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Wednesday 13 August 2025
Micron walks away from China's mobile NAND market, opening doors for rivals
Micron Technology is retreating from the mobile NAND flash market and cutting its China footprint, a shift set to benefit Samsung Electronics and Yangtze Memory Technologies Co. (YMTC)...
Wednesday 13 August 2025
Trump’s 15% Nvidia chip levy hints at new trade game
US President Donald Trump's decision to impose a 15% revenue levy on Nvidia Corporation's downgraded AI chips, such as the H20 model, sold to China, has ignited intense reactions...
Wednesday 13 August 2025
Why Taiwanese tech giants pour record funds into US AI server hubs
Taiwanese EMS accelerates US and global investments amid AI server demand and geopolitical dynamics
Tuesday 12 August 2025
Inside Beijing's quiet campaign to sideline Nvidia's H20 AI chips

China has told domestic companies to steer clear of Nvidia's H20 processors, particularly for government and national security projects,...

Tuesday 12 August 2025
Apple pledges US$100 billion investment in US, shifting smartphone market dynamics ahead of 4Q25
Apple CEO Tim Cook recently committed an additional US$100 billion investment in domestic US operations. This move is poised to reshape the competitive environment of the US smartphone...
Tuesday 12 August 2025
Dual-base strategy: Auto industry finds balance between North America–Asia as tariff fog lifts
Mexico's successful bid to secure a 90-day extension on US import tariffs—maintaining a 25% levy—has temporarily eased market anxiety. Car part suppliers report a rush...
Tuesday 12 August 2025
Sony shifts PS5 production out of China to dodge US tariffs
Sony has made strategic shifts in its PlayStation 5 (PS5) supply chain to mitigate the impact of US tariffs, according to statements from CFO Hiroki Totoki during the company's fiscal...
Tuesday 12 August 2025
Global manufacturing shift to regional production proves unstoppable despite Trump tariff relief
US President Donald Trump announced that Apple will gain tariff exemptions as part of a US$600 billion investment push in the US. While this move is designed to alleviate supply chain...
Tuesday 12 August 2025
Samsung's potential US$50 billion US chip expansion puts pressure on TSMC
Samsung Electronics is reportedly weighing a major expansion of its semiconductor investments in the US, a move that could push total spending to US$50 billion after securing multibillion-dollar...
Monday 11 August 2025
Against the odds, Toyota and Nissan find footing in China’s EV market

After years of defense, Japanese electric vehicles are mounting a quiet yet striking comeback in China—a market now dominated almost...

Monday 11 August 2025
Samsung reportedly planning to produce iPhone image sensors in Texas, but keep packaging in Korea
Samsung Electronics will build a CMOS image sensor (CIS) production line at its Austin, Texas, semiconductor facility for Apple's next-generation iPhones, but the chips' back-end...
Monday 11 August 2025
GlobalWafers partners with Apple to bolster US chip supply chain, expand advanced wafer production
Sino-American Silicon Products Group (SAS) recently announced that its subsidiary, GlobalWafers, has entered a strategic partnership with Apple to target the US market jointly. The...
Monday 11 August 2025
Airtel's Xtelify unveils sovereign cloud and AI tools to target telecom and enterprise growth
India-based Bharti Airtel's digital services arm, Xtelify, has launched Airtel Cloud, a sovereign cloud platform, along with an AI-powered software suite aimed at boosting efficiency...
Monday 11 August 2025
Nvidia, AMD agree to pay US 15% of China chip sale revenue
Nvidia Corp. and Advanced Micro Devices Inc. agreed to pay 15% of their revenues from chip sales to China to the US government as part of a deal with the Trump administration to secure...
Monday 11 August 2025
TSMC eyes record-breaking 2025 as AI chip boom fuels 3nm dominance
Taiwan Semiconductor Manufacturing Co. (TSMC) reported consolidated revenue of approximately NT$323.166 billion (US$10.82 billion) in July, marking a 22.5% increase from June and...