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Thursday 17 July 2025
ASML ships first High-NA EUV tool; Intel takes lead as TSMC, Samsung hold back
ASML posted stronger-than-expected second-quarter 2025 earnings and projected a 15% jump in revenue for 2025 while maintaining a robust gross margin forecast of around 52%. However,...
Thursday 17 July 2025
TSMC raises 2025 US dollar revenue growth forecast to 30% amid tariff and currency relief
Despite ongoing uncertainties in the global market, including tariffs and consumer electronics conditions, TSMC chairman C.C. Wei stated that no significant changes in client behavior...
Thursday 17 July 2025
Advanced packaging boom propels ASE, KYEC through shifting semiconductor landscape

Even as Taiwan's semiconductor tariff policies remain unresolved and the New Taiwan dollar continues to appreciate, major chip packaging...

Thursday 17 July 2025
Section 232 tariffs risk jeopardizing US-Taiwan relations
Since taking office in January 2025, US President Donald Trump has launched a series of economic and trade policies aimed at achieving fair and reciprocal trade with foreign countries,...
Thursday 17 July 2025
The end to nine-year legal saga: South Korea's top Court acquits Samsung's Lee Jae-Yong
Samsung Electronics executive chairman Lee Jae-yong has been cleared of all charges in connection with a long-running legal battle over alleged wrongdoing in a controversial merger...
Thursday 17 July 2025
TSMC 2Q25 profit surges 60.7% on robust demand for 3nm, 5nm chips
Taiwan Semiconductor Manufacturing Company (TSMC) posted strong second-quarter results, with profit soaring 60.7% year-over-year to NT$398.27 billion (US$12.59 billion), driven by...
Thursday 17 July 2025
DeepSeek stumbles as user growth slows and R2 delay drags on; Nvidia H20 restart offers a lifeline
Once hailed as China's rising AI star, DeepSeek is now facing a period of waning momentum. However, the company's founder and CEO, Liang Wenfeng, might soon benefit from an expected...
Thursday 17 July 2025
Taiwan pushes for sub-25% US tariff, citing strong strategic contributions
As the US recalibrates its tariff rates for global trade partners, Taiwan is striving to secure a rate below 25%, arguing that its economic and strategic contributions rival or even...
Thursday 17 July 2025
India's GIFT City attracts Taiwanese chipmaker, banks as financial hub grows
India's ambitious financial center in Gujarat state is rapidly attracting global institutions, with two major Taiwanese banks pledging to establish operations as the facility positions...
Thursday 17 July 2025
Huawei's AI chip expansion into SEA and the Middle East likely limited to sanctioned markets
Recent market rumors suggest that Huawei has begun supplying small quantities of its own AI chips to potential customers in Southeast Asia and the Middle East as a trial. Many observers...
Thursday 17 July 2025
Nvidia's H20 chips see surge in Chinese orders as Jensen Huang returns to Beijing
The China International Supply Chain Expo (CISCE) in Beijing, China, was held on July 16, 2025, with the attendance of Nvidia CEO Jensen Huang becoming the main attraction. During...
Thursday 17 July 2025
Beyond Arizona: TSMC’s next big bet may be in rural Taiwan
Taiwan Semiconductor Manufacturing Co. (TSMC) has reiterated its commitment to growing semiconductor production in Taiwan, despite increasing investments in the US. Supply chain sources...
Thursday 17 July 2025
ASML withholds High NA EUV order disclosures amid strong system upgrades and logic demand
In the latest earnings call held on late July 16, ASML revealed that customers have requested it to withhold details on High NA EUV order volumes, despite growing demand. While EUV...
Thursday 17 July 2025
ASML sees easing of export rules as ecosystem boost despite China backlog cut
In an earnings call on July 16, ASML said the loosening of export restrictions on AI chips and design tools for China is a positive sign for the global semiconductor ecosystem. While...
Thursday 17 July 2025
ASML flags rising uncertainty in 2026 outlook amid tariff concerns
ASML executives warned of growing uncertainty in their 2026 outlook, citing escalating trade tensions and shifting customer sentiment. During the company's second-quarter 2025 earnings...