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Thursday 31 July 2025
US hits Chinese graphite with 160% tariffs, threatening EV costs
The US Commerce Department imposed anti-dumping tariffs as high as 93.5% on Chinese graphite imports in mid-July 2024, bringing total duties to 160% when combined with existing countervailing...
Thursday 31 July 2025
China's third central automaker revs up EV-chip cluster in Chongqing

As China moves to curb domestic EV overcompetition and prioritize industrial upgrading, China Changan Automobile Group (CCAG) officially...

Thursday 31 July 2025
Arm's China surge and steady royalties offset smartphone and export curbs slump
Arm Holdings saw steady royalty revenue growth in the first quarter of fiscal 2026 despite a slow smartphone market recovery. CFO Jason Child reported a 25% year-over-year increase...
Thursday 31 July 2025
Qualcomm sees handset rebound by year-end, signals strength in China amid Apple drag
Qualcomm anticipates renewed growth in its handset business in the fourth quarter of fiscal 2025, driven by strong Android momentum and new chip launches, even as revenue tied to...
Thursday 31 July 2025
China's SIMIC snaps up legacy power chip fab in US$1.39 billion bet on AI, EV boom
SIMIC Holdings Co., Ltd. has acquired a strategic stake in Chongqing Alpha and Omega Semiconductor Limited (CQAOS) for more than CNY10 billion (US$1.39 billion), in one of China's...
Thursday 31 July 2025
CATL earnings beat estimates, defying falling batteries prices
Chinese battery producer Contemporary Amperex Technology Co. Ltd. (CATL) posted a 34% rise in profit for the second quarter, with its outlook further buoyed by a blockbuster share...
Thursday 31 July 2025
BOE acquires half of Apple's MacBook LCD orders, displacing LG Display
BOE Technology is on track to surpass LG Display (LGD) as Apple's top MacBook LCD panel supplier in 2025, marking a significant shift in Apple's display sourcing as the company edges...
Thursday 31 July 2025
Arm's ex-China chief resurfaces with RISC-V startup, aiming at AI's next frontier
As the race for semiconductor architecture dominance reshapes the global tech landscape, former Arm China CEO Allen Wu made a rare appearance at the 5th RISC-V Summit China, declaring...
Thursday 31 July 2025
China launches AI governance plan to counter Trump's strategy
Just days after US President Donald Trump unveiled "America's AI Action Plan," aimed at boosting the country's global leadership in artificial intelligence, China unveiled its own...
Wednesday 30 July 2025
Huaqin joins Nexchip board with 6% stake purchase from Powerchip
Nexchip Semiconductor said on July 29 that major shareholder Powerchip Innovation Investment Holdings will transfer a 6% stake — equal to 120,368,109 shares — to Huaqin...
Wednesday 30 July 2025
Lisuan, Intellifusion unveil SMIC-based GPUs and NPUs to anchor China's AI stack
At the 2025 World Artificial Intelligence Conference (WAIC), Chinese AI chipmakers announced major advances in high-end chip design, manufacturing, and deployment. Lisuan Tech introduced...
Wednesday 30 July 2025
China surges ahead of South Korea in the sodium-ion battery race
As global demand for alternative battery technologies grows, sodium-ion batteries are emerging as a promising contender in the next phase of energy storage innovation. Yet while Chinese...
Wednesday 30 July 2025
China unveils first optical-interconnect GPU supernode in AI infrastructure push

As demand for computing power accelerates alongside the rise of large-scale and multimodal AI models, China is ramping up efforts to expand...

Wednesday 30 July 2025
China's humanoid robots evolve from showpieces to service staff
Humanoid robots dominated the spotlight at this week's World Artificial Intelligence Conference (WAIC) in Shanghai. According to Chinese outlets TMTPost and Chinastarmarket.cn,...
Wednesday 30 July 2025
Trump embraces China's AI playbook to beat Beijing at its own game
The US has introduced an AI Action Plan emphasizing the expansion of open-source artificial intelligence models as a core strategy to compete globally with China. The plan also aims...