The Belt and Road Initiative (BRI), once shadowed by international concerns over China's overseas expansion, is now entering phase 2.0 amid the intensifying US-China trade war and global supply chain restructuring. Chinese President Xi Jinping has recently made frequent visits to Southeast Asia, with his state visit to Malaysia opening doors for the Commercial Aircraft Corporation of China (COMAC) to enter the ASEAN market
Contemporary Amperex Technology Co. Ltd., the world's biggest producer of batteries for electric vehicles, unveiled the latest versions of its cells, playing up the durability and range of its products as the perceived limits of EVs still stop many consumers from making the switch
As the China International Machine Tool Show (CIMT 2025) commences on April 21 in Beijing, Taiwanese machine tool manufacturers are making a concerted push to secure new orders in the world's largest machine tool market. Following significant challenges caused by increased tariffs imposed by the US, a key export destination, the Taiwanese machine tool industry is redirecting its focus toward China. This shift reflects a strategic reevaluation of global market priorities within the sector
Goertek Inc., headquartered in Shenzhen, published its first-quarter 2025 earnings on April 21, reporting sharp revenue declines both annually and sequentially. Despite this, the company achieved solid profit growth, driven by increased R&D spending and improved financial cost management
Taiwan Semiconductor Manufacturing Co. listed the challenges of ensuring export control compliance by its customers, months after the company's artificial intelligence silicon was found to have flowed to US-sanctioned Huawei Technologies Co. via intermediaries
Nvidia Corp. Chief Executive Officer Jensen Huang met with Japanese Prime Minister Shigeru Ishiba on April 21 to push for more electricity generation to meet artificial intelligence's needs
As US-China tensions over artificial intelligence reach new heights in 2025, the tech conflict has entered a critical stage. The US Commerce Department has launched an export review of Nvidia's H20 AI chip, designed specifically for China, sending shockwaves through the global semiconductor sector. In response, Chinese tech giants are launching an unprecedented AI hiring and training drive, aiming to reduce reliance on foreign innovation and boost homegrown capabilities
With US-China trade tensions escalating, the Trump administration has hiked tariffs on Chinese imports to as high as 245%, sharply increasing pressure on Chinese exporters. In contrast, Indian goods entering the US still face a modest 10% tariff during the current grace period. This, combined with deepening US-India ties under the Indo-Pacific strategy, is driving a wave of Chinese companies to shift production to India as they seek localized manufacturing and alternative export bases
As the semiconductor industry shifts toward geographic diversification and manufacturing resilience, IBM CEO Arvind Krishna says Japan-based Rapidus is emerging as a critical player—not just for Japan or IBM, but for the global semiconductor ecosystem at large
Taiwan's Ministry of Economic Affairs (MOEA) inaugurated a new Taiwan Trade and Investment Center in Fukuoka on April 21, marking a key step in deepening Taiwan-Japan industrial ties amid growing collaboration spurred by TSMC's flagship chip plant in Kumamoto
JCET Group, China's top OSAT provider, reported record revenue of CNY35.962 billion (US$4.9 billion) for 2024, up 21.24% compared to the previous year. Net income attributable to shareholders rose 9.44% to CNY1.61 billion, while adjusted net profit climbed 17.02% to CNY1.55 billion. Earnings per share increased 9.76% to CNY0.9
Samsung Electronics is moving forward with plans to launch operations at its advanced semiconductor fab in Taylor, Texas, by late 2026, after multiple delays stemming from both internal complications and external factors. Analysts caution that additional delays could intensify financial pressure and threaten Samsung's access to tax breaks and federal subsidies linked to the Taylor project
South Korean media have reported that Samsung Electronics has made notable progress in developing next-generation high-bandwidth memory (HBM). According to Chosun Biz, the company recently surpassed a test production yield of 40% for the logic die, produced using Samsung's 4nm foundry process, a marked improvement over Baidu's 15-19% yield for chips manufactured using the same technology
Taiwan’s Yageo Corp., a prominent player in the global passive components market, has stepped up its efforts to acquire Japan’s Shibaura Electronics. This move has escalated a widely followed takeover battle, drawing significant attention from investors and sparking discussions around shareholder rights and corporate governance
Intensifying US-China trade tariffs could hamper emerging humanoid robot industries that rely on China's efficient supply chain, according to analysts. Tesla's plan to mass-produce its Optimus robot at US$20,000 now faces significant challenges