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Friday 8 August 2025
BYD’s Taiwan entry via Denza sparks a spike in trade and security debate

In a move that has reignited Taiwan's automotive and geopolitical debate, Chinese automaker BYD is reportedly seeking to enter the Taiwanese...

Friday 8 August 2025
China's equipment market remains elusive as Taiwanese panel makers retreat to Innolux and AUO
China's LCD panel market share has surpassed 70%, establishing absolute dominance in the global market. In recent years, Chinese panel manufacturers have primarily focused on expanding...
Friday 8 August 2025
Chinese automakers slip through loopholes of Taiwan's EV barriers
Taiwan's auto industry is facing mounting pressure amid a wave of global disruption, with Chinese electric vehicle (EV) giant BYD reportedly holding discreet meetings in Taiwan on...
Friday 8 August 2025
Hua Hong plays down tariff risks, cites limited exposure to US
Hua Hong Semiconductor struck a cautious yet confident tone in its second quarter 2025 earnings call, addressing tariff risks, pricing adjustments, and global partnerships while reaffirming...
Friday 8 August 2025
SMIC reports mixed 2Q25 results, forecasts modest growth as stimulus boost fades
On late August 7, Semiconductor Manufacturing International Corporation (SMIC) posted mixed financial results for the second quarter of 2025, reflecting sequential softness but continued...
Friday 8 August 2025
Hua Hong Semiconductor signals optimism for 3Q25 on 12-inch ramp-up
Hua Hong Semiconductor reported second-quarter 2025 revenue of US$566.1 million, marking an 18% year-over-year increase, driven by strong momentum in its 12-inch wafer business. Net...
Thursday 7 August 2025
US tariffs and China setbacks push German car brands to rethink EV strategy
Once the loudest champions of an all-electric future, German luxury automakers are quietly backpedaling. Under pressure from shifting global emissions regulations, tightening US tariffs,...
Thursday 7 August 2025
Huawei's HiSilicon moves upstream with Zhuque AI display chips, pressuring Novatek and Raydium
Amid intensifying US-China tech rivalry, China is accelerating its push for semiconductor self-reliance. Huawei's chip unit HiSilicon has stepped into the smartphone touch and display...
Thursday 7 August 2025
LGES secures major LFP battery contract, challenging China's dominance
Amid US sanctions on China, South Korean battery production has attracted significant attention. With LG Energy Solution (LGES) recently securing a large contract for lithium iron...
Thursday 7 August 2025
China draws red lines on US chip tracking with Nvidia meeting
As the US and China look for any sort of leverage in a prolonged trade fight, Beijing sees an opportunity to win over the world by taking a stand against the Trump administration's...
Thursday 7 August 2025
TI triggers largest chip repricing in years, stuns China clients with 60,000-part hike
As President Donald Trump accelerates reshoring efforts, US-based chipmakers are facing rising cost pressures that are now cascading through the global supply chain. Texas Instruments...
Thursday 7 August 2025
Huawei open-sources CANN to challenge Nvidia's CUDA dominance
Huawei plans to open-source its Compute Architecture for Neural Networks (CANN), a heterogeneous AI computing framework positioned as a direct alternative to Nvidia's dominant CUDA...
Wednesday 6 August 2025
Beijing's device upgrade drive revives chip cycle hopes
China's National Development and Reform Commission (NDRC) will release the fourth round of its consumer goods trade-in subsidy in October, allocating CNY68 billion (US$9.45 billion)...
Wednesday 6 August 2025
Beijing Court rejects Innoscience's appeal in patent dispute with EPC
Efficient Power Conversion (EPC), a company specializing in gallium nitride (GaN) semiconductor technology, announced on August 6 that the Beijing Intellectual Property Court dismissed...
Wednesday 6 August 2025
The China risk: what keeps global chip toolmakers up at night
ASML, Lam Research, and KLA Corp. posted strong second-quarter 2025 earnings, reflecting solid demand across the semiconductor supply chain, fueled by growth in AI, high-bandwidth...