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Tuesday 8 July 2025
US-China semiconductor standoff sees tactical shifts as rare earths and EDA tools enter the fray

Industry insiders said US-China relations have been flammable ever since the trade war ignited, especially in the high-stakes arena of...

Tuesday 8 July 2025
Taiwan's Thunder Tiger sees record revenue on US drone pivot
Thunder Tiger Technology posted record monthly revenue in June 2024 as the Taiwanese manufacturer capitalized on Western military buyers seeking alternatives to Chinese-made unmanned...
Tuesday 8 July 2025
China's semiconductor dreams stumble as another fab collapses
On June 13, 2025, Jiangsu Advanced Memory Semiconductor Co., Ltd. (AMS) announced that its restructuring plan had been abandoned. The planned investment from Huaxin Jiechuang Integrated...
Tuesday 8 July 2025
EDA tool ban lifted, China's PCB industry seizes strategic opening

As demand surges for AI, HPC, and high-speed communications, the PCB industry is entering a new phase of advanced innovation. Chinese...

Monday 7 July 2025
Ukraine war experience propels US drone startup toward Pentagon contracts
Neros Technologies, a drone startup founded in 2023, has transformed battlefield insights from Ukraine into a strategic advantage for securing US military contracts, positioning itself...
Monday 7 July 2025
South Korea seeks US tariff extension, proposing manufacturing partnership
South Korea is seeking to extend a looming tariff grace period tied to US President Donald Trump's reciprocal tariff policy. South Korea's Trade Minister Yeo Han-koo traveled to Washington...
Monday 7 July 2025
China's solar overcapacity campaign targets US-hit industries
China launched a "de-involution" campaign targeting solar, energy storage, and electric vehicle sectors since mid-March following the Two Sessions, focusing on industries hit by US...
Monday 7 July 2025
US plans AI chip curbs on Malaysia, Thailand over China concerns
President Donald Trump's administration plans to restrict shipments of AI chips from the likes of Nvidia Corp. to Malaysia and Thailand, part of an effort to crack down on suspected...
Monday 7 July 2025
China trains AI natives as it closes the algorithm gap with the US
As global competition in artificial intelligence (AI) intensifies, the US-China rivalry has expanded beyond chips and models to include the competition for talent and education int...
Monday 7 July 2025
Australia sues China-backed firm over rare earths stake in national security move
Australia has filed a lawsuit against China-backed Indian Ocean International Shipping and Service Company for violating foreign investment laws, demanding it divest from rare earths...
Sunday 6 July 2025
China floods solar market with record output as US considers tariffs on Chinese gear

China's solar industry hit overdrive in May, with new installations surging to record highs as developers rushed to beat looming policy...

Sunday 6 July 2025
China's humanoid robots cut out US chips, and 90% of the supply chain is now local
As US President Donald Trump intensifies rare earth export negotiations with China, Beijing is countering with a media blitz to highlight its rising independence from US semiconductor...
Friday 4 July 2025
Apple faces fresh tariff headwinds as US-Vietnam deal reshapes supply chains
US President Donald Trump recently announced a new trade deal with Vietnam, which reduces a planned 45% reciprocal tariff on Vietnamese imports to 20%, while imposing a 40% tariff...
Friday 4 July 2025
US-Vietnam tariff deal narrows gap, but transshipment rules remain a black box
US President Donald Trump has confirmed a preliminary tariff framework with Vietnam that lowers duties on Vietnamese exports to the US from 46% to 20%. However, the deal includes...
Thursday 3 July 2025
China rare earth curbs put US in chokehold

Rare earth elements—critical to electric vehicles, defense systems, and advanced electronics—are once again at the center...