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Thursday 29 May 2025
Jensen Huang: China's AI moves on with or without US chips
Nvidia Corp. today reported robust financial results for its first quarter of fiscal 2026, with revenue reaching US$44 billion, a 69% increase year-over-year. However, the company...
Thursday 29 May 2025
China's 5nm workaround: DUV tricks push limits as EUV blockade bites
Huawei's HiSilicon and Lenovo have reignited global debate over China's semiconductor ambitions by launching AI PCs and tablets powered by 5nm chips, despite the country's lack of...
Thursday 29 May 2025
Hygon–Sugon merger retools China's AI backbone with full-stack compute integration
Hygon Information Technology and Dawning Information Industry Co. (Sugon) announced a strategic merger on May 25, 2025, a move widely seen as aligning with Beijing's agenda to consolidate...
Wednesday 28 May 2025
Taiwan to build chip alliance with 'share values' to counter China dumping
President William Lai's initiative for a global democratic semiconductor supply chain represents Taiwan's response and commitment to the restructuring of global supply chains, according...
Wednesday 28 May 2025
China's AMEC races to build 20+ chipmaking tools in bid to shed US tech ties
As US-China tech decoupling deepens, Advanced Micro-Fabrication Equipment (AMEC), a top Chinese semiconductor equipment maker, is ramping up efforts to localize its supply chain and...
Wednesday 28 May 2025
Huawei assembles China's Merck: Zhuhai Cornerstone to secure chipmaking materials
Huawei is reportedly supporting Zhuhai Cornerstone Technologies Co. in a strategic effort to localize chipmaking materials and reduce reliance on foreign suppliers. Founded in 2022,...
Wednesday 28 May 2025
Luxury EV market in China nonexistent, says Porsche
Xiaomi has previously leveraged the technical know-how of China's EV industry by packaging it into a sleek Porsche-like body at an affordable price with its SU7, and has followed...
Wednesday 28 May 2025
Xiaomi boosts EV gross margin and doubles down on AI with major R&D push
Xiaomi reported strong progress in its electric vehicle (EV) and artificial intelligence (AI) businesses during its first-quarter 2025 earnings call on May 27, with company executives...
Wednesday 28 May 2025
Xiaomi sharpens premium push, streamlines global smartphone operations to boost profitability
Xiaomi is doubling down on its smartphone premiumization strategy as it adapts to evolving market dynamics in China and abroad, company executives said during its first-quarter 2025...
Wednesday 28 May 2025
BYD slashes EV prices by 35%, sparking industry alarm over long-term stability
In recent weeks, Chinese automotive giant BYD has slashed prices on as many as 22 of its electric vehicle (EV) models, including both battery electric vehicles (BEVs) and plug-in...
Wednesday 28 May 2025
OmniVision reborn: Will Semiconductor targets Sony, Samsung in CIS showdown
Will Semiconductor, a major player in China's image sensor market, has rebranded as OmniVision Group—a strategic pivot designed to boost global brand visibility and scale international...
Wednesday 28 May 2025
Self-developed Xring will power flagship products before expanding to other products, said Xiaomi
Xiaomi executives emphasized a patient, long-term strategy for self-developed chips during the company's first-quarter 2025 earnings call held on May 27. Partner and president Lu...
Wednesday 28 May 2025
Xiaomi profit surges 161% in 1Q25 on strong EV and IoT sales
Xiaomi posted strong first-quarter 2025 results, with net profit jumping 161.2% year-over-year to CNY10.92 billion (approx. US$1.52 billion), driven by booming EV and IoT sales. Revenue...
Wednesday 28 May 2025
Nvidia pulls the plug on Hopper in China—AI giants scramble to adapt
In the first half of 2025, Nvidia CEO Jensen Huang officially announced that the company will no longer release Hopper architecture AI chips tailored for China. This announcement...
Tuesday 27 May 2025
China chip industry rises under US sanctions, Taiwan suppliers pivot
While the US-China trade war has entered a tentative truce, tensions in the semiconductor sector are escalating, placing renewed scrutiny on Taiwan's IC substrate manufacturers operating...