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
Three months after the US abruptly halted shipments of downgraded AI chips to China in April, Nvidia CEO Jensen Huang returned to the country in mid-July to announce that Washington had given the green light for the H20—a China-specific version of its AI accelerator. His cheerful demeanor during the visit marked a stark contrast to the more tense and formal appearance he had during his previous trip
TSMC has shrugged off currency volatility, reciprocal tariff threats, and looming chip trade duties to raise its 2025 US dollar revenue growth forecast from 25% to 30%. Industry sources point to a four-part strategy that's giving the foundry heavyweight the firepower to power through macroeconomic crosscurrents
In a stunning about-face that has left the tech industry reeling, US President Donald Trump has abruptly lifted export restrictions on H20 AI chips to China—effectively erasing months of stringent semiconductor sanctions overnight
Amid rising doubts over China's AI trajectory, two setbacks have rattled its startup ecosystem: Manus, the buzzed-about AI agent startup, is reportedly exiting the Chinese market, while DeepSeek R2 — a trillion-parameter large language model — is facing a critical GPU shortfall. Just as sentiment soured, Nvidia CEO Jensen Huang made a high-profile appearance at the China International Supply Chain Expo in Beijing, where he announced the lifting of export restrictions on the China-specific H20 chip
Malaysia is ramping up efforts to grow its domestic integrated circuit (IC) design industry, as key states such as Selangor, Sarawak, and Penang launch competing initiatives to position themselves as the country's next semiconductor innovation hub
Founded in 2016 by former Tokyo Seimitsu (Accretech) engineer Sheng Jinghao, Jian Wen Lu (Zhejiang) Semiconductor was once considered a standout contender in China's push for 5G RF chip independence. Its mission: to bypass foreign patent restrictions and develop high-frequency filters, long viewed as a chokepoint in RF front-end design
The parade of power players to Lei Jun's door tells a story. Samsung Electronics Chairman Lee Jae-yong, Qualcomm CEO Cristiano Amon, and Nvidia CEO Jensen Huang have all made the pilgrimage to meet with Xiaomi's founder and CEO during their China visits. This isn't a coincidence — it's recognition of where the real gravity now lies in China's innovation landscape
Nvidia CEO Jensen Huang is engaging in a high-stakes diplomatic and commercial push across Washington and Beijing, positioning artificial intelligence (AI) as a defining force for global industries and innovation. And for now, his efforts appear to be yielding results
With TSMC commanding the lion's share of foundry orders for data center AI accelerators, second-tier players like UMC, GlobalFoundries (GF), and SMIC are urgently repositioning to tap into the AI market. Each is adopting a unique strategy to stay relevant in a rapidly intensifying competitive field
On July 8, 2025, Gogoro announced its new zero monthly rental plan, stirring considerable discussion. However, every coin has two sides - what exactly is Gogoro offering with this move
Memory chipmaker Macronix is betting on advanced technologies to escape a bruising price war as US-China tensions reshape the global semiconductor landscape
The US has unveiled its latest round of reciprocal tariffs, set to take effect on August 1, 2025. Countries that have yet to reach an agreement with President Donald Trump's administration now face the near-certainty of increased tariffs, adding fresh strain to global trade negotiations
As of 2024, the global electronic manufacturing services (EMS) industry is valued at approximately US$700 billion, with about half originating from Taiwan. Starting in 1966 with basic black-and-white television assembly, Taiwan has transformed over six decades into a comprehensive EMS powerhouse
