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AUG

27

2025

Rebellions unveils chiplet AI accelerator to challenge Nvidia in hyperscale market

Trans-Sun Materials bets on AI servers, IPCs, and robotics for 2026 growth

Quanta's Techman Robot prepares for IPO with backing from chairman Barry Lam

The 7-year car loan becomes new standard in America

Forbes Asia names three Taiwanese startups in 2025 '100 to Watch' list

Nvidia's CoWoP PCB architecture targets ABF substrates but faces warpage risk

Nvidia's Huang meets Samsung, SK leaders at US summit as HBM battle escalates

Semiconductor and defense sectors drive ChenFull Precision's optimistic outlook for 2026 operations

Pegatron launches high-performance servers with Nvidia RTX PRO 6000 GPUs for AI and enterprise applications

Vivo V60 and foldable X series set to drive 40% sales growth in Taiwan mid-to-high-end segment

BYD to open first Malaysian electric vehicle assembly plant in Tanjong Malim

Commentary: Trump eyes TSMC's Arizona fab as leverage to lift Intel and 'Made in America' drive

VinGroup’s VinMotion debuts humanoid robots to support EV factory automation in Vietnam

DeepSeek’s FP8 model signals China’s push to cut reliance on US AI chips

Google AI overview feature prompts steep declines in media website traffic in UK

Meta's Hyperion data center investment reaches US$50 billion, far surpassing initial estimates

Huawei slashes Mate series prices, prepares tri-fold launch ahead of Apple event

Suzuki to launch first made-in-India EV; Prime Minister Modi calls it 'historic beginning'

VMware expands private cloud platform to include private AI services at Explore event

Japanese chip equipment makers missing out on Nvidia AI boom, says Marumae CEO

Beyond the chip: uncovering AI's hidden energy drain

Samsung Display restructures OLED business to strengthen Apple ties and fend off Chinese rivals

China-based USI 1H25 earnings under pressure: what's behind the decline?

With Section 232 set to return, global auto supply chains face new disruptions

Broadcom to integrate Nvidia AI technologies into VMware Cloud Foundation

China's cloud giants diverge on AI strategies with spending surge

Quanta-backed Techman bets on AI-driven wheeled humanoids, targets 2026 POC launch

Foxconn to deploy Nvidia servers in push for AI-driven manufacturing

China reportedly turning to second-hand Nvidia A100, H100 GPUs after H20 ban

China-based Cambricon posts surging 1H25 revenue as local AI chip demand soars

Greenet signs 3-year green energy supply deal with Capital Securities

South Korea, US deepen ties with focus on nuclear energy projects

Taiwan chipmakers see non-humanoid robots reaching mass market within 3 years

At $30,000 a wafer, TSMC’s 2nm push still draws a rush of customers

South Korean Supreme Court convicts Everlight Electronics of technology theft

Apple to unveil iPhone 17 lineup and slimmer model at September 9 launch

TSMC leak case does not affect Taiwan-Japan chip cooperation, says board member

Porsche's battery ambitions falter as Cellforce reportedly slashes 70% of jobs

Taiwan pumps new life into AI cooling

PC giants quietly press Taiwan's optical sector to exit China — and Taiwan too

LED industry sees profit decline in 2Q25 amid currency challenges

Toshiba and SICC collaborate on SiC technology; alliance with Rohm faces bottlenecks

Samsung, SK Hynix face pivotal test as Nvidia targets 1Q26 for HBM4

Taiwan tech giants find fortune in the AI rack revolution

South Korean telecos tackle challenges from AI-6G integration

AUG

26

2025

South Korean and US firms sign 11 agreements in shipbuilding, energy, and aviation during Lee’s visit to Washington

AI takes center stage at IMID 2025 as Samsung Display, LG Display showcase innovations

Southern Taiwan emerges as global semiconductor and AI hub with 300 international startups

6G represents more than a 5G upgrade: kicking off global race for AI autonomous networks

Taiwan's optical makers bet on AI wearables, but profits remain out of sight

Seoul maps record US$25B R&D push for 2026: AI, green tech in focus

Nvidia launches Jetson AGX Thor to accelerate robotics and physical AI adoption

Research Insight: Broadcom defends Ethernet ecosystem as NVLink and UALink push specialized interconnects

China launches NeoKylin V11, advancing homegrown operating system ambitions

Saudi AI startup Mumain begins construction of data centers ahead of 2026 launch

Taiwan's Chelic eyes role in humanoid robots with multi-functional hands

Gemtek enters India with mmWave FWA, mass shipment in 2026

Vinod Dham-advised VC eyes funding for more fab-side Indian startups

Japan PM expected to announce US$68 billion investment target in India at upcoming summit

Samsung unveils new 37- and 40-inch gaming monitors to expand market presence

Huawei to launch AI SSD in Shanghai, aims to tackle HBM supply bottlenecks

China reportedly enforces blanket halt on Nvidia H20, leaving AI revenue in doubt

As AI transforms auto industry, Germany struggles to keep pace

Taiwan's automotive lens market looks promising, but hurdles from China remain

Lens Technology 1H earnings jump on smartphone demand; robotics, EVs, AR in the pipeline

