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Friday 26 December 2025
Huawei details Ascend AI chip roadmap built around in-house HBM, massive clusters
Huawei is clarifying how it intends to compete in global AI computing despite being cut off from leading-edge foundries and US-origin GPUs. Instead of chasing rivals on single-chip...
Friday 26 December 2025
AMD wins major Alibaba MI308 chip order to challenge Nvidia H200
Nvidia CEO Jensen Huang recently received US President Donald Trump's approval for the H200 to return to the China market. Shipments to Chinese customers were reportedly fast-tracked...
Friday 26 December 2025
SMEE wins China lithography order, yet ASML still controls advanced-node tools
A disclosure on China's government procurement platform shows that Shanghai Micro Electronics Equipment (SMEE) has won a contract to supply a step-and-scan lithography system valued...
Friday 26 December 2025
Taiwan economy to grow higher than expected in 2025, but weaken in 2026
Taiwan's economy saw outstanding growth in 2025, emerging as an outlier not just in Asia but also worldwide. In its recently released forecast for 2026, the Institute of Economics...
Friday 26 December 2025
Taiwan smartphone market growth to stall in 2026 amid rising prices and memory squeeze
Taiwan's smartphone market is expected to face another challenging year in 2026, as rising device prices, extended replacement cycles, and persistent memory supply constraints limit...
Friday 26 December 2025
Tariff restraint masks continued hard line as US weighs broader controls on Chinese chip capabilities
The US government has decided not to impose additional semiconductor tariffs on China for the next 18 months, despite concluding that Beijing's state-led chip industry policies involve...
Friday 26 December 2025
South Korean giants race to mass-produce semiconductor glass substrates in 2026
As demand for artificial intelligence (AI) semiconductors continues to surge, the market for glass substrates, which are widely regarded as a critical material for next-generation...
Friday 26 December 2025
Domestic market stalls, Taiwan automakers pivot abroad
Taiwan's auto market slowed markedly in 2025. Yet rather than retreat, several automakers used the downturn to recalibrate—strengthening their balance sheets, accelerating transformation...
Friday 26 December 2025
US and China escalate semiconductor state capitalism amid global supply chain shifts
The semiconductor industry is increasingly central to national strategies as the US and China intensify state-led investments amid growing tech geopolitical tensions. The US CHIPS...
Friday 26 December 2025
Huawei raises Chinese-made components to 60% in flagship smartphones
Huawei Technologies has lifted the share of Chinese-made components in its latest premium smartphones to nearly 60% by value, underscoring how years of US export controls have accelerated...
Friday 26 December 2025
Xiaomi rejects US bid to add it to China Military Company list
Xiaomi stated that it is not a Chinese military-industrial company, is not affiliated with any military entity, and only provides consumer-focused civilian and commercial products,...
Friday 26 December 2025
From satellites to solar power: How space became the next strategic battleground2025
The space industry is undergoing a profound transformation. What was once the domain of government agencies has become a strategic battleground. Commercial innovation, military priorities,...
Friday 26 December 2025
Huawei sets Ascend 950 launch for 1H26; China hedges ahead of Nvidia H200
As 2025 draws to a close, the US-China AI compute market is entering a phase of guarded competition and selective cooperation. While the US government has launched an inter-agency...
Friday 26 December 2025
Honey Hope Honesty expects growing demand for high-end MLCCs driven by AI infrastructure in 2025 and 2026
Electronic component distributor Honey Hope Honesty anticipates significant growth in sales of high-end multilayer ceramic capacitors (MLCCs) fueled by rising demand from AI servers...
Friday 26 December 2025
Nvidia Groq partnership signals shift toward specialized inference chips as AI workloads scale
Nvidia is set to include innovations from Groq, an AI inference chip startup, into its product ecosystem by the end of 2025, responding to an expected surge in AI inference demand...