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Saturday 31 May 2025
Samyang eyes Japan acquisitions to diversify beyond food and chemicals
South Korea's Samyang Holdings, a conglomerate traditionally rooted in food and chemicals, is setting its sights on Japan's semiconductor supply chain as part of a strategic pivot...
Friday 30 May 2025
D-Link sidesteps China rivalry with a Taiwan-first supply chain
D-Link Corporation is defying the slowdown in global networking demand triggered by inflation and geopolitical tensions. Backed by its global distribution network, the company continues...
Friday 30 May 2025
Samsung activates crisis planning, lines up US$7.27 billion in bank credit
Facing mounting pressure from high US tariffs and a prolonged global economic slowdown, Samsung Electronics has reportedly activated a crisis management framework and signed a credit...
Thursday 29 May 2025
Nvidia, AMD to launch China-ready AI chips in 3Q25—cut down, not counted out
Nvidia and AMD are set to launch a new wave of downgraded AI GPUs for the Chinese market starting in the third quarter of 2025, according to supply chain sources. These compliance-driven...
Thursday 29 May 2025
OpenAI establishes Seoul office as South Korea emerges as key AI testing hub
OpenAI expanded its Asian presence to Seoul in May 2025, marking its third regional office after Japan and Singapore as the ChatGPT maker seeks to capitalize on South Korea's rapidly...
Thursday 29 May 2025
US reportedly targets EDA exports to China; vendors push back on disruption claims
China's semiconductor sector was abuzz in late May 2025 by reports that Siemens EDA received a notice from the US Bureau of Industry and Security (BIS) instructing it to halt all...
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
Trade war fallout: US delays EU tariffs, China's PMI slips, Taiwan retreats
The US has once again delayed the imposition of a 50% tariff on European imports, following a phone call between US President Donald Trump and European Commission President Ursula...
Thursday 29 May 2025
Hanmi Semiconductor wins US$5.8 million ASE supply contract
Hanmi Semiconductor has secured a major supply agreement with Taiwan's ASE Technology Holding Co., marking another strategic win in its global expansion drive. Under the contract,...
Thursday 29 May 2025
Jensen Huang: China's AI moves on with or without US chips
Nvidia Corp. today reported robust financial results for its first quarter of fiscal 2026, with revenue reaching US$44 billion, a 69% increase year-over-year. However, the company...
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
Japan plans major US chip purchases as leverage in tariff talks
In ongoing tariff negotiations between Japan and the US, the Japanese government has proposed purchasing semiconductor products from American manufacturers worth several billion US...
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
Taiwan to build chip alliance with 'share values' to counter China dumping
President William Lai's initiative for a global democratic semiconductor supply chain represents Taiwan's response and commitment to the restructuring of global supply chains, according...
Wednesday 28 May 2025
Samsung races to deliver HBM3E memory to Nvidia but faces certification hurdles
In the high-stakes race to supply memory for the next generation of artificial intelligence, Samsung Electronics is under mounting pressure to deliver its 12-layer HBM3E chips to...