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Monday 4 August 2025
Trump locks in tariffs as allies scramble for relief, China talks stall at 'halfway'

US Trade Representative Jamieson Greer stated that President Donald Trump's newly introduced "reciprocal tariffs" are effectively locked...

Monday 4 August 2025
India's AI boom hides dependency risks under Trump deregulation
India may benefit in the short term from a renewed US push to ease restrictions on artificial intelligence exports, but the shift could deepen its long-term reliance on American chipmakers...
Monday 4 August 2025
South Korea averts major trade blow with 15% automotive tariff compromise
The US has reduced tariffs on imports from South Korea from 25% to 15%. This reduction benefits South Korean automakers like Hyundai Motor by cutting annual losses of around KRW30...
Monday 4 August 2025
India roundup: Trump's 25% tariff jolts Apple
Trump imposed a 25% tariff on India, one of the highest rates among US trading partners, an unwelcome development for Apple and Foxconn as they expand investments in the country.
Sunday 3 August 2025
Taiwan advances silicon photonics as global market heads toward US$7.8 billion by 2030
Taiwan is positioning itself in the growing silicon photonics market through government investment and university research partnerships, as the technology becomes critical for artificial...
Saturday 2 August 2025
Tokyo Electron cuts profit forecast amid weaker semiconductor equipment demand and China slowdown
On July 31, 2025, Tokyo Electron (TEL) revised its operating profit forecast for the fiscal year ending March 2026 to JPY570 billion (US$3.83 billion), an 18% decline from the previous...
Friday 1 August 2025
Ericsson in talks to invest in Intel's standalone network business
The Swedish telecom equipment maker Ericsson AB is in talks to invest hundreds of millions of dollars in Intel's networking infrastructure business, according to people familiar with...
Thursday 31 July 2025
Screen Holdings sees 12% profit drop as China demand slows, investment weighs
Japanese chip equipment maker Screen Holdings reported a 12.2% year-over-year decline in operating profit for the second quarter of 2025, reaching JPY24.3 billion (US$163 million),...
Thursday 31 July 2025
Meta boosts 2025 capex to US$72 billion, expands AI push with superintelligence team
Meta posted strong second-quarter 2025 earnings, fueled by gains in AI-powered advertising. However, the company is ramping up its long-term investment in superintelligence, pushing...
Thursday 31 July 2025
Samsung's Lee Jae-yong visits DC with US tariff negotiations ongoing, eyes further Texas investment
Samsung Electronics Chairman Lee Jae-yong recently made a spontaneous trip to Washington, DC, to assist South Korea in ongoing reciprocal tariff negotiations with the US. As AI semiconductors...
Thursday 31 July 2025
Meta posts strong 2Q25 growth, but rising AI investments weigh on outlook
Meta delivered a solid second quarter with revenue and profit surging on strong advertising performance. However, rising AI infrastructure spending and a slower revenue growth outlook...
Thursday 31 July 2025
Microsoft tops 4QFY25 expectations with strong Azure growth and cloud momentum
Microsoft reported robust fiscal fourth-quarter results, driven by a surge in Azure sales and cloud momentum. Better-than-expected margins and disciplined capital investment supported...
Thursday 31 July 2025
Trump says US to impose 15% tariff on South Korean goods
US President Donald Trump said he reached a trade deal with South Korea that would impose a 15% tariff on its exports to the US and see Seoul agree to US$350 billion in US investme...
Wednesday 30 July 2025
Samsung-Tesla deal gives South Korea new leverage in US tariff negotiations
Samsung has secured a major deal with Tesla, creating new opportunities for its foundry business and providing leverage in South Korea-US tariff negotiations. The partnership extends...
Wednesday 30 July 2025
Wistron has no EMS plans for Telangana, focus remains on service operations in India
India's Economic Times reports that Wistron Group plans to invest about INR10 billion (US$115.30 million) to establish an electronics manufacturing plant in Telangana, targeting...