Nikon to close Yokohama manufacturing plant in 2025, signaling strategic shift

Doosan Electro-Materials to triple spending on CCL equipment to counter Taiwan competition

Samsung-Nvidia CEO embrace hints at HBM4 deal amid Seoul's U$150B US pledge

Samsung's DX chief TM Roh unveils AI-centric 2030 strategy at first town hall

China's Luxshare delivers strong 1H, forecasts 20–25% profit jump in 3Q

Taiwan govt warns industry ties to Chinese supply chain risk US scrutiny

xAI open-sources Grok 2.5 model to bolster US AI competitiveness

US govt stake may expose Intel to foreign and industrial challenges: filing

Taiwan targets US$32 billion satellite industry by 2029 in the global space race

Apple supplier Goertek pivots for AI+AR era with strategic optics push

Samsung Display expected to remain key supplier for rumored foldable iPhone

Taiwan to keep advanced chip tech domestically, sounds alarm on U.S. tariff plans

AI smart glasses accelerate transformation in FPC industry

Personnel mobility in Apple's India supply chain seen as routine; Foxconn's global workforce ensures continuity

Musk's xAI sues Apple and OpenAI over alleged anticompetitive practices

NOR flash prices set to surge in 4Q25 on cost pressures, supply constraints

TSMC reportedly drops Chinese equipment from 2nm fabs amid US pressure

Malaysia advances IC design ambitions with launch of MARS1000 edge AI chip

Commentary: Trump blames Taiwan for Intel’s woes, but data points to missteps at home

Taiwan Glass enters AI server supply chain amid transformation challenges

Sun Yad expands presence in chemicals, AI, robotics and drones through acquisitions

Nvidia’s H20 meets abrupt demise in China

Google shifts Pixel 10 to AI, TSMC Tensor still trails

From polyester to AI: Shinkong's reinvention in the post-textile era

VeriSilicon hits 5nm breakthrough as AI ASIC orders soar in China

Research Insight: Humanoid robots are coming, but hardware may decide how fast

All eyes on Samsung as South Korean tycoons descend on Washington for Lee–Trump summit

AUG

25

2025

Taiwan plans to train 200,000 AI talent amid US tech layoffs

Apple sues former employee, accuses him of passing Apple Watch secrets to Oppo

Pixel 10 takes aim at Apple with strong buzz

Solomon Technology adopts Nvidia's 'robot supercomputer' to speed humanoid AI

Taiwan's Walrus Pump rides AI liquid cooling wave, fast-tracks revenue growth in technology pumps

Tron Future bets on AI-powered defense as Taiwan's space industry evolves

Nvidia halts H20 chip production, reportedly seeks downgraded Blackwell for China

Research Insight: Win-win alliance between Tesla and Samsung strengthens chip and foundry ambitions

Chipping away at H20: DeepSeek's UE8M0 FP8 signals Beijing's AI pivot toward homegrown chips

Nvidia earnings report to highlight AI demand, Blackwell capacity, and China market focus

Samsung and SK Hynix slash NAND spending as SK Hynix unveils 321-layer breakthrough

China's AI drive accelerates: data centers power 40% jump in computing capacity

Intel shifts glass substrate strategy, from would-be rival to potential buyer

Mindgrove bets on cost, compliance, and partnerships to take Indian chips global

CMC teams up with Taiwanese suppliers to launch ET35 electric commercial vehicle

Bill Gates partners with SK Group to advance South Korea's SMR ecosystem as global competition rises

Intel's AI chip comeback: 2nm Jaguar Shores to rival Nvidia

China's top smartphone ODM plans HK IPO after doubling 1H25 revenue

Yageo raises Shibaura Electronics offer to JPY7,130 per share; acquisition hinges on Japanese regulatory approval

Semco revamps IC substrate supply chain amid AI accelerator push

AI glass race intensifies: Sunny Optical trades tech for equity in Goertek

Doctoral student numbers continue to drop amid narrowing pay gap with Master's Degree holders

Battle for HBM4 dominance: HBM capacity expected to reach 400,000 units by year-end

South Korea's AI fix to its tariff disrupted ASEAN playbook

Taiwan's Data Image to mass-produce large ship displays at Vietnam plant 1Q26

ADATA hits 15-year revenue high as memory market shifts

Weekly news roundup: Huawei found to use outdated 5nm; Google launches 270M AI model; China's new E-Beam tool

China tightens rare earth controls with new quota and traceability rules

OpenAI to open corporate office in New Delhi amid India expansion

New chipmakers face uphill battle despite surging ASIC demand

Baidu's Kunlunxin's US$140 million AI chip order from China Mobile fuels face-off with Nvidia

Aurotek unveils smart robot integration solutions at Automation Taipei

SK Hynix begins 321-layer 2TB QLC NAND mass production, targets AI data center market

OpenAI's CPO steps down amid fierce AI talent competition

Taiwan's old-line industries pivot to tech in search of 'second growth curve'

Analysis: TSMC avoids US equity stake, balancing independence and monopoly risks

Nvidia reportedly pushes Samsung to step up HBM4 production

SK Hynix CDO reflects on breaking Samsung’s 30-year DRAM reign

Research Insight: AI data centers turn to decentralized clean energy to meet Gigawatt demands

