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Tuesday 12 August 2025
Apple pledges US$100 billion investment in US, shifting smartphone market dynamics ahead of 4Q25
Apple CEO Tim Cook recently committed an additional US$100 billion investment in domestic US operations. This move is poised to reshape the competitive environment of the US smartphone...
Tuesday 12 August 2025
Global manufacturing shift to regional production proves unstoppable despite Trump tariff relief
US President Donald Trump announced that Apple will gain tariff exemptions as part of a US$600 billion investment push in the US. While this move is designed to alleviate supply chain...
Tuesday 12 August 2025
Taiwan's IC packaging and testing supply chain may avoid tariffs, but US expansion remains challenging
When US President Donald Trump announced increased investment in domestic manufacturing alongside Apple CEO Tim Cook, he also declared a 100% tariff on all chips and semiconductors...
Monday 11 August 2025
South Korea accelerates AI data center expansion amid global compute race
With the rapid development of the global AI industry, demand for high-performance computing and GPU resources continues to rise, and the global AI data center market is expanding...
Monday 11 August 2025
India roundup: US doubles down tariffs on India

The US imposition of a 50% tariff on India puts the country in a difficult position, caught between...

Sunday 10 August 2025
Trump's 100% tariff hint stirs concerns despite South Korea's MFN status
US President Donald Trump recently announced tariffs as high as 100% on certain semiconductor products. Although South Korea holds a commitment to "most favored-nation" (MFN) treatment,...
Sunday 10 August 2025
AI infrastructure era arrives: new quarterly capex records across the field
The AI race has evolved into a contest over the pace of AI infrastructure development. Seven leading global tech companies have hit a record high in combined quarterly capex, with...
Sunday 10 August 2025
Far EasTone participates in LiTV's new funding round to deepen video streaming content
Far EasTone Telecommunications (FET) held its earnings call for the second quarter of 2025 on August 6, during which the company also revealed that its board of directors has approved...
Friday 8 August 2025
Apple and Samsung to jointly develop new sensor chips in Austin, according to reports
The "frenemy" relationship between Samsung Electronics and Apple, spanning over 20 years, has once again become a focal point. Reports indicate that the two tech giants are deepening...
Friday 8 August 2025
Taiwan govt pushes back on tech exodus fears, floats tax breaks
Taiwanese companies expanding operations in the US are unlikely to reverse course, even under mounting pressure from US President Donald Trump's proposed trade barriers. But senior...
Friday 8 August 2025
Investment exemption in the US becomes lifeline as Trump pushes Taiwanese firms to accelerate expansion
Prior to the expected Section 232 investigation results, US President Donald Trump proposed a 100% tariff on chips and an investment exemption for firms relocating to the US, sparking...
Friday 8 August 2025
Imported chips to face 100% tariff under Trump plan; Apple, Nvidia to be exempt

President Donald Trump, in a sweeping move with significant implications for the global tech industry, announced on Tuesday a 100% tariff...

Thursday 7 August 2025
TSMC's exemption gamble: four critical unknowns in Trump's chip tariff war
US President Donald Trump has revived his "America First" stance, proposing a 100% tariff on imported semiconductor products. This has put global technology industries, especially...
Thursday 7 August 2025
Global chip giants unleash US$135 billion fab spending spree as AI demand soars
Capital expenditures by the world's top ten semiconductor manufacturers are projected to reach US$135 billion in 2025, marking a 7% increase from the previous year. This rebound signals...
Thursday 7 August 2025
Analysis: TSMC gains breathing room as US chip tariff exempts domestic production
US President Donald Trump and Apple CEO Tim Cook held a press conference to announce upcoming semiconductor tariffs and Apple's new US$100 billion investment in the US, increasing...