In mid-June, high-level China-US economic and trade talks held in London concluded with both sides reaching a preliminary agreement on a trade framework, according to Chinese Vice Minister of Commerce Chenggang Li. He confirmed that the outcome would be reported to national leaders for further review, suggesting a tentative step toward renewed economic engagement

Boeing's aircraft deliveries to China have quietly restarted after a two-month suspension, as trade negotiations between Washington and Beijing show signs of progress. The US planemaker reported strong May 2025 order momentum, suggesting multiple headwinds facing the company are beginning to ease—a positive development for Taiwan's Boeing-dependent aerospace supply chain

Alibaba Group Holding Ltd.'s engineers canceled vacations and worked through the Lunar New Year holiday to play catch up after DeepSeek shocked the global tech industry with its low-cost, powerful artificial intelligence (AI) model in January

India's EV industry faces the risk of large-scale production halts by the end of July unless China clears rare earth export approvals within the next two weeks, according to Puneet Gupta, director of India & ASEAN automotive market at S&P Global

As generative AI and humanoid robotics converge, Chinese microcontroller unit (MCU) manufacturers are shifting their strategic focus away from the automotive sector toward humanoid robots, seeking new avenues for growth. Industry players are zeroing in on three key modules—motion control, edge AI, and battery management—to position themselves early in the evolving robotics landscape

In the escalating battle over semiconductor supremacy, the United States has struck at the brain of China's chip industry—its design software

Honda Motor is preparing to invest in Japanese semiconductor startup Rapidus during the second half of fiscal year 2025 (October 2025 to March 2026), with a commitment expected to reach several billion Japanese yen—equivalent to tens of millions of US dollars. The move underscores Honda's strategic focus on securing next-generation semiconductor supply for future automotive technologies, particularly autonomous driving systems

Tokyo Electron Ltd. (TEL), Japan's top semiconductor equipment manufacturer, held a groundbreaking ceremony on June 2, 2025, for its state-of-the-art production site in Taiwa, Miyagi Prefecture. Initially referred to as an expansion of its main plant, the facility has now been officially named the Miyagi Production Innovation Center. Scheduled for completion in the summer of 2027, the site is a cornerstone of TEL's strategy to address surging global demand for advanced chipmaking equipment

The Chinese Academy of Sciences (CAS) has introduced an AI-driven chip design system named "Qimeng" ("Enlightenment"), signaling a major move in China's drive to accelerate semiconductor innovation and cut dependence on US-origin electronic design automation (EDA) tools. The unveiling coincides with tighter US export controls targeting China's access to critical chip design software

Laster Tech, a Taiwanese maker of LED automotive lighting modules, reported consolidated revenue of NT$751 million (US$23 million) in May 2025, down 7.16% from April and 12.28% from the prior year. Despite the pullback, the figure still marked the second-highest May performance on record. For the first five months of 2025, cumulative revenue rose 5.67% year-over-year to NT$3.609 billion, setting a new high for the period

Passive component inductor giant Trio Technology announced that its operations returned to normal shipment levels in May 2025, following the urgent order effect caused by the China-US tariff war tapering off. Looking ahead, with AI applications accelerating their shift from cloud to edge computing, the company expects steady growth in both inductor specifications and usage volume. The addition of new product lines, such as transient voltage suppressor inductors, is also expected to contribute to stable operational expansion

Memory manufacturers are reducing production capacity for older processes, driving DDR4 prices to skyrocket. Although Samsung Electronics' last buy order (LBO) for DDR4 was originally scheduled to end in June 2025, with production ceasing by the end of the year, memory module makers are already struggling to secure supply

PCB wet process equipment and semiconductor materials agent Ampoc recently announced a strategic technical partnership with South Korean semiconductor materials leader DCT Material. The collaboration aims to expand their presence in the Asian market and capture opportunities in the global advanced semiconductor process high-end materials sector, potentially breaking the long-standing monopoly held by certain major players

India-based RIR Power Electronics has begun shipping 1200V silicon carbide (SiC) diodes from Taiwan, marking a key step in its global expansion strategy. The milestone follows a partnership with Pro Asia Semiconductor Corporation (PASC) and builds on IP acquired from US-based Sicamore Semi to support future production in Odisha