Zhen Ding sees tariff risk as minimal, but braces for forex losses
Zhen Ding Technology, the world’s leading printed circuit board (PCB) manufacturer, held its 2025 annual shareholders’ meeting on May 29, with Chairman Charles Shen outlining both the opportunities and risks facing the company in the year ahead.
Seventeen years of silicon trust: Foxconn bets deeper on Nvidia’s AI ascent
US targets EDA exports as Xiaomi’s XRing O1 raises alarm over China’s IC design gains
AOC Q27G4SD is here with a 360Hz QHD QD-OLED display and fully ergonomic stand
Taiwan Cement hit by battery losses and Chinese competition; turns to AI and robotics for growth
Nvidia identifies data scarcity as key bottleneck for physical AI development
Modem independence proves elusive as Apple and Xiaomi grapple with custom designs
E Ink enters new era with push into large-scale e-paper
E Ink Holdings, the global leader in electronic paper technology, held its annual shareholder meeting on May 28, with all proposals passed smoothly. Chairman Johnson Lee expressed optimism about the company’s trajectory, noting that despite ongoing global trade tensions, the performance from January to April suggests 2025 is shaping up to be a strong year.
South Korea’s chip crown becomes a strategic burden
South Korea’s leadership in DRAM, NAND, and high-bandwidth memory (HBM) is becoming a strategic liability amid rising US-China friction. With SK Hynix and Samsung holding a combined 70% of DRAM and more than half the NAND market, the country anchors a supply chain vital for AI training and HPC workloads. A single disruption could trigger global price shocks and shortages, particularly in AI computing and mobile devices.