CONNECT WITH US
Thursday 10 July 2025
Philippine-made goods face higher US tariffs, affecting Taiwanese tech suppliers
Taiwan's networking industry showed divergent revenue results in June 2025, as companies navigated evolving market demands shaped by artificial intelligence (AI) and global supply shifts. Accton Technology reported a significant milestone by surpassing NT$20 billion (US$685 million) in monthly revenue for the first time, driven largely by increasing AI-related demand. In contrast, Wistron NeWeb Corporation (WNC) and Sercomm experienced declines or transitional phases amid ongoing market adjustments
Thursday 10 July 2025
China targets Taiwanese defense firms with export ban—but impact may be limited
China is turning up the heat on Taiwan's defense sector—but the immediate fallout may be limited
Thursday 10 July 2025
LG Energy Solution swings to profit as US battery demand lifts results
South Korea's LG Energy Solution (LGES) posted a significantly stronger operating profit in the second quarter of 2025, ending a streak of six consecutive quarters of losses and highlighting improved company fundamentals. Operating income rose 152% year-over-year to KRW492.2 billion (approx. US$355 million), despite a 9.7% decrease in revenue to KRW5.56 trillion. Data from financial platform FnGuide showed that LGES's sales were 2.9% below analysts' consensus estimates, while its operating profit surpassed forecasts by 56.3%
Thursday 10 July 2025
South Korea's ESOL secures funding to challenge EUV supply chain dominance and boost domestic production
South Korean semiconductor extreme ultraviolet (EUV) equipment company ESOL recently announced the successful completion of a KRW74 billion (US$54.1 million) Series B financing round. Industry experts view this investment not only as a capital injection but also as an important signal that South Korea is accelerating the commercialization of subsequent products through technology localization in the core EUV process field
Thursday 10 July 2025
AgiBot's Lingxi X2-N raises the bar for humanoid robots with dual-mode mobility
On July 7, 2025, Shanghai Zhiyuan New Innovation Technology, better known as AgiBot, unveiled its next-generation humanoid robot, the Lingxi X2-N. Featuring an innovative dual-mode design, the Lingxi X2-N has become a focal point in the robotics industry, highlighting the fast-paced growth and advancing capabilities of China's humanoid robotics sector
Wednesday 9 July 2025
How China's trade-in policy is reviving South Korea's 8‑inch chip sector
In the escalating US-China tensions, China's aggressive drive to boost domestic semiconductor production—coupled with a sweeping "trade-in" subsidy program—has led to a surge of orders flowing to South Korean 8-inch wafer foundries, creating an unexpected boon for the nation's mature chip manufacturing sector
Wednesday 9 July 2025
Kaynes Technology to set up electronics unit in Kerala with US$58M investment
India-based EMS provider Kaynes Technology is expected to open a new manufacturing unit in Kerala. The company will receive land in Perumbavoor Industrial Park, developed by KINFRA, following approval from State Industries Minister P. Rajeeve after a site visit and discussions
Wednesday 9 July 2025
Amazon's Project Kuiper targets South Korea in global satellite push

Amazon's satellite internet venture, Project Kuiper, is accelerating its expansion into Asia, with a focus on South Korea, Taiwan, and Japan — three strategically vital nations amid rising demand for resilient communications infrastructure and growing competition in low-Earth orbit (LEO) connectivity

Wednesday 9 July 2025
Thailand scrambles to slash 36% US tariffs before August
US President Donald Trump has confirmed reciprocal tariffs on imports from 14 countries, maintaining Thailand's rate at 36%, effective August 1, 2025. Thailand's Finance Minister Pichai Chunhavajira remains hopeful that negotiations will lead to a reduction before the tariff comes into force
Wednesday 9 July 2025
What Trump’s ‘tariff fines’ mean for Asia
US President Donald Trump has officially issued the latest round of tariff notices, targeting 14 countries, including Japan, South Korea, Malaysia, Kazakhstan, Tunisia, South Africa, Bosnia and Herzegovina, Indonesia, Bangladesh, Serbia, Thailand, Cambodia, Laos, and Myanmar
Wednesday 9 July 2025
Top-3 Chinese suppliers of Apple all head to Hong Kong for IPO
Luxshare Precision, Lens Technology, and Goertek, China-based top-tier suppliers of Apple, are racing toward IPOs on the Hong Kong Stock Exchange (HKEX) as they seek capital to fuel transformation amid US-China trade frictions and supply chain realignments. Long defined by iPhone-related business, the trio is now banking on public listings to fund their next chapter in global manufacturing
Wednesday 9 July 2025
South Korea's Hana cracks TGV glass substrate market with eye on AI chip boom
Hana Technology, a South Korean equipment maker formerly focused on battery solutions, has developed core Through Glass Via (TGV) technology for semiconductor glass substrates, signaling its move into advanced semiconductor packaging
Wednesday 9 July 2025
TSMC's GaN market exit creates opening for Samsung, Asian chip race rage on
TSMC's recent decision to phase out its gallium nitride (GaN) foundry business is sending ripples through the compound semiconductor industry, opening the door for new contenders while underscoring rising geopolitical and pricing pressures
Wednesday 9 July 2025
Ex-SEMI China head leads E-Town Semiconductor to explosive STAR Market debut
Beijing E-Town Semiconductor Technology Co., Ltd. (E-Town), a Chinese supplier of semiconductor manufacturing equipment, went public on the Shanghai STAR Market on July 8, 2025. The listing marks a key milestone in the company's growth, driven in large part by its president and CEO, Allen Lu, the former head of SEMI China
Wednesday 9 July 2025
Trump to impose 25% tariffs on South Korean exports, raising pressure ahead of August deadline

US President Donald Trump has formally notified South Korea of plans to impose a 25% tariff on select imports, with implementation set for August 1. While a three-week window for negotiations remains, industry observers widely anticipate that talks will face significant headwinds

Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES