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Tuesday 22 April 2025
Tariff pressure triggers Chinese companies' southbound shift — Lenovo, Haier expand India manufacturing
With US-China trade tensions escalating, the Trump administration has hiked tariffs on Chinese imports to as high as 245%, sharply increasing pressure on Chinese exporters. In contrast,...
Tuesday 22 April 2025
IBM CEO sounds alarm on chip supply risk; backs Rapidus as strategic counterweight
As the semiconductor industry shifts toward geographic diversification and manufacturing resilience, IBM CEO Arvind Krishna says Japan-based Rapidus is emerging as a critical player—not...
Tuesday 22 April 2025
Taiwan-Japan chip alliance gets a boost with Fukuoka trade outpost
Taiwan's Ministry of Economic Affairs (MOEA) inaugurated a new Taiwan Trade and Investment Center in Fukuoka on April 21, marking a key step in deepening Taiwan-Japan industrial ties...
Monday 21 April 2025
China's JCET hits all-time high in 2024 revenue, cements global OSAT third position
JCET Group, China's top OSAT provider, reported record revenue of CNY35.962 billion (US$4.9 billion) for 2024, up 21.24% compared to the previous year. Net income attributable to...
Monday 21 April 2025
US$37 billion on the line: Samsung's delayed Taylor fab nears critical juncture
Samsung Electronics is moving forward with plans to launch operations at its advanced semiconductor fab in Taylor, Texas, by late 2026, after multiple delays stemming from both internal...
Monday 21 April 2025
Samsung lifts HBM yield as US tariffs loom over China-made chips
South Korean media have reported that Samsung Electronics has made notable progress in developing next-generation high-bandwidth memory (HBM). According to Chosun Biz, the...
Monday 21 April 2025
Taiwan's Yageo raises the stakes in bidding war for Japan's Shibaura
Taiwan’s Yageo Corp., a prominent player in the global passive components market, has stepped up its efforts to acquire Japan’s Shibaura Electronics. This move has escalated...
Monday 21 April 2025
Musk's Optimus robot faces supply chain hurdles amid US-China dispute
Intensifying US-China trade tariffs could hamper emerging humanoid robot industries that rely on China's efficient supply chain, according to analysts. Tesla's plan to mass-produce...
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...
Monday 21 April 2025
Samsung faces delays in 1c DRAM development, raising concerns over HBM4 timeline

Samsung Electronics is encountering delays in the development of its next-generation 1c DRAM chips, according to sources familiar with...

Monday 21 April 2025
China's CXMT muscles into DRAM's top tier—Is 'Big Three' era over?
Forecasts suggest ChangXin Memory Technologies (CXMT), China's leading DRAM supplier, will dramatically expand its output in 2025—far surpassing previous expectations. If current...
Monday 21 April 2025
Cambricon posts breakout 1Q as AI chip revenue soars over 4230%
Cambricon Technologies, a top Chinese AI chip designer, reported its full-year 2024 and first quarter 2025 earnings, revealing a sharp turnaround. After ending 2024 with losses, the...
Monday 21 April 2025
Hong Kong's trade role dims under US-China tensions
Once hailed as Asia's freest port and a gateway between China and the world, Hong Kong now finds itself increasingly swept up in the geopolitical undertow of US-China tensions. As...
Monday 21 April 2025
FCS Machinery sees significant demand from new energy car sector; overall equipment order visibility extends to 2Q26
Injection molding machine maker FCS Machinery has disclosed that it is gaining momentum from the reshaping of the global supply chain, with increases in orders from multiple sector...
Monday 21 April 2025
Nvidia's China workaround crumbles as Huawei, domestic rivals race to fill void
Nvidia's China strategy recently suffered a major blow as the US Department of Commerce placed its China-specific H20 chip under indefinite export control. The move came just a day...