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Friday 8 August 2025
Chinese companies investigated for illegal poaching of Taiwanese tech talent
The Taiwan Ministry of Justice Investigation Bureau is investigating 16 Chinese companies, including major firms such as Victory Giant Technology, Huntkey, and GoerTek, for allegedly...
Friday 8 August 2025
Elan forecasts stronger 2H25 on commercial notebook demand, AI PCs to rise in 2027
Touch IC design leader Elan Microelectronics held an investor conference and shared that its second quarter performance held up relatively well, with only a limited decline compared...
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...
Wednesday 23 April 2025
India ramps up notebook manufacturing as global brands shift in response to rising tariffs on Chinese exports
India's INR170 billion (approx. US$2 billion) Production Linked Incentive (PLI) scheme for IT hardware appears to be gathering pace as global notebook brands increasingly partner...
Wednesday 23 April 2025
PC giants eyes Saudi Arabia for setting up plants as US tariffs supply disrupt
The Trump administration's imposition of reciprocal tariffs has thrown global supply chains into disarray. Industry analysis of tariff rates and regional investment incentives reveals...
Tuesday 22 April 2025
Tariff pressure triggers Chinese companies' southbound shift — Lenovo, Haier expand India manufacturing
With US-China trade tensions escalating, the Trump administration has hiked tariffs on Chinese imports to as high as 245%, sharply increasing pressure on Chinese exporters. In contrast,...
Monday 31 March 2025
Notebook shipment update, February 2025

Introduction

Friday 21 March 2025
India's subsidy struggles to attract PC manufacturers: weak local ecosystem and limited market demand
Two years after its launch, India's Production Linked Incentive (PLI) scheme for IT hardware 2.0 has struggled to gain traction, as major brands hesitate to increase production and...