Taiwan offers tax breaks for SME holding companies targeting US investment

Taiwan drone suppliers embrace consumer tech amid security crackdown

South Korean scholars urge closer ASEAN ties to reduce dependence on US and China

India roundup: iPhone production begins in India

Galaxy S25 sales hit 3m; Samsung pushes display innovation

AUG

24

2025

China's data center power supply outpaces US amid growing AI demand

AI hallucinations remain challenge despite advances in LLM, says NTU professor

G2 AI race: US chases AGI breakthroughs, China eyes practical AI deployment

DeepSeek’s shock fades, leaving China’s AI to face reality

Samsung snaps up Intel engineers as layoffs flood market with talent

Bubble fears mount in AI, but edge players still bet on steady gains

Taiwan firm turns to AI for logistics automation

Taiwan economist: US subsidy flip and Trump tariff threats could shake investor trust

Heron to list in Taiwan with boron neutron cancer therapy device

AUG

23

2025

It’s official: Trump administration takes 10% Intel stake in $8.9B deal

Mitsubishi Fuso and Foxconn sign MOU to develop zero-emission buses for global markets

Yulon pivots to batteries as Taiwan auto market stalls

Analysis: SoftBank and Trump team up to boost Intel's foundry push, unlocking Arm chip manufacturing market

Taiwan's space ambitions grow with new industrial platform for LEO satellites

China Motor holds steady on 2025 sales target despite tax uncertainty

Samsung reportedly clears Nvidia's HBM4 checks as meeting between Jensen Huang and Lee Jae-Yong gains attention

JPP Holding rides supply chain shift into AI and aerospace growth

Japan's last semiconductor stronghold slips under Chinese pressure

Rebellions takes on Nvidia with Saudi expansion, Aramco partnership

Micron sells out 2026 HBM supply, SK Hynix and Samsung play catch-up

AUG

22

2025

Column: AI's growing role in transforming energy systems worldwide

eMMC shortage fuels rivalry between Macronix and Winbond in auto flash market

Jensen Huang's whirlwind Taiwan visit: 5 key priorities with TSMC before earnings call

Analysis: Is the US taking a page from China's 'Big Fund'?

Getac breaks Panasonic’s grip on Europe’s rugged PCs, taps AI for growth

Geely challenges BYD for the crown in China’s auto market

Commentary: Pixel 10 marks Google's decade of hardware struggles

China’s AI chip drive eyes 82% autonomy by 2027

Hyundai reportedly deepens push into automotive semiconductors with Samsung, Intel ties

AI server demand powers Getac’s revenue upgrade

AUO subsidiaries present smart manufacturing and carbon management tools

EU-US framework agreement to boost trade, investment, and industrial cooperation

Teco extends automotive powertrain expertise to drone motors

TSMC's gross margin nears 60% as equipment allies shine

Annie Chen appointed managing director of Covestro Taiwan

Hyundai's new hydrogen car gains traction, but global market stalls

GUS Technology enters Vietnam drone market with high-performance battery system debuting in September

As Microsoft doubles down on AI, Azure Space is relegated to the sidelines

Joint modules key to electric machinery alliance targeting humanoid robot market

India sees 30% tariffs fuel rise in smartphone exports to US in 1H25

AI falters at physical work, driving Gen Z into trades

Energy + Intelligence: Energy challenges and industry opportunities in the AI era

Taisol Electronics pursues alternative strategy in server liquid cooling

SK On and Ford's EV battery joint venture officially begins production in Kentucky

MinebeaMitsumi holds firm at JPY6,200, refuses to raise bid for Shibaura Electronics after Yageo increases offer

Jochu to ramp up server cabinet production in 2026, reduce losses at Vietnam plant by 1Q26

TSMC keeps Japan in focus with 2nd Kumamoto fab set to break ground in 2025

Google's AI glasses rumored to be made in Taiwan; HTC emerges as potential manufacturer

Goertek's CNY1.42B half-year profit defies consumer tech weakness

Google switches to TSMC for Tensor G5 as Pixel 10 series launches

Apple to open third India store in Bangalore as iPhone sales surge

Taiwan unveils first humanoid robot amid industry challenges

Meta bets big on Google Cloud in US$10 billion AI infrastructure pact

Robotics buyers look beyond China, giving Taiwan its opening

China's New EV startups race ahead in First 1H25: sales comparison reveals market shakeup

Tariff policy clarity boosts momentum in collaborative robot market

TSMC's AI5 chip paves the way for Samsung's AI6 as Tesla shifts FSD training to world models

China's EV investment abroad hits record high

Google's Pixel 10 takes aim at Apple with AI-first design and TSMC's 3nm power

Foxconn reportedly recalls 300 Chinese engineers from India, appoints Robert Wu as new India Representative

Taiwan advances robotics and optical component industries with key international partnerships

