With NVIDIA’s earnings call just 24 hours away, the spotlight is on how the U.S. AI chip powerhouse will steer through looming tariff threats and the H20 bans. Here’s a comprehensive snapshot of the key issues on what the market needs to watch as NVIDIA reveals its outlook. H20 Restrictions a...

According to a report by Economic Daily News, citing Bloomberg, China is reportedly planning an upgraded follow-up to its “Made in China 2025” strategy, aimed at further expanding domestic production of advanced technology products. As highlighted by Semafor, citing Bloomberg, the new plan is...

With tariff risks looming and market uncertainties rising, South Korean headquartered OSAT giant Hana Micron has reportedly scaled down its expansion plan in Vietnam. According to The Financial News and Vietnam’s CAFEF, its Bac Ninh plant is seeking approval to cut production capacity by two-third...

According to Japanese media outlet Nikkan Kogyo Shimbun, U.S.-based silicon carbide wafer producer Wolfspeed is reportedly moving toward filing for Chapter 11 bankruptcy protection. This development is prompting Japanese firms—including Renesas Electronics, which holds a 10-year supply agreement ...

According to Commercial Times, citing South China Morning Post, China’s semiconductor sector has seen a surge in mergers and acquisitions in 2025, driven by the rollout of the “Six M&A Guidelines” and booming AI demand. The latest case involves local chip designer Hygon Information Technol...