As the US and China look for any sort of leverage in a prolonged trade fight, Beijing sees an opportunity to win over the world by taking a stand against the Trump administration's plans to track high-end chips
Amkor and ASE, two of the world's top semiconductor packaging and testing providers, are deepening their US presence following the return of Trump-era "Made in America" policies. Amkor will break ground on a US$2 billion Arizona plant in late 2025, while ASE explores North American expansion tied to shifting trade regulations
As President Donald Trump accelerates reshoring efforts, US-based chipmakers are facing rising cost pressures that are now cascading through the global supply chain. Texas Instruments (TI) has rolled out its largest-ever price hike to Chinese customers, raising prices on more than 60,000 products by 10% to over 30%, leaving distributors and end-users blindsided
US President Donald Trump imposed an additional 25% tariff on Indian goods over its ongoing purchases of Russian energy, escalating a fight with a key Asian partner on the eve of his broad-based duties taking effect. Trump signed an executive order setting the new rate, the White House said Wednesday, which will stack on top of a 25% levy on Indian imports Trump announced last week. The higher duty will take effect within 21 days, according to the order
Huawei plans to open-source its Compute Architecture for Neural Networks (CANN), a heterogeneous AI computing framework positioned as a direct alternative to Nvidia's dominant CUDA platform
According to The Edge Malaysia, Johor approved 42 data center construction projects in the second quarter of 2025, reinforcing its position as Malaysia's leading destination for digital infrastructure investment
LG Electronics is reportedly preparing to revive the initial public offering (IPO) of its Indian subsidiary, months after shelving the plan due to market volatility. According to South Korean Financial News, the company has resumed discussions with local investment banks, but the scale of the offering has been significantly reduced
China's National Development and Reform Commission (NDRC) will release the fourth round of its consumer goods trade-in subsidy in October, allocating CNY68 billion (US$9.45 billion). This brings the total 2025 stimulus to CNY300 billion, completing the nationwide rollout of the year's trade-in initiative
Efficient Power Conversion (EPC), a company specializing in gallium nitride (GaN) semiconductor technology, announced on August 6 that the Beijing Intellectual Property Court dismissed an appeal filed by Innoscience (Suzhou). The ruling reaffirmed the validity of EPC's Chinese patent ZL201080015425.X, related to the "Compensated gate MISFET and its manufacturing method," a key patent in enhancement-mode GaN field-effect transistors (FETs)
ASML, Lam Research, and KLA Corp. posted strong second-quarter 2025 earnings, reflecting solid demand across the semiconductor supply chain, fueled by growth in AI, high-bandwidth memory (HBM), and advanced packaging
Tokyo Electron has declined to comment on whether it is under investigation after Taiwanese prosecutors searched its local office in connection with a suspected leak of TSMC's 2nm technology. The Japanese chip equipment maker acknowledged the media reports but issued no further response amid growing scrutiny
China's leading GaN semiconductor firm, Innoscience, is at the center of a high-stakes global confrontation that intertwines geopolitics, patent disputes, and market strategy. In a single quarter, the company has experienced both triumphant breakthroughs and legal setbacks that could shape the future of the third-generation semiconductor race
China's People's Daily has issued a sharp warning over national security risks tied to Nvidia's H20 AI chip, following reports of possible backdoor vulnerabilities. The commentary was published after the Cyberspace Administration of China (CAC) summoned Nvidia for talks on July 31, 2025, over allegations that the chip could enable remote tracking and shutdown of devices — raising alarm over potential misuse across critical infrastructure
Amid tightening US export controls on EUV lithography systems and related technologies, China's chip equipment sector has made a breakthrough. On August 1, Pulin Technology (Hangzhou) shipped its first domestically developed semiconductor-grade step-and-repeat nanoimprint lithography (NIL) tool, the PL-SR series, to a customer focused on specialized chip manufacturing
During AMD's second-quarter 2025 earnings call, CEO Lisa Su and CFO Jean Hu provided updates on the ongoing US export control restrictions affecting the company's MI308 GPU shipments to China. The export license applications for MI308 remain under review by the US Department of Commerce, creating uncertainty around near-term sales in this important market
