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Tuesday 5 August 2025
Taiwan faces Section 232 chip tariff crunch
The US has officially announced its latest tariff results, reducing Taiwan's reciprocal tariffs from 32% to 20%. The Executive Yuan promptly responded, stating that the US set a provisional...
Tuesday 5 August 2025
Canon builds first fab in 20 years to chase back-end boom
Japanese optical giant Canon, which had not built a new semiconductor lithography equipment production plant since 2004 due to a declining market, announced on July 30, 2025, the...
Tuesday 5 August 2025
Softstar's acquisition of Ali aims to end losses and boost AI chip growth by 2026
At a July 31, 2025, press conference, ALi, a Taiwanese IC design company, outlined its future business strategy following its acquisition by Softstar Entertainment. Softstar's chairman,...
Tuesday 5 August 2025
Innolux posts wider 2Q25 loss, cautions on weaker second-half demand due to tariff risks
Taiwanese display manufacturer Innolux reported a net loss in the second quarter of 2025, with core operations remaining in the red for the fourth consecutive quarter. The company...
Monday 4 August 2025
India highlights semiconductor potential ahead of Semicon India 2025
Ahead of the fourth edition of Semicon India, set to be held from September 2-4, 2025, in New Delhi, the Indian Government has released a press statement reaffirming its commitment...
Monday 4 August 2025
Kaynes Circuits reportedly to invest US$570M in Tamil Nadu's first large-scale PCB facility
The Economic Times, citing unnamed sources, reported that Kaynes Circuits India is set to invest INR49.95 billion (approx. US$570 million) to establish an advanced electronics...
Monday 4 August 2025
Decoupling in motion: how US tariffs and AI demand are redrawing EMS map

Since Donald Trump's first term in office, US-China relations have steadily deteriorated. Coupled with the supply chain disruptions triggered...

Monday 4 August 2025
AI glasses revolution: Chinese ODMs and PCB suppliers seize new wearable opportunities
Starting in 2025, AI glasses are set to become the hottest trend in the smart wearable market. Following Xiaomi, Huawei, Lenovo, Google, and startup Xreal, Alibaba has also announced...
Monday 4 August 2025
BOE faces Pentagon review over possible Chinese military ties under new US defense bill
The US Congress has added a new clause to the National Defense Authorization Act (NDAA), requiring the Pentagon to evaluate whether BOE Technology — China's top display panel...
Monday 4 August 2025
Major mobile AP providers ride early demand surge ahead of tariffs, eye high-end market for growth
Apple, Qualcomm, and MediaTek exceeded expectations in recent financial results, driven by final Chinese government subsidies and anticipation of tariff hikes later in the year. This...
Monday 4 August 2025
India's AI boom hides dependency risks under Trump deregulation
India may benefit in the short term from a renewed US push to ease restrictions on artificial intelligence exports, but the shift could deepen its long-term reliance on American chipmakers...
Monday 4 August 2025
With tariffs easing, PCB firms boost footprint in emerging ASEAN manufacturing hubs
The US has lowered tariffs on imports from several Southeast Asian nations. These measures provide a temporary boost to Taiwanese printed circuit board (PCB) manufacturers, enabling...
Monday 4 August 2025
Nvidia reportedly seeks new Hsinchu site for SiPh module testing amid growing demand
The long-rumored Nvidia Taiwan headquarters was finalized at the end of May 2025, with CEO Jensen Huang personally announcing its location in the Beitou-Shilin Technology Park (BSTP),...
Monday 4 August 2025
TSMC worries less about tariffs, more about who's still buying
Taiwan had aimed to match Japan and South Korea with a 15% reciprocal tariff rate. However, as of August 1, 2025, the US imposed a 20% tariff instead, with the initial impact falling...
Monday 4 August 2025
South Korea's IC design competitiveness at risk; KITA urges acceleration in nurturing startups
As the global AI industry continues to expand, competition in semiconductor technology is intensifying. South Korea's industrial sector has begun voicing concerns that to maintain...