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7 days
14 days
JUL
20
2025
Intel CEO concedes Nvidia's AI lead: a critical shift for the semiconductor giant
China's grip on cathode tech exposes fragility in U.S. and EU battery ambitions
Tesla ignites three-row EV showdown in China
Can Samsung innovate its way out of its own system?
JUL
19
2025
China accuses foreign spies of rare earth smuggling via small-batch shipments
CHT adds another submarine cable with SJC2 officially launched
Automotive market headwinds offset by AI servers; Eikei sees US liquid cooling board orders surge in 3Q25
Forward Science's AI-powered vacuum systems win major orders from PSMC, Macronix
Ecosystem collaboration is key to 5G monetization
Nvidia picks Micron for massive SOCAMM rollout
SK Hynix retreats from China, pivots to homegrown DRAM growth
EmBestor bets on next-gen flash memory to drive 2H25 growth
JUL
18
2025
Taiwan automakers on high alert over US tariffs talks
Tariff uncertainty stalls sales, Mercedes-Benz Taiwan awaits direction
Rapidus showcases 2nm chip prototypes, eying 2027 mass production
SK Hynix may lose HBM crown by 2026 as rivals trigger price showdown
China's chip surge pushes Japan's JS Foundry into bankruptcy after Taiwan deal stalls
FWA has huge growth potential in Taiwan
US approval of Nvidia AI chip exports to China more than meets eye
China's commerce minister meets Nvidia CEO, stresses that US-China decoupling is unfeasible
H20 comeback sparks rush for HBM with Samsung set to benefit
Malaysia’s chip hub grows but local players struggle to take control
Inside Innolux’s retreat from a fading LCD battlefield
Foldable smartphone brands strategize to break growth plateau
InPsytech finalizes UCIe 2.0 compliant SoIC design for 3D heterogeneous integration
Ichia posts 40% profit surge, Kulim plant set to launch in 4Q25
CviLux aims to consolidate China production capacity with new plant
TSMC raises 2025 revenue forecast on AI demand despite macro headwinds
Pegatron chair hails Indonesia tariff cut, urges balance in US-China AI strategy
TSMC to step up 2nm deployment to meet AI demand
Mexico or Vietnam? TV industry weighs costs as Trump revamps tariffs
Kaynes electronics investment signals central India's rise in global EMS shift
OpenAI diversifies cloud providers as AI compute demand outpaces supply
Nvidia's return to China faces trust deficit as domestic rivals gain ground
US greenlights Nvidia, AMD chip sales to China— Is Trump setting up for grand bargain?
Stellantis scraps hydrogen van launch, casting doubt on fuel cell future
GB300 production underway: Nvidia's strategic shift brings relief to ODMs
South Korea steps up investment in iLED eyeing global leadership
Tesla, GM move to localize LFP supply chain amid China clampdown
WKG navigates tariffs, currency shifts with the US and China in its sights
Taiwan-based auto part maker WKPT expects revenue contribution to grow from Japan
Taiwan drone maker pushes dual-use capabilities as military demand grows
JS Foundry's collapse hands China the keys to power chip market
Malaysia's road from foreign capital to homegrown innovation
Corning locks in on China investments amid intensifying US-China tensions
TSMC raises revenue outlook as AI demand offsets consumer electronics weakness
China's chip architect says country is entering 'uncharted territory,' could shed tech reliance within a decade
TSMC shrugs off macro headwinds with bold guidance hike — here's what's driving it
South Korea's battery industry faces challenges and opportunities amid emerging sectors and geopolitical shifts
Chunghwa Telecom targets AI cloud network needs with new submarine cable
The tariff show distracts from Trump’s real trade weapon
SK Key Foundry, LB Semicon announce next-gen packaging tech for auto semiconductors
Taiwan customs crack down on 179,000 Chinese transshipments to the US
China’s AI star disappears from home and quietly reemerges in Singapore
Trump's Nvidia and EDA reversal sparks policy hope for TSMC, ASML, and Apple
Chinese Premier orders end to cutthroat EV price war
MediaTek's C-X1 takes market by storm to fuel 2026 revenue
China subsidies losing steam in attempt to rescue flopping smartphone market
TSMC delivers impressive 2Q25 results despite exchange rate crisis
JUL
17
2025
ASML ships first High-NA EUV tool; Intel takes lead as TSMC, Samsung hold back
TSMC raises 2025 US dollar revenue growth forecast to 30% amid tariff and currency relief
LGES and GM jointly build LFP EV battery production line in the US, LMR batteries to become next focus
Korea allocates US$31 million for physical AI as it seeks edge over the US, China
Advanced packaging boom propels ASE, KYEC through shifting semiconductor landscape
Taiwan polarizer makers secure price hikes amid cost pressures
