China's annual "Two Sessions" kicked off with the 14th National People's Congress (NPC) and the Chinese People's Political Consultative Conference (CPPCC), where policymakers laid out economic and fiscal strategies for the year ahead. Premier Li Qiang delivered the government work report, detailing growth targets and key policy measures for 2025

China's recent trade-in subsidy program, aimed at boosting the consumer electronics market, has significantly impacted the supply chain. For Taiwanese IC design firms, it has sparked a restocking surge, setting the stage for a surprisingly strong first quarter of 2025—typically a slow period due to the Lunar New Year. Most expect revenues to hold steady or rise slightly from the fourth quarter of 2024, defying the typical seasonal downturn

With the growing demand for AI computing from enterprises, the market for AI all-in-one machines is experiencing explosive growth. Numerous Chinese companies are launching all-in-one machines based on the DeepSeek large language model (LLM). These machines incorporate AI models in hardware and offer customized services tailored to different application areas, advancing the penetration of AI technology across various industries

As competition between the US and China escalates, quantum computing has emerged as a pivotal battleground in the quest for technological dominance. Scientists at the University of Science and Technology of China (USTC), led by Jian-wei Pan, Xiao-bo Zhu, and Cheng-zhi Peng, have introduced Zuchongzhi 3.0, a next-generation superconducting quantum computing prototype with 105 qubits—marking a major step in China's quantum research

Top Japanese electronics manufacturer Kyocera has officially entered the 5G base station market. At MWC 2025, the company unveiled the O-RU Alliance, a partnership with telecom equipment providers from Taiwan, South Korea, and India. The initiative is designed to accelerate Open RAN (O-RAN) adoption, with a strong focus on network security

Despite stringent US export restrictions, Chinese buyers have been successfully acquiring Nvidia's cutting-edge Blackwell AI chips through unofficial channels, highlighting the persistent loopholes in Washington's export control measures since 2022. Should the Trump administration seek to staunch the flow of Nvidia's advanced AI chips into China, it must decisively plug these clandestine conduits—a task that emerges as a formidable new hurdle in escalating the Biden-era restrictions on Chinese access to semiconductor technology

Japan's Ministry of Economy, Trade and Industry and the Ministry of Finance have initiated discussions on imposing anti-dumping duties on Chinese-made graphite electrodes

China-based startup Zhipu AI has raised more than CNY1 billion (US$140 million) in its latest round of financing, with the investment to be used to fund the development of its GLM-series large language models (LLM)

Facing economic headwinds and escalating trade tensions, China is refocusing on its tech sector, with President Xi Jinping recently convening a rare symposium with high-tech entrepreneurs. This move signals Beijing's renewed commitment to technological innovation and industrial upgrades as key drivers of economic growth

Backed by state subsidies and a self-sufficient supply chain, China is ramping up SiC substrate and mature process chip production at an unprecedented pace. The expansion is fueling fears of a global oversupply and intensifying price competition for industry leaders like Rohm Semiconductor and Wolfspeed

Recently, Chinese lithium battery powerhouse Contemporary Amperex Technology Co. Limited (CATL) announced it had initiated arbitration proceedings with the Hong Kong International Arbitration Centre (HKIAC) against US energy storage company Powin. CATL claims Powin owes CNY319 million (US$43 million) and is seeking the seizure of Powin's assets. The same complaint has also been filed with the US Circuit Court in Oregon

Xiaomi's latest electric vehicle (EV), the SU7 Ultra, has exceeded expectations, hitting over 10,000 locked orders in less than three days since its launch on February 27. According to Xiaomi CEO Jun Lei, the company has already met its annual sales target ahead of schedule, with 19,000 confirmed orders and production now underway

With the European Union (EU) increasing tariffs on Chinese electric vehicle (EV) imports, BYD is ramping up its localization efforts to minimize the impact. The company is evaluating potential sites for a third European factory and expects to finalize its decision within the next 18 months, according to Executive Vice President Stella Li

Smartphone shipments in the Chinese market reached slightly less than 79 million units in the fourth quarter of 2024, representing a 14.9% increase quarter-over-quarter and a 0.6% growth year-over-year. Looking ahead to the first quarter of 2025, it is estimated that shipment volumes will experience a single-digit decline, according to DIGITIMES' latest report covering the Chinese smartphone market

Lens Technology is expanding beyond smartphones, strengthening its position in automotive glass manufacturing. While still a key Apple supplier, the company is accelerating its shift into new-energy vehicle (NEV) components, positioning itself for long-term growth despite short-term market headwinds