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Tuesday 22 April 2025
Belt and Road Initiative 2.0: COMAC makes high-profile push into SEA skies
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
Tuesday 22 April 2025
CATL teases five-minute EV charge with longer range than BYD
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
Tuesday 22 April 2025
Taiwan's machine tool industry targets China at CIMT 2025 amid tariff challenges
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
Tuesday 22 April 2025
Goertek's 1Q25 paradox: sinks in sales, soars in profit with AR/VR in focus
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
Tuesday 22 April 2025
TSMC warns of limits of ability to keep its AI chips from China
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
Tuesday 22 April 2025
Nvidia CEO lobbies Japan for more power, data centers to fuel AI
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
Tuesday 22 April 2025
Huawei, Tencent, ByteDance scale up AI hiring to counter US tech blockade
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
Tuesday 22 April 2025
Tariff pressure triggers Chinese companies' southbound shift — Lenovo, Haier expand India manufacturing
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
Tuesday 22 April 2025
IBM CEO sounds alarm on chip supply risk; backs Rapidus as strategic counterweight
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
Tuesday 22 April 2025
Taiwan-Japan chip alliance gets a boost with Fukuoka trade outpost
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
Monday 21 April 2025
China's JCET hits all-time high in 2024 revenue, cements global OSAT third position
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
Monday 21 April 2025
US$37 billion on the line: Samsung's delayed Taylor fab nears critical juncture
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
Monday 21 April 2025
Samsung lifts HBM yield as US tariffs loom over China-made chips
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
Monday 21 April 2025
Taiwan's Yageo raises the stakes in bidding war for Japan's Shibaura
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
Monday 21 April 2025
Musk's Optimus robot faces supply chain hurdles amid US-China dispute
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