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Tuesday 29 April 2025
Cadence reports strong 1Q25, raises full-year outlook
On April 28, Cadence reported robust first-quarter 2025 results, with revenue up 23% year-over-year to US$1.24 billion, driven by strong demand for its AI-enabled design tools. The...
Tuesday 29 April 2025
How Hesai's cost cuts and key partnerships fuel 4x LiDAR growth in 2025
Hesai Technology, the leading LiDAR manufacturer in China, is planning a fourfold increase in its production capacity by 2025 to address the rapidly growing demand for automotive...
Monday 28 April 2025
CATL stuns South Korean rivals with salt-powered cost-slashing EV battery breakthrough
China's CATL, the world's largest battery manufacturer, has unveiled a next-generation sodium-ion battery—nicknamed the "salt battery"—sending shockwaves through South...
Friday 25 April 2025
China reportedly considers exempting some US goods from 125% retaliatory tariffs
Chinese authorities are reportedly considering exempting certain US-imported products from the increased 125% retaliatory tariffs imposed on American goods. This move aims to help...
Friday 25 April 2025
Gold surge squeezes chip packaging margins
Global gold prices have surged to an all-time high of US$3,500 per ounce, putting significant cost pressure on the semiconductor packaging industry. The gold bumping process—essential...
Thursday 24 April 2025
China jumpstarts humanoid robot production with EV sector support
Fueled by the AI boom and China's tech self-sufficiency agenda, the country's humanoid robot industry is scaling rapidly. A growing wave of returnees from firms like Tesla and OpenAI...
Wednesday 23 April 2025
IPC firms brace for tariff fallout, adjust pricing amid uncertainty
As the ripple effects of potential reciprocal tariffs loom, industrial PC (IPC) manufacturers report they remain in close communication with customers and have already adjusted pricing...
Wednesday 23 April 2025
SK hynix completes customer validation of CXL 2.0-based DDR5
SK hynix Inc. (or "the company") announced today that it has completed customer validation of 96GB CMM(CXL1 Memory Module)-DDR5, a DRAM solution product based on CXL 2.0.
Monday 21 April 2025
AI gold rush or policy trap? Taiwan IC firms weigh Nvidia's US lure
Taiwanese IC packaging and testing firms express a mix of opportunity and caution as Nvidia's US$500B AI push unfolds. While Nvidia's US-centric AI supply chain creates demand for...
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...
Thursday 17 April 2025
Aeon Motor shifts gears amid trade war; expands in Vietnam to offset tariffs
Aeon Motor has expanded internationally by opening a new manufacturing plant in Vietnam despite rising tariff challenges. The company noted that the 10% tariff applies worldwide,...
Thursday 17 April 2025
Tariff exemptions spur urgent orders, but capacity and cost pressures cloud US smartphone outlook
The US's recent decision to exempt 20 categories of goods—including notebooks, smartphones, tablets, and processors—from tariffs has sparked a wave of urgent procurement...
Wednesday 16 April 2025
Taiwanese firms turn to low-carbon ammonia in hydrogen energy investments
The global hydrogen energy industry has been increasingly investing in liquid ammonia as a key carrier for facilitating international transport. Industry experts point out that energy...
Tuesday 15 April 2025
ByteDance reportedly taps suppliers for AI smart glasses in broader XR strategy
ByteDance is reportedly developing its AI-powered smart glasses and has entered talks with suppliers, marking its latest move into the competitive AI hardware market.
Thursday 10 April 2025
Luxshare considers SEA as top choice for expansion, prioritizing low-tariff regions
China is facing a 125% tariff imposed by the US due to an inability to reach consensus, placing significant pressure on related supply chain businesses. Luxshare, which assists Apple...