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Thursday 18 December 2025
LG Energy Solution terminates US$6.5 billion EV battery contract with Ford amid demand concerns
LG Energy Solution (LGES) has ended a major electric vehicle (EV) battery supply agreement with Ford Motor Company valued at about KRW9.6 trillion (approx. US$6.53 billion). The termination...
Thursday 18 December 2025
The Nexperia fallout: Honda's factories go quiet in fresh blow to supply chain

Honda Motor Company announced on Wednesday that it would suspend or reduce production at several factories in Japan and China starting late this...

Thursday 18 December 2025
AMD CEO pledges greater investment in China amid efforts to boost US-China chip cooperation
AMD CEO Lisa Su has announced plans to increase investment in China during a recent visit aimed at strengthening collaboration in the semiconductor and artificial intelligence sectors...
Thursday 18 December 2025
Trump admin positions humanoid robots as critical front in US-China tech competition
Five months after launching an accelerated artificial intelligence (AI) development plan, the Trump administration is shifting its focus to robotics. Following semiconductors and...
Thursday 18 December 2025
China's EUV prototype forces a rethink of the AI chip order
China has quietly crossed a psychological and potentially strategic threshold in the global semiconductor race. In a tightly controlled laboratory in Shenzhen, Chinese scientists...
Thursday 18 December 2025
US-China AI rivalry shifts to the power front
Texas has become one of the world's leading regions for AI data center construction. However, this trend has put its power grid under dangerous pressure, exceeding what realistic...
Wednesday 17 December 2025
EU and US chart divergent paths to counter China's EV battery dominance
China continues to dominate the electric vehicle (EV) and battery supply chain. In response, the EU and the US have unveiled comprehensive measures to counterbalance Beijing's lead...
Tuesday 16 December 2025
Taiwan startups expand South Korea presence at COMEUP 2025
At the startup expo COMEUP 2025 that took place in Seoul last week, Taiwan's emerging companies, including Infinitix and SurveyCake, showcased plans to deepen their footprint in South...
Tuesday 16 December 2025
Luxshare steps up diversification drive as Apple reliance shows signs of easing
Luxshare Precision Industry is accelerating efforts to diversify its business mix as it seeks to reduce its heavy reliance on Apple-linked consumer electronics, even as that segment...
Tuesday 16 December 2025
China taps MetaX GPUs to advance brain-inspired AI beyond big models
For decades, artificial intelligence (AI) has pursued scale: more parameters, more data, more GPUs. That approach delivered rapid breakthroughs but also revealed hard limits in power...
Tuesday 16 December 2025
Kentec launches 2.5MW liquid-cooling CDU, teams up with Infinitix to expand Taiwan-Japan AI data center alliance
As generative artificial intelligence (GenAI) and large model training rapidly increase computing power density, artificial intelligence (AI) data centers are entering a new phase...
Tuesday 16 December 2025
Samsung Chairman Lee Jae-yong meets with Lisa Su and Elon Musk to discuss potential collaboration
Samsung Electronics Chairman Lee Jae-yong has returned to South Korea after a week-long business trip to the US. Lee reportedly met with Tesla CEO Elon Musk in Austin, Texas, with...
Tuesday 16 December 2025
China's chip resilience: Naura M&A, ACM's HBM push defy US export controls
Escalating US-China tech rivalry and the politicization of the supply chain are accelerating a structural transformation in the global semiconductor equipment sector. While the US...
Monday 15 December 2025
Nvidia reportedly considers expanding H200 AI chip production amid potential surge in Chinese demand
Following the Trump administration's recent easing of export restrictions on Nvidia's H200 artificial intelligence (AI) chips to China, several Chinese technology firms, such as Alibaba...
Monday 15 December 2025
The H200 gambit: Why China may buy less than Washington expects
The US government is rethinking the impact of Washington's decision to clear Nvidia's H200 exports to China after a Financial Times report suggested Beijing is prioritizing...