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Thursday 14 August 2025
Commentary: Trump's trillion-dollar shakedown and how tariff threats turned into investment windfalls
Following South Korea's shocking announcement to invest US$350 billion in the US, with 90% of the profits staying in the US, Nvidia and AMD reportedly have agreed to pay 15% of their...
Thursday 14 August 2025
China's leading SiC epitaxy plants see quarterly order surge, signaling market bottom
China's SiC industry faces oversupply as 6-inch substrate prices plunge, prompting a strategic pivot to 8-inch wafers
Thursday 14 August 2025
US chip-gear maker sued in China over alleged trade secret theft
Top US chip-equipment supplier Applied Materials Inc. was sued by a rival in China over what that company characterized as trade secret theft, a further escalation in the technology...
Thursday 14 August 2025
India, China signal diplomatic thaw as US tariff pressure mounts
India and China are edging toward a diplomatic thaw, just weeks after US President Donald Trump doubled tariffs on Indian goods to 50%. New Delhi and Beijing are rolling out trade,...
Thursday 14 August 2025
Asus shrugs off forex loss rumors, eyes stronger 2H25
AsusTek Computer reported a net profit after tax of NT$9.806 billion (US$327.25 million) for the second quarter of 2025, defying earlier market concerns over potential foreign exchange...
Thursday 14 August 2025
Laster Tech reports 2Q25 loss amid expansion plans in North America
LED automotive lighting module manufacturer Laster Tech announced consolidated revenue of NT$2.27 billion (US$76.1 million) for the second quarter of 2025 but recorded a net loss...
Thursday 14 August 2025
Global DDR5 market pressured by CXMT's ramp-up
After a strong showing in the first half of 2025, driven by AI infrastructure investments and data center expansion, prices for DDR5 DRAM are projected to fall significantly in early...
Thursday 14 August 2025
China's solar pricing limits trigger global market chaos
After six months of inactivity, China’s solar industry associations and national authorities reimposed price and production limits in mid-July 2025. This decision sent shockwaves...
Thursday 14 August 2025
Smart glasses sales soar; Meta stays on top as Xiaomi surges
Global shipments of smart glasses jumped 110% in the first half of 2025 compared with a year earlier, with Meta holding more than 70% of the market, according to Counterpoint Research...
Thursday 14 August 2025
OpenAI launches GPT-5 with competitive API pricing, intensifying LLM market rivalry
OpenAI has launched GPT-5, introducing a notable reduction in API pricing for input and output tokens. This move may heighten competition among language model providers and lead competitors...
Wednesday 13 August 2025
Rising G2 competition impacts American cloud services in China and Hong Kong
Nextlink, a cloud service agent, reported a 6.6% increase in revenue to approximately NT$2.086 billion (approx. US$69.5 million) in the first half of 2025 compared to the same period...
Wednesday 13 August 2025
Uniplus cuts capital to boost financial strength, targets North American heavy electric market
On August 12, 2025, the board of directors of Taiwan's Uniplus Electronics approved a plan to reduce capital based on Article 168 of the Company Act to offset losses. The proposal...
Wednesday 13 August 2025
China orders Alibaba, ByteDance to stop buying Nvidia H20 chips as tech tensions escalate
China's growing mistrust of Nvidia's H20 GPU is spilling into open confrontation, with regulators ordering leading internet firms, including Alibaba and ByteDance, to suspend orders...
Wednesday 13 August 2025
Samsung, SK Hynix eye HBM boost as Nvidia gets China AI chip approval, 15% tariff threatens margins
Samsung Electronics and SK Hynix are poised to benefit from Washington's reported decision to allow Nvidia to resume exports of its lower-tier H20 artificial intelligence chips to...
Wednesday 13 August 2025
Xiaomi shakes up Africa leadership in high-stakes clash with 'king of phones' Transsion
Xiaomi has overhauled its Africa leadership team as part of an aggressive regional push. Liu Shequan has been named general manager of the Africa regional department and head of the...