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Tuesday 19 August 2025
Huawei data center chip stuck on outdated 5nm node, teardown reveals
A recent teardown of Huawei's new Kunpeng 930 data center processor suggests the chip may still rely on TSMC's five-year-old 5nm manufacturing node. The finding underscores how US...
Tuesday 19 August 2025
AI glasses promise to shake up the eyewear market
AI glasses are poised to revolutionize the conventional eyewear industry with new growth opportunities.
Tuesday 19 August 2025
China's humanoid robots to make live debut in Taipei, testing Taiwan's supply-chain edge
Global labor shortages and US reciprocal tariffs are pushing supply chains to fast-track automation as a safeguard against disruption. Advances in artificial intelligence are transforming...
Tuesday 19 August 2025
Commentary: TSMC shows no fear despite 300% tariff threat
US President Donald Trump recently announced that semiconductor tariffs could reach 300%, yet this has not triggered panic in the chip industry. Supply chain players stress that the...
Tuesday 19 August 2025
SK Hynix signals slowing demand for TCB equipment, putting Hanmi at risk
The market for thermo-compression bonders, or TCB, has surged on the back of booming demand for AI. But signals out of South Korea now show signs of a slowdown. New orders in the...
Tuesday 19 August 2025
Apple supplier Luxshare targets Hong Kong H-share listing with planned US$1 billion raise
Luxshare Precision Industry Co. said on August 18, 2025, it has filed to list H-shares on the main board of the Hong Kong Stock Exchange, with draft application materials published...
Tuesday 19 August 2025
US tariff measures hit simultaneously, economic slowdown expected in 2H25
US President Donald Trump has threatened semiconductor tariffs under Section 232 that could reach between 200% and 300%, with an announcement expected in the coming days. Taiwanese...
Tuesday 19 August 2025
China's memory makers adopt domestic EDA: Empyrean in spotlight
China's semiconductor sector is intensifying its localization push. As ChangXin Memory Technologies (CXMT) and Yangtze Memory Technology Corp. (YMTC) ramp up mass production of DRAM...
Tuesday 19 August 2025
China EV sector invests more abroad than at home for first time
Chinese companies involved in the electric vehicle industry invested more overseas than domestically for the first time in 2024, although foreign projects face higher costs, delays...
Tuesday 19 August 2025
China's demand for AI chips and HBM equipment persists despite uncertainty over Nvidia H20 sales
China's semiconductor industry continues to expand capacity in mature process chips while strengthening self-production of AI chips, especially as the Chinese AI sector gained momentum...
Tuesday 19 August 2025
Trump tariffs could stall Samsung’s US surge and boost Apple
Samsung Electronics is enjoying its strongest run in the US smartphone market in years, but that momentum could be tested as US President Donald Trump threatens sweeping tariffs on...
Tuesday 19 August 2025
Taiwan unveils new support measures to shield industries from US tariff impact
The 20% reciprocal tariff imposed by the United States on exports from Taiwan officially took effect on August 7, 2025, covering most traditional industries. The impact varies across...
Monday 18 August 2025
China smartphone market, 2Q 2025
Smartphone shipments to the Chinese market reached 72.12 million units in the second quarter of 2025, with volumes in the third quarter of 2025 estimated to decrease by 6.8% quarte...
Monday 18 August 2025
Chipmakers bet on agentic AI to spark consumer demand for smart glasses after Ray-Ban success
Meta's success with its smart Ray-Ban glasses has ignited a wave of development in smart and AI-powered eyewear, offering fresh optimism for chipmakers who once banked on the metaverse...
Monday 18 August 2025
YS Tech cautiously optimistic for 2H25; bets on auto, HPC growth
Yen Sun Technology (YS Tech), a manufacturer of automotive electronics and technology systems, is optimistic that customer orders will return to normal once the US tariff situation...