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Monday 20 January 2025
TSMC secures first US$1.5 billion subsidy, expects funding continuity under Trump
Despite concerns over President-elect Trump's criticism of Taiwan's alleged semiconductor industry appropriation, TSMC's CFO Wendell Huang expressed confidence that the company will...
Monday 20 January 2025
China's 'Starlink' ambitions face multiple challenges in LEO satellite race
Qianfan Constellation, often referred to as China's version of Starlink, has announced its plans to deploy 13,904 low-Earth orbit (LEO) satellites by 2030. The project, while ambitious,...
Monday 20 January 2025
China condemns Biden's final chip restrictions as 'irrational'
Chinese industry experts have denounced the latest US chip restrictions on China as President Joe Biden's "final act of irrationality" before leaving office, with the measures taking...
Friday 17 January 2025
Japan chip tool makers turn cautious on China uncertainty
Japanese chip gear makers trimmed their revenue forecast for fiscal 2025, citing fears of a slowdown in spending in China as well as by makers of automotive and power chips.
Friday 17 January 2025
Apple's China crisis: 4Q24 iPhone shipments plunge 25% despite market leadership
On January 16, 2025, Canalys reported that iPhone shipments in China fell by 25% in the fourth quarter of 2024, while Huawei's shipments rose by 24% during the same period. This significant...
Friday 17 January 2025
China plans battery tech export curbs ahead of Trump's return
China is reportedly planning to implement export restrictions on technologies critical for manufacturing battery components and refining key minerals such as lithium and gallium....
Thursday 16 January 2025
TSMC drives record investment into US, Japan in China decoupling
Taiwan's companies invested a record amount of money in the US and Japan last year while the figure for China stagnated — highlighting supply-chain shifts resulting from worsening...
Wednesday 15 January 2025
US-China export controls: why Beijing’s long-term leverage is waning
The US-China trade war has evolved into a high-stakes contest over technology and economic supremacy, with export controls emerging as one of Washington's most potent tools. However,...
Wednesday 15 January 2025
US AI chip export control looms over China cloud computing giants
The latest US restrictions on AI chip exports have sent shockwaves through the global tech industry, casting a shadow over China's burgeoning tech sector. The restrictions create...
Wednesday 15 January 2025
US tightens AI chip restrictions, threatening China's autonomous vehicle ambitions
The Biden Administration seized the opportunity during its last days in office to introduce new regulations for artificial intelligence (AI) chip controls, categorizing China as a...
Wednesday 15 January 2025
China SiC makers hit by quality concerns amid 301 probe
Chinese silicon carbide (SiC) substrate manufacturers are facing mounting pressures as quality issues and a looming US trade investigation threaten their market position. Despite...
Wednesday 15 January 2025
US chip curbs accelerate China's push in autonomous vehicles and AI robotics
The US's tightened semiconductor restrictions have propelled China's drive for self-sufficiency, spurring advancements in autonomous vehicles, AI robotics, and industrial-grade semiconductors...
Tuesday 14 January 2025
US sharpens focus on China's semiconductor ambitions with new lithography sanctions
To curb China's domestic advancements in semiconductor technology, particularly in photolithography, the US Department of Commerce (DOC) has recently intensified its efforts against...
Tuesday 14 January 2025
How US chip sanctions threaten Nvidia's global stronghold
Nvidia has voiced strong opposition to the Biden administration's proposed AI chip export restrictions, calling them a "sweeping overreach" that would impose "bureaucratic control"...
Tuesday 14 January 2025
Acer's Asia Pacific operations to grow against trend, says company exec
Uncertainties will cloud the forecast in the Asia Pacific region in 2025, according to Acer's president of Pan-Asia operations Andrew Hou. Even so, the company still expects high...