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Wednesday 11 June 2025
Trump's EDA cutoff cripples China's advanced node, HBM ambitions
The Trump administration has escalated its tech crackdown on China with a sweeping ban on Electronic Design Automation (EDA) software exports. On May 29, 2025, Synopsys, Cadence,...
Wednesday 11 June 2025
Why chipmakers are skipping Japan
As nations worldwide race to attract semiconductor manufacturing, most have rolled out sweeping tax incentives targeting the industry. According to a 2025 policy proposal from the...
Wednesday 11 June 2025
China's 10 rare earth powerhouses driving 70% of global supply

In April 2025, China imposed new export restrictions on seven critical mid-to-heavy rare earth elements—samarium (Sm), gadolinium (Gd),...

Tuesday 10 June 2025
YMTC sues Micron over 'spyware' allegations amid ongoing patent, IP battles
Chinese memory chipmaker Yangtze Memory Technologies Co. (YMTC) has filed a federal lawsuit in Washington, DC, accusing US-based Micron Technology of launching a disinformation campaign...
Tuesday 10 June 2025
TSMC May revenue hits NT$320.5 billion, YTD sales up over 42% amid strong AI demand
Taiwan Semiconductor Manufacturing Co. (TSMC) reported consolidated revenue of NT$320.52 billion (US$9.86 billion) for May 2025, down 8.3% from April but up 39.6% compared to May...
Tuesday 10 June 2025
UK is in 'Goldilocks' moment, says Nvidia CEO
Nvidia CEO Jensen Huang praised the UK for its top-tier artificial intelligence (AI) talent and described the country as being in a "Goldilocks" position for AI advancement. However,...
Tuesday 10 June 2025
Tariffs, currency swings, and inventory risks weigh on Taiwan's IC sector outlook
After a front-loaded surge in shipments driven by tariff fears and early stockpiling, Taiwan's IC distributors are facing a much more uncertain second half of 2025. A cocktail of...
Tuesday 10 June 2025
Huawei ramps up in-house tech with foldable PC, Pura 80 smartphone to challenge Apple
Amid intensifying US-China tech rivalry and deepening supply chain fragmentation, Huawei is mounting a formidable response through a series of proprietary technologies and product...
Tuesday 10 June 2025
San Fu unveils seven strategies to ride semiconductor wave and expand overseas
Taiwan-based San Fu Chemical unveiled a broad seven-point strategic roadmap at its annual shareholder meeting on June 9, 2025, signaling the company's intent to deepen its footprint...
Tuesday 10 June 2025
Chinese tech giants pivot to local memory suppliers as trade tensions persist
China's largest cloud and internet companies are implementing backup supply chain strategies as bilateral trade uncertainties continue. Baidu Inc., Alibaba, Tencent and Huawei have...
Tuesday 10 June 2025
Edge AI stalls, cloud AI soars: a new divide in Taiwan’s chip industry
Taiwan's IC design firms remain optimistic about the long-term trajectory of artificial intelligence (AI), but their outlook for the second half of 2025 has turned markedly cautious...
Tuesday 10 June 2025
Trump's Harvard visa ban threatens tech talent pipeline, put semiconductor R&D at risk
In a dramatic shift in US immigration policy, the State Department on June 5, 2025, issued a directive halting visa approvals for students bound for Harvard University, including...
Tuesday 10 June 2025
Samsung likely to rely on HBM4 as UBS reports delay in 12-layer HBM3E certification
European financial securities firm UBS recently released a report indicating that Samsung Electronics' anticipated 12-layer HBM3E, originally expected by June 2025, may not be ready...
Tuesday 10 June 2025
Ren Zhengfei breaks silence on Huawei's AI and chip strategy
As a new round of China–US trade talks took place in London, the United States held firm on restrictions targeting China's access to advanced artificial intelligence (AI) chips,...
Tuesday 10 June 2025
Renesas says Wolfspeed situation will not affect OSAT project in India
According to the Economic Times, citing an official statement, Japanese chipmaker Renesas has clarified that ongoing issues with Wolfspeed will have no impact on its OSAT...