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Thursday 9 October 2025
US expands export controls, citing Chinese firms' support for Hamas and Houthis
The US Department of Commerce's Bureau of Industry and Security (BIS) announced on October 8, 2025, that it is placing 29 Chinese and Hong Kong entities onto its strengthened Entity...
Wednesday 8 October 2025
US rebuilds rare earth supply chain to cut China dependence
The global rare earth market has long been dominated by China, encompassing everything from ore extraction to separation and refining, and even magnet manufacturing. Although the...
Wednesday 8 October 2025
YMTC eyes HBM market entry to disrupt top three
Chinese NAND Flash giant Yangtze Memory Technologies Corp. (YMTC) is preparing to enter the high-bandwidth memory (HBM) market and is anticipating a technological breakthrough. As...
Tuesday 7 October 2025
Japan to expand export controls on dual-use technologies from October 9
Japan will expand export controls to cover general-purpose machine tools, integrated circuits, drones, radar, navigation, and testing equipment, requiring companies to verify potential...
Tuesday 7 October 2025
Taiwan's silicon shield under siege as US accelerates chip onshoring
A US proposal to evenly split advanced semiconductor production between Taiwan and the United States has sparked deep concern in the industry and triggered a political debate in Taipei,...
Friday 3 October 2025
Applied Materials warns of revenue hit from expanded US export blacklist
Applied Materials has warned that new US export restrictions will weigh heavily on its business, underscoring the risks American chip-equipment makers face from Washington's widening...
Thursday 2 October 2025
US invests in domestic lithium project, secures equity stakes in Lithium Americas and GM joint venture
The US Department of Energy (DOE) announced that its Loan Programs Office (LPO) has restructured a financing deal with Lithium Americas Corp. (LAC), with participation from General...
Wednesday 1 October 2025
Taiwan rejects US proposal for 50-50 chip production split
US Secretary of Commerce Howard Lutnick recently proposed a 50-50 split in chip manufacturing between Taiwan and the US, claiming the US is nearing major tariff and semiconductor...
Wednesday 1 October 2025
Nvidia falters in China; Huawei moves to fill AI chip vacuum
Huawei is set to expand Ascend AI chip output, seizing on Nvidia's shrinking position in China as US export curbs and Beijing's security mandates squeeze the American company's market...
Tuesday 30 September 2025
Lei Jun’s ten-year bet: Why Xiaomi chose hard road to chip independence

On the evening of September 25, Xiaomi founder and CEO Lei Jun took the stage for his sixth annual keynote, titled simply: "Change."...

Tuesday 30 September 2025
US expands entity list restrictions to cover affiliates of blacklisted firms
The US Department of Commerce has issued a new rule that broadens the reach of its export control regime by targeting affiliates of companies already on restricted lists. The change,...
Friday 26 September 2025
TSMC in Intel’s investment talks, as Andrew Ng flags Taiwan risk
Intel is reportedly stepping up efforts to raise capital and secure partnerships as part of its turnaround strategy, approaching firms including Apple and TSMC. The push has intensified...
Friday 26 September 2025
Trump approves TikTok divestiture plan, delays enforcement of foreign adversary app ban
US President Donald Trump has approved a plan for TikTok's US operations to be divested into a new US-based joint venture, determining that the move meets national security requirements...
Thursday 25 September 2025
Taiwan curbs chip exports to South Africa in rare diplomatic clash

Taiwan has imposed new restrictions on semiconductor exports to South Africa, citing national security concerns in a dispute that underscores...

Wednesday 24 September 2025
China to forgo developing nation status at WTO, signaling shift in global trade stance
China announced it will no longer claim developing country benefits at the World Trade Organization, a move aimed at facilitating trade forum reforms. The decision addresses longstanding...