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Tuesday 26 August 2025
US govt stake may expose Intel to foreign and industrial challenges: filing
Intel Corporation has entered an agreement with the US Government, including accelerated Direct Funding Agreement payments and Secure Enclave funding. The deal involves issuing over...
Tuesday 26 August 2025
Personnel mobility in Apple's India supply chain seen as routine; Foxconn's global workforce ensures continuity
As the Apple iPhone 17 series launch approaches, the spotlight on supply chain dynamics intensifies, particularly regarding Foxconn, the principal backend assembler. Recent reports...
Tuesday 26 August 2025
TSMC reportedly drops Chinese equipment from 2nm fabs amid US pressure
Taiwan Semiconductor Manufacturing Co. (TSMC) has decided to operate its upcoming 2nm wafer fabs entirely without Chinese-made equipment. The new lines are scheduled to begin operations...
Tuesday 26 August 2025
South Korea pledges US$150 billion in US investments amid summit talks with Trump
South Korean companies plan to invest approximately US$150 billion in the US, the chair of the Federation of Korean Industries (FKI) announced Monday, during a business roundtable...
Tuesday 26 August 2025
Commentary: Trump blames Taiwan for Intel’s woes, but data points to missteps at home
US President Donald Trump has once again drawn Taiwan into America's semiconductor debate, linking Intel Corporation's decline directly to the island in recent White House speeches...
Monday 25 August 2025
Analysis: TSMC avoids US equity stake, balancing independence and monopoly risks
The US government's acquisition of a 9.9% stake in Intel, alongside TSMC's exclusion from such equity participation, highlights contrasting subsidy approaches under shifting US administrations...
Saturday 23 August 2025
It’s official: Trump administration takes 10% Intel stake in $8.9B deal
Intel Corporation announced an agreement with the Trump Administration under which the US government will take a 9.9% stake in the company through a US$8.9 billion equity investment,...
Friday 22 August 2025
EU-US framework agreement to boost trade, investment, and industrial cooperation
On August 21, 2025, the US and the European Union announced a Framework Agreement on Reciprocal, Fair, and Balanced Trade, pledging to reduce tariffs, enhance industrial and electronics...
Friday 22 August 2025
Equity-for-subsidies: Samsung and Seoul fear US govt overreach
The Trump administration is exploring acquiring equity stakes in major semiconductor companies, including Samsung Electronics, following its interest in Intel Corporation. This move,...
Friday 22 August 2025
TSMC considers returning subsidies as US official clarifies no equity stake planned, according to WSJ
The US government has no plans to take equity stakes in major semiconductor companies like TSMC and Micron, despite speculation fueled by recent comments on potential investments...
Thursday 21 August 2025
Commentary: The govt check TSMC should turn down
US Secretary of Commerce Howard Lutnick recently stated in interviews that the government should not only offer free subsidies but also acquire non-voting stakes to safeguard American...
Tuesday 19 August 2025
Commentary: Trump weighs 10% stake in Intel as US explores new model of industry control

The Trump administration is reportedly weighing a plan to take a 10% stake in Intel, potentially...

Tuesday 19 August 2025
Tata reportedly seeks specialty chemical supplier as India clears new semiconductor projects
Tata Electronics is in talks with German chemicals major Merck to secure an exclusive long-term supply agreement for high-purity materials crucial to chipmaking, people familiar with...
Monday 18 August 2025
Dixon Technologies, HKC seal joint venture agreement for display manufacturing in India
Dixon Technologies formed a joint venture with China's HKC, highlighting a thaw in India-China business ties, even as US President Donald Trump's 50% tariff on Indian goods unsettles...
Monday 18 August 2025
Foxconn reportedly begins small-scale iPhone 17 production in India despite US tariff headwinds
Despite fresh concerns over US President Donald Trump's decision to impose a punitive 50% tariff on Indian exports, global electronics manufacturers are pressing ahead with expansion...