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Tuesday 29 July 2025
Taiwan's Cold Electric expands battery production as global supply chains shift from China
Cold Electric, a Taiwanese lithium iron phosphate battery manufacturer, is capitalizing on growing international demand for non-Chinese energy storage systems as it expands production...
Tuesday 29 July 2025
Beijing's crackdown on BYD could reshape China's EV hierarchy

BYD, long China's undisputed leader in new energy vehicles (NEV), recently hit an unexpected bump in the road, one that may reshape the...

Tuesday 29 July 2025
No discount ahead: lower tariffs may not shift Taiwan's imported car market
As Taiwan's tariff negotiations with the United States near a critical juncture, uncertainty over the scope and scale of potential tax reductions continues to cloud the country's...
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,...
Tuesday 29 July 2025
A US$140 million lesson: Cadence case shows the cost of export control evasion
US authorities have imposed a combined US$140 million penalty on Cadence Design Systems Inc. for illegally exporting sensitive semiconductor design technology to Chinese military-affiliated...
Tuesday 29 July 2025
Zhipu unveils GLM-4.5 model as China's AI model race intensifies
On July 28, Chinese AI startup Zhipu released its latest open-source model, GLM-4.5, marking its most powerful release to date and reinforcing its ambitions in the growing field of...
Tuesday 29 July 2025
Taiwan panel players set for investor conference amid weak 3Q25 outlook
Taiwanese panel players are prepared for their Investor conferences, with Coretronic to be the first to host, followed by AUO, BenQ Materials, Innolux, and Cheng Mei Materials Technology...
Tuesday 29 July 2025
US and China unveil rival AI strategies, forming two global tech camps
The US and China have each unveiled comprehensive AI action plans that position the technology as a pivotal element in national defense and foreign policy, effectively creating two...
Tuesday 29 July 2025
Cadence expands beyond China with 3D IC momentum from TSMC ecosystem
Cadence Design Systems expressed confidence in its second-half 2025 outlook despite lingering geopolitical uncertainties. In its second-quarter 2025 earnings call, executives affirmed...
Tuesday 29 July 2025
Cadence brushes off US$140M China fine with AI-fueled surge and upbeat 2025 outlook
Cadence Design Systems posted strong second-quarter 2025 results and raised its full-year guidance, overcoming a US$140.6 million charge tied to unauthorized China exports. Robust...
Tuesday 29 July 2025
Counter-drone market set to reach US$14.3 billion by 2032 as warfare evolves
The global counter-drone systems market is projected to reach US$14.32 billion by 2032 as small unmanned aerial vehicles transform modern warfare, driving demand for detection and...
Tuesday 29 July 2025
Behind BYD's sales surge, suppliers warn of late payments and margin pressures
Chinese electric vehicle giant BYD has publicly dismissed comparisons to the troubled property developer Evergrande, rejecting online speculation that it might be headed for similar...
Tuesday 29 July 2025
China's PCB industry hit hard by continued bankruptcy wave
China's PCB upstream and downstream supply chain has seen massive expansion supported by government policies in recent years. However, the subsequent industry downturn has led to...
Tuesday 29 July 2025
China fills PFAS-based coolant supply gap in South Korea's chip sector after 3M exit
Chinese chemical makers are rapidly entering South Korea's semiconductor coolant supply chain following 3M's planned exit from the business. Firms like Juhua, ChemPacific, and Noah...
Monday 28 July 2025
Who controls DDR4 now? Nanya steps in as global giants shift focus
The ongoing shortage of DDR4 memory has triggered a surge in prices. Although Taiwanese memory giant Nanya's second quarter 2025 operations posted losses that were less severe than...