04 Jun
Latest News and Trends

BYD’s sweeping price cuts spark industry revolt, draw Beijing into the fray

Chinese electric vehicle giant BYD saw its market capitalization plunge in late May after initiating sweeping price cuts of up to 34%, fueling fears of a full-blown price war and prompting speculation over potential regulatory intervention. The aggressive strategy has raised alarms across the industry over the long-term health of China’s electric vehicle sector.

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04 Jun
Latest News and Trends

Arm retires Cortex brand, teases proprietary chip as RISC-V heat rises

Arm Holdings has announced a major rebranding initiative and confirmed plans to enter the chip design space—a strategic pivot that could position the UK-based architecture firm in direct competition with its own customers. The disclosure coincided with the company’s fourth-quarter revenue surpassing US$1 billion, pushing its full-year revenue projection above US$4 billion for fiscal 2025.

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03 Jun
Latest News and Trends

TSMC chairman talks tariffs, international expansion, and supply chain challenges

Following TSMC’s recent shareholder meeting, Chairman C. C. Wei addressed several key issues, including trade tariffs and international expansion plans. Wei emphasized that tariff negotiations happen between governments, not between nations and individual companies. He stressed that TSMC’s global expansion decisions are driven primarily by customer needs and local government support, not subsidies and that the company remains committed to being a cornerstone of the semiconductor industry through technological excellence and corporate culture.

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03 Jun
Latest News and Trends

How would US Supreme Court rule on Trump’s tariffs policy?

A US federal court has granted the Trump administration’s request for a temporary stay of a ruling made by the Court of International Trade against its sweeping tariffs policy. The White House is appealing the trade court’s decision while insisting there are alternative methods to collect tariffs. Though Trump remains defiant in the face of legal challenges, growing judicial resistance casts doubt on his administration’s tariff strategy.

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03 Jun
Latest News and Trends

Subsidized iPhones put Apple back on top in China, but at what cost?

Apple’s smartphone shipments in China dropped 9% year-over-year in the first quarter of 2025, falling to fifth place with a 13.7% market share, according to IDC. In response, the company launched an aggressive discount campaign on May 11 ahead of the 618 shopping festival, slashing prices to unprecedented levels. Even the base model of the iPhone 16 Pro qualified for government subsidies.

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