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

Analysts warn that the US's escalating tariffs on Chinese imports may undercut the country's ability to stay competitive in the emerging humanoid robotics sector. As the US continues to impose the highest tariff rates on China among all trading partners, companies dependent on Chinese components face heightened cost pressures and supply chain uncertainties

Forecasts suggest ChangXin Memory Technologies (CXMT), China's leading DRAM supplier, will dramatically expand its output in 2025—far surpassing previous expectations. If current momentum holds, CXMT could soon close in on Micron's production and hit 50% of SK Hynix's output levels

Cambricon Technologies, a top Chinese AI chip designer, reported its full-year 2024 and first quarter 2025 earnings, revealing a sharp turnaround. After ending 2024 with losses, the company posted its first-ever profit in the fourth quarter and followed it with a breakout first quarter in 2025, with revenue skyrocketing to CNY1.111 billion (US$152.3 million)—a year-over-year increase of 4,230%. It marked Cambricon's second straight quarter in the black

Once hailed as Asia's freest port and a gateway between China and the world, Hong Kong now finds itself increasingly swept up in the geopolitical undertow of US-China tensions. As Washington ratchets up tariffs on Chinese goods, the city, long treated as a separate economic entity, is no longer spared. The latest round of tariffs signals a deeper shift: the fading distinction between Hong Kong and the mainland in the eyes of US policymakers, raising fresh doubts about the future of "One Country, Two Systems.

Injection molding machine maker FCS Machinery has disclosed that it is gaining momentum from the reshaping of the global supply chain, with increases in orders from multiple sectors

Nvidia's China strategy recently suffered a major blow as the US Department of Commerce placed its China-specific H20 chip under indefinite export control. The move came just a day after Nvidia pledged support for President Donald Trump's "Made in USA" initiative, announcing plans to build a full-stack AI infrastructure in the US with partners like TSMC, Foxconn, Wistron, Amkor, and Siliconware Precision Industries (SPIL)

Lens Technology exceeded market expectations in the first quarter of 2025, posting revenue of CNY17.063 billion (US$2.34 billion), a 10.1% increase compared to the same period last year. Net profit attributable to shareholders surged 38.71% to CNY429 million

Jensen Huang, the indomitable chief executive of Nvidia, recently grappled with the mercurial and formidable force of US President Donald Trump, whose unpredictability defies conventional analysis. Contrary to widespread speculation that Huang had conceded, he made a surprise visit to Beijing, highlighting the significant value of the Chinese market for Nvidia and signaling a strong intention to sustain collaboration with China

Jensen Huang's Beijing appearance in formal attire rather than his trademark leather jacket signals deeper strategic maneuvers as Nvidia navigates increasingly complex US-China tech tensions

Advanced Micro-Fabrication Equipment (AMEC) disclosed in its 2024 annual report that CEO Gerald Yin has given up his US citizenship to reclaim Chinese nationality, a significant move reflecting the deepening technological divide between the US and China

Following the imposition of US tariffs, China announced it would enforce export controls on certain rare earth metals—materials critical to sectors like electric vehicles, semiconductors, and defense. The move has sparked alarm in Washington over potential supply chain disruptions, as the US remains heavily dependent on China for rare earth sourcing and processing