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Monday 21 April 2025
Nvidia CEO's suit diplomacy plays out amid US$5.5 billion China inventory setback
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
Monday 21 April 2025
AMEC CEO trades US citizenship for China's chip future
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
Monday 21 April 2025
US strengthens supply chain resiliency as China tightens rare earth controls
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
Monday 21 April 2025
Samsung makes headway in HBM4 chip yields, signaling a potential comeback in the high-end memory race

As rivals race ahead in HBM3E, Samsung quietly builds momentum in next-gen HBM4 development, banking on its in-house chipmaking and packaging technologies

Monday 21 April 2025
India roundup: Foxconn reportedly eyes first northern Indian plant as tariff shifts impact iPhone costs
Foxconn may build its first northern India plant in Greater Noida as tariff shifts make India-made iPhones cheaper than China-made ones in the US market
Monday 21 April 2025
Volkswagen, Horizon Robotics co-developed L2+ autonomous driving system tailored for China
Volkswagen's software arm Cariad SE and Chinese AI chipmaker Horizon Robotics have jointly developed their first autonomous driving system under the Carizon venture, which will debut at Auto Shanghai starting April 23
Saturday 19 April 2025
Huawei's AI ambitions face energy efficiency test

Huawei's CloudMatrix 384 (CM384) is making waves as the most ambitious AI hardware rollout in China to date—a rack-scale system powered by 384 Ascend 910C chips and positioned as a direct competitor to Nvidia's GB200 NVL72

Saturday 19 April 2025
Services under siege: US tech giants face cross-continental blowback
As the US-China tariff standoff intensifies, Beijing is signaling a strategic pivot—redirecting retaliation from goods to services and placing America's tech-heavy service sector squarely in its sights
Friday 18 April 2025
Murata's global patent blitz targets Maxscend, threatens China's TF-SAW exports

China's RF chip sector is facing a major disruption as Murata Manufacturing files five patent lawsuits against Maxscend Technologies in both China and South Korea, alleging that its MAX-SAW filters—commonly referred to as TF-SAW—violate five core Murata patents. Patent analysis indicates a broader risk, with nearly all TF-SAW-based products from Maxscend potentially exposed to systemic infringement claims

Friday 18 April 2025
SK Hynix-Hanmi alliance fractures as Korean memory giant seeks new suppliers
SK Hynix's eight-year partnership with Hanmi Semiconductor is showing signs of strain after the memory chipmaker began sourcing thermal compression bonding machines from rival Hanwha Semitech, according to industry sources
Friday 18 April 2025
Chips, China, and Congress: Nvidia and Jensen Huang's high-stakes diplomatic balancing act
Nvidia CEO Jensen Huang returned to China this week in a markedly more high-profile visit than before. According to the Financial Times, he is expected to meet with DeepSeek founder Liang Wenfeng to explore the joint development of next-generation AI chips tailored for China—designed to align with export controls imposed by both Washington and Beijing
Friday 18 April 2025
XPeng's AI power play: homegrown chips, humanoids, and the race to the skies
At its "Global Brand Night" in Hong Kong on April 15, XPeng Motors unveiled its 2025 global flagship, the XPeng X9, and laid out an ambitious new AI roadmap. Chairman and CEO He Xiaopeng said the company is entering a transformative decade, evolving from a smart EV maker into a full-stack AI innovator
Friday 18 April 2025
China bans automakers from marketing "self-driving" features
China's Ministry of Industry and Information Technology has instructed nearly 60 automotive manufacturers to cease using terms like "self-driving" and "smart driving" in marketing materials for Level 2 (L2) advanced driver-assistance systems (ADAS)
Friday 18 April 2025
Hanmi hikes TCB equipment prices by nearly 30% for SK Hynix, ends free maintenance
Hanmi Semiconductor has reportedly informed SK Hynix of a planned price increase for its thermal compression bonding (TCB) equipment, marking the first price hike since the South Korean equipment maker began supplying the TCB product in 2017
Friday 18 April 2025
US manufacturing development vs. China's brand growth: Is Trump 2.0 clever strategy or miscalculation?
The implementation of US President Donald Trump's "reciprocal tariffs" was temporarily halted before it officially took effect, granting countries a 90-day negotiation buffer. As Trump aims to pressure manufacturers into investing in US manufacturing through tariffs, China continues to vigorously develop its brands
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES