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 the shift to in-house chips and operating systems in a bid to establish technological sovereignty

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 exports to China actually accelerates the rapid rise of domestic chipmakers like Huawei. At Computex 2025, Huang told global media that Nvidia's market share in China has sharply declined, which will drive Chinese customers to support local chip companies such as Huawei

In January 2025, Qualcomm quietly reentered the competitive server CPU market, setting the stage for a high-stakes comeback nearly seven years after its first effort faltered. Now, amid a global surge in demand for AI infrastructure and ongoing legal wrangling with Arm, the chipmaker is betting that the tides have turned in its favor

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 the trend, expanding its R&D headcount and consolidating its lead in 5G and communications infrastructure, emerging as the sector's biggest wildcard. The growing split in the global telecom race is stark: Huawei gains strategic ground, while Western peers stall amid policy inertia and financial tightening

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, and the upcoming Computex 2025, these major tech showcases clearly demonstrate the inseparable relationship between AI server development and semiconductor advanced process and packaging technologies

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 identifies Huawei's Ascend series, stating that using the chips globally would violate US export control laws

The semiconductor industry's decades-long strategy of shrinking transistors faces diminishing returns, forcing companies to explore alternative technologies for competitive advantage in the post-Moore's Law era

While China's Ministry of Industry and Information Technology (MIIT) recently announced updates on deep ultraviolet (DUV) lithography, Shanghai Micro Electronics Equipment (SMEE) also disclosed its 2023 patent applications related to extreme ultraviolet (EUV) technology, along with the publication of patents filed in September 2024

The documentary A Chip Odyssey, directed by Chu-Chen Hsiao and more than five years in the making, is set to premiere on June 13. The film is based on interviews with over 80 industry insiders and scholars, and had its media preview on May 13, attended by journalists as well as figures from academia, the arts, and tech

Following recent trade talks, the US and China have reached a temporary pause on escalating tariffs, with both sides retreating from previously announced increases. While the deal offers some relief, industry experts caution that disruption to global supply chains is already evident, with three major aftershocks now surfacing across the electronics manufacturing sector

In the prior article, we compared the evolution of the Internet to that of today's large language models (LLMs), particularly examining Internet packets and LLM tokens. We noted parallels in infrastructure and business model development. By analyzing packets' evolution, we aimed to forecast the future trajectory of tokens in AI, projecting potential impacts on product design, service models, and industry value chains

Industry insiders revealed that just as the market believed the rapid growth of AI was slowing down and Nvidia's performance would no longer be spectacular, US President Donald Trump demonstrated a dual strategy of "carrot and stick" by leading several top American business leaders, including Nvidia CEO Jensen Huang, on a visit to Saudi Arabia. The move proved highly beneficial for Huang

In the US-China trade war, the focus of US pressure has been on curbing the development of China's high-tech sectors—especially semiconductors, artificial intelligence (AI), and quantum computing, with the first two being closely intertwined

In the era of globalization, R&D as well as manufacturing can access capital, land, utilities, and talent locally. However, the deglobalization trend sparked by US President Donald Trump has forced some companies to bring their capital directly to target markets to find sites and recruit personnel, maintaining customer commitments amid new tariff storms. The question arises: will the industrial hollowing out and talent outflow caused by Taiwanese firms moving westward to China years ago repeat itself during the current eastward shift toward the US

DIGITIMES visited Singapore, Malaysia, and the Johor-Singapore Special Economic Zone (JS-SEZ) to explore how Microsoft is shaping the AI landscape in Southeast Asia. The team spoke with Jeth Lee, Microsoft's Regional Legal Director for the Asia-Pacific, and Andrew Lau, Datacenter Launch Lead and Business Program Director for Microsoft Malaysia