Nvidia reportedly orders halts H20 chip production amid China market backlash

Task-specific robots poised to outpace humanoids, says Aurotek chairman

Equity-for-subsidies: Samsung and Seoul fear US govt overreach

China's Ubtech, Dobot lead early push into Taiwan's humanoid robot market

Xiaomi and Unitree say factory integration for robots remains challenging

TSMC considers returning subsidies as US official clarifies no equity stake planned, according to WSJ

Nvidia CEO's third Taiwan trip in 2025: talk H20, US govt stake and visits TSMC

Google's AI smart glasses spark contract battle between Quanta, Pegatron, and China's Goertek

Machine vision demand remains strong; Zebra optimistic about Greater China market growth

Nvidia to adopt CoWoP advanced packaging for 2027 AI GPU, reshaping PCB supply chain

Yageo raises Shibaura offer again, challenging MinebeaMitsumi

Nvidia's HBM supply chain to undergo major reshuffle in 2026

Qisda eyes second-half rebound but flags tariff and currency headwinds

Samsung boosts 2nm chip competitiveness with Hyper Cell tech

ITC ruling against BOE opens door for South Korea, Taiwan's Novatek under pressure

Urban mining pioneer Lianyou Metals leads in tungsten and cobalt recycling , eyes stronger 2H25

China signals soft resistance to US-approved Nvidia H20 shipments

Xiaomi readies next-gen XRing O2 chip as it pushes toward 2nm and beyond

Tesla’s Dojo dream short-circuits, pragmatism takes the wheel

Global automation enters next phase: AI reshapes factories, services, and jobs

Research Insight: Chiplets gain ground in auto industry as carmakers forge global partnerships

AUG

21

2025

Taiwan pledges lifeline to SMEs as US tariffs bite

Yulon Finance stabilizes core business momentum with 75.3% annual revenue growth in Southeast Asia for 1H25

Lessons from South Korea as Taiwan prepares AI basic law with clearly defined terms

Forcecon expects liquid cooling to bring fivefold increase in server revenue in 2026

High-end PCB materials shortage looms as AI demand outpaces capacity

MediaTek automotive platform integrates Google ecosystem, leveraging diverse technologies

Research Insight: UCIe 1.1 upgrade aims at auto industry, boosts chiplet adoption

Syntec Technology to list by September, expanding from machine tool controllers to robotics and smart manufacturing

Taiwan's MPI grabs first-mover advantage in MEMS probe cards for AI chips

Chinese AI startup Butterfly Effect moves HQ to Singapore as its AI agent Manus surges to US$90M run rate

Ainos unveils world's first AI Nose module, digitizing smell for transformative industrial and medical applications

Kenmec partners with Germany's Neura Robotics to automate semiconductor back-end processes

Nvidia's impossible dilemma: trust on a string between Washington and Beijing

Taiwan's leading optics makers shift to robotics in search of growth beyond smartphones

Sunplus sees uneven recovery: auto orders rebound, consumer chips under strain

Pixel 10 powered by Tensor G5 on TSMC 3nm with 34% CPU gain and 60% faster AI

Samsung's Lee Jae-yong hints at 2026 chip comeback after US visit

Meta confirms hiring freeze in AI division amid restructuring and prior talent recruitment

LG Electronics reportedly to offer voluntary retirement amid media division losses

EV sales plunge in Taiwan; Yulon eyes overseas growth

Nexcom to see humanoid robot shipments grow tenfold by 2026

Volkswagen deepens China bet with Xpeng in global E/E Race

SJ Semiconductor advances 3D packaging as key Huawei partner, climbs global OSAT rankings

South Korea denies US plans to acquire Samsung shares amid CHIPS Act speculation

Analysis: Can Chinese EVs win over Taiwan? Safety, data, and supply chain remain key questions

Hiwin maintains robotics momentum despite US client changes

OpenAI weighs infrastructure services as part of evolving business model

China LED firms hike prices up to 10%; Taiwan pivots to AI

Robots move beyond auto sector as Taiwan suppliers target modular, specialized solutions

Chinese firms enter advanced hybrid bonding race as global chipmakers accelerate

Google launches Pixel 10 series with advanced AI features to rival Apple's iPhone 17

Tariffs squeeze Sony to raise PS5 prices in US

Commentary: The govt check TSMC should turn down

Taiwan-Germany robotics ties deepen with new joint venture agreement

Quanta unit Techman brings AI humanoids to smart factories, mass production set for 2026

Cirrus Logic expands partnership with GlobalFoundries to advance chip technologies

Intel reportedly seeks fresh equity infusion as it pushes turnaround in 2025

Wiselink posts record-high 2Q25 revenue with growth from anti-fraud, fintech businesses

IC substrate market split: Kinsus sees adequate supply, high-end ABF tight by 2026

Executive shake-up at China’s top wafer maker

AI-driven work hour reduction sparks rare consensus between tech leaders on universal basic income

Samsung could benefit from US approval of lower-spec Nvidia Blackwell chips for China

Trump proposes 300% chip tariffs; industry warns of hit to holiday sales

European luxury car brands reeling as China tightens tax policy

China and South Korea clash over the future of EV batteries

Taiwan polarizer makers stuck in bleak Q2, face with dim Q3 outlook

AUG

20

2025

Meta restructures AI lab into four units, eyes potential job cuts

Taiwan pitches AI robotics as next trillion-dollar industry at Intelligent Asia 2025

PCB giant Zhen Ding plans US$1.1 billion expansion to support AI supply chain

Commentary: From Biden's spending spree to Trump's Intel stake, US industrial policy is infused with personal will

Commentary: Who will lead GaN market after TSMC's 2027 exit?

