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Thursday 27 November 2025
China-EU urge an internal resolution of Nexperia dispute
China's Minister of Commerce Wang Wentao and European Commission Trade and Economic Security Commissioner Maros Sefcovic held a video conference on November 26, 2025, to address the...
Thursday 27 November 2025
US extends China product exclusions under Section 301 through November 2026
The Office of the US Trade Representative (USTR) has announced the extension of 178 product exclusions from additional tariffs on Chinese goods, originally imposed under the Section...
Thursday 27 November 2025
TSMC's retired tools spark fierce demand in China, ASEAN
TSMC's plan to reactivate its 6-inch and 8-inch fabs at Hsinchu Science Park has drawn strong attention from the semiconductor supply chain, according to industry sources. Although...
Thursday 27 November 2025
Pentagon flags Alibaba, Baidu, and BYD as military-linked companies
The Pentagon has concluded that Alibaba Group Holding Ltd., Baidu Inc., and BYD Co. should be added to its Section 1260H list of companies that aid the Chinese military, according...
Thursday 27 November 2025
India launches US$820 million plan to build local rare earth magnet industry
India has announced a major push to localize production of rare earth permanent magnets (REPM), unveiling an INR72.80 billion (US$820 million) scheme aimed at reducing import dependence,...
Wednesday 26 November 2025
US pulling far ahead in advanced chips as Europe shifts to supply-chain defense, says McKinsey
A new McKinsey report says the global semiconductor landscape is undergoing a dramatic divergence, with the US emerging as the center of leading-edge computation while Europe pivots...
Wednesday 26 November 2025
Commentary: ASML hit by explosive spy allegations, testing limits of semiconductor neutrality
Dutch lithography leader ASML is facing an unprecedented wave of scrutiny after the publication of a new book, De belangrijkste machine ter wereld...
Tuesday 25 November 2025
TSMC sues ex-SVP for allegedly taking secrets to Intel

TSMC said on November 25, 2025, that it has filed a lawsuit against its former senior vice president, Wei-Jen Lo, in Taiwan's Intellectual...

Tuesday 25 November 2025
Trump and Xi discuss trade, Taiwan, and Russia-Ukraine in second call
US President Donald Trump and Chinese President Xi Jinping held a phone call on November 24 to address issues including trade agreements, the Taiwan situation, and the Russia-Ukraine...
Tuesday 25 November 2025
TP-Link's Vietnam build stirs Washington after Chinese military-linked contractor surfaces
TP-Link has spent years trying to downplay its Chinese roots, but Washington remains sceptical. Bloomberg reports that the company's new Vietnam campus is being built by...
Monday 24 November 2025
South Korea seeks joint strategy with Taiwan on US chip tariffs
South Korea's trade chief said Seoul sees room to coordinate with Taiwan on upcoming US chip tariffs, signaling potential cooperation between the two Asian semiconductor powerhouses...
Monday 24 November 2025
Taiwan emerges as key alternative for US automakers accelerating China exit
Ongoing US-China tensions have sparked the most significant automotive supply chain shift in decades. Disruptions at semiconductor maker Nexperia have pushed US automakers to cut...
Friday 21 November 2025
White House seeks to block GAIN AI Act, easing Nvidia and AMD export risks
The White House is reportedly pressuring Congress to exclude the Guaranteeing AI National Access and Innovation (GAIN AI) Act from the upcoming National Defense Authorization Act...
Tuesday 18 November 2025
China's legacy chip dominance poses 'severe' threat, warns author of 'Chip War'
Chris Miller, the influential author of Chip War, is warning that while the West is focused on advanced AI, China is quietly weaponizing the market for older legacy semiconductors.
Monday 17 November 2025
Tesla and European automakers reportedly accelerate shift away from China-made components amid geopolitical strain
The Wall Street Journal (WSJ), citing unnamed sources, reported that Tesla is tightening restrictions on the use of China-made components in its US-produced vehicles, reflecting...