Chinese memory chipmaker Yangtze Memory Technologies Co. (YMTC) has filed a federal lawsuit in Washington, DC, accusing US-based Micron Technology of launching a disinformation campaign that falsely characterizes YMTC’s chips as spyware-laden and a threat to national security.
Micro-Star International (MSI) held its annual shareholders’ meeting on June 10, 2025, with chairman Joseph Hsu outlining cautious optimism for 2025 despite lingering global and operational challenges. Hsu acknowledged that 2024 was a difficult year due to delayed product launches and geopolitical and economic headwinds. Nonetheless, MSI continued investing in key areas such as AI, high-performance computing (HPC), automotive electronics, and charging infrastructure. The company projected a return to growth beginning in the second half of 2025, bolstered by recovering demand for gaming products.
Taiwan-based San Fu Chemical unveiled a broad seven-point strategic roadmap at its annual shareholder meeting on June 9, 2025, signaling the company’s intent to deepen its footprint in the semiconductor sector and expand its global presence, particularly in Vietnam.
Amid intensifying US-China tech rivalry and deepening supply chain fragmentation, Huawei is mounting a formidable response through a series of proprietary technologies and product launches, signaling its comprehensive breakthroughs in chip design, system integration, and hardware engineering.
Apple’s Worldwide Developers Conference (WWDC) 2025, held on June 9, marked the debut of a new design language called “Liquid Glass” and introduced updates across its software platforms, including iOS 26, macOS Tahoe, watchOS 26, Vision OS 26, and iPadOS 26. Despite these enhancements—ranging from a dynamic, translucent user interface to new productivity tools—analyst reactions have been mixed, with many questioning the company’s direction in artificial intelligence (AI).
After a front-loaded surge in shipments driven by tariff fears and early stockpiling, Taiwan’s IC distributors are facing a much more uncertain second half of 2025. A cocktail of trade policy volatility, currency appreciation, and inventory overhang has led many firms to issue cautious outlooks for the remainder of the year.
OpenAI’s annualized revenue reached US$10 billion as of June 2025, nearly doubling from US$5.5 billion at the end of 2024, according to reports from CNBC, the Financial Times, and Reuters. The growth is largely driven by ChatGPT subscriptions and API services, excluding licensing deals and major one-time transactions with Microsoft.
Taiwan’s four leading notebook ODMs posted improved shipment figures in May 2025, lifting expectations for a sequential uptick in second-quarter volumes. Despite this positive trend, industry executives remain cautious about the outlook for the second half of 2025, citing growing geopolitical uncertainties, particularly the possibility of new tariffs being announced by the US in early July.
Qualcomm CDMA Technologies (QCT), a unit of Qualcomm Inc., has finalized its acquisition of Israeli vehicle-to-everything (V2X) chipmaker Autotalks, reinforcing its push into connected car communications. The long-anticipated deal, delayed by two years of regulatory scrutiny, will strengthen Qualcomm’s position in automotive connectivity and safety, while sparking debate over potential impacts on market competition.