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    Japanese chip equipment component makers seek consolidation amid niche market challenges
    10h 18min ago
    Secondhand AI training cards flood China’s inference market after H20 ban
    10h 19min ago
    Divergent AI investment strategies among China's top cloud service providers
    10h 19min ago
    The uncertainty of Section 232 for global auto supply chains
    10h 19min ago
    Taiwan IC design houses predict non-humanoid robot boom within three years
    10h 19min ago
    Samsung Display reorganized panel units to enhance quality against BOE
    10h 19min ago
    NEWS TAGGED GEOWATCH
    Monday 21 April 2025
    Jensen Huang's high-stakes gambit: Defying Washington to safeguard Nvidia's future in China
    Jensen Huang, the indomitable chief executive of Nvidia, recently grappled with the mercurial and formidable force of US President Donald Trump, whose unpredictability defies conventional...
    Monday 21 April 2025
    Nvidia CEO's suit diplomacy plays out amid US$5.5 billion China inventory setback
    Jensen Huang's Beijing appearance in formal attire rather than his trademark leather jacket signals deeper strategic maneuvers as Nvidia navigates increasingly complex US-China tech...
    Monday 21 April 2025
    AMEC CEO trades US citizenship for China's chip future
    Advanced Micro-Fabrication Equipment (AMEC) disclosed in its 2024 annual report that CEO Gerald Yin has given up his US citizenship to reclaim Chinese nationality, a significant move...
    Monday 21 April 2025
    US strengthens supply chain resiliency as China tightens rare earth controls
    Following the imposition of US tariffs, China announced it would enforce export controls on certain rare earth metals—materials critical to sectors like electric vehicles, semiconductors,...
    Saturday 19 April 2025
    Huawei's AI ambitions face energy efficiency test

    Huawei's CloudMatrix 384 (CM384) is making waves as the most ambitious AI hardware rollout in China to date—a rack-scale system powered...

    Wednesday 16 April 2025
    Nvidia's China strategy set back by new US ban on H20 chip
    Nvidia Corp. disclosed that the U.S. government has imposed new export restrictions on its H20 AI chip bound for China, a setback for a product line specifically developed to comply...
    Tuesday 15 April 2025
    The Great Tech Reset 10: China's innovation edge—where business models outrun the tech
    Electric vehicles are naturally ideal platforms for testing AI technologies. At the same time, the robotics industry is moving beyond 2D control systems into 3D, 4D, and more complex...
    Tuesday 15 April 2025
    Tariff uncertainties prompt supply chain rethink as Trump 2.0 policies evolve
    Global supply chain operators are adopting increasingly cautious strategies amid rapidly shifting US tariff policies, with companies accelerating their international production plans...
    Tuesday 15 April 2025
    TSMC's global expansion bolsters 'Silicon Shield' amid Intel tie-up concerns
    TSMC, the world's leading chip foundry, is embarking on an unprecedented global expansion that is testing the resilience of Taiwan's "silicon shield" while drawing skepticism about...
    Tuesday 15 April 2025
    AMD advances US chip strategy with TSMC, joining Nvidia in massive domestic shift
    In a visit to Taiwan on April 15, 2025, AMD CEO Lisa Su disclosed that the company is partnering with TSMC to fabricate chips in Arizona, a development that came after a similar plan...
    Tuesday 15 April 2025
    TSMC, Foxconn and Wistron join Nvidia’s US$500B push to manufacture AI chips and servers in the US

    As US President Donald Trump renews his tariff push to bring manufacturing back to the U.S., Nvidia has emerged as the latest tech giant...

    Tuesday 15 April 2025
    China says 'the sky will not fall' on trade, but risks remain
    As trade frictions between China and the US escalate, with the US threatening to raise tariffs once again, the State Council of China held a press conference on April 14, 2025. The...
    Monday 14 April 2025
    DIGITIMES analysis: electronics tariffs driving three-pronged supply chain transformation
    US Commerce Secretary Howard Lutnick indicated Sunday that recent tariff exemptions for electronics and semiconductor products are merely temporary, with comprehensive semiconductor...
    Monday 14 April 2025
    Tariff maze deepens: US duties on Chinese goods up to 245% amid policy whiplash
    Since April, the Trump administration's tariff policies have undergone frequent changes, creating confusion for businesses and traders struggling to adapt. Although the White House...
    Sunday 13 April 2025
    U.S. tech tariff exemptions offer relief for Apple and TSMC clients—while China still faces higher rates

    The United States Customs and Border Protection (CBP) released updated tariff guidelines on the evening of April 11, setting a uniform...

    29/108 pages
    Research Report Database
    BIZ FOCUS
    Aug 5, 11:49
    Cultivating OCP, embracing open source
    Wednesday 13 August 2025
    Advanced WLP and back-end solutions at SEMICON Taiwan 2025
    Wednesday 9 July 2025
    TRI unveils new multi-camera AOI, TR7500 SIII Ultra
    Wednesday 13 August 2025
    Alif Semiconductor vying for market dominance in battery-powered generative AI applications and Edge AI
    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES