On May 6, Advanced Micro Devices (AMD) reported robust first-quarter results for 2025 despite looming challenges from new US export controls on shipments to China and evolving AI diffusion regulations. CEO Lisa Su emphasized the company's resilience in navigating tariff uncertainties and regulatory constraints, particularly impacting its data center GPU business. With a focus on AI infrastructure growth and strategic partnerships, AMD remains optimistic about its market position and long-term opportunities in the US$500 billion AI accelerator market

Recently, the two major Android SoC brands, MediaTek and Qualcomm, have shared their market outlooks. Both companies maintain a positive view of their non-smartphone business performance and future growth potential. Regarding financial forecasts for the next quarter, MediaTek expresses more optimism than Qualcomm, anticipating possible growth quarter over quarter

Tesla announced on May 6 that more than 95% of the parts used in every Model 3 and revamped Model Y produced at its Shanghai Gigafactory are sourced domestically, underscoring the high level of localization in its China supply chain

Founded in 2012, Russian CPU developer Baikal Electronics has shipped 85,000 processors as of the end of 2024, defying international sanctions and growing technological isolation sparked by the Russia–Ukraine war. The majority of shipments were low-power Baikal-T chips, designed for embedded systems and telecom infrastructure, underscoring the company's emphasis on domestic, utilitarian computing needs

Xiaomi is reportedly planning to debut its first in-house smartphone System on Chip (SoC) by late May, with sources indicating the company will restructure its chip division to reduce exposure to potential US government scrutiny

The EU's anti-dumping duties on battery electric vehicles (BEV) imported from China are reshaping the European car market, accelerating the penetration of Chinese plug-in hybrid electric vehicles (PHEV)

According to a report by Nikkan Kogyo Shimbun, the number of Japanese companies investing in India has shown significant growth over the past decade, particularly following key government initiatives aimed at boosting local manufacturing

As the Ukraine-Russo war reaches a stalemate in peace talks, the United States is actively promoting agreements on rare earth elements (REEs) with Ukraine. This move underscores the critical importance of these elements in global geopolitics and technological competition. This article analyzes the strategic value of Rare earth elements (REEs), the context of the China-US rivalry, and Taiwan's strategies for addressing these challenges

Samsung Electronics is under intensifying pressure in its foundry business following reports that AMD has abandoned plans to adopt its advanced 4nm process, SF4X. The decision marks another setback for Samsung, already grappling with low 3nm yields and weakening demand for older process nodes

Tata Electronics is negotiating to onboard Dutch semiconductor firm NXP Semiconductors as a customer for its upcoming fabrication plant in Gujarat and Outsourced Semiconductor Assembly and Test (OSAT) facility in Assam, according to sources cited by The Economic Times

A brewing conflict between SK Hynix and its long-time supplier, Hanmi Semiconductor, over thermal compression bonder (TC Bonder; TCB) equipment has intensified, potentially reshuffling the high-bandwidth memory (HBM) supply chain. Hanwha Semitech, a newer player, stands to benefit as SK Hynix explores alternative suppliers amid rising tensions

Apple supplier Jabil plans to boost AirPods enclosure production in India by adding a second facility in Tamil Nadu. The move supports Apple's efforts to diversify its supply chain beyond China amid rising trade tensions and highlights India's growing role in Apple's manufacturing strategy

Following SK Hynix's exit from the CMOS image sensor (CIS) market, Chinese vendors are aggressively scaling shipments, gaining market share, and climbing the value chain by deepening ties with domestic smartphone brands. Armed with robust domestic foundry capacity across 40nm to 28/22nm nodes, these suppliers are now pushing into high-end CIS segments with ample supply and rising demand

The administration of US President Donald Trump has implemented exceptionally high anti-dumping tariffs on solar modules imported from Malaysia, Vietnam, Thailand, and Cambodia. Most notably, Cambodia faces tariffs as high as 3,521% due to its lack of cooperation during investigations. This action reflects the administration's firm approach to combating "origin-washing," a practice where manufacturers reroute products through third countries to circumvent US trade restrictions. Market experts indicate that tariffs above 60% typically disrupt bilateral trade, and rates exceeding 3,500% effectively result in an almost complete halt of imports from the affected countries

China's decision to tighten export controls on seven rare earth elements has sent global prices soaring more than threefold since early April, raising alarms across critical industries, particularly electric vehicles (EVs) and renewable energy