The Indonesian Nickel Mining and Smelting Association (FINI) expects the country's smelters to require 340 million to 350 million tons of ore in 2026, an increase of about 40 million...
China has moved to tighten export controls on dual-use products to Japan. This step could have wide-ranging implications for supply chains spanning advanced materials, electronics,...
Nvidia has expressed optimism about resuming sales of its H200 AI chips to China, while stressing that any return to the market will proceed quietly, without public announcements...
The global economic landscape underwent three major transformations in 2025: the Great Rebalancing, the evolution of the AI supercycle, and a US industrial revival driven by national...
Post-pandemic inventory digestion for mature semiconductor processes has come to an end. Market conditions have rebounded amid tariff-hedging and precautionary stocking, driving Taiwan's...
Black Sesame Technologies has secured a rare regulatory breakthrough for a China-based automotive AI chip developer. On January 4, 2025, the company said its high-performance Huashan...
Geopolitically driven supply-chain realignment is pushing the global auto industry into a critical moment of risk diversification. An emerging industrial bloc centered on "non-China"...
According to Bloomberg and The Korea Economic Daily, South Korean President Lee Jae-myung made a four-day trip from January 4-7, 2026, to Beijing and Shanghai, including...
US President Donald Trump has ordered the divestment of certain semiconductor assets of EMCORE Corporation following a national security review that identified risks linked to foreign...
In 2025, rising geopolitical tensions reshaped global technology and manufacturing, boosting Southeast Asia as a key hub for data centers, advanced manufacturing, and AI. The Johor-Singapore...
2025 proved turbulent for downstream applications and end-user devices. Tariffs and geopolitical tensions dominated the first half, while AI gained momentum later in the year. Global...
As China's leading 3D NAND maker, Yangtze Memory Technologies (YMTC) has recently been regarded as the most aggressive company in promoting the adoption of domestic equipment. Its...
The rise of AI sovereignty is fueling a new global competition, driving countries to invest heavily in AI infrastructure and technologies, akin to an arms race. As nations seek to...
In 2025, generative AI investments are reshaping the global semiconductor industry. Nvidia, TSMC, and their supply chains emerge as the biggest winners. But the boom brings new challenges...
As 2025 draws to a close, the global semiconductor industry has undergone a fundamental transformation marked by heightened geopolitical tensions, supply chain restructuring, and...
