19
Apr
As global trade grapples with the turbulence of tariff disputes, defense and military demands remain undeterred, emerging as pivotal bargaining chips in negotiations over reciprocal tariffs with the US. Unmanned vehicles have surged to the forefront of strategic priorities, with Taiwan’s drone industry already coalescing into a nascent national team.
19
Apr
JEDEC rolls out HBM4 standard: 2TB/s memory poised to supercharge AI, HPC
The global push to meet surging demand from AI, high-performance computing (HPC), and advanced data centers has reached a new milestone. JEDEC, the international semiconductor standards organization, has unveiled the High Bandwidth Memory 4 (HBM4) specification—a next-gen memory standard featuring major architectural and interface upgrades for dramatically improved bandwidth, capacity, and power efficiency.
19
Apr
The hidden cost of tariffs: AI dreams and export flows at risk
Taiwanese industries are increasingly feeling the effects of US tariff policies, primarily aimed at China, as disruptions spread across manufacturing exports, customs processes, and e-commerce platforms. At a recent joint press event hosted by CTBC Bank, SAP, and IBM, experts highlighted growing concerns over supply chain instability and rising operational costs.
19
Apr
Huawei’s AI ambitions face energy efficiency test
Huawei’s CloudMatrix 384 (CM384) is making waves as the most ambitious AI hardware rollout in China to date—a rack-scale system powered by 384 Ascend 910C chips and positioned as a direct competitor to Nvidia’s GB200 NVL72.
18
Apr
XPeng’s AI power play: homegrown chips, humanoids, and the race to the skies
At its “Global Brand Night” in Hong Kong on April 15, XPeng Motors unveiled its 2025 global flagship, the XPeng X9, and laid out an ambitious new AI roadmap. Chairman and CEO He Xiaopeng said the company is entering a transformative decade, evolving from a smart EV maker into a full-stack AI innovator.
18
Apr
Chips, China, and Congress: Nvidia and Jensen Huang’s high-stakes diplomatic balancing act
Nvidia CEO Jensen Huang returned to China this week in a markedly more high-profile visit than before. According to the Financial Times, he is expected to meet with DeepSeek founder Liang Wenfeng to explore the joint development of next-generation AI chips tailored for China—designed to align with export controls imposed by both Washington and Beijing.
18
Apr
SK Hynix-Hanmi alliance fractures as Korean memory giant seeks new suppliers
SK Hynix’s eight-year partnership with Hanmi Semiconductor is showing signs of strain after the memory chipmaker began sourcing thermal compression bonding machines from rival Hanwha Semitech, according to industry sources.
18
Apr
Murata’s global patent blitz targets Maxscend, threatens China’s TF-SAW exports
China’s RF chip sector is facing a major disruption as Murata Manufacturing files five patent lawsuits against Maxscend Technologies in both China and South Korea, alleging that its MAX-SAW filters—commonly referred to as TF-SAW—violate five core Murata patents. Patent analysis indicates a broader risk, with nearly all TF-SAW-based products from Maxscend potentially exposed to systemic infringement claims.
18
Apr
Trump reciprocal tariff impact on auto industry
The US reciprocal tariffs on auto parts impacts Taiwanese manufacturers with revenue structure and capacity allocation becoming key risk factors.
18
Apr
Micron challenges South Korean dominance in HBM market amid tariff protectionism
Recently, reports from South Korea claim that Micron is set to become a rising star in the HBM market, following Samsung Electronics and SK Hynix. Although Donald Trump’s current policies remain unclear, many in the South Korean industry predict that the US will adopt strict protectionist measures for its semiconductor industry. As a result, Micron, being a US company, is likely to benefit.