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Wednesday 16 July 2025
Asian nations face new US tariffs; Taiwan's auto parts makers eye reshored demand
New tariff rates from the US government are set to take effect in August, impacting a range of countries, including Indonesia, Thailand, Cambodia, Laos, Myanmar, and Malaysia, all...
Wednesday 16 July 2025
Dixon's new deals with Chinese firms test India's evolving stance on FDI post-Galwan
India's Dixon Technologies has signed two new agreements with Chinese firms, a joint venture and an acquisition, in a move that could test the central government's evolving approach...
Wednesday 16 July 2025
From decline to recovery: Japan's semiconductor lessons for South Korea
Facing mounting challenges at home and intensifying global competition, South Korea's semiconductor industry is at a crossroads. Now, a growing chorus of experts is urging Seoul to...
Wednesday 16 July 2025
Malaysia's swift crackdown on AI chip exports aims to safeguard data center boom
The Malaysian Ministry of Investment, Trade and Industry (MITI) has announced that exports, transshipments, and transit of US-origin artificial intelligence (AI) chips will now require...
Tuesday 15 July 2025
Nvidia's continued H20 chip sales to China will benefit Samsung, SK Hynix
Nvidia has received approval from the US government to resume exports of its H20 graphics processing unit (GPU) to China, CEO Jensen Huang confirmed during a July 15, 2025, interview...
Tuesday 15 July 2025
Broadcom's plant investment in Spain reportedly canceled, dealing blow to Southern Europe's chip ambitions
Broadcom has reportedly scrapped its plan to invest US$1 billion in an assembly, test, and packaging (ATP) facility in Spain. Reuters and Europa Press cited insiders...
Tuesday 15 July 2025
Auto supply chains brace for tariffs and inflation bite
The global automotive supply chain is under growing strain amid a turbulent macroeconomic environment. As pressure mounts, Chinese automakers are passing rising costs onto suppliers,...
Tuesday 15 July 2025
Tariff forces Taiwan chip suppliers into costly relocation to Arizona
Beyond reciprocal tariffs, a significant impact on the semiconductor industry comes from the US Section 232 tariff review under the Trade Expansion Act of 1962, with a decision expected...
Tuesday 15 July 2025
Vietnam's manufacturing and AI growth: What's really happening
Vietnam is changing fast. The country is attracting more foreign investment, especially in manufacturing and artificial intelligence (AI). Big companies from the US, Europe, and Asia...
Tuesday 15 July 2025
Taiwan battery, solar sectors face safety scrutiny amid global expansion push
Taiwan's lithium battery and solar industries are confronting safety challenges that mirror risks seen across international markets, even as the government maintains support for domestic...
Tuesday 15 July 2025
Jensen Huang's G2 tango secures Nvidia H20 chip exports to China
Nvidia CEO Jensen Huang announced that the company is preparing to resume shipments of its H20 AI GPU to China, following reassurances from the US government that export licenses...
Monday 14 July 2025
Taiwan coordinates AgeTech efforts eyeing both domestic and international markets
Taiwan, with a rapidly aging population, is gearing up for the development of the AgeTech industry, with the government coordinating efforts from various sectors to form a "national...
Monday 14 July 2025
Taiwan eyes Starlink partnership in bid to bolster LEO infrastructure
After years of holding SpaceX's Starlink at arm's length over concerns about its China-linked supply chain and government control over foreign corporate operations, Taiwan is signaling...
Monday 14 July 2025
Foxconn reportedly begins iPhone 17 component imports from China as India and US watch Apple's global moves closely
Foxconn has reportedly begun importing key components from China to India for the iPhone 17, marking the start of trial production. The development comes as both India and the US...
Sunday 13 July 2025
China plots desert AI hub with 115,000 Nvidia chips, skirting US export bans
China plans to build at least 39 data centers in the desert regions of Xinjiang and Qinghai, outfitted with over 115,000 Nvidia H100 and H200 GPUs. These advanced chips have been...