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Wednesday 6 August 2025
China ships first NIL lithography tool as 300-plus firms mobilize to rival EUV tech
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)...
Wednesday 6 August 2025
AMD says US export license review delays MI308 GPU shipments to China, no revenue included in guidance
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...
Wednesday 6 August 2025
Samsung-Tesla deal marks new chapter in mission to challenge TSMC's dominance
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...
Wednesday 6 August 2025
FuriosaAI earns unicorn recognition with Series C bridge round
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...
Wednesday 6 August 2025
Quark is on: Alibaba enters Xiaomi's AI eyewear battle in China
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)....
Tuesday 5 August 2025
China's EMS strategy goes on offense under 15th Five-Year Plan
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...
Tuesday 5 August 2025
Taiwan's US auto tariffs down to 20%, but market stays frozen
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...
Tuesday 5 August 2025
Foxconn disposes of Lordstown assets amid US strategy shift
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...
Tuesday 5 August 2025
US doubles down on chip tracking as China flags Nvidia 'backdoor' fears
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...
Tuesday 5 August 2025
Tesla China shipments fall again as competition heats up
Shipments from Tesla Inc.'s Shanghai factory slipped back into decline on intense competition in China and global trade uncertainties.
Tuesday 5 August 2025
Taiwan OSAT gains from BIS whitelist fall short as US grants Chinese firms exemptions
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...
Tuesday 5 August 2025
Taiwan pushes for trade market diversification, yet export structure remains vulnerable
The US-China trade war, launched during US President Donald Trump's first term, continues to disrupt global supply chains and reshape Taiwan's export landscape. Concerns about overdependence...
Tuesday 5 August 2025
Taiwan Mobile vows to be at forefront of upcoming AI glasses battle
Meta Platforms Inc. recently released its financial report for the second quarter of 2025, highlighting the impressive sales performance of its AI glasses, while Meta's partner, eyewear...
Tuesday 5 August 2025
Nvidia launches 800V HVDC architecture with 18 key industry partners
Nvidia recently unveiled plans for its 800V high-voltage direct current (HVDC) data center power infrastructure, sparking market interest following the release of a partial list of...
Tuesday 5 August 2025
Onsemi posts weaker margins; revenue down 15% amid soft industrial demand
On August 4, Onsemi reported second quarter 2025 revenue of US$1.47 billion, marking a 15% year-over-year decline, as weakness in the industrial sector and margin pressure weighed...