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Thursday 24 July 2025
Alphabet opens its wallet for AI supremacy
On July 23, Alphabet Inc. reported robust second-quarter 2025 financial results, marked by double-digit revenue growth and a sharp increase in capex. The company posted revenue of...
Thursday 24 July 2025
AI server boom runs into fiberglass bottleneck
As the four major cloud service providers (CSPs) actively invest in self-developed application-specific integrated circuits (ASICs), market forecasts predict a rapid increase in shipments...
Wednesday 23 July 2025
Taiwan's PlayNitride expands into China with US$19 million microLED plant
MicroLED manufacturer PlayNitride will establish a Chinese subsidiary in Kunshan Development Zone, Jiangsu Province, as part of its global expansion strategy following its 2023 US...
Wednesday 23 July 2025
Samsung starts hybrid bonding shift with HBM4E; will it stick before HBM5?
Samsung Electronics plans to introduce hybrid bonding technology with its 16-layer HBM4E (7th-generation high-bandwidth memory), marking a pivotal shift in advanced memory packaging...
Wednesday 23 July 2025
Tariff negotiations put Taiwan's core industries at risk
Taiwan faces a punishing 32% reciprocal tariff rate—far exceeding South Korea's 25% and Japan's 15%—as negotiations intensify. The stakes couldn't be higher: with Section...
Wednesday 23 July 2025
Chinese car brands gain ground in Europe through fleets, not consumers

Chinese automakers have emerged as a global force, commanding attention from policymakers and industry leaders worldwide. After initial...

Wednesday 23 July 2025
TI flags 2Q25 demand boost from pull-ins, expects more typical demand as tariff impact fades
Texas Instruments (TI) signaled a more moderate third-quarter outlook, with CEO Haviv Ilan citing easing tariff-related demand and ongoing geopolitical uncertainty. While earlier...
Wednesday 23 July 2025
Strong China growth propels TI's industrial business
During its second-quarter 2025 earnings call, Texas Instruments (TI) underscored the pivotal role China played in driving the company's industrial segment growth.
Wednesday 23 July 2025
TI posts solid 2Q25 results, cautious outlook tempers optimism
On July 22, Texas Instruments (TI) reported a strong set of second-quarter results, buoyed by a rebound in analog chip demand and signs of stabilization in its industrial business...
Wednesday 23 July 2025
Taiwan VP weighs in on US tariff threat
Taiwanese Vice President Bi-khim Hsiao has expressed her stance on the US imposition of Section 232 tariffs for the first time, pointing out that the US and Taiwan ultimately have...
Tuesday 22 July 2025
US copper tariffs send prices soaring, but AI server demand boosts Taiwan's CCL makers
As the US prepares to impose steep tariffs on imported copper, global copper prices have rebounded, raising concerns about rising costs across copper-intensive industries. Among the...
Tuesday 22 July 2025
Taiwan's passive component market poised for growth amid AI and auto boom
Taiwan's passive component industry is positioned for growth driven by AI adoption across cloud servers, AI PCs, and smartphones, alongside rising automotive electrification. Industry...
Tuesday 22 July 2025
Beijing's law of evolution: China moves to crash EV price war amid mounting cash crunch
China has revived price controls and capacity discipline mechanisms across its clean energy sectors, triggering a solar industry price recovery. The government now extends similar...
Tuesday 22 July 2025
Taiwan importers sidestep car taxes with assembly workaround
Taiwan's auto importers are using local assembly tactics to reduce crushing tax burdens that can push levies above 50% on foreign vehicles.
Tuesday 22 July 2025
Apple maintains momentum in India as smartphone market rebounds in 2Q25
Apple held its ground in India's recovering smartphone market in the second quarter of 2025, ranking sixth overall. The iPhone 16 series accounted for over half of its shipments,...