Washington’s export controls and escalating US-China chip tensions have dominated headlines, but American semiconductor leaders continue to rely heavily on the Chinese market. In 2023, China drove 27% of Intel’s global revenue, roughly US$14.6 billion, and 15% of AMD’s, about US$3.4 billion. Nvidia reported China accounted for over 13% of its fiscal 2025 revenue, totaling approximately US$17 billion. Despite Beijing’s push for self-reliance, these numbers highlight China’s critical role for US chipmakers. However, Chinese customs data reveals a stark contrast, with US semiconductors comprising just 3% of China’s total chip imports.

The memory market is seeing a sharp surge, fueled by rising contract prices since the second quarter and Samsung Electronics’ move to phase out DDR4 modules, as revealed in communications with original equipment manufacturers (OEMs). This shift has sparked a significant jump in spot market prices, with DDR4 modules leading the charge. Despite lingering concerns over potential tariff hikes, constrained supply from upstream manufacturers and aggressive stockpiling by buyers have helped sustain the upward momentum in prices.

Acer Cyber Security Inc. (ACSI) released its consolidated financial report for the first quarter of 2025 at the company’s board meeting on April 29. The company delivered impressive quarterly results, benefitting from a surge in demand for cybersecurity services due to stricter regulatory requirements and the rising threat of cyberattacks.

Copenhagen Infrastructure Partners (CIP) has achieved financial closure for the Fengmiao offshore wind farm’s first phase, marking a milestone as the first fully financed project in Taiwan’s third phase (Zonal Development) of offshore wind development.