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Friday 11 April 2025
The Great Tech Reset 9: Inside the autonomous future—smart cars, drones, robots, AR gear take the lead
China's EV dominance is already global, but the next front is autonomous driving. It's no longer just about the vehicle; it's about the AI-powered stack behind it: maps, sensors, monitoring, and infrastructure. For AI, smart cars aren't just another use case—they're the ultimate proving ground
Friday 11 April 2025
Rising US-China tensions put American consumer tech brands at risk in China

The escalating US-China trade conflict is placing consumer electronics and high-tech industries at the center of geopolitical strain. As trade barriers rise and nationalism grows, American brands such as Apple and Tesla are increasingly vulnerable in the Chinese market, facing both regulatory headwinds and shifting consumer sentiment

Friday 11 April 2025
Samsung redirects foundry talents to HBM business, stirring internal tensions

In a strategic pivot aimed at bolstering its high-bandwidth memory (HBM) operations, Samsung Electronics has begun reassigning personnel from its semiconductor division's foundry unit to its growing HBM business. The move, however, has sparked internal debate and raised concerns about the company's long-term competitiveness in the foundry sector, especially against rival TSMC

Friday 11 April 2025
Apple's China suppliers struggle as G2 trade war forces costly decoupling
As the US-China trade conflict escalates once again, both countries are imposing steep tariffs on each other, pushing global supply chains into a period of heightened uncertainty. The US continues to tighten restrictions on China's tech sector, while Beijing accelerates its "de-Americanization" campaign—aimed at reducing reliance on American technology and promoting domestic alternatives. This decoupling of two major economies is reshaping trade dynamics and putting unprecedented pressure on manufacturers embedded in cross-border supply chains
Friday 11 April 2025
Taiwan cracks down China goods falsely labeled to circumvent US tariffs
The United States has intensified efforts to prevent Chinese goods from entering the American market through third-party countries, and Taiwan is responding with decisive action
Friday 11 April 2025
Apple and TSMC face challenges ahead of 2nm chip launch
The United States' reciprocal tariffs officially took effect on April 9, 2025. However, within 24 hours, President Donald Trump announced a 90-day suspension for most trading partners, during which a reduced 10% tariff would apply. The suspension excluded China. Instead, Trump raised tariffs on Chinese imports to 145%
Friday 11 April 2025
Taiwan, US experts warn of shifting AI landscape among trade tensions
As global trade dynamics evolve and AI reshapes economies, former Taiwanese Minister John Deng and Intel's ex-Chief Trade Officer Jeff Rittener offered sobering insights into the semiconductor industry's future, highlighting Taiwan's strategic dilemmas and the ripple effects of US tariff policies
Friday 11 April 2025
Soitec navigates US-China semiconductor rivalry with strategic neutrality
As the US and China intensify their semiconductor sanctions, the G2 dynamic between these superpowers grows increasingly pronounced, pushing supply chains toward de-risking. This shift is reshaping the global layout of semiconductor foundries and, by extension, the strategies of upstream material suppliers. French semiconductor materials leader Soitec, renowned for its proprietary Smart Cut technology, plays a pivotal role in this evolving ecosystem. Specializing in silicon-on-insulator (SOI) wafers, Soitec commands over 70% of the global SOI market, with applications spanning 5G, AI, automotive electronics, and RF components
Friday 11 April 2025
The hidden cost of replacing China's manufacturing
US President Donald Trump's escalating tariff policies—culminating in a 90-day tariff suspension that excluded China—have rattled global supply chains. With major brands staying silent, most suppliers are adopting a cautious stance, delaying key decisions amid growing uncertainty
Friday 11 April 2025
HBM helps SK Hynix claim crown as Samsung loses DRAM leadership
Surpassing Samsung in DRAM market share for the first time in its 40-year history can be attributed mainly to SK Hynix's dominance in the high bandwidth memory (HBM) market. Samsung's inability to keep pace with the AI era is seen as a significant factor in its loss of the top spot
Thursday 10 April 2025
Luxshare considers SEA as top choice for expansion, prioritizing low-tariff regions
China is facing a 125% tariff imposed by the US due to an inability to reach consensus, placing significant pressure on related supply chain businesses. Luxshare, which assists Apple with iPhone assembly and AirPods production, recently stated during a conference call that tariffs have had minimal impact on its profits and revenues since the volume of finished products exported to the US is quite low
Thursday 10 April 2025
The Great Tech Reset 8: Sovereign AI
What we see today with OpenAI and DeepSeek are just the foundational infrastructures and rule-makers of the early investment stage. The current investments are made to secure industry leadership and control in the next phase. For nations, this also involves issues of "sovereignty.
Thursday 10 April 2025
MetaX's IPO and rise of China's domestic GPU giants in AI era
In early 2025, the China Securities Regulatory Commission (CSRC) website announced that MetaX Integrated Circuits (Shanghai) Co., Ltd. has completed its listing filing and plans to go public with an A-share IPO. This makes MetaX the fourth Chinese semiconductor giant to initiate an IPO in the past six months, following Enflame, Biren Tech, and Moore Threads
Thursday 10 April 2025
Unitree Robotics: from CMG New Year's Gala to MWC 2025 – China's robotic revolution gains momentum

Since the beginning of 2024, discussions surrounding Unitree Robotics in Hangzhou have gained significant attention, almost rivaling that of DeepSeek. From its stunning appearance at the CMG New Year's Gala to the private symposium held by the Chinese government for private entrepreneurs in Beijing, Unitree's rise has captured both admiration and skepticism in equal measure

Thursday 10 April 2025
Auto tariffs take effect, components supply chain hit hardest
The US government under President Donald Trump initiated a new round of trade protection policies on April 3, 2025, imposing a 25% tariff on all automobiles produced outside the US and planning to further expand this to the automotive component supply chain starting May 3, 2025. This move has triggered a ripple effect across the global automotive industry, with China, as a major hub for automotive components, being particularly affected
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES