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Taiwan govt signal concern for industry ties with chinese supply chain

Tomorrow's Headlines

How did Germany's automotive AI adoption lagged behind US and China?

Tomorrow's Headlines

Taiwan automotive lenses face market challenges amid fierce Chinese competition

Tomorrow's Headlines

Taiwan govt and industry consensus:core semiconductor technology will not be relocated

Tomorrow's Headlines

Foxconn's flexible global manufacturing strategy key to supply chain resilience

Tomorrow's Headlines

South Korea's Doosan Electronics to triple CCL equipment investment to face off Taiwanese competition

Tomorrow's Headlines

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