Arm strengthens cloud ASIC ambitions with hire of former AWS executive and top engineers

Tex Year Industries expands Vietnam plant to deepen Southeast Asia presence

Jung-hua Chang appointed Tatung chairman; Wkang-hsiang Wang transitions to president

Lenovo to establish regional headquarters in Saudi Arabia, strengthening Sino-Saudi ties

Giga Solar's subsidiary breaks ground on 60MW solar plant in the Philippines

Alibaba's Qwen3-Coder captures over 20% market share, challenging Claude Sonnet 4 for top AI coding model

Commentary: CXMT targets HBM3 by 2026 as Trump redefines chip trade calculus

Huawei turns to software to ease pain from China's scarce AI memory

Apple leak reveals ultra-low-cost MacBook as A- and M-series chip lines blur

US expands section 232 tariffs to 407 derivative steel, aluminum products

WPG expects atypical 3Q25 seasonality due to early pull-ins

Taiwan's auto parts sector struggles to survive market freeze as tariff uncertainty lingers

AUO's acquisition of Adlink Technology sparks insider trading allegations

OpenAI launches affordable ChatGPT subscription in India to encourage free users to upgrade

Top smartphone brands gear up for 2H25: three key market trends to watch

Advantech to invest US$96.5 million in new North America headquarters campus

Radiant Opto-Electronics sees muted seasonality in 2025 as Apple shipments shift

US's move to block BOE OLEDs could help South Korea, but raises bigger concerns

Xiaomi strengthens smartphone presence amid modest global growth

WPG expands into SEA and NA as clients adopt China+1 strategy

Apple reportedly produces full iPhone 17 lineup in India

China's DeepSeek releases V3.1, boosting the AI model's capabilities

SoftBank's US$2 billion investment seen as symbolic; tapping TSMC veterans key to turnaround

Taiwan's manufacturing 'Big Six' are quietly building factories of the future

US seeks Intel stake without governance rights, Lutnick says

Why TSMC's CoWoS bottleneck could lock AI memory makers into Nvidia's orbit

Xiaomi eyes 2027 European expansion following robust EV profitability

VinFast restructures with transfer of Novatech shares worth US$1.6 billion to founder

Xiaomi shifts gears as EV and AI drive growth despite smartphone slowdown

Minebea Mitsumi calls Shibaura deal a once-in-a-lifetime chance as Yageo delays linger

Samsung's HBM3E supply to Nvidia loses strategic significance as focus shifts to HBM4 in 2026

TSMC holds the high ground on 2nm, but Samsung moves fast to close the gap

Cambricon Technologies to raise CNY3.98B to advance AI chip autonomy

China unveils e-beam lithography machine with precision near ASML's High-NA EUV, but faces mass production hurdles

From funeral services to AI server cleaning, Tienpin United now ventures into commercial drones

Foxconn and Nobel Medical join forces to revolutionize AI-driven eye care and AR glasses

Vietnam urges Qualcomm to deepen investments as the country nurtures IC design capabilities

Chip toolmakers diverge: AI drives windfalls, China demand fades

AUG

19

2025

From bicycles to graphics cards: Taiwan's export shift to the Netherlands

CyberTAN sees July revenue drop due to production line transfer

Commentary: Tariff delays, price anxiety, and the EV stall in Taiwan

HTC builds software and hardware ecosystem to drive AI glasses profitability

Prime Minister of Singapore highlights employment as economic focus amidst AI advancements

High pay, high stakes: Meta's challenge to manage star AI scientists

Smartphone display market sees diverging price trends across panel types

Last-minute rush orders shake up Taiwan's chip industry

Dongfeng to sell Honda engine JV stake as China accelerates EV shift

Arm reportedly hires Amazon AI exec to advance chip ambition

Beijing's digital report card: Big 5G gains, rising AI, and the next bet on low-altitude economy

Meta restructures AI strategy: super intelligence lab reportedly divided into four major teams

Visual AI rises as next core battleground as 2025 marks the inaugural year of smart glasses

China's CCL makers raise prices amid surging costs; Taiwan's PCB sector braces for impact

Powerlogic expands beyond PC market, eyes 2026 revenue growth

Taiwan govt shields traditional industries from US protectionism

Samsung SDI beats LGES, SK On to secure major ESS contract

Huawei data center chip stuck on outdated 5nm node, teardown reveals

Samsung to challenge SK Hynix, Micron in Nvidia HBM supply after delays

Nan Pao revises down capex, as semiconductor adhesives drive growth

AMD opens new office and engineering lab in Penang

AI glasses promise to shake up the eyewear market

Taiwan nuclear referendum draws views from Nvidia supply chain leaders

Intelligo reports 52% jump in Q2 profit, sees stronger 2H25

China's humanoid robots to make live debut in Taipei, testing Taiwan's supply-chain edge

