ASML has identified artificial intelligence as a central and long term growth driver in its 2025 annual report, marking a notable shift in tone from the previous year when the semiconductor equipment giant emphasized the cyclical nature of the chip industry. The Dutch
Lenovo Group has warned that persistent pressure in the global memory chip market is likely to weigh on the technology sector for longer than many companies had expected, after the world’s largest personal computer maker reported a sharp drop in quarterly profit. The
Taiwan is positioning itself as a long term strategic partner to the United States in artificial intelligence as part of a broader trade agreement that reduces tariffs and encourages large scale investment in advanced technology. Officials in Taipei have framed the deal as
Taiwan Semiconductor Manufacturing Company has reported a sharp rise in quarterly profit, reinforcing its position at the center of the global semiconductor supply chain as demand linked to artificial intelligence continues to accelerate. The company’s latest financial performance reflects sustained orders for advanced
Strategic urgency reshapes semiconductor priorities China’s push for chip self reliance has evolved from a long term industrial ambition into an immediate strategic priority. External supply constraints and technology controls have highlighted the vulnerability of relying on global semiconductor markets. In response, China
A strategic listing amid a shifting technology landscape Baidu has taken a significant step in advancing its semiconductor ambitions as its artificial intelligence chip subsidiary Kunlunxin (Beijing) Technology filed confidentially for an initial public offering in Hong Kong. The move positions Kunlunxin among
A targeted approval amid ongoing tech controls The United States has granted an annual licence allowing Taiwan Semiconductor Manufacturing Co to import American chipmaking equipment into its fabrication plant in Nanjing, eastern China. The approval applies specifically to tools used at TSMC’s facility
A Legal Battle Reaches a Critical Moment The long running dispute between Dutch semiconductor firm Nexperia and its Chinese parent Wingtech Technology is set to enter a decisive phase in early 2026. After months of regulatory tension and legal maneuvering, the two sides
Chinese artificial intelligence and semiconductor startups are increasingly looking to Hong Kong as a gateway to global investors, with several high profile companies preparing listing plans in the city. Chipmakers GigaDevice and Montage are among those aiming to raise up to US$1 billion
Chinese supercomputer manufacturer Sugon and semiconductor designer Hygon Information Technology have decided to abandon their long planned merger, ending months of discussions over what had been expected to become a major consolidation move in China’s high performance computing and chip development sectors. The
