Cutthroat and Cornered: China’s chip sector risk self-cannibalization

SEMICON China 2025 opened at the Shanghai New International Expo Centre to large crowds and packed booths, a full display of China’s forward momentum for its semiconductor industry. Beneath the prestige, however, domestic chip equipment makers are embroiled in a brutal price war, with some reportedly cutting prices to just 40% of list value in a scramble for market share.

Continue reading

Trump’s tariff policy puts Taiwan’s automotive industry on a cliff edge

Since taking office, US President Donald Trump has aimed to restore America’s greatness through reciprocal tariffs. For the automotive industry, this is not only an issue of national pride but also one of economic substance. Under the pressure of these tariffs, Taiwan’s automotive sector now finds itself walking a fine line, with nearly 300,000 jobs at stake, depending on the government’s next move.

Continue reading

Tokyo Electron forecasts stable semiconductor demand and expansion in AI chip equipment

Hiroshi Kawamoto, Division Officer, Finance Division of Tokyo Electron Limited (TEL), one of Japan’s leading semiconductor equipment manufacturers, projects that demand for high-bandwidth memory (HBM) equipment—vital for powering generative AI—will continue to grow. However, he anticipates that sales of front-end semiconductor manufacturing processes in 2025 will likely remain on par with 2024 levels.

Continue reading

方榕出任中兴通讯董事长

据羊城晚报消息,3月31日午间,中兴通讯发布公告,当日召开的第十届董事会第一次会议审议通过《关于选举第十届董事会董事长的议案》,选举方榕为公司董事长。此外,中兴通讯第十届董事会聘任了公司新一任高级管理人员,徐子阳继续担任中兴通讯总裁,王喜瑜、李莹、谢峻石担任公司执行副总裁,分别负责研发、财务、运营管理及营销。

Continue reading