Section 232 tariffs risk jeopardizing US-Taiwan relations
From oil to algorithms: Nvidia's rise marks shift in global power structure
Taiwan's auto industry prepares for a post-tariff reality
The end to nine-year legal saga: South Korea's top Court acquits Samsung's Lee Jae-Yong
Taiwan's Hsuan Yuan Tech eyes US, Europe expansion as drone demand shifts to components
Polarizer makers face mounting cost pressures as PET shortages persist
TSMC 2Q25 profit surges 60.7% on robust demand for 3nm, 5nm chips
Deloitte Forum: Taiwanese firms urged to realign supply chains amid US-Vietnam trade shifts and emerging multipolar world
DeepSeek stumbles as user growth slows and R2 delay drags on; Nvidia H20 restart offers a lifeline
China accelerates RISC-V localization with new Shanghai research hub
Taiwan pushes for sub-25% US tariff, citing strong strategic contributions
Import tariff talks with the US spark fears among Taiwan's domestic carmakers
Taiwan Cement's battery unit starts insurance claims after plant fire
US pressures Taiwan drone suppliers to relocate production as security rules tighten
India's GIFT City attracts Taiwanese chipmaker, banks as financial hub grows
South Korean chipmakers reportedly delay DDR4 phase-out amid supply crunch
Wistron pours US$45 million into California plant expansion, eyes closer ties with Nvidia
Nvidia CEO disclaims US-China trade and export policy influence
H20 back online in China — IC design houses, cloud AI chipmakers breathe sigh of relief
South Korea pushes physical AI development with new industry association
H20 reenters China: lifeline for AI startups, blow to GPU sovereignty
Nvidia's Jensen Huang discusses AI, China's tech influence, and personal tech preferences
China's chip elite pivots to ADAS amid EV compute saturation
Uncertainty still clouds H20 relaunch in China despite resumed sales, says Jensen Huang
Huawei's AI chip expansion into SEA and the Middle East likely limited to sanctioned markets
Taiwan's manufacturing faces new challenges and opportunities as supply chains shift and AI advances, says iKala CEO
Nvidia's H20 chips see surge in Chinese orders as Jensen Huang returns to Beijing
Nvidia's Jensen Huang names 10 Chinese AI firms shaping the future — from Tencent to MiniMax
iKala prepares for IPO, plans to file and list on innovation board in 2026
Beyond Arizona: TSMC’s next big bet may be in rural Taiwan
ASML withholds High NA EUV order disclosures amid strong system upgrades and logic demand
ASML sees easing of export rules as ecosystem boost despite China backlog cut
ASML flags rising uncertainty in 2026 outlook amid tariff concerns
Siemens eyes Samsung’s IP weak spot—could it unsettle the Synopsys-Cadence duopoly?
China's Wingtech reboots C-suite as it doubles down on semiconductors
Adata surges on memory boom, eyes AI and Biotech for next growth wave
Malaysia’s states compete to lead national push in IC design
Can GlobalFoundries' MIPS move chip away at Arm's edge AI dominance?
What killed China's rising 5G chip hopeful? The untold collapse of Jian Wen Lu Semiconductor
JUL
16
2025
LG enters hybrid bonding tool race, challenging Samsung and Hanwha
Geely's US$2.4 billion Zeekr buyout kickstarts China's EV brand consolidation wave
As Huawei Ascend courts the Middle East and Southeast Asia, Washington raises red flags
Broadcom launches Tomahawk Ultra AI networking chip built on TSMC's 5nm process to challenge Nvidia
South Korean AV startup brings self-driving shuttles to Singapore with Grab
Yageo again extends Shibaura tender deadline ahead of crucial Taiwan talks
Copper shock: auto industry faces cost surge under new tariff
China restricts cathode material technology exports; LMFP becomes strategic resource, says HCM
European automakers confront Trump 2.0 tariff reality
South Korea faces urgent challenges as the US and China advance in autonomous driving
EV disputes remain a roadblock to EU-China relations
Samsung, S&S Tech advance EUV mask localization to reduce reliance on Japan's Hoya
ASML posts strong results, eyes growth amid China curbs and tariff concerns
Trump cuts Indonesian tariff to 19% after securing billions in purchase commitments
Semco targets automotive, industrial MLCCs amid AI surge
Meta doubled down on AI infrastructure, Foxconn, Taiwan supply chain ride the cocktail
Why Nvidia, Samsung, Qualcomm are all knocking on Xiaomi's door
Asian nations face new US tariffs; Taiwan's auto parts makers eye reshored demand
Dixon's new deals with Chinese firms test India's evolving stance on FDI post-Galwan
China Mobile taps Unitree, AgiBot in US$17 million state-backed robot deal
Nissan to close two plants in Japan; ongoing talks with Foxconn for future transformation
Penang's OSAT boom: ASE, Tongfu, Inari lead charge in advanced packaging
Samsung wins early US trade ruling against BOE in iPhone OLED dispute
Uber, Baidu relaunch robotaxi race: what it means for autonomous mobility's next chapter
Perplexity aims to build cognitive OS, sees billions in subscription revenue
From decline to recovery: Japan's semiconductor lessons for South Korea
Meta reportedly weighs retreat from open-source AI as Superintelligence team shifts focus to closed models
Prolonged US trade negotiations loom over Taiwanese auto parts suppliers
Suzuki launches first EV from India as part of global expansion strategy
Semco pushes thinner chip capacitors to chase AI server boom
Hanmi Semiconductor says hybrid bonders too costly for HBM4, HBM5 production
Malaysia's swift crackdown on AI chip exports aims to safeguard data center boom
Trump hails US$92 billion in investments for AI, energy projects
China steps up the ADAS race: Horizon Robotics locks in full Journey 6 series to take on Nvidia
HTC to unveil new product on August 14, market optimistic about smart glasses debut
Tesla finally enters India with Model Y showroom but skips local manufacturing amid rising global headwinds
US chip policy reversal boosts AMD and Nvidia, ties AI sales to rare earth trade with China
WT Microelectronics and Nichidenbo enter strategic share swap to strengthen component distribution ties
Exclusive: Intel ends reorg by July, stability ahead
Apple turns to US rare earths in US$500M supply chain shift
Taiwan Cement launches full investigation into Molicel plant fire
Taiwan's PCB supply chain gains momentum as AI & ASIC server shipments surge
Taiwan touch panel maker Mildex shifts tariff burden to US military clients
Lee Jae-yong’s global sprint: Samsung chair courts partnerships in US, China, and Japan
Goldkey gears up for August IPO as DDR4 demand takes off
Taiwan's JKoPay services continue after parent firm asset freeze
Notebook production holds steady in Southeast Asia as players have no intention of moving to US
JUL
15
2025
US DOOH market drives strong order visibility for SAVC through 2025 despite global challenges
LIPS Corp. lands Samsung, onsemi as partners in 3D vision sensor integration
Nvidia's continued H20 chip sales to China will benefit Samsung, SK Hynix
TSMC in crosshairs: tariffs, currency, and AI growth at stake
John Ternus emerges as Tim Cook's potential successor
Nvidia regains China access as Trump reverses H20 ban, but at what cost?
GlobalFoundries takes MIPS under its wing; Imagination shoots down SMIC takeover talk
Taiwan's e-commerce platforms struggle while service providers thrive
D-Link reports success in Middle East market; 5G CPE shipments to reach 150,000 units in 2025
Broadcom's plant investment in Spain reportedly canceled, dealing blow to Southern Europe's chip ambitions
Malaysia requires export permits for Nvidia AI chips to block China trans‑shipments
China's expanding robot industry presents opening for Taiwan
Nvidia caught between Washington's warnings and Beijing's welcome
Molicel factory fire prompts 3-day air quality monitoring in Kaohsiung
E-payment platform JKoPay bleeds trust following parent company's legal row
US copper tariffs create uncertainty as India develops semiconductor supply chain
Gogolook partners with MetaAge to strengthen cybersecurity and anti-scam solutions for enterprises
OpenAI delays open-weight model as Chinese rivals close in
Nvidia-MediaTek chip sees demand surge as China seeks alternatives
AI boom is transforming data centers & pushing energy limits
Meta's AI ambitions go gigawatt-scale in race for superintelligence
Huaqin hits US$11.6 billion in 1H25 revenue: ODM, AI push deliver explosive growth
Under Trump tariff pressure, ASML relies on TSMC while Intel and Samsung struggle
Auto supply chains brace for tariffs and inflation bite
Tariff forces Taiwan chip suppliers into costly relocation to Arizona
Taiwan solar industry group denies toxic leakage concerns after typhoon damage
China's TPV slips into the red in 1H25 on weak margins, FX headwinds
China lags in chip lithography, influential DC think tank says
Trump launches investigation of drones, setting stage for tariffs
China's PIM chip sidesteps HBM restrictions, advanced node barriers
Apple iPhone sparks maturity and confidence in foldable market
Taiwan battery, solar sectors face safety scrutiny amid global expansion push
Jensen Huang's G2 tango secures Nvidia H20 chip exports to China
US-Taiwan spaceport talks remain at early concept stage
Alpha and Omega sells China stake after Huawei export violations
Trump takes aim at drones and solar parts, with tariffs in his sights
Exclusive: Jensen Huang's third visit to China in 2025; RTX 6000D aims for two million shipments
Surge in GB200 and ASIC shipments boosts Taiwan semiconductor equipment sector
DDR4 spot prices surge sharply as memory module makers benefit from high inventory in 2Q25
