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Tuesday 22 April 2025
Goertek's 1Q25 paradox: sinks in sales, soars in profit with AR/VR in focus
Goertek Inc., headquartered in Shenzhen, published its first-quarter 2025 earnings on April 21, reporting sharp revenue declines both annually and sequentially. Despite this, the...
Tuesday 22 April 2025
TSMC warns of limits of ability to keep its AI chips from China
Taiwan Semiconductor Manufacturing Co. listed the challenges of ensuring export control compliance by its customers, months after the company's artificial intelligence silicon was...
Tuesday 22 April 2025
Huawei, Tencent, ByteDance scale up AI hiring to counter US tech blockade
As US-China tensions over artificial intelligence reach new heights in 2025, the tech conflict has entered a critical stage. The US Commerce Department has launched an export review...
Tuesday 22 April 2025
Tariff pressure triggers Chinese companies' southbound shift — Lenovo, Haier expand India manufacturing
With US-China trade tensions escalating, the Trump administration has hiked tariffs on Chinese imports to as high as 245%, sharply increasing pressure on Chinese exporters. In contrast,...
Monday 21 April 2025
China's JCET hits all-time high in 2024 revenue, cements global OSAT third position
JCET Group, China's top OSAT provider, reported record revenue of CNY35.962 billion (US$4.9 billion) for 2024, up 21.24% compared to the previous year. Net income attributable to...
Monday 21 April 2025
Samsung lifts HBM yield as US tariffs loom over China-made chips
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...
Monday 21 April 2025
Musk's Optimus robot faces supply chain hurdles amid US-China dispute
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...
Monday 21 April 2025
China tariffs may undermine US humanoid robotics lead
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...
Monday 21 April 2025
China's CXMT muscles into DRAM's top tier—Is 'Big Three' era over?
Forecasts suggest ChangXin Memory Technologies (CXMT), China's leading DRAM supplier, will dramatically expand its output in 2025—far surpassing previous expectations. If current...
Monday 21 April 2025
Cambricon posts breakout 1Q as AI chip revenue soars over 4230%
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...
Monday 21 April 2025
FCS Machinery sees significant demand from new energy car sector; overall equipment order visibility extends to 2Q26
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 sector...
Monday 21 April 2025
Nvidia's China workaround crumbles as Huawei, domestic rivals race to fill void
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...
Monday 21 April 2025
Lens Technology beats forecasts in 1Q25 with 39% profit surge, margin gains
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...
Monday 21 April 2025
Jensen Huang's high-stakes gambit: Defying Washington to safeguard Nvidia's future in China
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...
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...