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Tuesday 2 September 2025
China’s AI chip hopefuls step into Nvidia’s void
The global AI surge has turned computing power into a core strategic resource. With Washington tightening curbs on advanced GPU exports, Nvidia's revenue in China has collapsed, opening...
Tuesday 2 September 2025
BYD's quarterly revenue drops 30%, highlighting the growing importance of overseas markets
BYD's financial report reveals a 30% year-over-year decline in profit for the second quarter of 2025. This drop not only fell short of market expectations but also marked the first...
Tuesday 2 September 2025
Hanwha Semitech advances fluxless bonding to address HBM packaging strains
As high-bandwidth memory (HBM) moves to taller stacks with denser chip-to-chip I/O connections, thermal compression bonding (TC bonder) technology is hitting bottlenecks. Hanwha Semitech...
Tuesday 2 September 2025
US-EU car spec deal puts Taiwan’s auto supply chain on edge
As trade talks between the Trump administration, the European Union, and Japan advance toward a "spec-for-tariff" arrangement, Taiwan faces growing uncertainty over its imported car...
Tuesday 2 September 2025
China's GPU startup Lisuan secures US$70 million as Dosilicon deepens stake, despite heavy losses
Dosilicon Co. has doubled down on Lisuan Technology, a Chinese GPU startup with no revenue but soaring investor attention. The Shanghai firm raised CNY500 million (US$70 million)...
Monday 1 September 2025
Taiwan's aging panel fabs face extinction as industry shifts
Innolux recently decided to close its fifth-generation fab, while AUO is also implementing a replacement plan. Industry insiders predict that all fifth-generation and below panel...
Monday 1 September 2025
South Korea's display industry rebounds to US$10 billion in 1Q25, mixed outlook for 2H25
The Korea Display Industry Association (KDIA) reported that the combined revenue of South Korean panel companies reached US$10 billion in the first quarter of 2025, marking a return...
Monday 1 September 2025
China's ICT push: embedding AI across smartphones, PCs, and wearables by 2026

The US has tightened controls on China's semiconductor and artificial intelligence (AI) sectors under the banner of national security...

Monday 1 September 2025
Samsung and SK Hynix waiver revoked: Korean chipmakers hobbled, China memory benefits
The Trump administration has revoked long-standing exemptions that allowed Samsung Electronics and SK Hynix to use US equipment freely at their chip plants in China, a move that has...
Monday 1 September 2025
Hotai Motor sticks to 2025 sales goal despite profit slide and policy headwinds
Taiwan's auto market has entered a deep freeze in 2025, with industry leaders pointing to ongoing tariff uncertainties as a major source of disruption. At an investor briefing on...
Monday 1 September 2025
SMIC tightens grip on Beijing unit in latest wave of China wafer fab mergers
China's SMIC said it will acquire the remaining 49% stake in its subsidiary, SMIC North Integrated Circuit Manufacturing (Beijing), also known as SMIC North, through an issuance of...
Monday 1 September 2025
Huawei launches AI SSDs to ease China's chip bottlenecks
China's drive for self-sufficiency in AI has taken a new turn with Huawei's launch of AI solid-state drives (SSDs), aimed at easing severe shortages of high-bandwidth memory (HBM)...
Monday 1 September 2025
Google Cloud nab OpenAI and Meta as clients, signaling growth in cloud market
Google Cloud has recently attracted two major clients, OpenAI and Meta Platforms Inc., marking a significant positive shift in its cloud business after years of losses. The company...
Monday 1 September 2025
China unveils AI Plus roadmap targeting smart economy by 2035
On August 26, 2025, China's State Council released a guideline on deepening the implementation of the Artificial Intelligence Plus Initiative, outlining six key sectors and setting...
Monday 1 September 2025
Research insights: bilateral gaps emerge as Vietnam treads carefully after Trump tariff order
On July 31, 2025, US President Donald Trump signed an executive order imposing new tariffs—ranging from 10% to 41%—on imports from 68 countries and the European Union...