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Jul 8 ICT

Foxconn's FII projects 50% profit surge on soaring AI server demand

Jul 8 SEMICONDUCTORS

CXMT files for IPO to expand DRAM capacity as AI, geopolitics rewire global memory market

Jul 8 SEMICONDUCTORS

US-China semiconductor standoff sees tactical shifts as rare earths and EDA tools enter the fray

US-Vietnam Tariff Deal

On July 2, US President Donald Trump announced a trade deal with Vietnam.

Unclear US definitions on origin washing put Vietnam in crossfire of both superpowers
Component makers across Southeast Asia await clarity as Vietnam reaches tariff deal with US
Apple faces fresh tariff headwinds as US-Vietnam deal reshapes supply chains

...More

SEMICONDUCTORS

Jul 8

India seeks deeper semiconductor, digital ties with Malaysia

India's High Commissioner to Malaysia, B N Reddy, has called for stronger collaboration between Indian and Malaysian companies in semiconductors and digital technology.

Jul 9, 11:59

Ex-SEMI China head leads E-Town Semiconductor to explosive STAR Market debut

Beijing E-Town Semiconductor Technology Co., Ltd. (E-Town), a Chinese supplier of semiconductor manufacturing equipment, went public on the Shanghai STAR Market on July 8, 2025. The listing marks a key milestone in the company's growth, driven in large part by its president and CEO, Allen Lu, the former head of SEMI China.

Jul 9, 11:54

Taiwanese PCB firms navigate new tariff landscape, strategically pivots across Thailand, Vietnam, and Malaysia

The Trump administration has announced new reciprocal tariffs on Southeast Asian countries to address origin washing in supply chains. This move adds complexity to the manufacturing decisions of Taiwanese printed circuit board (PCB) companies as they navigate evolving tariff disparities.

ICT

Jul 8

Whistleblower exposes Huawei's PanGu AI model copycat scandal

On June 30, 2025, Huawei released the source code for its PanGu 7B dense parameter model and the larger PanGuPro mixture-of-experts (MoE) 72B model, both tailored for inference on its in-house Ascend AI chips. Initially lauded as a landmark in China's drive for AI independence, the announcement was quickly overshadowed by a technical analysis published on GitHub just days later.

Jul 8

Taiwan testing firm BTL posts second-best quarterly revenue on AI demand

Electronic testing company BTL Group reported its second-highest quarterly revenue on record as artificial intelligence applications drive end-user demand and US regulatory actions shift orders away from Chinese competitors.

Jul 8

Meta tests proactive chat AI to deepen user engagement

Meta is reportedly working on a new artificial intelligence (AI) chatbot capable of proactively engaging with users by reviewing past conversations and initiating messages. The goal is to enhance user interaction and increase platform stickiness.

TRENDING

COMMUNICATIONS

Jul 8

India at the center of Samsung's 2025 mobile strategy as it targets all price segments

Samsung has reclaimed the No. 2 spot in India's smartphone market in early 2025, driven by a dual strategy targeting both budget and premium buyers. Its renewed push includes AI-powered features, rural retail expansion, and flexible financing, reinforcing India's role as a critical hub for sales and production.

Jul 8

Chief Telecom sees 1H25 revenue exceed NT$200 million

Internet data center (IDC) provider Chief Telecom saw revenue in July 2025 drop by 2.11% year-over-year to NT$327 million (approx. US$11.2 million). However, total revenue in the first six months of 2025 surged by 18.74% year-over-year to NT$2.08 billion (approx. US$71.5 million), as demand for AI and cloud services continues to grow alongside opportunities in data center leasing.

Jul 8

Local OTT platforms growing strong in Taiwan market despite international rivalry

Taiwan's top-three telecom service providers remain highly competitive in the local over-the-top (OTT) market, delivering impressive results in the first half of 2025 despite keen competition from international platforms.

ELECTRIC VEHICLES

Jul 8

BYD begins Brazil plant operations despite production delays and labor probe

Chinese electric vehicle manufacturer BYD is set to officially commence operations at its Brazil car plant in July 2025. However, due to heavy rains and a labor investigation, the plant will not reach full production capacity until July 2026, according to Reuters and the Rio Times.

