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NEWS TAGGED COMMENTARY AND ANALYSIS
Thursday 17 July 2025
H20 reenters China: lifeline for AI startups, blow to GPU sovereignty
Amid rising doubts over China's AI trajectory, two setbacks have rattled its startup ecosystem: Manus, the buzzed-about AI agent startup, is reportedly exiting the Chinese market,...
Thursday 17 July 2025
Malaysia’s states compete to lead national push in IC design

Malaysia is ramping up efforts to grow its domestic integrated circuit (IC) design industry, as key states such as Selangor, Sarawak,...

Thursday 17 July 2025
What killed China's rising 5G chip hopeful? The untold collapse of Jian Wen Lu Semiconductor

Founded in 2016 by former Tokyo Seimitsu (Accretech) engineer Sheng Jinghao, Jian Wen Lu (Zhejiang) Semiconductor was once considered...

Wednesday 16 July 2025
Why Nvidia, Samsung, Qualcomm are all knocking on Xiaomi's door
The parade of power players to Lei Jun's door tells a story. Samsung Electronics Chairman Lee Jae-yong, Qualcomm CEO Cristiano Amon, and Nvidia CEO Jensen Huang have all made the pilgrimage...
Tuesday 15 July 2025
Nvidia regains China access as Trump reverses H20 ban, but at what cost?

Nvidia CEO Jensen Huang is engaging in a high-stakes diplomatic and commercial push across Washington and Beijing, positioning artificial...

Tuesday 15 July 2025
GlobalFoundries takes MIPS under its wing; Imagination shoots down SMIC takeover talk
With TSMC commanding the lion's share of foundry orders for data center AI accelerators, second-tier players like UMC, GlobalFoundries (GF), and SMIC are urgently repositioning to...
Monday 14 July 2025
Gogoro's zero monthly rental plan aims to retain customers but sparks debate over hidden fees
On July 8, 2025, Gogoro announced its new zero monthly rental plan, stirring considerable discussion. However, every coin has two sides - what exactly is Gogoro offering with this...
Friday 11 July 2025
Auto giants squeezed as Trump’s trade brinkmanship stirs EU, Japan standoff
The US has unveiled its latest round of reciprocal tariffs, set to take effect on August 1, 2025. Countries that have yet to reach an agreement with President Donald Trump's administration...
Thursday 10 July 2025
Stay or relocate: Taiwan makers weigh exodus amid weak government support
The free trade agreement (FTA) between the US and South Korea has now become irrelevant under Donald Trump's administration. Taiwan's tech products also face the possibility of losing...
Wednesday 9 July 2025
Intel halts in-house glass substrate development as Tan avoids 'R&D trap'
Glass substrates are considered one of the key directions for advanced packaging development, especially showing significant potential in high-performance computing (HPC) and data...
Wednesday 9 July 2025
Commentary: Foxconn’s EV triangle may hinge on Nissan’s Oppama plant
With global EV growth decelerating, Taiwan's Foxconn is pressing ahead with its electric vehicle ambitions. The company is reportedly in advanced talks with Nissan Motor over a potential...
Monday 7 July 2025
Xiaomi's 'toys for grown-ups' strategy fuels hype for YU7 EV, smart glasses
Xiaomi's latest breakout products, the YU7 electric vehicle and AI-powered smart glasses, are making waves not just for their functionality, but for how they're being positioned and...
Friday 4 July 2025
US-Vietnam tariff deal narrows gap, but transshipment rules remain a black box
US President Donald Trump has confirmed a preliminary tariff framework with Vietnam that lowers duties on Vietnamese exports to the US from 46% to 20%. However, the deal includes a...
Friday 4 July 2025
China-India rivalry forces Foxconn to rethink manpower strategy
As 2025 begins under President Donald Trump's second term, rising trade tensions and tariffs are pushing regionalized manufacturing. In this context, Foxconn is reportedly recalling...
Thursday 3 July 2025
Details of the US-China trade agreement remain unclear, with no consensus on rare earths and chip controls
On June 26, 2025, US President Donald Trump announced that the US had signed a trade agreement with China on June 25, which was also confirmed by China's Ministry of Commerce. From...