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Friday 25 July 2025
Huawei's shadow fab (2): Japan-Taiwan veterans architect China's stealth DRAM ambitions
As China accelerates its drive for semiconductor self-reliance, DRAM memory has become a crucial yet understated battleground. SwaySure Technology, a relatively unknown company with international roots, is quietly positioning itself as a key force in China's push for homegrown memory solutions
Friday 25 July 2025
Tesla's price cuts challenge premium brand positioning as EV competition intensifies
Tesla's aggressive price-cutting strategy risks undermining its luxury brand status as the electric vehicle (EV) pioneer prepares to launch affordable models in the second half of 2025, raising questions about its ability to maintain premium positioning amid intensifying competition
Friday 25 July 2025
Tariffs blur ASML's outlook, but China anchors the bottom line
ASML CEO Christophe Fouquet tempered the company's solid second quarter 2025 results with a warning: growth in 2026 is far from guaranteed. "While we still prepare for growth in 2026, we cannot confirm it at this stage," he said on the earnings call, prompting renewed scrutiny of end-market demand and chipmakers' appetite for capital equipment
Thursday 24 July 2025
Huawei's shadow fab (1): the secret chip agenda at the heart of Shenzhen
As US–China tech tensions escalate, semiconductors have become the focal point in a broader race for technological sovereignty. Three obscure yet strategically vital wafer foundries, Shenzhen Pengxin Micro Semiconductor Technology (Pengxin Micro), SwaySure Technology, and Shenzhen Pensun Technology (Pensun), have emerged as key players in China's response
Wednesday 23 July 2025
Beyond racing: 'F1' showcases the evolution of automotive technology
Since its release, F1 has burned rubber at the box office, not only becoming a major success for Apple but also accelerating as an important and exciting reference in the history of automotive technology development
Tuesday 22 July 2025
Foxconn eyes robotaxi market with scalable manufacturing strategy
As cars become increasingly electric and intelligent, fully autonomous vehicles—designed to free the driver's hands—are rapidly emerging as a central force shaping the future of the automotive industry
Monday 21 July 2025
Lee Jae-yong's road to rebuild Samsung after legal scandal acquittal
Coming out the other side after nearly a decade of legal troubles, Samsung Electronics stands at a crossroads. Chairman Lee Jae-yong is rebuilding the group leadership structure, driving major mergers and acquisitions, and reforming corporate culture to proactively be prepared for potential future challenges
Monday 21 July 2025
Global tech showdown post-tariffs shines spotlight on US-China rivalry
The Belfer Center at Harvard's Kennedy School of Public Policy has released the Critical and Emerging Technologies Index (CETI) report, which quantifies the capabilities of 25 countries in five areas: AI, biotechnology, semiconductors, space, and quantum technology. The index intends to provide accessible information to policymakers and researchers to understand national strengths and weaknesses in critical technology fields. Each category holds a different weight in the index, with semiconductors at 35%, AI 25%, biotech at 20%, space at 15%, and quantum technology at 5%
Sunday 20 July 2025
Intel CEO concedes Nvidia's AI lead: a critical shift for the semiconductor giant
Intel CEO Lip-Bu Tan has openly admitted to global employees that Nvidia has surpassed Intel in the AI chip market. This candid acknowledgment underscores the company's dramatic fall from its former dominance in the semiconductor sector and highlights the scale of Intel's struggles in the AI era
Friday 18 July 2025
Inside Innolux’s retreat from a fading LCD battlefield
With China's domination in the global LCD panel industry, coupled with long-term overcapacity in panel production and the fact that higher-generation fabs are more efficient and cost-effective than older, lower-generation lines, panel players from Taiwan, South Korea, and Japan have been continuously closing and selling plants in recent years
Friday 18 July 2025
US greenlights Nvidia, AMD chip sales to China— Is Trump setting up for grand bargain?
Three months after the US abruptly halted shipments of downgraded AI chips to China in April, Nvidia CEO Jensen Huang returned to the country in mid-July to announce that Washington had given the green light for the H20—a China-specific version of its AI accelerator. His cheerful demeanor during the visit marked a stark contrast to the more tense and formal appearance he had during his previous trip
Friday 18 July 2025
TSMC shrugs off macro headwinds with bold guidance hike — here's what's driving it
TSMC has shrugged off currency volatility, reciprocal tariff threats, and looming chip trade duties to raise its 2025 US dollar revenue growth forecast from 25% to 30%. Industry sources point to a four-part strategy that's giving the foundry heavyweight the firepower to power through macroeconomic crosscurrents
Friday 18 July 2025
Trump's Nvidia and EDA reversal sparks policy hope for TSMC, ASML, and Apple
In a stunning about-face that has left the tech industry reeling, US President Donald Trump has abruptly lifted export restrictions on H20 AI chips to China—effectively erasing months of stringent semiconductor sanctions overnight
Thursday 17 July 2025
H20 reenters China: lifeline for AI startups, blow to GPU sovereignty
Amid rising doubts over China's AI trajectory, two setbacks have rattled its startup ecosystem: Manus, the buzzed-about AI agent startup, is reportedly exiting the Chinese market, while DeepSeek R2 — a trillion-parameter large language model — is facing a critical GPU shortfall. Just as sentiment soured, Nvidia CEO Jensen Huang made a high-profile appearance at the China International Supply Chain Expo in Beijing, where he announced the lifting of export restrictions on the China-specific H20 chip
Thursday 17 July 2025
Malaysia’s states compete to lead national push in IC design
Malaysia is ramping up efforts to grow its domestic integrated circuit (IC) design industry, as key states such as Selangor, Sarawak, and Penang launch competing initiatives to position themselves as the country's next semiconductor innovation hub