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NEWS TAGGED 2025
Friday 18 July 2025
China subsidies losing steam in attempt to rescue flopping smartphone market
It was previously expected that China's consumer subsidies would offset the smartphone demand decline in the US caused by the reciprocal tariffs. However, the actual subsidy impact...
Friday 18 July 2025
TSMC delivers impressive 2Q25 results despite exchange rate crisis
Taiwan Semiconductor Manufacturing Company (TSMC) announced its second-quarter 2025 results during an earnings call on July 17, posting a second-quarter consolidated revenue of NT$933.79...
Thursday 17 July 2025
ASML ships first High-NA EUV tool; Intel takes lead as TSMC, Samsung hold back
ASML posted stronger-than-expected second-quarter 2025 earnings and projected a 15% jump in revenue for 2025 while maintaining a robust gross margin forecast of around 52%. However,...
Thursday 17 July 2025
TSMC raises 2025 US dollar revenue growth forecast to 30% amid tariff and currency relief
Despite ongoing uncertainties in the global market, including tariffs and consumer electronics conditions, TSMC chairman C.C. Wei stated that no significant changes in client behavior...
Thursday 17 July 2025
LGES and GM jointly build LFP EV battery production line in the US, LMR batteries to become next focus
LG Energy Solution (LGES) and General Motors (GM) have decided to convert the second factory of their joint venture, Ultium Cells, located in Spring Hill, Tennessee, from producing...
Thursday 17 July 2025
Advanced packaging boom propels ASE, KYEC through shifting semiconductor landscape

Even as Taiwan's semiconductor tariff policies remain unresolved and the New Taiwan dollar continues to appreciate, major chip packaging...

Thursday 17 July 2025
Taiwan polarizer makers secure price hikes amid cost pressures
Taiwan's polarizer manufacturers have successfully negotiated price increases exceeding 10% with panel makers as they grapple with currency headwinds and rising raw material costs,...
Thursday 17 July 2025
Section 232 tariffs risk jeopardizing US-Taiwan relations
Since taking office in January 2025, US President Donald Trump has launched a series of economic and trade policies aimed at achieving fair and reciprocal trade with foreign countries,...
Thursday 17 July 2025
Polarizer makers face mounting cost pressures as PET shortages persist
Polyethylene terephthalate (PET) shortages continue to squeeze polarizer manufacturers as Japanese suppliers announce consecutive price increases effective in 2025. Industry sources...
Thursday 17 July 2025
China accelerates RISC-V localization with new Shanghai research hub

China is ramping up its RISC-V ambitions with the launch of the Shanghai Open Source Computing Research Institute, unveiled at the 5th...

Thursday 17 July 2025
Beyond Arizona: TSMC’s next big bet may be in rural Taiwan
Taiwan Semiconductor Manufacturing Co. (TSMC) has reiterated its commitment to growing semiconductor production in Taiwan, despite increasing investments in the US. Supply chain sources...
Thursday 17 July 2025
ASML withholds High NA EUV order disclosures amid strong system upgrades and logic demand
In the latest earnings call held on late July 16, ASML revealed that customers have requested it to withhold details on High NA EUV order volumes, despite growing demand. While EUV...
Thursday 17 July 2025
ASML flags rising uncertainty in 2026 outlook amid tariff concerns
ASML executives warned of growing uncertainty in their 2026 outlook, citing escalating trade tensions and shifting customer sentiment. During the company's second-quarter 2025 earnings...
Thursday 17 July 2025
China's Wingtech reboots C-suite as it doubles down on semiconductors
Wingtech Technology announced on July 15 a sweeping leadership overhaul as it shifts its core strategy toward semiconductors, following the divestiture of its consumer electronics...
Wednesday 16 July 2025
Geely's US$2.4 billion Zeekr buyout kickstarts China's EV brand consolidation wave
Geely Automobile Holdings Limited has agreed to fully acquire Zeekr, its high-end electric vehicle brand, in a US$2.4 billion deal aimed at consolidating operations and sharpening...