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TSMC doubles CoWoS capacity for 2025, Nvidia takes the lion’s share

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AI boom puts colocation to the test

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China pushes EV fast charging to match fuel vehicle refueling speeds

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South Korea presidential hopeful pledges special law to boost chip industry

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Gogoro applies for Nasdaq transfer amid challenges, hopeful for 2025

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Chinese automakers face tariff and carbon emission challenges in Europe

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Pegatron chair warns US tariffs risk supply chaos

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Spain and Portugal blackout highlights Taiwan's 2025 nuclear free challenges

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China AI giants face off with new large language models

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Shanghai auto show 2025: LG and MediaTek unveil new IVI solution

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APR

30

2025

Taiwan's economy faces slower growth under Trump's trade pressures

Nissan to close Wuhan plant, cutting China factories from 6 to 4

CloudMile outlines 3 keys to unlock JS-SEZ potential

Outpaced and overbuilt: Intel’s $20B crisis

K&S partners with Taiwanese semiconductor leaders in advanced packaging push

US targets Japan over EV charging standards in tariff clash

Made in America, delayed by parts

Taiwan’s Mastertrans readies fast-charging intercity e-bus

Megawatts and microgrids: Delta’s next play

APR

29

2025

Taiwan semiconductor supplier Chang Wah sees recovery despite Trump tariff uncertainty

India-based Optiemus and Taiwanese Avix team up to advance make-in-India drone technology

Evoasis unveils EV plug-and-charge network in Taipei, with plans to accelerate deployments in northern Taiwan in 2025

YMTC lands US$1.3B funding as financials reveal post-Unigroup fallout

China-EU EV talks advancing as tariff war intensifies

Taiwan drone maker expands to military unmanned attack boats

Decoupling from China and local policies drive Taiwan and South Korea battery firms to seize SEA opportunities

China launches 'human wave strategy' for R&D, poaching top-level South Korean scholars

BYD's megawatt EV fast-charging platform stirs cautious interest in Europe, Asia

Sanmina reports strong second-quarter earnings, raises confidence in 2025 growth outlook

Inventec to invest up to US$85 million in Texas facility; joins wave of US expansions for Taiwanese ODMs

China's export barriers throttle Trump tariff-driven global supply chain exodus

EDT and Nippon Seiki JV to localize India automotive LCD production

DeepSeek returns to South Korea, challenges local AI giants despite privacy concerns

Samsung shifts focus to 3D DRAM in intensifying competition from SK Hynix and Chinese rivals

Vivotek establishes global design center in Silicon Valley to boost overseas presence

Flex bolsters US manufacturing to power data center boom

iPhone 17 stocking begins: 10% YoY shipment decline estimated

Google sees cloud demand surpass capacity, AI now powers over 30% of code development

Panel sector on moving manufacturing to US: Taiwan's top two firms uninterested, JDI leads the way

China launches 5 new nuclear power projects to meet surging AI energy demand

Amkor sees no major tariff-driven pull-ins; new Apple SiP socket order may lift outlook

Tariffs drive order shifts, boosting demand for GEM's new copper materials

Automotive supply chains favor Japanese brands for orders with higher margins

NXP witnesses falling performance, announces CEO transition

Wiwynn’s Johor bet sets the pace for AI’s next supply chain

Sony weighs chip spinoff that Dan Loeb called for years ago

Cadence sees fresh opportunity as Intel warms up

Alibaba rolls out latest flagship AI model in post-DeepSeek race

Xiaomi's 'Xring' chip reportedly set for late May release, taking aim at Snapdragon's crown

Cadence reports strong 1Q25, raises full-year outlook

Samsung to invest US$117 million in Indian home appliance plant after labor unrest

IBM plans to invest US$150 billion in US over next five years

Trump's tariff twists: Can supply chains weather the uncertainty?

Apple supplier sees no tariff cost-sharing talks, expects tough 2025

Mature chip processes most vulnerable in Trump's tariff storm

How Hesai's cost cuts and key partnerships fuel 4x LiDAR growth in 2025

Singapore seeks assurances on AI chip access in US talks

Longsys rolls out bespoke automotive memory solutions to power smarter mobility

Intel appoints new SMG VP and Taiwan GM

From MacBooks to moonshots: Quanta bets on R&D

US tariffs spark automotive tax cut debate in Taiwan

APR

28

2025

FICG rides Johor-Singapore SEZ momentum, eyes deeper expansion with clients in tow

Walsin’s strategic acquisitions in Southeast Asia are set to meet the growing demand for advanced PCBs

Baidu cuts AI costs, takes swipe at DeepSeek's 'slow and expensive' model

China's Wingtech cuts loose ODM drag, races toward semiconductor pure play

Synopsys discusses SEA IC design: Singapore attracts major players, Malaysia sees rising contenders

How US chip equipment makers could shield US$10B in China sales from tariffs

CATL stuns South Korean rivals with salt-powered cost-slashing EV battery breakthrough

