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Monday 4 August 2025
Global server market, 2Q 2025

Introduction

Tuesday 29 July 2025
From 'AMD killer' to AMD exec: Intel China veteran's stunning defection shocks industry
The man who once crushed AMD's dreams in China now works for them. Ian Yang, Intel China's former president dubbed the "AMD killer" for his ruthless campaign against the rival chipmaker,...
Friday 18 July 2025
Nvidia's return to China faces trust deficit as domestic rivals gain ground
Nvidia announced at China's International Supply Chain Expo that its H20 chips received US government approval to resume sales in the world's second-largest economy, marking a pivotal...
Monday 30 June 2025
Notebook shipment update, May 2025

Introduction

Tuesday 3 June 2025
US targets EDA exports as Xiaomi’s XRing O1 raises alarm over China’s IC design gains
Xiaomi has launched the XRing O1, claiming to use a 3nm process, while Huawei and Lenovo have successively introduced 5 nm-class chips. The fact that China can still bypass multiple...
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...
Wednesday 28 May 2025
Notebook shipment update, April 2025

Introduction

Friday 23 May 2025
Made in China 2.0: Huawei, Lenovo, Xiaomi drive bold exit from US tech orbit
Amid intensifying geopolitical tensions and an escalating tech war, China's tech sector is undergoing a sweeping pivot. Companies like Xiaomi, Lenovo, and Huawei are accelerating the...