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Monday 28 April 2025
How US chip equipment makers could shield US$10B in China sales from tariffs
Applied Materials, Lam Research, and KLA each generated 31.3%, 31%, and 36% of their revenue from China in 2024, according to recent filings. As mature-node wafer fab capacity expands,...
Monday 28 April 2025
CATL stuns South Korean rivals with salt-powered cost-slashing EV battery breakthrough
China's CATL, the world's largest battery manufacturer, has unveiled a next-generation sodium-ion battery—nicknamed the "salt battery"—sending shockwaves through South...
Monday 28 April 2025
Samsung cautions US on potential risks of China tech sanctions
Samsung Electronics reportedly submitted a statement to the US Department of Commerce (DOC), warning that American sanctions targeting China's advanced technology could lead to "unintended...
Monday 28 April 2025
Renesas hits brakes on EV chip expansion as market uncertainty and tariff woes persist
Japanese chipmaker Renesas Electronics has adopted a cautious stance on expanding its production of power semiconductors for electric vehicles (EVs). During its earnings briefing...
Monday 28 April 2025
Elna Printed Circuits expands Asian footprint following Japanese acquisition
Global Brands Manufacture, a PCB manufacturer under Passive System Alliance (PSA), is advancing its Asian expansion strategy following the acquisition of Japanese PCB maker Lincstech,...
Monday 28 April 2025
In-depth: Jensen Huang's China trilogy—a 30-year strategic game
In April 2024, Jensen Huang participated in a critical gathering at a five-star hotel in Beijing, which would determine whether Nvidia could continue its operations in the Chinese...
Monday 28 April 2025
Chinese export curb on rare earths sparks concerns for EV motor suppliers
China's export restrictions on rare earth minerals have raised concerns within the automotive industries of Europe and Japan while also prompting heightened vigilance in Taiwan's...
Monday 28 April 2025
China's Universal Scientific Industrial stalls on margins and cash flow, raising red flags for 2025

Universal Scientific Industrial (USI) posted a flat first-quarter profit for 2025, as weakening cash flow and margin compression continued...

Monday 28 April 2025
Trade tensions take flight: Trump tariffs spark China retaliation against Boeing
Following US President Donald Trump's executive orders implementing reciprocal tariff measures, the China-US trade war has escalated rapidly. China's response now extends beyond traditional...
Monday 28 April 2025
BYD Electronics sees modest 1Q25 profit growth as margins tighten; shares tumble

BYD Electronics International posted slight revenue and profit growth for the quarter that ended March 31, 2025, but continued to grapple...

Monday 28 April 2025
China's Cambricon rides DeepSeek wave, but dethroning Nvidia is still a long shot
Following the Trump administration's regulation of Nvidia's China-specific H20 chips, Cambricon Technologies—billed as China's first domestic AI chip stock—delivered standout...
Monday 28 April 2025
TEL bolsters chip equipment production R&D to counter Chinese competition
Tokyo Electron (TEL), Japan's leading semiconductor equipment maker, opened a cutting-edge research and development facility at its Taiwa-cho campus in Miyagi Prefecture on April...
Monday 28 April 2025
Weekly news roundup: China's chip merger, Samsung delays, CXMT's rise, and TSMC's global expansion battle
These are the top-read DIGITIMES Asia stories from the week of April 21 – April 27.
Sunday 27 April 2025
China reportedly plans mega-merger of chip toolmakers—from 200 players to merely 10
China is pushing forward a major consolidation plan to restructure its fragmented semiconductor equipment sector, reportedly cutting more than 200 domestic firms down to just 10 core...
Sunday 27 April 2025
Renesas 1Q profit drops on weak auto and industrial chip demand

Renesas Electronics saw revenue and profit tumble in the first quarter of 2025, hit by ongoing softness in automotive and industrial...