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Thursday 14 August 2025
US chip-gear maker sued in China over alleged trade secret theft
Top US chip-equipment supplier Applied Materials Inc. was sued by a rival in China over what that company characterized as trade secret theft, a further escalation in the technology...
Thursday 14 August 2025
India, China signal diplomatic thaw as US tariff pressure mounts
India and China are edging toward a diplomatic thaw, just weeks after US President Donald Trump doubled tariffs on Indian goods to 50%. New Delhi and Beijing are rolling out trade,...
Thursday 14 August 2025
Global DDR5 market pressured by CXMT's ramp-up
After a strong showing in the first half of 2025, driven by AI infrastructure investments and data center expansion, prices for DDR5 DRAM are projected to fall significantly in early...
Thursday 14 August 2025
China's solar pricing limits trigger global market chaos
After six months of inactivity, China’s solar industry associations and national authorities reimposed price and production limits in mid-July 2025. This decision sent shockwaves...
Wednesday 13 August 2025
Rising G2 competition impacts American cloud services in China and Hong Kong
Nextlink, a cloud service agent, reported a 6.6% increase in revenue to approximately NT$2.086 billion (approx. US$69.5 million) in the first half of 2025 compared to the same period...
Wednesday 13 August 2025
China orders Alibaba, ByteDance to stop buying Nvidia H20 chips as tech tensions escalate
China's growing mistrust of Nvidia's H20 GPU is spilling into open confrontation, with regulators ordering leading internet firms, including Alibaba and ByteDance, to suspend orders...
Wednesday 13 August 2025
Samsung, SK Hynix eye HBM boost as Nvidia gets China AI chip approval, 15% tariff threatens margins
Samsung Electronics and SK Hynix are poised to benefit from Washington's reported decision to allow Nvidia to resume exports of its lower-tier H20 artificial intelligence chips to...
Wednesday 13 August 2025
Xiaomi shakes up Africa leadership in high-stakes clash with 'king of phones' Transsion
Xiaomi has overhauled its Africa leadership team as part of an aggressive regional push. Liu Shequan has been named general manager of the Africa regional department and head of the...
Wednesday 13 August 2025
China's chip equipment spending surges in 1H25, defying global downturn
China's semiconductor industry posted CNY455 billion (approx. US$63.3 billion) in total investment during the first half of 2025, down 9.8% from a year earlier, according to a new...
Wednesday 13 August 2025
China to start mass production of domestic HBM3 chips, paving way for Huawei AI integration

China's domestic high-bandwidth memory (HBM) technology has reportedly reached a major milestone, with one of the nation's top DRAM manufacturers...

Wednesday 13 August 2025
Taiwanese IC design houses signal caution on 3Q25 outlook amid weak Chinese consumption and fading pull-in momentum
Taiwan's integrated circuit (IC) design companies have released financial reports and forecasts that signal a cautious outlook for the third quarter of 2025. Tariff-driven pull-ins...
Wednesday 13 August 2025
Huawei unveils AI software to boost inference and curb China’s reliance on foreign memory chips

Huawei has launched its Unified Cache Manager (UCM), a software framework designed to speed up inference in large AI models. The company...

Wednesday 13 August 2025
Tariff cut eases tensions for Korean auto exports, but risks remain
In a significant outcome of the ongoing US-South Korea trade deal, tariffs on automobiles and auto parts have been reduced from 25% to 15% as of April 2025. The two nations also agreed...
Wednesday 13 August 2025
Taiwan industries seek tariff relief as Chinese rivals undercut prices despite 50% duties
Taiwan's Minister of Economic Affairs J.W. Kuo recently held forums addressing the impact of increased US tariffs on Taiwanese industries. He proposed six countermeasures to help...
Wednesday 13 August 2025
US export levy targeting Nvidia and AMD may expand to other semiconductor firms
The White House confirmed on August 12, 2025, that the Trump administration is still finalizing details around a 15% "export levy" applied to Nvidia and AMD's AI chip sales to China,...