Commentary: TSMC shows no fear despite 300% tariff threat

SK Hynix signals slowing demand for TCB equipment, putting Hanmi at risk

Countries step up anti-dumping measures against Chinese imports amid origin washing concerns

Apple supplier Luxshare targets Hong Kong H-share listing with planned US$1 billion raise

US tariff measures hit simultaneously, economic slowdown expected in 2H25

China's memory makers adopt domestic EDA: Empyrean in spotlight

Foxconn to operate SoftBank's Stargate AI server site in Ohio

China EV sector invests more abroad than at home for first time

Yageo extends tender offer deadline for Shibaura Electronics amid MinebeaMitsumi price match

US tariffs prompt TEEMA to plan science parks in US and Mexico

SoftBank to invest US$2B in Intel, strengthening US semiconductor ties

Commentary: Trump weighs 10% stake in Intel as US explores new model of industry control

Nvidia and ASIC servers drive liquid cooling expansion in ASEAN

Google unveils energy-efficient 270M-parameter Gemma 3 model for mobile AI

China's demand for AI chips and HBM equipment persists despite uncertainty over Nvidia H20 sales

Trump tariffs could stall Samsung’s US surge and boost Apple

Tata reportedly seeks specialty chemical supplier as India clears new semiconductor projects

Taiwan unveils new support measures to shield industries from US tariff impact

AUG

18

2025

Advent International acquires Swiss positioning chipmaker U-blox, expanding European footprint

Foxconn chair urges policy support amid the rising trade barriers

OpenAI's GPT-5 consumes over eight times the power of GPT-4, researchers estimate

Chipmakers bet on agentic AI to spark consumer demand for smart glasses after Ray-Ban success

YS Tech cautiously optimistic for 2H25; bets on auto, HPC growth

Qisda-backed Diva Labs rolls out new display tech for hospitals and industrial control

Tariffs, trade, and transformation: how Hushan is redefining Taiwan's auto supply chain

Phison profit drops on currency losses as NAND prices rise, CEO flags 2026 supply concerns

Topco Scientific prepares for 2027 showdown as Chinese wafer makers strengthen market hold

Between Tesla and China's Unitree, two diverging blueprints emerge for humanoid robots

Beijing reportedly pushes local chip usage as H20 sales resume in China

Samsung debuts world's first 115-inch micro RGB TV, aiming at OLED and mini LED rivals

Honda's hybrid blueprint shapes China's growing PHEV market

Empyrean Technology's revenue climbs, but profit plunges 92% in EDA spending squeeze

Giga Solar Materials enters AI server market with Parker liquid cooling fittings distribution rights

LGD showcases new generation of in-car interactive displays

AI agents boost operational efficiency as Appier reports record revenue and gross profit

AMD CEO calls export controls noise, reveals counter-strategy

Hua Hong Semiconductor to acquire HLMC to expand 12-inch chipmaking capacity

Dixon Technologies, HKC seal joint venture agreement for display manufacturing in India

Huawei escalates IP battle with Africa's dominant smartphone vendor

ASML's uneasy role in the tech war: What 3 years inside the Dutch giant reveal about US–China rivalry

Tolls replace tariffs: Industry scrambles to adapt to Trump's evolving chip policy

Strong demand for advanced nodes drives Topco's 1H25 revenue growth

Commentary: Can Trump's stake-in steer Intel to recovery?

Modi emphasizes self-reliance, announces reforms as protectionism rises

Foxconn reportedly begins small-scale iPhone 17 production in India despite US tariff headwinds

Section 232 investigations loom over Taiwan's key industries

Foxconn underscores US strategy with EV and AI systems at Dallas expo

Huawei tests China's first HBM3 as CXMT accelerates expansion to counter supply squeeze

Weekly news roundup: Apple's US$599 MacBook, China's HBM3 breakthrough, and TSMC 2nm leak update

Infineon completes acquisition of Marvell's Automotive Ethernet business

SK Hynix labor dispute delays Nvidia HBM supply talks

Samsung DRAM market share sinks to decade low, consumer electronics cushion the blow

Tariff standoff, soft demand threaten to undercut Taiwan’s auto supply chain

Samsung signs DeepX for 2nm process to advance GenAI computing at the edge

China commands 60% of global AI patents, races to close US gap in computing power

Intel demonstrates cutting-edge 18A process for non-x86 SoCs, aiming to challenge TSMC

India roundup: India approves four chip projects

Strong AI and HPC demand drives Daxin Materials' dual growth engines, ready to expand capacity

AUG

17

2025

Future Science Prize 2025 honors Macronix International president Chih-Yuan Lu for semiconductor memory innovation

Indonesia shifts lithium imports to Australia, expands EV battery partnerships with China

TCC battery plant fire results in NT$11B loss, exposing challenges in Taiwan's lithium battery industry

Solteam defies EV industry slump with 38% surge in NEV revenue

Formosa Plastics Group to set new benchmark for efficient, low-carbon battery cell manufacturing at Changbin plant

Analysis: AI startups target Chrome as major AI application battleground

Kdan Mobile Software partners with Japanese AI search startup for agent ecosystem

