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Friday 3 October 2025
Mature chip pricing squeeze deepens for UMC as Taiwan IC design houses foresee challenges lasting into 2026
United Microelectronics Corp. (UMC) recently issued a notice to its suppliers demanding a 15% price reduction, signaling heightened cost pressures within the semiconductor supply...
Friday 3 October 2025
Nvidia CEO Jensen Huang faces backlash from Trump allies after calling 'China hawk' label a badge of shame
Nvidia CEO Jensen Huang, once praised by President Trump as a patriot, is facing fierce backlash from MAGA hardliners after openly criticizing America's China hawks in a candid podcast...
Friday 3 October 2025
OpenAI visits Samsung's Pyeongtaek plant following Stargate investment agreement
After signing a letter of intent (LOI) for investment cooperation under the Stargate project with Samsung Electronics, OpenAI sent a team to visit Samsung's Pyeongtaek facility to...
Friday 3 October 2025
Nvidia's decades-long China strategy disrupted by deepening US-China tech rivalry
For years, Nvidia treated China as one of its most important growth markets, working closely with local partners to embed its GPUs into the country's AI ecosystem. From data centers...
Friday 3 October 2025
AI to transform Taiwan's supply chain in next half decade
The mobile industry is evolving with AI and new technologies, offering opportunities for Taiwan in sensors and batteries. Taiwan needs to improve R&D and collaboration in the...
Friday 3 October 2025
Applied Materials warns of revenue hit from expanded US export blacklist
Applied Materials has warned that new US export restrictions will weigh heavily on its business, underscoring the risks American chip-equipment makers face from Washington's widening...
Friday 3 October 2025
Winbond eyes 3Q25 profit to offset 1H losses amid DDR4 supply tightness
Taiwanese memory makers have emerged as major beneficiaries of the recent DDR4 supply shortage, which has driven rapid price increases. Companies like Nanya and Winbond saw significant...
Friday 3 October 2025
Apple and China back BOE in expanding OLED production
Amid its legal battle with Samsung Display (SDC), BOE appears unaffected and is taking a more aggressive stance in the OLED market with the support of the Chinese government and Apple...
Friday 3 October 2025
Taiwan IPC market in recovery despite looming tariff and supply chain risks
Due to exchange rate and tariff fluctuations in the first half of 2025, Taiwan's industrial PC (IPC) manufacturers were facing pressure on continued growth. However, the situation...
Friday 3 October 2025
Alibaba backs Nvidia's physical AI stack to bridge virtual and real worlds
At the Apsara Conference 2025, Alibaba announced its AI platform will integrate Nvidia's full physical AI software stack into its developer toolkit. More than a technical update,...
Friday 3 October 2025
From cleaning floors to building cars: China's Dreame charts EV ambition

In a move that's raised both eyebrows and expectations, Chinese home appliance giant Dreame Technology, best known globally for its robotic...

Friday 3 October 2025
Nvidia's Spectrum-X dominates Ethernet switch market, surpassing Cisco
Since the generative AI (GenAI) era began in late 2022, Nvidia has been known for its GPU-driven revenue surge. Now, with the success of its Spectrum-X platform, Nvidia is replicating...
Friday 3 October 2025
BYD makes bold push in Japan but faces uphill battle for market share
Chinese new energy vehicle (NEV) leader BYD has rapidly gained visibility in Japan through aggressive price competition. However, to convert this visibility into stable market share...
Friday 3 October 2025
Research insight: Nvidia's US$100 billion OpenAI investment builds closed-loop control of AI cloud market
In September 2025, Nvidia announced plans to invest up to US$100 billion in OpenAI in phases, deploying at least 10GW of Nvidia server systems to support the development of next-generation...
Thursday 2 October 2025
Supernodes, not servers: How Alibaba, Baidu, Huawei are rewiring AI compute
At the Apsara Conference 2025, Alibaba introduced its PanJiu AI Infra 2.0 with a 128-chip supernode, the most-watched launch of the event. The debut underscores how China's cloud...