China's drive to localize artificial intelligence chips briefly sparked speculation that Cambricon Technologies would gain ground and that Alibaba might join the race with its own...
For Apple CEO Tim Cook, returning to the White House in early August 2025 and announcing a US$600 billion investment plan over the next four years was a strategic move that pleased...
China's push to localize its memory supply chain is gathering momentum. YMTC has begun trial production at its first fully localized NAND flash fab, while market chatter indicates...
In the second quarter of 2025, Southeast Asia's electric vehicle (EV) sales grew 102% year-over-year, driven by affordable battery electric vehicles, rising consumer awareness, government...
At the 13th China Semiconductor Equipment, Core Components and Materials Expo (CSEAC 2025) in Wuxi, Chinese equipment maker SiCarrier returned with another high-profile showcase....
The US Department of Commerce announced on August 29, 2025, that it will revoke the "Validated End-User" (VEU) status previously granted to Samsung Electronics and SK Hynix for their...
Analysts say the US government's decision to revoke Verified End-User (VEU) authorizations for semiconductor equipment exports to Samsung Electronics and SK Hynix's Chinese factories...
The US Commerce Department has told TSMC it will revoke the company's Verified End-User (VEU) status for its Nanjing factory by December 31, 2025. TSMC said on September 2 that the...
China's Ministry of Commerce has ruled that US optical fiber producers circumvented existing anti-dumping measures by altering trade patterns and exporting a different category of...
GlobalFoundries (GF), the US-based contract chipmaker, is accelerating its "China for China" strategy through a partnership with Guangzhou Zen Semiconductor (Zensemi). The collaboration...
In early 2025, a leading Chinese third-category silicon carbide (SiC) substrate manufacturer faced international IDM customer complaints over product quality, triggering market concerns...
The US Department of Commerce's Bureau of Industry and Security (BIS) has revoked the "Validated End-User" (VEU) status for Samsung Electronics and SK Hynix, ending a key exemption...
The generative AI surge is accelerating at record pace, with computing power emerging as the decisive asset. As advanced AI chips grow scarce under tightening export controls, China...
Wolfspeed's recovery from bankruptcy protection remains uncertain, with core problems expected to extend beyond its anticipated year-end exit. The US power semiconductor firm is struggling...