Market research predicts staggering growth for microLED TV market starting in 2028

Applied Materials faces lawsuit from smaller Chinese rival

TSMC’s top wafer testing partner posts 78% surge as new facility ramps

AUG

16

2025

China breaks neutral atom quantum record, showcasing AI’s role in next-gen computing

SK Hynix expands EUV in 1c DRAM, launches faster low-power chips for AI PCs

Tesla’s Dojo shutdown marks a strategic turn in its AI ambitions

US AI crackdown era looms: Taiwan firms urged to steer clear of policy red lines

Repon expects AI server demand to drive growth in 2H25 despite currency and tax challenges

Trans-Sun reroutes production to Southeast Asia, poised for record year

Taiwan boosts industry support amid squeeze by US tariffs and probe

AIDC wave puts AVC's liquid-cooling capacity on overdrive

Nvidia reportedly confirms Rubin AI chip launch timeline as AMD reveals 2026 server challenge

AI enters implementation phase; DFI optimistic about industry demand in 2H25

US and allies rush to build counter-drone defenses as small UAV threats grow in modern warfare

Traditional industries struggling under tariff crossfire, says Shinkong Synthetic Fibers chairman

AUG

15

2025

Commentary: Foxconn's Ohio pivot shows how AI is reshaping its global strategy

Weltrend sees strong 2025 growth on AI server cooling chip demand

GlobalFoundries folds MIPS into AI, edge computing ambitions

China's CXMT resumes big-ticket chip investments to expand DDR5, fast-track HBM3 output

Lenovo defies tariff pressures with record PC growth, tops global market share

Quanta and Foxconn ramp up ASIC server efforts as 2026 market competition intensifies

Apple redesigns US Apple Watch blood oxygen feature to avoid patent dispute

Exein partners with Taiwan supply chain in global cybersecurity push

Legacy carmakers shift to pragmatic platform partnerships as SDV landscape evolves

AI boom fuels Foxconn's best-ever second quarter; growth to accelerate in Q325

Tariff exemption for semiconductors and ICT products prioritized in negotiations for Taiwanese government

Apple is seen gaining tariff exemption as Samsung faces 25% levy threat, potentially reshaping global smartphone market

Can Tesla's chip shift uplift Samsung foundry services?

Minebea Mitsumi raises Shibaura Electronics tender offer, matching Yageo's bid

Taiwan's motor driver IC makers capture AI server market share

China pushes back against Nvidia H20 chip exports amid US trade tensions

Commentary: China's chip equipment underdog stands up to Applied Materials as local substitution wave rises

Taiwanese firms secure M9-grade CCL certifications as ASIC server demand surges

E Ink’s record 2Q25 eyed as an upward climb, with capacity expansion underway

Qisda reports mixed impact from US tariff timing and currency fluctuations

CHT Security sees 250% revenue growth in 1H25 ahead of 3Q listing

U-Best optimistic about operational growth in 2H25

Samsung plays the long game on DDR4 as rivals exit for DDR5

Fire at Kanto Denka Kogyo in Japan raises concerns over semiconductor supply chain disruption

Teco eyes US data center growth, leveraging Foxconn alliance and local investments

Exclusive: TSMC primes CoPoS supplier network for Chiayi, US fabs ahead of 2028 ramp

Shinkong to build northern Taiwan’s largest drone hub, tapping Taoyuan–Hsinchu ICT cluster

Clevo sees steady gains on high-end laptop sales, eyes AI-driven growth

Smart glasses market heats up as optics players vie for early leadership

ASC emerges from July slump as semiconductor manufacturers continue global expansion

ChipMOS rebounds after first loss, raises memory chip prices in 3Q25

Taiwan’s Quaser navigates global headwinds with high-margin strategy

HTC AI smart glasses target Taiwan market gap; Taiwan Mobile aims for over 10,000 sales

China expands, Germany stalls: Global EV Charger gaces a new kind of gridlock

Japan's NEDO commissions AIRoA to build data platform for robot foundation models

Trump weighs US stake in Intel to back Ohio chip hub

Applied Materials warns of $500M China sales drop in Q4 FY 2025

Applied Materials posts higher sales, warns of slowdown on China demand drop

Syntec leads cross-strait controller market share, launches next five-year plan focusing on robots and AI

Quanta to launch GB300 AI server in 4Q as high costs pressure margins

HTC launches first VIVE AI glasses, limits release to Taiwan for now

Samsung chair tipped to court Nvidia as 12-high HBM3E deal nears

Trump's corporate crackdown: When national security overrides boardroom independence

Intel's Lip-Bu Tan hit by China-ties backlash as board clashes over foundry future

Optiemus, Corning launch India's first premium BIS-certified tempered glass brand

Why Dell and Supermicro are targeted in US AI chip tracking push

US unveils US$1 billion push for critical minerals independence

DeepSeek's R2 stalls as Huawei Ascend chips fall short of Nvidia H100's capabilities

