China

Global Market Watch: YMTC Surpasses Micron to Become Third Largest NAND Producer in Global Shipment

Chinese NAND maker Yangtze Memory Technologies (YMTC) moved into third place globally by shipment share for the first time, overtaking Micron; Quanta…

14 hrs ago

Dr. Change Column #6: The Battle for Compute: America vs. China’s Top 20 Unicorns of 2026

What the global clash for AI power means for Taiwan’s tech future.

Aug 5 • Dr. Change (CY Huang)

Global Market Watch: Unimicron Expands Capacity to Meet Robust Demand for AI and HPC

AI now contributes to over 60% of Unimicron’s ABF substrate revenue; Taiwan and UK sign first-ever bilateral drone Industry MOU; FCC adds Chinese…

Jul 30

Global Market Watch: TSMC's Kumamoto Fab Unscathed in Magnitude-7.1 Earthquake

Kyushu’s magnitude-7.1 earthquake had little impact on TSMC’s fab in Kumamoto; China’s First Mass-Produced DUV Lithography Machine Rattles ASML…

Jul 29

Dr. Change Column #5: Kimi K3 Ignites the "Moonshot Moment": China's LLMs Challenge the Global AI Order

On July 17, 2026, Chinese AI startup Moonshot AI released its latest flagship model, Kimi K3, sending shockwaves through the global tech industry and…

Jul 29 • Dr. Change (CY Huang)

Global Market Watch: Taiwan Becomes South Korea's Second Largest Chip Exporting Market

Korea’s chip exports to Taiwan tripled between 2022 and 2025; CXMT market cap surpasses that of Intel; CXMT has quietly split from SiCarrier (新凱來), a…

Jul 28

Global Market Watch: CXMT Surges Nearly 5 Fold on IPO

Jul 27

Global Market Watch: Wistron to Mass Produce first US-made GB300 compute board in Fort Worth, Texas

The tech sector is accelerating its transition into next-generation physical AI and localized manufacturing, driven by Wistron mass-producing the first…

Jul 23

Ex-TSMC Manager Indicted for Stealing 21 Trade Secrets for China

Prosecutors allege the former employee attempted to transfer critical chipmaking blueprints across the Taiwan Strait in exchange for a lucrative new…

Jul 21 • Judy Lin 林昭儀

Dr. Change Column #3: CXMT's DRAM Mega-Expansion and the New Global Memory Order

How the Chinese memory giant is using massive capacity expansion and a potential Apple contract to challenge Samsung, SK Hynix, and Micron.

Jul 15 • Dr. Change (CY Huang)

Beyond Moore’s Law: How Advanced Packaging May Become the New Geopolitical Chessboard

How the Post-Moore’s Law Era and Apple's CXMT Lobbying Signal a New Paradigm of Weaponized Interdependence

Jun 29 • Judy Lin 林昭儀

How China Smuggles Restricted ASML EUV Hardware Despite US Restrictions

Unexplained Shifts in ASML's Regional Sales Data Warrant Urgent Regulatory Investigation

Jun 21 • Judy Lin 林昭儀

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