Intel is grappling with an operational crisis as its IDM 2.0 transformation plan has yet to yield results, casting doubt on when its foundry business might finally become profitable. This raises the question of whether Intel should consider abandoning its IDM model and separating its product design and manufacturing divisions—a move with both potential advantages and drawbacks. Industry leaders, including former board members, are offering advice in hopes of helping Intel find a viable path forward. However, the conflicting nature of their advice highlights the complexity of the company's dilemma
While TSMC's October consolidated revenue hit a historic high of NT$367.47 billion, up 16.9% year-over-year, the growth rate was the lowest since March 2024
The Future Innovation Tech Expo (FIX) 2025 concluded its Global Media Awards by highlighting companies that have successfully moved from concept to execution. The awards focus on firms translating forward-looking ideas into deployable, real-world systems
China is using the escalating Nexperia dispute to showcase a new, flexible export strategy that mixes hardline control with selective exemptions. As the Dutch government's takeover of the chipmaker triggered factory shutdowns in China, Beijing countered with both sanctions and relief measures, proving it can retaliate while also managing the global supply chain
Since US President Donald Trump took office in January 2025, his administration has escalated technology export restrictions with unprecedented aggression. Beyond raising overseas H-1B visa application fees to US$100,000 and demanding that Nvidia and AMD remit 15% of their advanced chip revenues from China to the US Treasury, Trump has now banned sales of Nvidia's cutting-edge Blackwell AI chips to China entirely
When Nvidia CEO Jensen Huang sat down for fried chicken and beer with Samsung's Lee Jae-yong and Hyundai's Chung Eui-sun on a Gyeongju street corner, the casual dinner quickly went viral across South Korea. The scene captured something larger than corporate networking: Nvidia's calculated pivot toward Asia's most agile technology hub
Amid tense US-China relations, shifting policies under the Trump administration, and growing concerns over an "AI bubble," Nvidia CEO Jensen Huang has launched an intensive "diplomatic de-escalation" tour to defuse tensions. He recently made consecutive appearances at Nvidia's GTC conference in Washington, DC, and the Asia-Pacific Economic Cooperation (APEC) Leaders' Meeting in Gyeongju, South Korea, demonstrating his flexible execution of the "Huang-style" strategy
OpenAI and Google are engaged in intense competition to establish dominance in the artificial intelligence (AI) industry, focusing on developing the most popular and profitable general-purpose AI platform. Google leverages its massive technological infrastructure, while OpenAI rapidly expands through innovation and a growing user base. The contest revolves around which company can best integrate AI into daily life and work
After months of speculation, US President Donald Trump and Chinese President Xi Jinping met on October 30, 2025, at South Korea's Gimhae Air Base in Busan. As many analysts predicted, the two leaders steered clear of the Taiwan question and instead focused on easing specific trade frictions, including restrictions on US soybean exports to China and Chinese rare earth shipments to the United States
On 30 October 2025, Donald Trump and Xi Jinping met in Busan, South Korea, in a summit that could redefine the global trade and technology order. It marked their first meeting since Trump's return to the White House and their second in six years, a long-awaited rematch that drew worldwide attention
Japan's new Prime Minister Sanae Takaichi announced a growth strategy prioritizing "crisis management investment" in AI, semiconductors, and quantum technology to address economic and security risks. Key officials have been appointed to lead these efforts
Artificial intelligence (AI) is reshaping the global semiconductor supply chain and accelerating transformation in IC packaging and testing. As Qualcomm moves into the AI data center space to challenge Nvidia, OSAT vendors are entering a new phase of technology upgrade and supply-chain reorganization
Over the past decade, China's tech sector has surged across chip design, foundry, and packaging. Yet beneath the slogan of "technological self-reliance", two corporate storms have laid bare the contradictions between global ambition and domestic control, exposing the limits of China's bid to lead the semiconductor world on its own terms
Following an internal R&D overhaul, Intel has rolled out its application-specific integrated circuit (ASIC) business to establish a fresh revenue stream beyond CPUs and GPUs. The company is banking on decades of x86 IP accumulation and its integrated device manufacturer (IDM) model to challenge top IC design rivals such as Nvidia, AMD, Broadcom, Marvell, MediaTek, and Alchip
As the APEC summit in late October approaches, US President Donald Trump aims to broker a historic China-US trade deal and push for a Russia-Ukraine ceasefire. However, stalled negotiations have raised concerns that Taiwan could become a bargaining chip between Washington and Beijing
As Google, AWS, Meta, and Microsoft keep ordering Nvidia's AI GPUs, they are simultaneously accelerating in-house application-specific integrated circuit (ASIC) projects to cut reliance on Nvidia. Yet, according to supply chain insiders, Nvidia's five strategic pillars — ranging from product velocity to ecosystem control —continue to cement its dominance in AI computing
