Taiwan's Univacco Technology posted a record gross margin of 41.61% in the second quarter of 2025, pushing its first-half margin to a historic high of 41.06%. The company attributed its strong profitability to operational gains, despite a sharp New Taiwan dollar surge in May that cut second-quarter EPS to NT$0.73. First-half EPS reached NT$1.93, the highest since its market debut

Despite positive news that Nvidia and AMD's H20 and MI308 chips have received official approval from the US government to resume exports to China, this permission comes with an unprecedented condition: Nvidia must remit 15% of its sales revenue from these chips in the Chinese market back to the US government. This move immediately sparked uproar in Chinese public opinion

South Korea's SK Telecom (SKT) has reported a steep drop in operating profit for the second quarter of 2025, largely due to a major USIM card data breach. The company also issued a downbeat outlook for the third quarter. Despite near-term challenges, SKT remains confident in its medium- to long-term competitiveness, identifying its AI business as a key growth driver

South Korean AI semiconductor developer DeepX has struck a deal to supply chips for Chinese tech giant Baidu, targeting applications in drones and robotics. The partnership will integrate DeepX's processors with Baidu's PaddlePaddle open-source deep learning framework to co-develop AI solutions for global industrial markets

Samsung Electronics announced on August 11 the new 5G-capable A17 smartphone, aiming to drive momentum in the mid-range segment with Galaxy AI enhancements at a highly competitive price

US President Donald Trump on August 11 signaled he may allow Nvidia to export a downgraded version of its latest Blackwell-architecture chip to China. While he gave no date for talks with Nvidia CEO Jensen Huang, Trump said a meeting could happen soon, adding, "On Blackwell, I think he'll be coming back to see me about it.

Samsung Electronics has named Acro Engineering Company as its national distributor for solid-state drives (SSDs) in India. The partnership will see Acro distribute Samsung's latest Gen 4 and Gen 5 SSDs nationwide, leveraging its extensive sales network to tap into booming demand across gaming, enterprise, and data center sectors

Taiwanese display manufacturers, including AUO Corporation, Innolux, and HannStar, are tempering expectations for the third quarter's traditional high season. After customers front-loaded orders in the first half of the year, suppliers expect seasonal demand to be more dispersed in the months ahead

India's smartphone market is undergoing premiumization, with rising average selling prices driving growth in mid- and high-end segments. This shift boosts brands like Apple, which sees strong double-digit gains, but challenges budget-focused players as overall market growth slows amid subdued demand and inflationary pressures

Sony has made strategic shifts in its PlayStation 5 (PS5) supply chain to mitigate the impact of US tariffs, according to statements from CFO Hiroki Totoki during the company's fiscal 2025 first-quarter earnings call

US President Donald Trump announced that Apple will gain tariff exemptions as part of a US$600 billion investment push in the US. While this move is designed to alleviate supply chain concerns about tariffs, experts believe it won't alter the current trend of global manufacturing expansion

Apple has obtained a broad exemption from US import tariffs on its products, a move that has triggered industry-wide speculation about whether this could slow the company's efforts to diversify production outside of China. However, Apple's supply chain partners insist the transition is still ongoing — especially for its Mac line — with two clear strategic priorities: relocating operations to Southeast Asia and significantly increasing automation

SJ Semiconductor (Jiangyin) Corp. (SJ Semi), a major packaging and testing partner of Huawei's chip design arm HiSilicon, has received domestically developed back-end steppers from AMIES Technology Co., Ltd., underscoring China's drive to advance homegrown semiconductor manufacturing tools

US President Donald Trump confirmed that Nvidia and AMD will pay 15% of their AI chip sales revenue in China to the US government under a rare deal tied to export licenses. This move reflects the US strategy of using export tariffs to control the flow of technology while maintaining access amid complex semiconductor policies