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Tuesday 22 July 2025
China's grip on rare earths puts South Korea's defense drone plans at risk
South Korea's ambitions to build a self-sufficient drone supply chain have hit a critical bottleneck just three months after China imposed export controls on seven rare earth elements...
Tuesday 22 July 2025
China's grip on drone supply chain spurs South Korea to boost self-reliance
A recent surge in the cost of Chinese-made drone components has reignited concerns in South Korea over its overwhelming reliance on China for critical unmanned aerial vehicle (UAV)...
Tuesday 22 July 2025
Nvidia and MediaTek delay AI PC launch to 2026 due to Microsoft OS hurdles and market headwinds
MediaTek and Nvidia have postponed the launch of their highly anticipated AI PC platform to the first quarter of 2026, supply chain sources say, citing a combination of delays in...
Tuesday 22 July 2025
China's RISC-V charge expedites: DAMO Academy, BOSC go deep on server-class and 16-core CPUs
China is accelerating its deployment of RISC-V architecture as US-China tech decoupling intensifies, aiming to build a fully autonomous semiconductor supply chain. At the 5th RISC-V...
Tuesday 22 July 2025
China's drone export curbs rattle East Asian supply chains
Drones have become a dominant force on the battlefield in the Russia-Ukraine conflict, highlighted by Ukraine's successful strikes on Russian air bases. The impact of these developments...
Monday 21 July 2025
Uncertainty over US-Taiwan auto tariffs chills car sales and delays supply chain projects
As of July 18, 2025, negotiations between Taiwan and the United States over automotive tariffs remain unresolved, leaving consumers hesitant and domestic automakers largely immobilized...
Monday 21 July 2025
Nvidia and ASIC dual engines accelerate CSP data center deployments
The GB200 servers are expected to begin smooth shipments starting in the second quarter of 2025, coupled with strong shipments of ASIC servers, signaling that US-based cloud service...
Monday 21 July 2025
China solar companies push for government intervention as prices surge after months of losses
Chinese solar manufacturers have orchestrated sharp price increases across the industry supply chain after reporting widespread losses, with government backing for production curbs...
Monday 21 July 2025
China weighs deeper solar export curbs as Taiwan faces supply squeeze
China's leading solar manufacturers are signaling fresh production and pricing restrictions reminiscent of late 2024 measures, according to supply chain sources. Beijing has already...
Monday 21 July 2025
AI server growth lifts ABF market, while BT substrates struggle with supply constraints

A surge in demand for ABF substrates driven by AI applications has created ripple effects across the semiconductor packaging supply chain...

Monday 21 July 2025
Meta-backed OCP pushes open alternative to closed AI hardware ecosystem
As surging demand threatens to fragment the supply chain into costly proprietary silos, the Open Compute Project,...
Monday 21 July 2025
CSP giants prepare to report latest earnings amid AI and supply chain scrutiny
Major cloud service providers (CSPs) are releasing their quarterly earnings reports, starting with Alphabet Inc. on July 23. Microsoft, Meta Platforms, and Amazon Web Services (AWS)...
Saturday 19 July 2025
SK Hynix retreats from China, pivots to homegrown DRAM growth
SK Hynix is ramping up domestic semiconductor production as US export controls and geopolitical tensions prompt a broader reshuffling of the global memory supply chain. The company...
Friday 18 July 2025
H20 comeback sparks rush for HBM with Samsung set to benefit
Nvidia's H20 chip has been granted approval by the US government to be sold in China, despite being a lower-spec version compared to its original design. This approval has quickly...
Friday 18 July 2025
Kaynes electronics investment signals central India's rise in global EMS shift
India's electronics manufacturing services (EMS) sector is gaining momentum amid global supply chain realignment. Kaynes Electronics will invest INR3.52 billion to build a new high-tech...