Army (PLA) executed one of the most significant overhauls of its military architecture in decades. The former Strategic Support Force was disbanded and reorganized into three distinct branches: the Military Aerospace Force, the Cyberspace Force, and the Information Support Force. Together with the existing Joint Logistics Support Force, these constitute a new four-branch support structure — one designed not merely to support terrestrial warfare, but to dominate the space domain itself
On May 14, Xi Jinping opened his summit with Donald Trump in Beijing by invoking the Thucydides Trap — the idea that a rising power and an established hegemon are structurally destined for conflict. Then he turned to Taiwan. If not handled properly, he warned, the two countries face clashes and even conflicts
Anthropic's decision to limit access of its advanced model, Claude Mythos, to only the US government and a circle of more than 40 Project Glasswing partners has broad implications for global users and policymakers. It signals that leading AI systems are now being treated as strategic assets, reshaping who can compete, defend, and innovate worldwide
Despite persistent uncertainty in the global economy, volatility in energy markets is accelerating a structural shift in the auto industry. New data released May 13 by the consultancy Benchmark Mineral Intelligence shows that surging gasoline prices — driven in large part by turmoil in the Middle East — pushed global electric-vehicle demand higher for a second consecutive month in April 2026, as consumers increasingly turn away from conventional combustion-engine cars