IMI's global reach to cushion US tariff impact, says Ayala chair

Dixon, Tata to apply for the latest PLI while HP doubles India PC manufacturing through Dixon

Samsung cautions US on potential risks of China tech sanctions

Renesas hits brakes on EV chip expansion as market uncertainty and tariff woes persist

Taiwan's export momentum at risk of slowing; second half of 2025 will be crucial

Elna Printed Circuits expands Asian footprint following Japanese acquisition

In-depth: Jensen Huang's China trilogy—a 30-year strategic game

Chinese export curb on rare earths sparks concerns for EV motor suppliers

China's Universal Scientific Industrial stalls on margins and cash flow, raising red flags for 2025

Taiwan telecom giant secures international connectivity with dual-focused investment strategy

Trade tensions take flight: Trump tariffs spark China retaliation against Boeing

BYD Electronics sees modest 1Q25 profit growth as margins tighten; shares tumble

Eternal Materials leverages flexible global production to navigate supply shifts

China's Cambricon rides DeepSeek wave, but dethroning Nvidia is still a long shot

Kemflo sees strong growth across core sectors, eyes expansion in the automotive market

TEL bolsters chip equipment production R&D to counter Chinese competition

Taiwan's Auden Technology sees 1Q25 slump, expects recovery as tech market rebounds

Geothermal energy emerges as rare bipartisan priority in divided US energy landscape

Exploring how internet packets shaped path for AI tokens and next wave of smart devices

Southeast Asia's most advanced manufacturing base: inside Pegatron's new 5G factory in Indonesia

Tesla's cautious India move highlights geopolitical trade tensions

Weekly news roundup: China's chip merger, Samsung delays, CXMT's rise, and TSMC's global expansion battle

Johor data center index grows; AI supercomputer expected to launch in 3Q25

Apple aims to build most iPhones for US in India by end-2026

India roundup: India sees tariff bonus thanks to Trump

Nvidia scraps modular GB300 redesign to fast-track production

Powertip Image aims for 50% of global notebook lens market

FOPLP vs. CoPoS: Two rising formats in panel-level chip packaging

Taiwan microLED suppliers gear up as global panel makers begin mass production

Advantech showcases AI-powered smart transportation solutions

Texas Instruments launches new integraged ADAS chips

Avnet highlights Johor-Singapore Special Economic Zone's potential to boost ASEAN economic ties and innovation

Taiwan's tech service providers expand across Southeast Asia as clients relocate from China

APR

27

2025

China reportedly plans mega-merger of chip toolmakers—from 200 players to merely 10

Taiwan weighs lower commodity tax on vehicles, supported by industry body

Renesas 1Q profit drops on weak auto and industrial chip demand

AmTRAN Technology faces 30% US export share amid Trump tariffs, plans strategic responses

Shanghai Auto Show 2025: China’s supply chain takes center stage

APR

26

2025

Trump's maritime push opens door for US-Taiwan shipbuilding ties

HTC, AT&T partner to bring immersive XR therapy to US senior care

Adata and Giga Computing join forces to build server production in Brazil

US heavy tariffs block Chinese solar modules; HDRE cites exchange rates to reduce procurement costs

Taiwan challenges Trump's tariff formula, rolls out support for semiconductor sector

Taiwanese EV charging firms shift focus from speed to smart infrastructure

Taiwan telecos take diverging approaches in financial sector expansion

Japan passes law to buy into Rapidus, boosting control over chip strategy

Acer loses ground in desktop and display markets despite product refresh

TSMC defies margin pressure as second-tier foundries slip

TI partners with Taiwanese firms to showcase automotive tech at 2025 E-Mobility Taiwan

US tariffs hit Malaysia’s solar exports

APR

25

2025

China's BOE reclaims growth edge as global display cycle flips bullish

China reportedly considers exempting some US goods from 125% retaliatory tariffs

GB300 system vendors' shipments remain unaffected despite reports on initial design changes

China's weaponizing of raw materials in tariff war could cripple US EV supply chain

Parade foresees robust Q2 amid tariff uncertainties, bullish on AI PC growth

China's Montage Technology storms into global DDR5 top three as AI chip demand explodes

China braces for economic shock as the US unleashes sweeping tariff hikes

Asus secures AI server advantage with strategic US manufacturing move amid tariff risks

Surging demand for advanced AMC monitoring fuels Tricorntech's record growth in 2025

Apple to strip secret robotics unit from AI chief weeks after moving Siri

STMicro offers rosy outlook, but guidance clouds persist amid tariff uncertainty

Trump seeks exemption for Chinese auto parts tariffs; mixed impact on Taiwanese suppliers

Shanghai Auto Show 2025: Global carmakers unveil innovations as Tesla, Hyundai, and Kia sit out

AI lifts Taiwan's substrate leaders: 2025 supply crunch nears resolution

Taiwan auto parts makers face 'unprecedented challenge' from US tariffs

Celestica smashes Q1 forecasts, lifts 2025 outlook as cloud and connectivity demand soar

