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Tuesday 29 July 2025
US and China unveil rival AI strategies, forming two global tech camps
The US and China have each unveiled comprehensive AI action plans that position the technology as a pivotal element in national defense and foreign policy, effectively creating two...
Tuesday 29 July 2025
Cadence expands beyond China with 3D IC momentum from TSMC ecosystem
Cadence Design Systems expressed confidence in its second-half 2025 outlook despite lingering geopolitical uncertainties. In its second-quarter 2025 earnings call, executives affirmed...
Tuesday 29 July 2025
Cadence brushes off US$140M China fine with AI-fueled surge and upbeat 2025 outlook
Cadence Design Systems posted strong second-quarter 2025 results and raised its full-year guidance, overcoming a US$140.6 million charge tied to unauthorized China exports. Robust...
Tuesday 29 July 2025
China's PCB industry hit hard by continued bankruptcy wave
China's PCB upstream and downstream supply chain has seen massive expansion supported by government policies in recent years. However, the subsequent industry downturn has led to...
Tuesday 29 July 2025
China fills PFAS-based coolant supply gap in South Korea's chip sector after 3M exit
Chinese chemical makers are rapidly entering South Korea's semiconductor coolant supply chain following 3M's planned exit from the business. Firms like Juhua, ChemPacific, and Noah...
Tuesday 29 July 2025
LG makes semiconductor comeback with HBM Bet

More than two decades after being pushed out of the chip industry, LG Electronics is making a surprise return—this time with its...

Monday 28 July 2025
Geoffrey Hinton’s first China visit: Can AI grow up without turning on us?
The 2025 World Artificial Intelligence Conference (WAIC) was held in Shanghai from July 26 to July 29, 2025. Geoffrey Hinton, the 78-year-old AI pioneer, who won both the 2018 Turing...
Monday 28 July 2025
From ChatGPT to robots: Global firms push into physical AI, South Korea targets defense edge
As generative AI tools like ChatGPT capture global attention, a new frontier is emerging—physical AI, or artificial intelligence that can interact with the real world. While...
Monday 28 July 2025
Endless tariff negotiations make August 1 deadline unlikely
US President Donald Trump, leveraging the vast domestic consumer market, has used tariffs as a powerful tool to steer global economic and trade dynamics. He has successfully opened...
Monday 28 July 2025
Japan's Kioxia to mass produce 9th-gen NAND flash in FY2025
Kioxia announced it will begin mass production of its ninth-generation NAND flash memory in fiscal year 2025, which runs from April 2025 to March 2026. The Japanese memory maker also...
Monday 28 July 2025
LG Display's large-size OLEDs lead turnaround for full-year profit
LG Display (LGD) has announced that it will ship around 6.5 million large-size OLED TVs and monitors in 2025, a year-over-year increase of 14.04%. With the depreciation of equipment...
Monday 28 July 2025
Huawei's shadow fab (3): key 'mature process' piece on the US radar
While global attention focuses on the arms race in advanced semiconductor processes below 7nm, China is quietly setting up a formidable strategy in another area considered a "non-strategic...
Monday 28 July 2025
Trump tariffs leave costly China supply question unanswered
President Donald Trump's recent flurry of trade deals have given Asian exporters some clarity on tariffs, but missing are key details on how to avoid punitive rates that target China's...
Monday 28 July 2025
Chinese EMS providers pivot to smart glasses and robots as AI server boom bypasses them
While Taiwanese EMS firms aggressively capitalize on booming AI server demand, their Chinese counterparts are exploring alternative growth engines amid continued weakness in the consumer...
Monday 28 July 2025
Huawei debuts Nvidia's supernode rival at WAIC 2025 as local firms display advanced intelligent computing solutions
The 2025 World Artificial Intelligence Conference (WAIC) opened on July 26 at the Shanghai Expo Center, highlighting the latest advancements in intelligent computing. Among the many...