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Monday 28 July 2025
Exclusive: Meta turns to China for a second shot at smartwatches
Meta Platforms Inc. is reportedly reviving its smartwatch project, potentially with a camera lens, timed with its Meta Connect conference on September 17-18 in the US. The smartwatch...
Monday 28 July 2025
STMicro swings to loss, scoops up NXP sensors in US$950 million reset
STMicroelectronics posted its first operating loss in over a decade, driven by US$190 million in restructuring and impairment charges amid soft automotive and industrial chip demand...
Monday 28 July 2025
Commentary: Intel's 14A pivot clears runway for TSMC
The competition to bring 1.4nm process nodes to market is splitting the industry's leading chipmakers. TSMC is moving steadily toward its 2028 mass production target, while Intel...
Monday 28 July 2025
BYD's South Asia play: EV assembly in Pakistan set for 2026 launch
BYD, the world's largest electric vehicle maker, plans to begin assembling electric and plug-in hybrid cars in Pakistan by mid-2026, aiming to capture surging demand across South...
Saturday 26 July 2025
In China's EV war, Huawei quietly takes the wheel

When Jensen Huang, the CEO of global tech titan Nvidia, publicly praised Huawei as a "formidable competitor" and acknowledged its strengths...

Friday 25 July 2025
Tesla revenue falls as Musk banks on robotaxi rollout even with regulatory hurdles
Tesla reported double-digit declines in second-quarter revenue and profit as CEO Elon Musk doubled down on autonomous vehicle ambitions while facing California regulatory challenges...
Friday 25 July 2025
SK Hynix accelerates investment for 2025 HBM boom as Samsung targets Nvidia certification in third quarter
The surge in demand for high-bandwidth memory (HBM) driven by AI servers has positioned SK Hynix as the clear leader in the HBM market, with Micron also posting strong operational...
Friday 25 July 2025
Nvidia's flagship chips pour into China via gray channels: US$1B smuggled in 3 months
Despite stricter AI chip export controls under the Trump administration, over US$1 billion worth of Nvidia's high-end GPUs have reportedly entered China through black-market channels...
Friday 25 July 2025
Tesla's outlook dims amid multiple challenges; auto chip industry remains cautious on market recovery
This week, several US automotive electronics companies, including Tesla, NXP, and Texas Instruments (TI), released their financial reports and shared their perspectives on the market...
Friday 25 July 2025
Huawei's shadow fab (2): Japan-Taiwan veterans architect China's stealth DRAM ambitions
As China accelerates its drive for semiconductor self-reliance, DRAM memory has become a crucial yet understated battleground. SwaySure Technology, a relatively unknown company with...
Friday 25 July 2025
Tesla's price cuts challenge premium brand positioning as EV competition intensifies
Tesla's aggressive price-cutting strategy risks undermining its luxury brand status as the electric vehicle (EV) pioneer prepares to launch affordable models in the second half of...
Friday 25 July 2025
Auto market instability moves PCB makers toward AI servers & LEO satellites
As global carmakers transition from gas vehicles to electric vehicles (EVs), Taiwanese automotive PCB suppliers report that end-user demand has entered a cooling-off period. Forecasts...
Friday 25 July 2025
Chromebook sales rebound: Google targets 19.5M units shipped in 2025
Since the pandemic-driven surge ended in mid-2022, Chromebook shipments have steadily declined. According to notebook supply chain sources, Chromebook shipments fell to 17.5 million...
Friday 25 July 2025
Tariffs blur ASML's outlook, but China anchors the bottom line
ASML CEO Christophe Fouquet tempered the company's solid second quarter 2025 results with a warning: growth in 2026 is far from guaranteed. "While we still prepare for growth in 2026,...
Friday 25 July 2025
South Korea looks to replicate Taiwan's ecosystem in its Micro LED industry
Next-generation display technologies continue to grow, and South Korea is struggling to maintain its leadership in the Micro LED industry. It is extremely important for South Korea...