Apple suppliers reportedly use shell companies in Southeast Asia to bypass China's export curbs against India

Exclusive: Google considers HBM3E supplier change

China's AMEC, Naura pour billions into chip gear to dismantle foreign tech reliance

Overview of main themes at Taiwan's joint mobility mega shows

China reportedly stockpiled US$12B worth of Nvidia H20 chips ahead of US ban

Sony exits 8K TV market; why Samsung continues its technology investment

Taiwan unveils major relief package through 2027 to ease US tariff impact and power cost pressures

Taiwan expands aid for exporters hit by US tariffs

Taiwan's Vast Power enters EV market with advanced motor technology, eyes global expansion

MediaTek, Nvidia, Intel drive smart car shift at 2025 Shanghai Auto Show

VinFast pivots to Asia with EV plants in India and Indonesia as losses widen

Pegatron opens world's largest 5G smart factory in Indonesia

Navigating ambiguity: industry adopts wait-and-see approach on US policies

Chinese tech giants embrace Anthropic's MCP to enhance AI integration

Alphabet commits to US$75 billion capex plan amid rivals cooldown in AI infrastructure investment

JEDEC bends rules—Samsung, SK Hynix charge ahead in AI memory war

NB Industry accelerates global shift despite US overtures to China

Delta Electronics sees India gains amid global tariff war, eyes local expansion

CloudMile highlights mixed progress in Southeast Asia's AI development

Router maker TP-Link faces US criminal antitrust investigation

Intel to continue boosting in-house chip production, braces for tariff impacts

Intel Foundry sales rise, losses narrow as company unveils major cost-cutting plan

Intel CEO mandates four-day office return, flattens org to revive innovation

Gold surge squeezes chip packaging margins

Why Singapore is the launch pad for AI: SYSTEX Asia chief explains

Why Trump's tariffs are helping China adapt instead of hurting it

Huawei challenges Nvidia with Ascend 910C as Japan powers up for tech dominance

Tariffs shadow over NAND: Phison turns cautious, prices rise

Foxconn signs contract with overseas customers for 3 EV models

APR

24

2025

Large donations by South Korean companies to Trump inauguration seen as preemptive move ahead of tariff war

Taiwan's KingRay unveils full-color night vision sensors for AI robots and unmanned systems

China's AI ambitions strain as domestic chipmakers rush to sell compute power amid H20 ban

Cloud market braces for key Amazon earnings update amid lease cuts, supply snags, and tariff tensions

More smart glasses to be introduced in 2H25, with ecosystem taking shape

Unpredictable US policy fuels PC makers' continued departure from China

In face of tariff concerns, Taiwan's auto sector flexes resilient prowess at unified mobility mega shows

Texas Instruments navigates uncertainty with strong results and optimistic outlook

Sk Hynix completes validation for CXL-based DRAM module, boosting server capacity

Automotive industry slow to adopt AI automation due to 3 main factors, says Lionic chairman

Taiwan's display sector a 'national security' linchpin amid US onshoring push

TSMC's global expansion faces critical workforce challenge

Electronics suppliers split on demand as US-China tensions escalate

Samsung leads global gaming monitor market for six consecutive years, tops OLED monitor segment for the second time

Rapid rise of Chinese cars accelerates access to European and Japanese automakers for Taiwan's E-Lead

What TSMC revealed at 2025 Symposium

Trump signals major China tariff cuts; AUO's Peng warns 50% duties amount to decoupling

Intel's Lip-Bu Tan bets on AI with ruthless restructuring: return to engineering prowess

Lam Research's strong results signal continued growth in chip equipment demand

Samsung reportedly eyes India electronics production shift as US tariffs hit Vietnam

China's critical metal curbs chokes global supply; sends Europe and North America scrambling

IBM posts slight revenue increase, AI demand grows

Foxsemicon acquires 51% stake in FairTech to expand customer base and product portfolio

Taiwanese businesses may trigger new wave of factory sales amidst Chinese-origin tariffs

Sharp sells semiconductor subsidiary to Foxconn, pivots to asset-light strategy

Tesla eyes India entry but timeline remains unclear amid tariff hurdles and policy talks

China's chipmakers go on the offensive: R&D blitz to break the US tech siege

UMC expects rebounds in 2Q25, denies merger rumors with GlobalFoundries

TSMC's most advanced A14 chip tech to enter production in 2028

Apple, Meta hit by US$798 million in EU tech fines after Trump threats

China jumpstarts humanoid robot production with EV sector support

Taiwan taps private sector for unmanned naval defense push

CATL to mass-produce first sodium-ion battery by year-end

Foxconn unveils AI-integrated EV, marking major push into global auto market

Tesla's 2025 slowdown reveals limits of the Musk playbook

Taiwan rides AI wave as US tech orders surge

BYD to disrupt Japan's mini EV market with 2026 launch

Giga Solar Materials to begin solar module US production in June

XPeng has no timetable to enter India despite global expansion push