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Tuesday 29 July 2025
Taiwan's semiconductor exports remain steady despite tariff risks
Rising trade protectionism and tariff policy uncertainties have disrupted the global economic and trade order. Over time, countries have started to figure out how to negotiate or...
Tuesday 29 July 2025
China fills PFAS-based coolant supply gap in South Korea's chip sector after 3M exit
Chinese chemical makers are rapidly entering South Korea's semiconductor coolant supply chain following 3M's planned exit from the business. Firms like Juhua, ChemPacific, and Noah...
Tuesday 29 July 2025
LG makes semiconductor comeback with HBM Bet

More than two decades after being pushed out of the chip industry, LG Electronics is making a surprise return—this time with its...

Monday 28 July 2025
Trump's reciprocal tariffs face legal test as Section 232 gains traction
Since assuming office, US President Donald Trump has pursued an assertive trade agenda. Following his April 2, 2025, announcement of the reciprocal tariff, dubbed "Liberation Day,"...
Monday 28 July 2025
Google's OpenAI partnership heats up global ASIC competition
Google has confirmed its partnership with OpenAI at its second-quarter earnings call. OpenAI's ChatGPT and API services will adopt Google's cloud platform, with Google data centers...
Monday 28 July 2025
Young Optics turns profitable on insurance claim despite core business losses
Taiwan's Young Optics posted first-half 2025 net income of NT$8.22 million (US$252,000) after fire insurance compensation offset operating losses, as the optical components manufacturer...
Monday 28 July 2025
Who controls DDR4 now? Nanya steps in as global giants shift focus
The ongoing shortage of DDR4 memory has triggered a surge in prices. Although Taiwanese memory giant Nanya's second quarter 2025 operations posted losses that were less severe than...
Monday 28 July 2025
Endless tariff negotiations make August 1 deadline unlikely
US President Donald Trump, leveraging the vast domestic consumer market, has used tariffs as a powerful tool to steer global economic and trade dynamics. He has successfully opened...
Monday 28 July 2025
Japan's Kioxia to mass produce 9th-gen NAND flash in FY2025
Kioxia announced it will begin mass production of its ninth-generation NAND flash memory in fiscal year 2025, which runs from April 2025 to March 2026. The Japanese memory maker also...
Monday 28 July 2025
Huawei's shadow fab (3): key 'mature process' piece on the US radar
While global attention focuses on the arms race in advanced semiconductor processes below 7nm, China is quietly setting up a formidable strategy in another area considered a "non-strategic...
Monday 28 July 2025
Apple reportedly evaluates Intel 14A process; Nvidia expresses interest in trial production
As US chip giant Intel CEO Lip-Bu Tan openly stated that the company may consider terminating its 14A process node plan if it cannot secure effective external client orders, Intel's...
Monday 28 July 2025
Eternal Materials 2Q25 operating profit up 18.6%, but FX losses weigh on earnings
Eternal Materials reported stable shipments across its three core business segments in June, with consolidated revenue totaling NT$3.297 billion (approx. US$110 million), down 1.9%...
Monday 28 July 2025
TSMC issues official response regarding heavy rain floods at Chiayi AP7 plant
Due to the influence of a low-pressure system and southwest airflow, a heavy rain advisory was issued for the Yunlin, Chiayi, and Tainan regions on July 28, 2025. Chiayi County urgently...
Monday 28 July 2025
Trump drives boom: Over 200 companies queue for Arizona chip rush
Industry insiders reveal that under Trump's strong push, Arizona has become a focal point for semiconductor development supported by the US government. The upcoming SEMICON West exhibition...
Monday 28 July 2025
Analysis: Tesla's US$16.5b chip deal gives Samsung major lift in 2nm race against TSMC
Tesla has signed a 7.5-year, US$16.5 billion contract with Samsung to produce its next-generation A16 chip using Samsung's 2nm process at its Texas facility. The deal represents a...