Jul 8

With tariff clarity, Aeon Motor’s Vietnam strategy shifts into high gear

Taiwanese electric vehicle maker Aeon Motor has officially begun mass production at its new Vietnam facility as of April, with the first batch of US-bound products shipped in May. The company sees the move as a critical milestone in its broader global expansion and a strategic hedge amid shifting trade policies and intensifying supply chain decoupling.

Jul 8

Taiwanese firms upbeat about Vietnam's long-term prospects in auto manufacturing

Taiwanese firms remain optimistic about Vietnam's long-term automotive prospects, citing trade agreements, government support, and improving infrastructure. Though still developing compared to Thailand and Malaysia, Vietnam's rising local production and supply chain integration, boosted by Taiwan's "Local by Local" strategy, signal strong potential for future growth in the sector.

SUSTAINABILITY

Jul 8

GE Vernova's 1.3GW Taiwan gas plant starts operations

General Electric's power unit GE Vernova said a new 1.3-gigawatt gas-fired unit at Taiwan Power Co.'s Hsingta plant began commercial operations, marking a shift away from coal generation on the island.

Jul 8

ShinFox Energy to collaborate with ComClark in green energy projects in the Philippines

Taiwanese clean energy firm Shinfox Energy has signed a joint development agreement (JDA) with ComClark Network and Technology Corporation, the parent company of Filipino telecom Converge ICT Solutions Inc., aiming to combine their strengths in their respective fields to advance the development of renewable energy, smart grids, and clean energy infrastructure in the Philippines.

Jul 8

Taiwan energy storage firm targets Asia expansion with AI trading platform

HD Renewable Energy's Star Exchange unveiled its "Power Bank" platform this month, integrating AI trading technology to bring financial market mechanisms to electricity services across Taiwan, Japan, and Australia. The company plans a public listing by 2027.

AEROSPACE

Jul 8

US army develops standardized lethal drone systems to reduce costs

The US Army Combat Capabilities Development Command's Armaments Center is creating standardized lethal unmanned aerial systems to cut procurement costs and eliminate vendor dependence for future military operations.

Jul 8

Taiwan's Thunder Tiger sees record revenue on US drone pivot

Thunder Tiger Technology posted record monthly revenue in June 2024 as the Taiwanese manufacturer capitalized on Western military buyers seeking alternatives to Chinese-made unmanned vehicles.

Jul 8

TiSPACE VP01 suborbital rocket launch postponed until July 12 due to typhoon

The test launch of the VP01 suborbital rocket by private Taiwanese rocket manufacturer and launch service provider Taiwan Innovative Space (TiSPACE) scheduled for July 6, 2025, at the Hokkaido Spaceport (HOSPO) has been postponed until July 12, 2025, due to the impact of Typhoon Mun.

DISPLAYS

Jul 8

Chinese display maker BOE set to dominate Apple MacBook panel supply in 2025

China's BOE Technology Group is poised to become Apple's largest MacBook panel supplier for the first time in 2025, capturing 51% market share as the iPhone maker shifts orders away from South Korean rival LG Display.

Jul 7

Toppan to sell full stake in Taiwan's Giantplus as new owner eyes strategic shift

Japan's Toppan Holdings is offloading its entire 53.1% stake in Taiwanese display maker Giantplus Technology to Ju Yi Investment, with the deal unfolding in two phases and expected to wrap up by late August 2025.

Jul 4

Big screens, bigger stakes: LG and Samsung compete in the SDV display market

The global automotive industry is rapidly pivoting toward software-defined vehicles (SDVs), fueling a parallel surge in demand for large in-car displays. Market research firm Omdia forecasts that displays larger than 10 inches will account for a staggering 81% of automotive display sales by 2027, nearly doubling their market share from 2021.

BIZ FOCUS

Jun 30, 16:14

Vietnam's new crypto law sets global standard for token regulation and licensing

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MULTIMEDIA

Intel's Lip-bu Tan Erases Gelsinger's Vision: What Happens Now?