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Saturday 19 July 2025
China accuses foreign spies of rare earth smuggling via small-batch shipments

China's Ministry of State Security on July 18 accused foreign intelligence agencies of working with domestic operatives to smuggle rare...

Saturday 19 July 2025
Automotive market headwinds offset by AI servers; Eikei sees US liquid cooling board orders surge in 3Q25
Eikei chairman Shih-Lin Liu stated that the impact of tariffs and exchange rates has temporarily eased, with customer orders gradually stabilizing. Looking ahead to the second half...
Saturday 19 July 2025
Forward Science's AI-powered vacuum systems win major orders from PSMC, Macronix
Taiwan's Forward Science Corp. (Forwardtek), a leading vacuum pump supplier, has launched its new V-pro smart vacuum pump and EcoNanoPur energy-saving system — an integrated...
Friday 18 July 2025
US approval of Nvidia AI chip exports to China more than meets eye

Washington has formally approved shipments of Nvidia's H20 artificial intelligence chips to China, a decision widely seen as a strategic...

Friday 18 July 2025
China's commerce minister meets Nvidia CEO, stresses that US-China decoupling is unfeasible
On July 18, 2025, in Beijing, China's Minister of Commerce Wang Wentao attended a press conference held by the State Council Information Office on the country's high-quality fulfillment...
Friday 18 July 2025
CviLux aims to consolidate China production capacity with new plant
Connector maker CviLux held a groundbreaking ceremony for a new factory in Dongguan's Changping region, as part of the company's plan to accelerate the consolidation of production...
Friday 18 July 2025
TSMC raises 2025 revenue forecast on AI demand despite macro headwinds
TSMC lifted its full-year revenue outlook in dollar terms during an earnings call, citing robust demand for high-performance computing chips driven by artificial intelligence (AI)...
Friday 18 July 2025
Pegatron chair hails Indonesia tariff cut, urges balance in US-China AI strategy
Pegatron Chairman T.H. Tung welcomed the sharp reduction in US tariffs on Indonesian exports to 19%—the lowest among Asian countries to date—as a timely boost for the...
Friday 18 July 2025
Mexico or Vietnam? TV industry weighs costs as Trump revamps tariffs
As part of a dramatic realignment in trade policy, US President Donald Trump has imposed a 30% tariff on goods imported from Mexico while reducing tariffs on Vietnamese exports to...
Friday 18 July 2025
Kaynes electronics investment signals central India's rise in global EMS shift
India's electronics manufacturing services (EMS) sector is gaining momentum amid global supply chain realignment. Kaynes Electronics will invest INR3.52 billion to build a new high-tech...
Friday 18 July 2025
OpenAI diversifies cloud providers as AI compute demand outpaces supply
OpenAI has diversified its cloud infrastructure beyond Microsoft Corp. to include Google Cloud, CoreWeave Inc., and Oracle Corp., underscoring the intensifying competition for scarce...
Friday 18 July 2025
Nvidia's return to China faces trust deficit as domestic rivals gain ground
Nvidia announced at China's International Supply Chain Expo that its H20 chips received US government approval to resume sales in the world's second-largest economy, marking a pivotal...
Friday 18 July 2025
Corning locks in on China investments amid intensifying US-China tensions
Leading US glass substrate manufacturer Corning stated that China is the only market outside of the US that has deployed all five of its major business segments. Corning's accumulated...
Friday 18 July 2025
TSMC raises revenue outlook as AI demand offsets consumer electronics weakness
TSMC lifted its full-year dollar revenue forecast and signaled stable second-half orders, providing relief to a supply chain grappling with tariff uncertainties and softening consumer...
Friday 18 July 2025
The tariff show distracts from Trump’s real trade weapon
As the 90-day grace period for reciprocal tariffs ends, the Trump administration has sent tariff notices to trade partners. Effective August 1, 2025, Japan and South Korea will face...