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Saturday 19 April 2025
Why 2025's consumer cycle may already be broken

The intensity of the US-China tariff and trade conflict continues to rise, with both nations facing increasing pressure. While the electronics...

Saturday 19 April 2025
Huawei's AI ambitions face energy efficiency test

Huawei's CloudMatrix 384 (CM384) is making waves as the most ambitious AI hardware rollout in China to date—a rack-scale system powered...

Saturday 19 April 2025
TSMC's trade war strategy: 3 bold moves to stay on top
As Washington escalates tariff tensions, imposes new AI chip restrictions, and pressures chipmakers to invest in the US, TSMC finds itself navigating three major challenges that could...
Friday 18 April 2025
Micron challenges South Korean dominance in HBM market amid tariff protectionism
Recently, reports from South Korea claim that Micron is set to become a rising star in the HBM market, following Samsung Electronics and SK Hynix. Although Donald Trump's current...
Friday 18 April 2025
Beyond retaliation: How tariff escalation is reshaping global supply chains
With President Trump threatening tariffs on Chinese goods as high as 245%, China signals it will no longer play along — raising fears of lasting damage to global trade.
Friday 18 April 2025
7 key things TSMC CEO CC Wei revealed about AI, US expansion, and tariff risks
TSMC delivered a strong first-quarter 2025 earnings call, raising its full-year revenue forecast and reinforcing its position as a key player in the AI-driven chipmaking boom. The...
Friday 18 April 2025
China tightens noose on US chips—with a twist that splits the industry
As US-China tariff tensions intensify, Beijing is taking aim at American-made semiconductors with new origin rules that could redraw the global chip supply map.
Friday 18 April 2025
C Sun poised to join US semiconductor expansion wave
C Sun Manufacturing is showcasing its advanced semiconductor, PCB, and panel-level packaging (PLP) equipment at Touch Taiwan 2025, emphasizing continued growth despite mounting concerns...
Friday 18 April 2025
SEMI reports 10% growth in global semiconductor equipment sales in 2024, reach record of US$117.1 billion

SEMI announced on April 16 that global semiconductor manufacturing equipment sales will grow by 10% in 2024, reaching a total of US$117.1...

Friday 18 April 2025
Supply chain remains cautious as TSMC's confidence boost proves limited
On April 17, TSMC reported that there were no significant changes in its growth momentum and investment plans. The company stressed that customers have not made any adjustments in...
Friday 18 April 2025
Trump signals swift semiconductor tariffs, but Department of Commerce probe slows rollout

The Trump administration continues to signal that a new semiconductor tariff policy is on the horizon. President Donald Trump indicated...

Friday 18 April 2025
Manz bolsters CoPoS innovation in Taiwan, eyes US expansion
Manz, a pioneering company in semiconductor equipment, is ramping up its efforts to advance Chip-on-Panel-on-Substrate (CoPoS) technology, aiming for commercialization and broader...
Friday 18 April 2025
The Great Tech Reset 14: Taiwan's tech edge; a fragile lifeline in a ruthless geopolitical game
In the competitive landscape of international politics, possessing a discreet advantage can be the decisive factor between asserting dominance and succumbing to external pressures...
Friday 18 April 2025
TSMC to base 30% of future sub-2nm production in US, says chairman C.C. Wei

Speaking during TSMC's first-quarter 2025 earnings conference, Chairman and CEO C.C. Wei emphasized that the company's decision to expand...

Friday 18 April 2025
Nvidia H20 China export ban creates uncertainty in server market
The US has imposed new restrictions on the export of Nvidia's H20 chip shipments to China.