ASML, Lam Research, and KLA Corp. posted strong second-quarter 2025 earnings, reflecting solid demand across the semiconductor supply chain, fueled by growth in AI, high-bandwidth...
An employee at TSMC allegedly stole confidential information about the unreleased 2nm technology and leaked it to a foreign company, drawing significant market attention. In recent...
China's leading GaN semiconductor firm, Innoscience, is at the center of a high-stakes global confrontation that intertwines geopolitics, patent disputes, and market strategy. In...
China's People's Daily has issued a sharp warning over national security risks tied to Nvidia's H20 AI chip, following reports of possible backdoor vulnerabilities. The commentary...
Amid tightening US export controls on EUV lithography systems and related technologies, China's chip equipment sector has made a breakthrough. On August 1, Pulin Technology (Hangzhou)...
During AMD's second-quarter 2025 earnings call, CEO Lisa Su and CFO Jean Hu provided updates on the ongoing US export control restrictions affecting the company's MI308 GPU shipments...
Success in the foundry business lies in strong alliances with core clients. With Samsung Electronics winning a massive deal with Tesla, it has not only gained a lifeline to challenge...
South Korean AI chip startup FuriosaAI has announced it has raised US$125 million in its Series C bridge round, making it one of the few deep tech companies in South Korea with a...
Alibaba has entered China's rapidly evolving smart eyewear market with the unveiling of its in-house Quark AI glasses at the 2025 World Artificial Intelligence Conference (WAIC)....
China's electronics manufacturing sector has surged over the past decade, driven by the Made in China 2025 (MIC2025) initiative and strong demand from global brands like Apple and...
On July 31, the White House announced a revision to its "reciprocal tariffs" policy, reducing Taiwan's auto tariff rate from 32% to 20%. Despite the cut, many Taiwanese automakers...
Hon Hai Precision Industry (Foxconn) announced on August 4, 2025, that its subsidiaries will dispose of assets at the Lordstown, Ohio facility, as part of a strategic shift in its...
As US–China tech tensions deepen, a senior US official said the Trump Administration is pushing to embed advanced tracking features into semiconductors to prevent Nvidia and...
Taiwan's IC OSAT supply chain was previously expected to benefit from US Bureau of Industry and Security (BIS) restrictions on Chinese semiconductor firms. The BIS's semiconductor...
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