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Monday 21 April 2025
Cambricon posts breakout 1Q as AI chip revenue soars over 4230%
Cambricon Technologies, a top Chinese AI chip designer, reported its full-year 2024 and first quarter 2025 earnings, revealing a sharp turnaround. After ending 2024 with losses, the...
Monday 21 April 2025
Lens Technology beats forecasts in 1Q25 with 39% profit surge, margin gains
Lens Technology exceeded market expectations in the first quarter of 2025, posting revenue of CNY17.063 billion (US$2.34 billion), a 10.1% increase compared to the same period last...
Monday 21 April 2025
Honda accelerates electric two-wheeler push in India with new factory, global export plans
Japanese automaker Honda Motor is ramping up its efforts in India's two-wheeler market, announcing the construction of a new electric scooter manufacturing facility in Bangalore....
Monday 21 April 2025
IC distributor Supreme reports sharp rise in orders as us tariffs trigger stockpiling
Supreme Electronics, a Taiwan-based IC distributor, is seeing a significant uptick in customer demand and price levels as US tariff policies prompt inventory stockpiling across global...
Monday 21 April 2025
Jensen Huang's high-stakes gambit: Defying Washington to safeguard Nvidia's future in China
Jensen Huang, the indomitable chief executive of Nvidia, recently grappled with the mercurial and formidable force of US President Donald Trump, whose unpredictability defies conventional...
Monday 21 April 2025
Nvidia CEO's suit diplomacy plays out amid US$5.5 billion China inventory setback
Jensen Huang's Beijing appearance in formal attire rather than his trademark leather jacket signals deeper strategic maneuvers as Nvidia navigates increasingly complex US-China tech...
Monday 21 April 2025
Taiwan's AI adoption lags behind expectations, Qualcomm partnership aims to boost progress
Taiwan's Artificial Intelligence Foundation (AIF) revealed in its 2025 Industrial AI Adoption Survey that implementation across Taiwanese industries remains disappointingly slow,...
Monday 21 April 2025
Tariff fears cloud ASML's outlook as Intel, Samsung pull back
Amid ongoing tariff disputes, the semiconductor industry is facing a severe test. In addition to the imminent semiconductor tariffs promised by US President Donald Trump, which remain...
Monday 21 April 2025
TSMC's confidence tested by supply chain concerns
The recent earnings call from TSMC conveyed an optimistic message. However, downstream brand manufacturers are adopting a more cautious stance regarding future market demand changes...
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...

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
Trump reciprocal tariff impact on auto industry

Introduction

Friday 18 April 2025
SK Hynix-Hanmi alliance fractures as Korean memory giant seeks new suppliers
SK Hynix's eight-year partnership with Hanmi Semiconductor is showing signs of strain after the memory chipmaker began sourcing thermal compression bonding machines from rival Hanwha...
Friday 18 April 2025
Chips, China, and Congress: Nvidia and Jensen Huang's high-stakes diplomatic balancing act
Nvidia CEO Jensen Huang returned to China this week in a markedly more high-profile visit than before. According to the Financial Times, he is expected to meet with DeepSeek founder...
Friday 18 April 2025
Yageo posts strong Q1 results, eyes growth in AI and EV sectors
Taiwanese passive component manufacturer Yageo reported first-quarter operating results that exceeded market expectations, driven by a gradual normalization of inventory levels among...