The global AI boom is pushing electronics supply chains to their limits. While shortages of advanced chips and memory have drawn most attention, a less visible constraint is emerging:...
Speaking at the North American International Auto Show in Detroit this week, President Trump delivered a set of remarks that startled both policymakers and industry executives. He...
Even as end-market demand shows little sign of a sustained recovery, China's LED display industry has begun a fresh round of price increases, underscoring mounting cost pressures across...
As AI smartphones and AI PCs surge, end devices demand unprecedented memory bandwidth. Recently, Chinese interface IP provider Innosilicon announced that its self-developed LPDDR6/5X...
Despite supply-chain pressure and memory shortages, the global smartphone market remained resilient in 2025, supported by strong demand for high-end models, foldable devices, and early...
South Korea's Intellectual Property Office (KIPO) signed a new Memorandum of Understanding (MOU) on intellectual property cooperation with China's National Intellectual Property Administration...
China's domestic memory module maker Biwin Storage Technology has released the A-share market's first major 2025 profit outlook, signalling a sharp earnings rebound as memory prices...
China is phasing out export tax rebates for the solar industry, marking an end to a crucial lifeline that has propped up the industry for more than a decade.
The long-discussed Taiwan-US tariff negotiations have finally concluded, agreeing on US$500 billion investment and reciprocal tariffs aligned with those of the EU, Japan, and South...
China's solar industry is heading into a volatile period as an impending export tax policy change exposes structural strains across the supply chain, increasing the risk of a market...
With China and Japan launching successive anti-dumping probes and export controls on rare earths and key semiconductor materials, the risk of China's advanced-process supply chain...
According to Business Insider, Elon Musk, CEO of Tesla and founder of xAI, recently highlighted China's dominant position in AI computing power during a podcast, warning that...
Soaring demand for high-end computing power, combined with geopolitical pressure and supply-chain constraints, is reshaping China's AI chip market at a structural level. Bernstein...
The US Department of Commerce has withdrawn a previously proposed plan to restrict imports of Chinese-made drones, a move that some observers view as a goodwill signal ahead of an...