Microsoft, OpenAI push multi-model orchestration despite mixed user feedback

Asicland, Primemas team up for chiplet SoC efforts

UMT’s bet on LEO satellites pays off as the segment surpasses 50% of revenue

Samsung turns to MediaTek for Galaxy Tab S11, reducing Qualcomm dependence

E Ink sees 41% YoY revenue increase in 1H25

Taiwan gains competitive edge as China faces steep US tariffs

China's Visionox plots twin-track OLED surge, from Canon Tokki lines to ViP era

Thinking Electronic stands to grow in Nvidia's 800V AI server era

Philips adds Diva Labs to medical display supply chain

Abico Asia posts losses amid US tariffs but eyes growth in robotics and capital markets entries

AUG

14

2025

Taiwanese President Lai urges youth to join defense autonomy industries, highlighting drones and robotics

Samsung reportedly plans US$170M in Japan packaging hub to challenge TSMC

CATL leads sodium-ion battery race: South Korea rushes to prevent China's 'LFP monopoly'

AUO sees steady 2Q25 panel demand, eyes post-tariff surge in year-end orders

AblePrint seizes AI packaging edge with early WMCM, CoPoS deployment

Foxconn targets NT$1 trillion in AI server sales for 2025, triple-digit 3Q growth ahead

Tatung secures orders through 2027, steps up US heavy electrical plant acquisitions

Exynos comeback? Samsung nears decision on Galaxy S26 flagship chip strategy

Inspur's Metabrain SD200 takes on trillion-parameter AI with four top Chinese models

MicroLED tech for next-gen car displays targets 2028 mass production

New aircraft, new materials: aerospace turns to thermoplastic composites

LG Display turns three-week OLED fixes into two-day process with AI

Nvidia’s 800V push powers GaN boom; Micro Silicon leads in testing

Tariff fears ease for Taiwan’s ICT leaders, but legacy industries risk harder hit

E-paper makers post record 2Q as color upgrade wave powers E Ink, Netronix

CAMM poised to replace SO-DIMM in high-end notebooks by 2026

Taiwan tech supplier enters defense sector via counter-drone systems

Samsung wins Apple iPhone image sensor deal in Texas, eyes Qualcomm next

Taiwan auto parts makers ride US demand wave, but forex headwinds persist

Qisda reports 16.1% gross margin in 2Q25; profits impacted by appreciation of New Taiwan dollar

Gemtek experienced a 51.5% drop in revenue in July, citing ongoing challenges with its transition

Taiwan's Fitipower eyes PMIC expansion as DDI market softens

Synnex reports a 7% revenue drop in 2Q25 due to currency and receivables issues

TASA expands domestic satellite manufacturing with industry-led development platform

Ennostar targets AI optical communication and microLED as future growth drivers

Rubin testing supply chain takes shape: Taiwanese firms invest heavily in AI accelerator opportunities

Samsung secures early ITC win in BOE OLED case amid looming 15-year US import ban

Tencent widens AI chip sourcing as Beijing puts H20 under the microscope

Taiwan warns of higher US semiconductor tariffs under Section 232

Commentary: Huawei's Mate 80 showcases near-100% China supply chain in high-end smartphone drive

Samsung aims to meet Tesla's chip packaging demand with new panel-level technology

Robotics and reshoring boom drives robust precision gearbox demand for Apex Dynamics

Apple Watch shipments exceed expectations; major redesign rumored for 2026 with three key upgrades

Alchip sees profit dip as 7nm cycle ends, bets on 3nm AI chips for growth

Acer India targets US$1B revenue, expands local manufacturing and retail network

Huawei fast-tracks Mate 80 launch, backed by 10+ key Chinese suppliers in Apple rivalry

GMT warns of slower 2H25 growth as tariff uncertainty persists

Seoul Semiconductor leverages extensive patent portfolio, Wicop technology to accelerate Micro LED growth

Commentary: Trump's trillion-dollar shakedown and how tariff threats turned into investment windfalls

South Korea-Vietnam summit sees Hyundai, SK, and LG boost investment momentum

Ennoconn order backlog exceeds NT$190 billion, 2H25 operations expected to outperform first half

Pegatron profit slashed by 90% due to exchange losses; new business momentum remains uncertain

ADATA reports triple growth in 2Q25, profit doubles; optimistic outlook for 2H25

China's leading SiC epitaxy plants see quarterly order surge, signaling market bottom

US chip-gear maker sued in China over alleged trade secret theft

Asus shrugs off forex loss rumors, eyes stronger 2H25

Foxconn’s strong quarter sets up its next three big tests

Former Intel chief architect launches RISC-V GPU startup

Topoint races to meet surging drill bit demand as AI and HPC boom

Tongtai Machine & Tool lifts 1H25 revenue 4%, backed by NT$3B order backlog

Laster Tech reports 2Q25 loss amid expansion plans in North America

Enterprises struggle with GenAI adoption despite growing interest

South Korean equipment makers eye entry into India battery manufacturing

Global DDR5 market pressured by CXMT's ramp-up

China's solar pricing limits trigger global market chaos

TSMC integrates CoWoS packaging with Coupe photonics for AI performance boost

Smart glasses sales soar; Meta stays on top as Xiaomi surges

OpenAI launches GPT-5 with competitive API pricing, intensifying LLM market rivalry