US tariffs disrupt China's PCB expansion plans in Thailand
Japan's JS Foundry files for bankruptcy following power chip strategy setbacks
China approves Synopsys-Ansys merger, but draws red lines on contracts
Taiwan Cement's battery unit hit by fire as transformation drive stalls
Samsung Display reportedly secures exclusive OLED deals for Apple's first foldable iPhone
JUL
14
2025
Taiwan coordinates AgeTech efforts eyeing both domestic and international markets
As physical AI matures, SOS Lab bets big on smarter, smaller LiDAR
Keysight sees AI chip boom driving verification market growth
SoftBank to launch high-altitude 5G network using solar planes and airships by 2026
Taiwan eyes Starlink partnership in bid to bolster LEO infrastructure
Foxconn affiliate bets on robotics, eyes axial motor breakthrough by year-end
Intel cuts jobs at Israel's Fab 28 as new CEO rethinks global footprint
Tariffs impact economy, but AI servers remain an exception, says Wistron
Exclusive: US drone makers Skydio, Anduril turn to Taiwan for key supply chain support
Tariffs bite: China–US trade drops 9% in 1H as chip imports, rare earth exports climb
BOE pivots beyond displays to glass substrate packaging, perovskite solar
Next-gen semiconductor push: SK Hynix prepares laser cutting overhaul for ultra-thin wafers
Huawei's 'Little HiSilicon' launches all-out chip blitz: from RISC-V MCUs to AI edge SoCs
Unigroup's US$14 billion comeback: post-restructuring push spans chips, global reach, IPOs
Taiwan-partnered MiPhi eyes strategic edge in India's semiconductor ecosystem
Industry calls for delay as EU's AI crackdown begins
Taiwan must move beyond OEM/ODM to export complete systems, particularly aging-related technology, says NSTC Minister
Kioxia, YMTC jump ahead with wafer-bonded NAND in volume production
Smartphone brands expand AI adoption to mid-to-high-end models to boost sales in 2H25
Cisco drives AIoT proof of concept from point to area, aims to extend Asia New Bay Area experience to semiconductor industry
SK On partners with L&F to build North American LFP battery supply chain
TCL CSOT to build 8.6G OLED line with inkjet printing technology
Gogoro's zero monthly rental plan aims to retain customers but sparks debate over hidden fees
E-paper makers E Ink Holdings, Netronix post 30% quarterly revenue surge on tariff rush
E-paper industry set to reach US$10 billion as ESG trends drive adoption
MediaTek posts 33-month revenue high in June, meets 2Q25 financial target
E-paper chip demand stays strong amid tariff rush
Weekly news roundup: China’s semiconductor setback, MediaTek gains on Qualcomm, and ongoing US-China chip tensions
South Korea advances self-driving commuter bus with risk prediction model
As Nvidia soars, Taiwan's AI OEMs outpace TSMC in growth
India confronts rare earth crisis with incentives, strategic alliances
Taiwan chip firm Macronix seeks tech edge as US-China rivalry intensifies
Foxconn reportedly begins iPhone 17 component imports from China as India and US watch Apple's global moves closely
Huawei’s HiSilicon debuts low-power Cat.1 chip to boost IoT reach
US judges diverge on AI but land on same legal ground
Taiwan launches smart robotics talent program to compete with semiconductor sector
Trans-sun Materials' revenue rises 4.6% month-over-month in June 2025 on AI demand
India roundup: Apple taps Indian COO amid supply chain relocation
JEDEC's LPDDR6 sets new pace for mobile and AI memory with faster, leaner architecture
Taiwan looks to space for connectivity, but stays grounded by constraints
Taiwan's CAEC surges 877% on chip industry battery demand
Hyundai sets 2028 goal for AI-integrated software-defined vehicles
BIZ FOCUS
Jul 9, 10:42
TRI unveils new multi-camera AOI, TR7500 SIII Ultra
Wednesday 9 July 2025
How distribution is evolving in 2025
Wednesday 9 July 2025
AI apprentice available online; Profet AI facilitates manufacturing transformation and resolves industry challenges
Monday 30 June 2025
Why age verification online is facing more scrutiny in 2025
MOST-READ
7 DAYS NEWS
HBM capacity crunch triggers price surge in DDR5 and VRAM markets
TSMC, ASE close ranks on PLP, 310x310mm emerges as the format to watch
Micron tightens grip on AI memory market as Samsung certification lags
TSMC turns US expansion crisis into opportunity; personnel reshuffle set for 2026
Exclusive: TSMC’s GaN exit pulls rug from under BYD
Intel CEO concedes Nvidia's AI lead: a critical shift for the semiconductor giant
China's grip on cathode tech exposes fragility in U.S. and EU battery ambitions
Can Samsung innovate its way out of its own system?
Tesla ignites three-row EV showdown in China
Nvidia picks Micron for massive SOCAMM rollout
Full list
RESEARCH INSIGHTS
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES
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