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Thursday 9 October 2025
US expands export controls, citing Chinese firms' support for Hamas and Houthis
The US Department of Commerce's Bureau of Industry and Security (BIS) announced on October 8, 2025, that it is placing 29 Chinese and Hong Kong entities onto its strengthened Entity...
Wednesday 8 October 2025
US rebuilds rare earth supply chain to cut China dependence
The global rare earth market has long been dominated by China, encompassing everything from ore extraction to separation and refining, and even magnet manufacturing. Although the...
Wednesday 8 October 2025
YMTC eyes HBM market entry to disrupt top three
Chinese NAND Flash giant Yangtze Memory Technologies Corp. (YMTC) is preparing to enter the high-bandwidth memory (HBM) market and is anticipating a technological breakthrough. As...
Wednesday 8 October 2025
TSMC and Intel double down on Arizona roots, turning universities into chip talent hubs
The annual SEMICON West event is being held in Phoenix, Arizona. Ahead of the exhibition, the Arizona Commerce Authority convened the Arizona Semiconductor Leadership Day forum, where...
Tuesday 7 October 2025
Japan to expand export controls on dual-use technologies from October 9
Japan will expand export controls to cover general-purpose machine tools, integrated circuits, drones, radar, navigation, and testing equipment, requiring companies to verify potential...
Tuesday 7 October 2025
Taiwan's silicon shield under siege as US accelerates chip onshoring
A US proposal to evenly split advanced semiconductor production between Taiwan and the United States has sparked deep concern in the industry and triggered a political debate in Taipei,...
Monday 6 October 2025
Nvidia's stake in Intel raises PC supply chain concerns
Acer chairman and CEO Jason Chen stated that if people focus on how Nvidia's investment in Intel impacts TSMC, they are missing the point. For PC brands, the more pressing concern...
Friday 3 October 2025
Commentary: UMC's steep price cuts could backfire, driving suppliers to advanced nodes
United Microelectronics Corp. (UMC) is demanding its upstream materials suppliers cut prices by at least 15%, a rare and aggressive move that has sent shockwaves through the semiconductor...
Friday 3 October 2025
Applied Materials warns of revenue hit from expanded US export blacklist
Applied Materials has warned that new US export restrictions will weigh heavily on its business, underscoring the risks American chip-equipment makers face from Washington's widening...
Friday 3 October 2025
Intel courts billions from big tech and Musk
Intel's ambitious revival remains far from fully financed, even after securing investments from SoftBank, the US government, and Nvidia. Analysts estimate the chipmaker still needs...
Thursday 2 October 2025
US invests in domestic lithium project, secures equity stakes in Lithium Americas and GM joint venture
The US Department of Energy (DOE) announced that its Loan Programs Office (LPO) has restructured a financing deal with Lithium Americas Corp. (LAC), with participation from General...
Wednesday 1 October 2025
Taiwan rejects US proposal for 50-50 chip production split
US Secretary of Commerce Howard Lutnick recently proposed a 50-50 split in chip manufacturing between Taiwan and the US, claiming the US is nearing major tariff and semiconductor...
Wednesday 1 October 2025
Five major pressures plaguing TSMC as US government pushes for 50-50 production split
The Trump administration pushed for a 50-50 split in chip manufacturing between the US and Taiwan, pressuring TSMC to expand US production. This raises costs and risks for Taiwan's...
Wednesday 1 October 2025
Nvidia falters in China; Huawei moves to fill AI chip vacuum
Huawei is set to expand Ascend AI chip output, seizing on Nvidia's shrinking position in China as US export curbs and Beijing's security mandates squeeze the American company's market...
Tuesday 30 September 2025
Lei Jun’s ten-year bet: Why Xiaomi chose hard road to chip independence

On the evening of September 25, Xiaomi founder and CEO Lei Jun took the stage for his sixth annual keynote, titled simply: "Change."...