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Sunday 28 December 2025
Honda and LG pivot to hybrids as US EV demand weakens
As demand for electric vehicles cools in the United States, Honda Motor of Japan and LG Energy Solution of South Korea are making a significant course correction in their North American...
Friday 26 December 2025
Nvidia reportedly tests Intel 18A process but does not move forward
Intel's 18A process node has reportedly drawn interest from Nvidia, though the chipmaker has yet to commit to using the technology, according to Reuters, citing sources familiar...
Friday 26 December 2025
US and China escalate semiconductor state capitalism amid global supply chain shifts
The semiconductor industry is increasingly central to national strategies as the US and China intensify state-led investments amid growing tech geopolitical tensions. The US CHIPS...
Friday 26 December 2025
AI data center boom deepens reliance on Chinese components despite supply chain shifts
Rising global investment in artificial intelligence is accelerating data center construction. This is intensifying demand for power, cooling, and energy storage equipment, reinforcing...
Friday 26 December 2025
YF Capital backs InnoStar Semiconductor, extending Jack Ma's China memory chip push
YF Capital, the private equity firm founded by Jack Ma, has taken a stake in China's memory chip sector, renewing market focus on semiconductor investment trends. As the US tightens...
Wednesday 24 December 2025
US ban on DJI sparks Taiwan drone investment in America

The Federal Communications Commission (FCC) will block the sale of foreign-made drones in the US, a decision believed to target Chinese...

Tuesday 23 December 2025
Tencent recruits ex-OpenAI scientist to reboot its LLM strategy
China's AI race in 2025 has moved beyond brute-force model scaling. The contest now hinges on capital efficiency, infrastructure strength, and control of traffic gateways—a...
Monday 22 December 2025
King Yuan Electronics ramps up expansion in Singapore amid AI chip testing surge
King Yuan Electronics (KYEC) is accelerating its expansion efforts in Taiwan and Singapore to address rising demand for AI chip testing services. The Taiwanese testing and assembly...
Monday 22 December 2025
Memory price spike pressures consumer tech as AI absorbs supply
Rising memory chip prices are unlikely to slow the world's largest technology companies as they accelerate investment in artificial intelligence computing, but the surge risks squeezing...
Monday 22 December 2025
Japan-based AOI Electronics to support Kaynes' semiconductor back-end expansion in India
AOI Electronics, a Japan-based semiconductor assembly and test provider, has entered into a business alliance with India's Kaynes Semicon Private Limited and Japan's Mitsui to support...
Monday 22 December 2025
Wistron invests US$683M to expand AI server capacity, backs US cloud startup
Wistron's board approved a new investment plan on December 19 to expand AI server and networking production. The company will build a new factory in Vietnam for network products and...
Sunday 21 December 2025
TSMC's US expansion stirs security debate as Taiwan government reaffirms N-2 rule

TSMC's plan to sharply expand its US footprint has reignited debate in Taiwan over technology security, even as the government insists...

Friday 19 December 2025
Japan poised to guarantee 80% of Rapidus chip loans
Japan plans to guarantee up to 80 percent of private-sector loans raised by Rapidus as the government intensifies financial backing for the chipmaker’s plan to mass-produce...
Friday 19 December 2025
CWE to record impairment loss on JMC investment
Chang Wah Electromaterials (CWE) announced on December 18 that it will recognize an asset impairment loss of NT$655 million (US$20.75 million) related to its investment in JMC Electronics...
Friday 19 December 2025
Tata Group invests additional US$170M in Tata Electronics to expand iPhone production and semiconductor capacity
Tata Group has invested an additional INR15 billion (US$170 million) in Tata Electronics, the company that manufactures iPhones for Apple, bringing its total investment in the subsidiary...