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Thursday 24 April 2025
Trump signals major China tariff cuts; AUO's Peng warns 50% duties amount to decoupling
US President Donald Trump has eased his previously tough stance on China, announcing for the first time that US tariffs on Chinese imports will be "substantially lowered"—but...
Thursday 24 April 2025
Intel's Lip-Bu Tan bets on AI with ruthless restructuring: return to engineering prowess
Intel Corporation, led by newly appointed CEO Lip-Bu Tan, has initiated a major organizational restructuring to regain its competitive edge in the semiconductor industry. Since assuming...
Wednesday 23 April 2025
Intel CEO Lip-Bu Tan to host Taiwan supplier banquet ahead of Computex
COMPUTEX 2025 opens May 20, but without a full house. Intel and AMD, two of the event's usual headliners, are noticeably scaling back their presence compared to 2024.
Wednesday 23 April 2025
Intel to cut over 20% of workforce as CEO Lip-Bu Tan plans Taiwan visit in May

Intel is preparing to unveil plans to cut more than 20% of its global workforce this week, according to a Bloomberg report citing...

Wednesday 23 April 2025
Microsoft earnings call: 3 key areas to watch
Microsoft is set to release its latest earnings report on April 30, with the market closely watching key topics such as Microsoft's relationship with OpenAI, data center developments,...
Tuesday 22 April 2025
Tesla exploring Indian suppliers to diversify away from China
Tesla has recently shown strong interest in India, with CEO Elon Musk announcing plans to revisit the country later in 2025. Tesla is also reportedly exploring potential suppliers...
Tuesday 22 April 2025
Alphabet's 1Q on deck: Gauging Wall Street's pulse on AI, infra spend, and legal risk
Major US tech firms are preparing to unveil their latest quarterly earnings, with Alphabet—Google's parent company—kicking things off on April 24, followed by Microsoft,...
Tuesday 22 April 2025
Nvidia CEO lobbies Japan for more power, data centers to fuel AI
Nvidia Corp. Chief Executive Officer Jensen Huang met with Japanese Prime Minister Shigeru Ishiba on April 21 to push for more electricity generation to meet artificial intelligence's...
Tuesday 22 April 2025
IBM CEO sounds alarm on chip supply risk; backs Rapidus as strategic counterweight
As the semiconductor industry shifts toward geographic diversification and manufacturing resilience, IBM CEO Arvind Krishna says Japan-based Rapidus is emerging as a critical player—not...
Monday 21 April 2025
Musk's Optimus robot faces supply chain hurdles amid US-China dispute
Intensifying US-China trade tariffs could hamper emerging humanoid robot industries that rely on China's efficient supply chain, according to analysts. Tesla's plan to mass-produce...
Monday 21 April 2025
AMEC CEO trades US citizenship for China's chip future
Advanced Micro-Fabrication Equipment (AMEC) disclosed in its 2024 annual report that CEO Gerald Yin has given up his US citizenship to reclaim Chinese nationality, a significant move...
Friday 18 April 2025
Chips, China, and Congress: Nvidia and Jensen Huang's high-stakes diplomatic balancing act
Nvidia CEO Jensen Huang returned to China this week in a markedly more high-profile visit than before. According to the Financial Times, he is expected to meet with DeepSeek founder...
Friday 18 April 2025
XPeng's AI power play: homegrown chips, humanoids, and the race to the skies
At its "Global Brand Night" in Hong Kong on April 15, XPeng Motors unveiled its 2025 global flagship, the XPeng X9, and laid out an ambitious new AI roadmap. Chairman and CEO He Xiaopeng...
Friday 18 April 2025
Taiwan's display makers reject US production shift
As US President Donald Trump escalates tariff tensions, Taiwan's top two display makers—AUO and Innolux—are drawing a line: relocating production to the US is not an op...
Friday 18 April 2025
Jensen Huang, in suit and tie, calls China a 'very important market' during Beijing visit

Nvidia CEO Jensen Huang visited Beijing on April 17, meeting with senior Chinese officials and clients as the company continues to navigate...