As the US and China continue to clash over geopolitics and critical materials supply, industry sources say China's restrictions on indium phosphide (InP) substrates for optical communications...

The global optical fiber market is shifting from a traditional telecom cycle into a new phase of structural shortage, driven by rapid AI infrastructure expansion and dense cloud data...

Everlight Electronics said it will invest an additional US$56.5 million in its Thai subsidiary to buy land, build a plant, and add equipment, as the LED packaging firm moves to strengthen...

As AI server prices rise, original design manufacturers (ODMs) are hitting record revenue, but also coming under pressure on their gross margins. To defend profitability, manufacturers...

Biwin Storage Technology recently resubmitted its listing application to the Hong Kong Stock Exchange again, with Huatai Financial Holdings acting as the sole sponsor. The Chinese...

In a move that underscores both the desperation of legacy luxury brands and the growing confidence of China's electric-vehicle (EV) industry, Huawei is reportedly in advanced talks...

Anthropic's decision to limit access of its advanced model, Claude Mythos, to only the US government and a circle of more than 40 Project Glasswing partners has broad implications...

US President Donald Trump's meeting with Chinese President Xi Jinping in Beijing this week has put Nvidia's stalled H200 sales in China back in focus, as Washington's export approvals...

The US has cleared around 10 Chinese companies to buy Nvidia's H200 artificial intelligence chips, but no deliveries have been made, suggesting that Washington's approval alone may...

The US is signaling a shift toward constrained high-intensity competition with China, seeking to preserve technological advantage while creating mechanisms to allow limited economic...

At a state dinner on the evening of May 14 during the China-US summit, Chinese and global tech leaders mingled on stage, with Xiaomi chairman and CEO Lei Jun photographed taking a...

Foxconn used its first quarter of 2026 earnings call to signal that its long-term "3+3+3" strategy is transitioning from technical validation into commercialization, highlighting growth...

Nvidia expanded a rapid investment campaign in 2026, deploying US$17.5 billion in the fiscal year that ended January 25, 2026, and topping US$45.3 billion so far in 2026, according...

Despite persistent uncertainty in the global economy, volatility in energy markets is accelerating a structural shift in the auto industry. New data released May 13 by the consultancy...