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NEWS TAGGED COMMENTARY AND ANALYSIS
Thursday 29 May 2025
Computex 2025 lacks spark, industry pushes for pragmatic AI innovation

The honeymoon phase is over

Thursday 29 May 2025
Commentary: China's AI computing system ditches Nvidia—Jensen Huang faces new reality
Amid the escalating US-China tech war and supply chain risks, the trend of "de-Nvidia-ization" is rapidly spreading within China's computing power industry. This shift represents...
Thursday 29 May 2025
China's 5nm workaround: DUV tricks push limits as EUV blockade bites
Huawei's HiSilicon and Lenovo have reignited global debate over China's semiconductor ambitions by launching AI PCs and tablets powered by 5nm chips, despite the country's lack of...
Thursday 29 May 2025
Hygon–Sugon merger retools China's AI backbone with full-stack compute integration
Hygon Information Technology and Dawning Information Industry Co. (Sugon) announced a strategic merger on May 25, 2025, a move widely seen as aligning with Beijing's agenda to consolidate...
Wednesday 28 May 2025
Trump threatens new tariffs on iPhones and EU imports, raising tensions with Apple

Fresh off a triumphant Middle East tour, President Donald Trump reignited trade tensions on Thursday with a bold new proposal: imposing...

Wednesday 28 May 2025
US chip tariffs pose biggest challenge to American firms; Trump likely to back down
The impending semiconductor chip tariff policy continues to cause concern. The semiconductor supply chain believes that if US President Donald Trump insists on imposing tariffs, it...
Wednesday 28 May 2025
Google’s AI reset: I/O 2025 marks a turning point

Following years of trailing its competitors and facing mounting skepticism, Google appeared to turn a corner at this year's I/O developer...

Tuesday 27 May 2025
Who suffers as Trump targets Apple over iPhone production?
US President Donald Trump recently demanded that Apple relocate the assembly and production of iPhones to the US. Otherwise, a 25% tariff would be imposed on iPhones and other smartphones...
Friday 23 May 2025
Made in China 2.0: Huawei, Lenovo, Xiaomi drive bold exit from US tech orbit
Amid intensifying geopolitical tensions and an escalating tech war, China's tech sector is undergoing a sweeping pivot. Companies like Xiaomi, Lenovo, and Huawei are accelerating...
Friday 23 May 2025
The one rival Jensen Huang won't ignore in 2025
In recent years, the US government has tightened AI chip export restrictions targeting China, prompting Nvidia CEO Jensen Huang to repeatedly warn that restricting Nvidia's AI chip...
Friday 23 May 2025
Qualcomm eyes Arm revenge in the AI era

In January 2025, Qualcomm quietly reentered the competitive server CPU market, setting the stage for a high-stakes comeback nearly seven...

Thursday 22 May 2025
Balancing act: Nvidia banks on Shanghai R&D center to sustain China market as US export curbs tighten
The Financial Times recently reported, citing informed sources, that Nvidia plans to establish a new R&D center in Shanghai to strengthen its strategic presence in the...
Thursday 22 May 2025
Xiaomi pushes the edge with 3nm XRing O1 chip, threading US regulatory needle
Xiaomi is set to unveil its latest slate of strategic products at 7 pm CST on May 22, headlined by the long-awaited debut of its in-house smartphone SoC, the XRing O1—a bold...
Tuesday 20 May 2025
Nvidia courts ASIC allies with NVLink Fusion, so why is Broadcom still saying no?
At this year's COMPUTEX keynote, Nvidia CEO Jensen Huang unveiled NVLink Fusion, a new initiative to open the company's proprietary NVLink interconnect to third-party ASICs and CPUs...
Tuesday 20 May 2025
Xiaomi's XRing SoC: next HiSilicon breakthrough or Zeku-style flameout?
Years after launching the Pinecone Surge S1 in 2017, Xiaomi founder and CEO Lei Jun announced the company's return to in-house smartphone chip design. Its new self-developed SoC,...