US President Donald Trump and Chinese President Xi Jinping spoke by phone on Thursday, June 5, 2025, agreeing to hold further trade talks aimed at resolving disputes over tariffs and supplies of rare earth minerals
As global trade tensions resurface, Wall Street insiders have coined a new acronym — TACO (Trump Always Chickens Out) — to mock President Donald Trump's unpredictable tariff strategies, according to reports from CNN and the BBC. The label has struck a nerve with Trump, who views it as a direct challenge to his self-image as a tough, uncompromising negotiator
A US federal court has granted the Trump administration's request for a temporary stay of a ruling made by the Court of International Trade against its sweeping tariffs policy. The White House is appealing the trade court's decision while insisting there are alternative methods to collect tariffs. Though Trump remains defiant in the face of legal challenges, growing judicial resistance casts doubt on his administration's tariff strategy
Huawei posted its second-highest revenue on record as the Chinese telecommunications giant demonstrates resilience despite years of US trade restrictions that have reshaped its business model
Xiaomi has launched the XRing O1, claiming to use a 3nm process, while Huawei and Lenovo have successively introduced 5 nm-class chips. The fact that China can still bypass multiple US sanctions and continue advancing in cutting-edge chip design has shocked the US and heightened export vigilance
Under intense competitive pressure from plummeting battery prices and aggressive Chinese market strategies, Taiwan Cement Corporation (TCC) has yet to achieve breakeven in its battery division, sparking significant shareholder concern. At the company's annual general meeting on May 27, Chairman An-Ping Chang addressed these challenges head-on, responding candidly to investors' queries about operational hurdles, strategic investments, and market prospects
Recently, US President Donald Trump's visit to Middle Eastern countries brought several trillion US dollars in investments and procurement deals with the US, becoming a major topic of discussion. Investing in American manufacturing to reduce trade deficits—especially in cutting-edge technologies related to national security and priorities of the Trump administration—is one of the most effective tools in tariff and trade negotiations
Young Liu, chairman of Foxconn, has officially taken office as the new chairman of the Taiwan Electrical and Electronic Manufacturers' Association (TEEMA), becoming the 27th leader of the influential industrial group. Given the central role of the electrical and electronics sector in Taiwan's economy—with its comprehensive supply chain spanning upstream components to downstream applications—his appointment is seen as a potentially pivotal moment for the industry
Amid the escalating US-China tech war and supply chain risks, the trend of "de-Nvidia-ization" is rapidly spreading within China's computing power industry. This shift represents not only a technological transformation but also a comprehensive change encompassing policy, technology, ecosystem, and market dynamics
Huawei's HiSilicon and Lenovo have reignited global debate over China's semiconductor ambitions by launching AI PCs and tablets powered by 5nm chips, despite the country's lack of access to advanced EUV lithography equipment. Huawei's Kirin X90 was unveiled in a high-profile spot on CCTV, while Lenovo's self-developed 5nm SS1101 SoC surfaced quietly inside the new YOGA Pad Pro 14.5 with minimal fanfare. The contrast reflects not just divergent publicity tactics, but different survival strategies under China's chipmaking constraints
Unlike most large language models that run on cloud servers, edge AI operates models directly on devices. This approach dramatically cuts latency from network transmission, allowing real-time responsiveness and offline operation. It also enhances privacy and security by keeping data local instead of uploading it to the cloud
Starting from AI compilers and now officially transforming into a chip IP supplier, Skymizer recently launched its new solution HyperThought. This aims to further promote the widespread adoption of AI and enable more customers and chip designers to develop AI chip products that best meet market demands
Hygon Information Technology and Dawning Information Industry Co. (Sugon) announced a strategic merger on May 25, 2025, a move widely seen as aligning with Beijing's agenda to consolidate its computing infrastructure and fast-track technological self-reliance. Hygon, valued at roughly CNY316 billion (US$43.95 billion), focuses on domestic CPUs and data processing units (DCUs), with five chip generations in use across finance, telecom, artificial intelligence, and enterprise data centers
Fresh off a triumphant Middle East tour, President Donald Trump reignited trade tensions on Thursday with a bold new proposal: imposing a 50 percent tariff on all European Union (EU) imports and a 25% levy on all smartphones not manufactured in the US
The impending semiconductor chip tariff policy continues to cause concern. The semiconductor supply chain believes that if US President Donald Trump insists on imposing tariffs, it would significantly impact American IC design and equipment materials sectors, while the initial target, TSMC, would face limited disruption
