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Thursday 7 August 2025
US tariffs and China setbacks push German car brands to rethink EV strategy
Once the loudest champions of an all-electric future, German luxury automakers are quietly backpedaling. Under pressure from shifting global emissions regulations, tightening US tariffs,...
Thursday 7 August 2025
Huawei's HiSilicon moves upstream with Zhuque AI display chips, pressuring Novatek and Raydium
Amid intensifying US-China tech rivalry, China is accelerating its push for semiconductor self-reliance. Huawei's chip unit HiSilicon has stepped into the smartphone touch and display...
Thursday 7 August 2025
LGES secures major LFP battery contract, challenging China's dominance
Amid US sanctions on China, South Korean battery production has attracted significant attention. With LG Energy Solution (LGES) recently securing a large contract for lithium iron...
Thursday 7 August 2025
China draws red lines on US chip tracking with Nvidia meeting
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...
Thursday 7 August 2025
TI triggers largest chip repricing in years, stuns China clients with 60,000-part hike
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...
Thursday 7 August 2025
Huawei open-sources CANN to challenge Nvidia's CUDA dominance
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...
Wednesday 6 August 2025
Beijing's device upgrade drive revives chip cycle hopes
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)...
Wednesday 6 August 2025
Beijing Court rejects Innoscience's appeal in patent dispute with EPC
Efficient Power Conversion (EPC), a company specializing in gallium nitride (GaN) semiconductor technology, announced on August 6 that the Beijing Intellectual Property Court dismissed...
Wednesday 6 August 2025
The China risk: what keeps global chip toolmakers up at night
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...
Wednesday 6 August 2025
Innoscience wins Nvidia nod, loses German patent fight
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...
Wednesday 6 August 2025
China probes H20 backdoor: Nvidia denies allegations, affirms consent
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...
Wednesday 6 August 2025
China ships first NIL lithography tool as 300-plus firms mobilize to rival EUV tech
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)...
Wednesday 6 August 2025
AMD says US export license review delays MI308 GPU shipments to China, no revenue included in guidance
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...
Wednesday 6 August 2025
Quark is on: Alibaba enters Xiaomi's AI eyewear battle in China
Alibaba has entered China's rapidly evolving smart eyewear market with the unveiling of its in-house Quark AI glasses at the 2025 World Artificial Intelligence Conference (WAIC)....
Tuesday 5 August 2025
China's EMS strategy goes on offense under 15th Five-Year Plan
China's electronics manufacturing sector has surged over the past decade, driven by the Made in China 2025 (MIC2025) initiative and strong demand from global brands like Apple and...