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Friday 1 August 2025
Japan and EU trade deals with US to reshape auto, energy, IT industries
Japan and the EU have each reached tariff agreements with the US, covering the car, energy, and IT sectors. While the period of low tariffs has ceased to exist, it is still early...
Friday 1 August 2025
China's auto sector spirals into chaos, component makers in despair
China's auto and parts industries have historically been entangled in cutthroat price wars. Even with Chinese authorities repeatedly calling for an end to the involution, no improvement...
Friday 1 August 2025
Amazon delivers strong 2Q25 growth, but AWS performance tempers investor enthusiasm
Amazon's second-quarter fiscal 2025 revenue rose 13% year-over-year to US$167.7 billion. Operating income jumped 31% to US$19.17 billion, though softer-than-expected cloud growth...
Friday 1 August 2025
Modular moves: Foxconn enlists Teco to scale sovereign AI infrastructure
Foxconn has formed a strategic alliance with Teco Electric and Machinery via a share swap, merging capabilities in ICT and electromechanical engineering. The collaboration targets...
Friday 1 August 2025
Apple sees growth in China, accelerates AI investments amid strong 3QFY25 performance
During Apple's third-quarter fiscal year 2025 earnings call, CEO Tim Cook highlighted renewed momentum in Greater China, where revenue rose 4% quarter-over-quarter. This improvement...
Friday 1 August 2025
Murata's MLCC shipments remain strong in Taiwan despite price wars with Chinese manufacturers
Murata released its financial results for the second quarter of 2025, reporting consolidated operating profit of JPY61.6 billion (US$414.5 million), down 7.2% year-over-year; net...
Friday 1 August 2025
LGES inks major LFP battery supply deal, Tesla tipped as mystery client
LG Energy Solution (LGES) has signed a lithium iron phosphate (LFP) battery supply deal worth KRW5.94 trillion (approx. US$4.25 billion). Although the customer was not named due to...
Friday 1 August 2025
Hiwin partners with US robot firm Dexterity to launch 8-DoF warehouse robot
Transmission component giant Hiwin has unveiled a new collaborative development with US-based Dexterity: an intelligent robot specifically designed for warehouse use. The partnership...
Thursday 31 July 2025
Lam Research sees strong start to FY26 on AI chip boom
Lam Research reported fourth-quarter earnings for its fiscal year ending June 29, 2025, that exceeded analyst expectations, driven by increased demand for equipment used in the production...
Thursday 31 July 2025
China probes Nvidia over H20 chip "backdoor" risks, casting shadow on future sales
Chinese regulators have summoned Nvidia to address mounting concerns that its H20 artificial intelligence chip may contain backdoor vulnerabilities and tracking features, in a move...
Thursday 31 July 2025
Samsung-Tesla AI chip deal: a potential four-way win for all?
Samsung's major AI chip contract with Tesla has sparked heated discussions, with Elon Musk pledging to personally step in to help Samsung improve production efficiency while hinting...
Thursday 31 July 2025
Hyundai chief joins Samsung, Hanwha in US tariff blitz
Hyundai Motor Group Executive Chair Chung Eui-sun will visit Washington on July 30 to back South Korea's final-stage trade negotiations with the US, joining Samsung Chairman Lee Jae-yong...
Thursday 31 July 2025
US hits Chinese graphite with 160% tariffs, threatening EV costs
The US Commerce Department imposed anti-dumping tariffs as high as 93.5% on Chinese graphite imports in mid-July 2024, bringing total duties to 160% when combined with existing countervailing...
Thursday 31 July 2025
Enterprise AI countdown: Hon Hai, Taiwan Mobile marks 2027 as watershed year
As generative AI continues to evolve rapidly, Taiwanese enterprises are facing a critical juncture of concurrent technological and organizational transformation. At the
Thursday 31 July 2025
Analysis: Foxconn-Teco deal boosts Taiwan's push into L12 AI server integration and modular data centers
The strategic share swap between Foxconn and Teco Electric & Machinery Co., Ltd. marks a significant escalation in Taiwan's AI data center server industry. Traditionally focused...