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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
All eyes on Samsung as South Korean tycoons descend on Washington for Lee–Trump summit
Several prominent South Korean business leaders, including Samsung Electronics chairman Jae-yong Lee, have departed for Washington DC, in what is being hailed as the most high-profile...
Monday 25 August 2025
AI investments of top-4 Chinese CSPs

Introduction

Monday 25 August 2025
Samsung and SK Hynix slash NAND spending as SK Hynix unveils 321-layer breakthrough
Samsung Electronics and SK Hynix are reportedly pulling back on investments in advanced NAND flash memory as weak demand and rising costs push them to concentrate on higher-margin...
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...
Monday 25 August 2025
Taiwan offers tax breaks for SME holding companies targeting US investment
The United States' implementation of trade protectionism has introduced significant uncertainty and risks for export-oriented economies. Chin-Ching Liu, minister of the National Development...
Monday 25 August 2025
South Korean scholars urge closer ASEAN ties to reduce dependence on US and China
South Korean academics are calling for further reforms of the country's New Southern Policy, stressing the need to strengthen cooperation with ASEAN, already home to many South Korean...
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,...
Saturday 23 August 2025
Analysis: SoftBank and Trump team up to boost Intel's foundry push, unlocking Arm chip manufacturing market
The Financial Times recently cited sources revealing that before Intel CEO Lip-Bu Tan visited the White House on August 11, 2025, to meet with President Donald Trump, a preliminary...
Friday 22 August 2025
Analysis: Is the US taking a page from China's 'Big Fund'?
SoftBank's investment in Intel may look routine, but it has sent ripples through tech and geopolitics. The move shows Washington taking a more active hand in the semiconductor race...
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
TSMC keeps Japan in focus with 2nd Kumamoto fab set to break ground in 2025
TSMC board member Paul Liu confirmed the chipmaker will break ground on a second fab in Kikuyo, Kumamoto Prefecture, in 2025 as scheduled, rejecting speculation that Japan's role...
Friday 22 August 2025
Tariff policy clarity boosts momentum in collaborative robot market
Techman Robot Inc., a player in the robotics and automation sector, remains optimistic about future prospects despite short-term uncertainties such as tariffs impacting factory investments...
Friday 22 August 2025
China's EV investment abroad hits record high
In a historic turning point, Chinese investment in overseas electric vehicle (EV) supply chains has, for the first time, surpassed domestic spending, according to a new report by...