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Monday 21 April 2025
Tariff fears cloud ASML's outlook as Intel, Samsung pull back
Amid ongoing tariff disputes, the semiconductor industry is facing a severe test. In addition to the imminent semiconductor tariffs promised by US President Donald Trump, which remain...
Saturday 19 April 2025
Huawei's AI ambitions face energy efficiency test

Huawei's CloudMatrix 384 (CM384) is making waves as the most ambitious AI hardware rollout in China to date—a rack-scale system powered...

Saturday 19 April 2025
Taiwan accelerates unmanned vehicle push amid global defense and tariff tensions with the US
As global trade grapples with the turbulence of tariff disputes, defense and military demands remain undeterred, emerging as pivotal bargaining chips in negotiations over reciprocal...
Friday 18 April 2025
Chips, China, and Congress: Nvidia and Jensen Huang's high-stakes diplomatic balancing act
Nvidia CEO Jensen Huang returned to China this week in a markedly more high-profile visit than before. According to the Financial Times, he is expected to meet with DeepSeek founder...
Friday 18 April 2025
XPeng's AI power play: homegrown chips, humanoids, and the race to the skies
At its "Global Brand Night" in Hong Kong on April 15, XPeng Motors unveiled its 2025 global flagship, the XPeng X9, and laid out an ambitious new AI roadmap. Chairman and CEO He Xiaopeng...
Friday 18 April 2025
China tightens noose on US chips—with a twist that splits the industry
As US-China tariff tensions intensify, Beijing is taking aim at American-made semiconductors with new origin rules that could redraw the global chip supply map.
Friday 18 April 2025
Supply chain remains cautious as TSMC's confidence boost proves limited
On April 17, TSMC reported that there were no significant changes in its growth momentum and investment plans. The company stressed that customers have not made any adjustments in...
Friday 18 April 2025
Server and networking sectors drive chip order spike ahead of 90-day tariff window

Since the US government opened a 90-day window for reciprocal tariff exemption negotiations, the market widely expects a strong wave...

Friday 18 April 2025
Nvidia H20 China export ban creates uncertainty in server market
The US has imposed new restrictions on the export of Nvidia's H20 chip shipments to China.
Thursday 17 April 2025
TSMC denies Intel tie-up, announces CoWoS capacity doubling for 2025 AI boom
Despite weaker smartphone sales and mounting geopolitical risks, TSMC remains unfazed. Chairman and CEO C.C. Wei reaffirmed the chipmaker's strong 2025 outlook during its latest earnings...
Thursday 17 April 2025
Jensen Huang visits Beijing following H20 export ban to China
Nvidia CEO Jensen Huang arrived in Beijing on April 17, 2025, just days after the US government imposed an indefinite export restriction on the company's H20 AI chip to China. The...
Thursday 17 April 2025
Nvidia H20 export restrictions: local AI chips in China see opening
Following Nvidia's announcement of its latest production plans in the US, the company has received notification from the US Department of Commerce (DOC) that its downgraded H20 products...
Thursday 17 April 2025
Huawei unveils new AI chip just one day after US bans Nvidia's H20 exports
The US Department of Commerce (DOC) recently notified Nvidia that future AI chips H20 intended for the Chinese market will require an "indefinite license" for export to Hong Kong,...
Thursday 17 April 2025
Tariffs, trust, and tech: Nvidia's high-stakes gamble with Trump
(Editor's note: Nvidia has disclosed Tudesday that the U.S. government has imposed new export restrictions...
Thursday 17 April 2025
Mature-node tariff clash brews: Taiwan chipmakers tread carefully
As US-China tariff tensions intensify, Beijing has indicated plans to impose steep duties on American semiconductor firms. According to the China Semiconductor Industry Association...