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Friday 28 November 2025
Trump-Xi détente could unleash another wave of Taiwan AI chip boom
The US Genesis Mission, a major AI infrastructure project, has boosted Taiwan's AI chip supply chain, as all global AI inference chips come from Taiwanese firms. With 76% of TSMC's...
Friday 28 November 2025
US pushes 50-50 chip split, but Taiwan's 10x capacity lead says otherwise
US Secretary of Commerce Howard Lutnick previously proposed the idea of a 50–50 chip split between Taiwan and the US, but it is unclear whether this reflects Lutnick's personal...
Wednesday 26 November 2025
SK Hynix drives 65% of SK Group's exports as 2025 totals near record

Buoyed by surging semiconductor exports at SK Hynix, the SK Group is on track to post a record-breaking KRW120 trillion (approx. US$81...

Tuesday 25 November 2025
Investors pile into Moore Threads as China seeks its own Nvidia alternative
China's "first domestic GPU stock," Moore Threads, is preparing for its STAR Market IPO, drawing strong investor interest as Beijing prioritises homegrown AI compute. The overwhelming...
Monday 24 November 2025
Behind Korea’s record chip exports, a race it may be losing
Although South Korea has seen its semiconductor exports hit record highs, concerns are mounting that over-reliance on specific products could heighten risks for the country's manufacturing...
Monday 24 November 2025
India roundup: Fujifilm to build semiconductor materials factory in India, targeting regional exports

Fujifilm will build a semiconductor materials plant in India for regional exports; Ziroh Labs...

Friday 21 November 2025
Taiwan foundry and tech manufacturing remains irreplaceable as exports surge
The Ministry of Economic Affairs (MOEA) announced on November 20 that Taiwan's export orders reached US$69.37 billion in October 2025, down slightly by US$850 million or 1.2% from...
Monday 17 November 2025
South Korea's solar exports collapse as China deepens global supply chain control
Despite surging global demand for solar energy, South Korean manufacturers are seeing export volumes contract as China deepens its dominance over upstream silicon wafer and module...
Sunday 16 November 2025
Taiwan supply chain chases AI growth after missing initial wave
Benefiting from the artificial intelligence (AI) boom driving strong semiconductor and server exports, Taiwan's economic growth forecast for 2025 has been revised up to 5.94% by the...
Wednesday 12 November 2025
Chinese EVs force Japanese automakers out of Southeast Asia into India
Chinese electric vehicle manufacturers are reshaping the global automotive market in 2025, with BYD successfully penetrating Southeast Asian markets long dominated by Japanese automakers...
Tuesday 11 November 2025
Taiwan's machinery industry sees 9 straight months of export growth thanks to AI, but machine tool exports halve
Machinery exports in October 2025 grew by 11.8% year-over-year to US$2.658 billion, while cumulative exports from January to October 2025 totaled US$25.917 billion, up 7.3% year-over-year,...
Tuesday 11 November 2025
China's IC exports surged 24.7% in first ten months of 2025, driven by AI demand and memory price hikes
China's total goods trade value reached CNY37.31 trillion (approx. US$5.23 trillion) in the first ten months of 2025, marking a 3.6% increase from the same period last year, according...
Monday 10 November 2025
Taiwan's October exports hit single-month record high
Taiwan's exports in October 2025 hit a single-month record high of US$61.8 billion, experiencing a year-over-year increase of 49.7% and surpassing the US$60 billion mark for the first...
Monday 10 November 2025
China suspends export controls on gallium, germanium, antimony, and graphite as China-US relations ease

Following trade agreements at the Xi-Trump summit, China's Ministry of Commerce announced on...

Sunday 9 November 2025
AI bubble concerns mount amid 2026 shipment uncertainty
AI-related products have become a key growth engine for Taiwan's economy, being a major driver of Taiwan's exports in 2024 and boosting investment in 2025. However, as companies continue...