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Wednesday 28 May 2025
US chip tariffs pose biggest challenge to American firms; Trump likely to back down
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...
Wednesday 28 May 2025
Google’s AI reset: I/O 2025 marks a turning point

Following years of trailing its competitors and facing mounting skepticism, Google appeared to turn a corner at this year's I/O developer...

Tuesday 27 May 2025
Who suffers as Trump targets Apple over iPhone production?
US President Donald Trump recently demanded that Apple relocate the assembly and production of iPhones to the US. Otherwise, a 25% tariff would be imposed on iPhones and other smartphones...
Friday 23 May 2025
Made in China 2.0: Huawei, Lenovo, Xiaomi drive bold exit from US tech orbit
Amid intensifying geopolitical tensions and an escalating tech war, China's tech sector is undergoing a sweeping pivot. Companies like Xiaomi, Lenovo, and Huawei are accelerating...
Friday 23 May 2025
The one rival Jensen Huang won't ignore in 2025
In recent years, the US government has tightened AI chip export restrictions targeting China, prompting Nvidia CEO Jensen Huang to repeatedly warn that restricting Nvidia's AI chip...
Friday 23 May 2025
Qualcomm eyes Arm revenge in the AI era

In January 2025, Qualcomm quietly reentered the competitive server CPU market, setting the stage for a high-stakes comeback nearly seven...

Thursday 22 May 2025
Balancing act: Nvidia banks on Shanghai R&D center to sustain China market as US export curbs tighten
The Financial Times recently reported, citing informed sources, that Nvidia plans to establish a new R&D center in Shanghai to strengthen its strategic presence in the...
Thursday 22 May 2025
Xiaomi pushes the edge with 3nm XRing O1 chip, threading US regulatory needle
Xiaomi is set to unveil its latest slate of strategic products at 7 pm CST on May 22, headlined by the long-awaited debut of its in-house smartphone SoC, the XRing O1—a bold...
Tuesday 20 May 2025
Nvidia courts ASIC allies with NVLink Fusion, so why is Broadcom still saying no?
At this year's COMPUTEX keynote, Nvidia CEO Jensen Huang unveiled NVLink Fusion, a new initiative to open the company's proprietary NVLink interconnect to third-party ASICs and CPUs...
Tuesday 20 May 2025
Xiaomi's XRing SoC: next HiSilicon breakthrough or Zeku-style flameout?
Years after launching the Pinecone Surge S1 in 2017, Xiaomi founder and CEO Lei Jun announced the company's return to in-house smartphone chip design. Its new self-developed SoC,...
Tuesday 20 May 2025
From cold benches to courtroom benches: A tale of two chip visions
The year 2025 marks a significant moment for the Chinese-speaking semiconductor industry, presenting a striking contrast.
Tuesday 20 May 2025
Huawei widens lead in global telecom race, Western RAN giants retreat under pressure
As global telecom players across Europe, the US, Japan, and South Korea face mass layoffs and resource constraints, market contraction is accelerating. Meanwhile, Huawei is bucking...
Monday 19 May 2025
The beauty and sorrow of a one-man stage: TSMC's advanced process technology and packaging
From the Consumer Electronics Show (CES) 2025 at the beginning of the year, Nvidia's GPU Technology Conference (GTC) in March, to TSMC's North America Technology Symposium in April,...
Monday 19 May 2025
From containment to control: Trump's Gulf deals isolate Huawei and heat up AI Cold War
The US Commerce Department's Bureau of Industry and Security (BIS) has issued fresh guidelines targeting AI chips, delivering another major blow to Huawei. The directive explicitly...
Monday 19 May 2025
Chipmakers seek edge beyond Moore's Law as computing power race escalates
The semiconductor industry's decades-long strategy of shrinking transistors faces diminishing returns, forcing companies to explore alternative technologies for competitive advantage...