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Tuesday 12 August 2025
Trump weighs Nvidia China chip deal, tying exports to US revenue cut
US President Donald Trump on August 11 signaled he may allow Nvidia to export a downgraded version of its latest Blackwell-architecture chip to China. While he gave no date for talks with Nvidia CEO Jensen Huang, Trump said a meeting could happen soon, adding, "On Blackwell, I think he'll be coming back to see me about it.
Tuesday 12 August 2025
China subsidies and tariff extension spark August rebound in LCD panel demand
Taiwanese display manufacturers, including AUO Corporation, Innolux, and HannStar, are tempering expectations for the third quarter's traditional high season. After customers front-loaded orders in the first half of the year, suppliers expect seasonal demand to be more dispersed in the months ahead
Tuesday 12 August 2025
Sony shifts PS5 production out of China to dodge US tariffs
Sony has made strategic shifts in its PlayStation 5 (PS5) supply chain to mitigate the impact of US tariffs, according to statements from CFO Hiroki Totoki during the company's fiscal 2025 first-quarter earnings call
Tuesday 12 August 2025
HiSilicon ally SJ Semi taps domestic lithography to scale advanced packaging output
SJ Semiconductor (Jiangyin) Corp. (SJ Semi), a major packaging and testing partner of Huawei's chip design arm HiSilicon, has received domestically developed back-end steppers from AMIES Technology Co., Ltd., underscoring China's drive to advance homegrown semiconductor manufacturing tools
Tuesday 12 August 2025
TI's whispered price hike tests nerve of China's cutthroat chip market

Texas Instruments (TI) has become the focus of market speculation after unconfirmed — but not denied — reports that it plans to raise prices on select products by 10% to 30%. While no official statement has been issued, analysts suggest the move could signal a strategic shift rather than a standard price adjustment

Tuesday 12 August 2025
Could US chip export tariffs be new tool against China?
US President Donald Trump confirmed that Nvidia and AMD will pay 15% of their AI chip sales revenue in China to the US government under a rare deal tied to export licenses. This move reflects the US strategy of using export tariffs to control the flow of technology while maintaining access amid complex semiconductor policies
Tuesday 12 August 2025
Trump grants last-minute 90-day tariff truce with China, averting holiday season price surge
According to CNBC and Reuters, citing White House officials, US President Donald Trump on August 11 granted a 90-day extension to the tariff truce with China, averting a return to triple-digit duties just hours before they were set to take effect. The move spares US retailers from steep cost increases ahead of the critical year-end holiday shopping season and keeps trade talks alive through mid-November
Tuesday 12 August 2025
Samsung's potential US$50 billion US chip expansion puts pressure on TSMC
Samsung Electronics is reportedly weighing a major expansion of its semiconductor investments in the US, a move that could push total spending to US$50 billion after securing multibillion-dollar orders from Tesla and Apple, according to people familiar with the matter. The timing coincides with the August 25, 2025 Korea–US summit, where AI semiconductors are expected to be a top agenda item, giving Seoul a stronger hand in trade and technology talks
Monday 11 August 2025
Chipone circles back to STAR Market IPO after unraveling—and a CNY30B rebound

Chipone Technology (Beijing) Co., Limited, a top-tier Chinese display chipmaker valued at CNY30 billion (US$4.2 billion), has restarted its bid to go public on China's STAR Market. On August 5, 2025, the company filed its IPO counseling registration with the Beijing branch of the China Securities Regulatory Commission, now under the guidance of China Securities Co. This move comes more than two years after Chipone withdrew its initial IPO filing in March 2023 following a regulatory warning

Monday 11 August 2025
AI memory revolution: Sandisk and SK Hynix define new standard for HBF
SK Hynix is partnering with flash memory manufacturer Sandisk to jointly promote the standardization of High Bandwidth Flash (HBF) technology. The two companies plan to leverage synergies with High Bandwidth Memory (HBM) businesses and tailor solutions specifically for AI applications, aiming to capture the next-generation memory market
Monday 11 August 2025
CATL's permit lapse halts key lithium mine, jolts global supply chain
Contemporary Amperex Technology Co. Limited (CATL), the world's largest EV battery manufacturer, confirmed it has halted output at its Jianxiawo lithium mine in Jiangxi after its mining permit expired on August 9, driving lithium carbonate futures and producer shares sharply higher
Monday 11 August 2025
China's EV strategy: build local, sell smart, win global

As Western automakers wrestle with supply chain bottlenecks and regulatory shifts, China's electric vehicle (EV) manufacturers are rapidly carving out a dominant position on the global stage—powered by technology, pricing, and increasingly, strategy

Monday 11 August 2025
Against the odds, Toyota and Nissan find footing in China’s EV market

After years of defense, Japanese electric vehicles are mounting a quiet yet striking comeback in China—a market now dominated almost entirely by domestic players

Monday 11 August 2025
South Korea accelerates AI data center expansion amid global compute race
With the rapid development of the global AI industry, demand for high-performance computing and GPU resources continues to rise, and the global AI data center market is expanding rapidly. The South Korean government and private enterprises are accelerating their efforts to secure technological sovereignty and industrial competitiveness in the AI era
Monday 11 August 2025
China's Qihoo 360 retools cybersecurity with AI agent swarms to meet 'machine vs. machine' threat

The 13th Internet Security Conference (ISC.AI 2025) kicked off on August 6 at the China National Convention Center in Beijing. Co-hosted by the Internet Society of China (ISC), the Chinese Association for Artificial Intelligence (CAAI), and the China Software Industry Association (CSIA), the event centered on the theme "All In Agent," highlighting the intersection of artificial intelligence and cybersecurity in the age of intelligent agents

9/11 Veeam Platform Webinar
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES