As the global semiconductor arms race intensifies, China's homegrown players are racing to localize critical chipmaking tools. One standout is Shanghai Yuliangsheng Technology Co.,...
ChangXin Memory Technologies (CXMT), China's leading DRAM manufacturer, is under renewed pressure as the US escalates export controls on advanced chipmaking equipment. The tightened...
Large-scale US tariffs launched in the second quarter of 2025 aimed to curb China's technological advancement through stricter import restrictions on high-tech and advanced manufacturing...
China's government has recently imposed a series of export and overseas technology-transfer restrictions targeting lithium iron phosphate (LFP) cathode materials. Notably absent from...
China's auto and parts industries have historically been entangled in cutthroat price wars. Even with Chinese authorities repeatedly calling for an end to the involution, no improvement...
During Apple's third-quarter fiscal year 2025 earnings call, CEO Tim Cook highlighted renewed momentum in Greater China, where revenue rose 4% quarter-over-quarter. This improvement...
Murata released its financial results for the second quarter of 2025, reporting consolidated operating profit of JPY61.6 billion (US$414.5 million), down 7.2% year-over-year; net...
Amid rising US-China tech tensions, Taiwan-based PCB suppliers have accelerated factory expansions in Southeast Asia since 2022. However, despite new PCB clusters reaching full production,...
Nvidia's H20 chips were recently cleared for export to China again, but industry reactions vary. Some companies are actively stockpiling out of concern that renewed tensions between...
Chinese regulators have summoned Nvidia to address mounting concerns that its H20 artificial intelligence chip may contain backdoor vulnerabilities and tracking features, in a move...
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...
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...
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...
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...
