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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...
Friday 25 July 2025
Lip-Bu Tan’s Intel pivots harder toward austerity in latest earnings report

Intel CEO Lip-Bu Tan has launched a sweeping campaign of fiscal restraint, marking a sharp break from the ambitious expansionism of his...

Friday 25 July 2025
China targets 22/28nm as wafer sourcing landscape shifts
China's continued investment in mature semiconductor foundry capacity has become a focal point in the industry. Many worry that China's mature process output could flood global markets,...
Friday 25 July 2025
Alibaba upgrades Qwen3 series, surpassing OpenAI and DeepSeek in math and coding capabilities
China's open-source artificial intelligence sector has made significant new strides. Alibaba has updated its Qwen3 series of large language models, outperforming OpenAI GPT-4o, DeepSeek...
Friday 25 July 2025
China develops next-gen EUV photoresist in bid to break US tech blockade
Amid tightening US and Dutch export controls on advanced semiconductor equipment, especially ASML's extreme ultraviolet (EUV) lithography systems, China's Tsinghua University has...
Friday 25 July 2025
Acer Taiwan defies PC slump with commercial wins, gaming firepower
Acer Taiwan defied a broader PC market downturn in the first half of 2025, as currency headwinds and tariff risks weighed on consumer demand. COO Chang Shih-hsin said the company...
Thursday 24 July 2025
Edge AI drives Innodisk Q3 momentum and full year growth
With industrial-control application demand warming up and DDR4 market prices rising, industrial-control memory vendor Innodisk's operations in 2025 have improved. Revenue has grown...
Thursday 24 July 2025
China's AI startups step up private invitations to grow global presence
AI companies from China are ramping up promotional efforts, frequently sending private messages on social media platforms to offer early access to new services. Chinese startup Monica,...
Thursday 24 July 2025
Mitsubishi pulls plug on China engine JV, redirects focus to EVs and ASEAN markets
Mitsubishi Motors has announced the end of its engine production operations in China, effectively terminating its joint venture with local partners. This marks the company's complete...
Thursday 24 July 2025
What did Japan give up to lower US tariffs?
Japan has pledged to invest US$550 billion in the US economy under a sweeping trade deal unveiled July 22, 2025, aiming to avert steep auto tariffs. The pact expands US access to...