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Tuesday 19 August 2025

US tariffs prompt TEEMA to plan science parks in US and Mexico

Young Liu, chairman of Hon Hai Precision Industry (Foxconn) and leader of the Taiwan Electrical and Electronic Manufacturers' Association (TEEMA), raised concerns over a 20% tariff imposed by the US on Taiwan. During the TEEMA board meeting on March 18, Liu noted this tariff could impact roughly 25% of the association's 3,000 members and emphasized efforts underway to mitigate its adverse effects.

Tuesday 19 August 2025

Nvidia and ASIC servers drive liquid cooling expansion in ASEAN

Nvidia Corporation's GB200 server cabinets, along with cloud service providers' (CSP) servers powered by their in-house ASIC chips, are increasingly adopting liquid cooling technologies. This shift is expected to significantly boost the cooling module supply chain for AI servers starting in late 2025 through 2026, prompting major manufacturers to expand production capacities in Southeast Asia.

Tuesday 19 August 2025

Taiwan unveils new support measures to shield industries from US tariff impact

The 20% reciprocal tariff imposed by the United States on exports from Taiwan officially took effect on August 7, 2025, covering most traditional industries. The impact varies across sectors depending on industry characteristics, product types, and competition from other countries. Higher prices quoted to US customers have already led to noticeable order declines for machine tools, hand tools, and plumbing hardware.

Monday 18 August 2025

Foxconn chair urges policy support amid the rising trade barriers

The impact of reciprocal tariffs on Taiwanese industries continues to mount, with concerns spreading across key sectors. Young Liu, Chairman of Hon Hai Precision Industry Co. (Foxconn) and head of the Taiwan Electrical and Electronic Manufacturers' Association (TEEMA), said during a board meeting on August 18, 2025, that roughly 25% of the association's members are experiencing significant disruption.

Monday 18 August 2025

Between Tesla and China's Unitree, two diverging blueprints emerge for humanoid robots

Humanoid robots are generating intense hype, but supply-chain players remain wary, pointing to two uncertainties: unclear industrial use cases and lagging technical progress. With component standards still undefined, the industry is stuck in limbo — what Apex Dynamics President Kuo Chung-che described as a field where "everyone sees opportunity, but no one has certainty."

Monday 18 August 2025

Samsung debuts world's first 115-inch micro RGB TV, aiming at OLED and mini LED rivals

Samsung Electronics has unveiled the world's first 115-inch micro RGB television, marking a bold step to reinforce its presence in the premium TV segment. Unlike self-emissive microLED displays, this model uses micron-scale RGB backlighting combined with AI image processing to deliver more accurate colors, higher brightness, and enhanced picture quality, giving Samsung an edge in the large-size premium TV market.

Monday 18 August 2025

Dixon Technologies, HKC seal joint venture agreement for display manufacturing in India

Dixon Technologies formed a joint venture with China's HKC, highlighting a thaw in India-China business ties, even as US President Donald Trump's 50% tariff on Indian goods unsettles global trade. The deal underscores India's balancing act, welcoming Chinese investment to boost manufacturing while navigating shifting geopolitical and economic headwinds.

Monday 18 August 2025

Modi emphasizes self-reliance, announces reforms as protectionism rises

Indian Prime Minister Narendra Modi used his Independence Day address on August 15, 2025, to make a sweeping case for self-reliance, presenting it as both a matter of national dignity and an economic shield in an era of growing global protectionism. Speaking as the US under President Donald Trump imposed a 50% tariff on Indian exports, Modi urged citizens and industries to accelerate the push toward "Viksit Bharat," or a developed India, by strengthening domestic capabilities across critical sectors.

Monday 18 August 2025

Foxconn reportedly begins small-scale iPhone 17 production in India despite US tariff headwinds

Despite fresh concerns over US President Donald Trump's decision to impose a punitive 50% tariff on Indian exports, global electronics manufacturers are pressing ahead with expansion in India. Industry executives say ongoing investments underscore the country's role as a critical alternative manufacturing base amid rising protectionism.

Monday 18 August 2025

Section 232 investigations loom over Taiwan's key industries

Despite TSMC's US$165 billion investment in the US, Taiwan does not appear to have any special favor from the United States. Taiwan faces a higher reciprocal tariff compared to Japan and South Korea, and US President Donald Trump has even threatened to impose a 300% tariff on semiconductors. However, companies that already have factories or plan to build them in the US are exempted.

Monday 18 August 2025

Weekly news roundup: Apple's US$599 MacBook, China's HBM3 breakthrough, and TSMC 2nm leak update

Below are the top DIGITIMES Asia stories from August 11 to 17, 2025. Leading the headlines: Apple is preparing to launch a US$599 MacBook, with mass production of key components expected by the end of 2025. China's leading DRAM manufacturer has begun domestic production of HBM3 chips, with samples already sent to Huawei for final validation. Meanwhile, a reported leak of TSMC's 2nm technology involving employees from TSMC and Tokyo Electron (TEL) sparked espionage concerns but appears less severe after further investigation.

Monday 18 August 2025

India roundup: India approves four chip projects

The number of chipmaking projects in India that qualify for the country’s incentive policy has increased to ten, following the approval of four new initiatives. Concurrently, India and China appear to be reducing tensions against the backdrop of a recently imposed 50% tariff by the United States on Indian goods.

Monday 18 August 2025

Strong AI and HPC demand drives Daxin Materials' dual growth engines, ready to expand capacity

Daxin Materials reported solid operational performance in the first half of 2025, with expectations for continued growth in the semiconductor and display materials sectors in the second half. The company is expanding production capacity and developing new products to meet rising demand driven by AI and high-performance computing (HPC).

Saturday 16 August 2025

US AI crackdown era looms: Taiwan firms urged to steer clear of policy red lines

Taiwan's trade negotiation representatives with the US have highlighted that Washington's expectations for artificial intelligence (AI) policies are evolving at a rapid pace. This makes it increasingly difficult for Taiwan to make binding commitments. With America's AI Action Plan positioning the country as a global hub for AI development, an era of stringent regulation is expected—focused on comprehensive supply chain oversight and efforts to curb China's AI progress.

Saturday 16 August 2025

Repon expects AI server demand to drive growth in 2H25 despite currency and tax challenges

Nan Juen International (Repon), a Taiwanese server rail manufacturer, expects shipments to keep rising in the second half of 2025, with AI servers, particularly Nvidia's GB series and ASIC-based models, driving growth on two fronts. Server rails made up 52% of Repon's second quarter 2025 revenue, and the company believes that share will increase in the coming months.

Saturday 16 August 2025

Taiwan boosts industry support amid squeeze by US tariffs and probe

Under escalating trade tensions, Taiwan is bracing for the economic impact of two major US policy shifts: a new 20% reciprocal tariff and a national security investigation under Section 232 of the Trade Expansion Act targeting semiconductors and related imports. In response, the Taiwanese government has unveiled a NT$113 billion (US$3.7 billion) relief and support package to cushion the blow and stabilize its high-tech export sector.

Saturday 16 August 2025

Nvidia reportedly confirms Rubin AI chip launch timeline as AMD reveals 2026 server challenge

Nvidia, navigating a complex mix of geopolitics and growing competition, says its next-generation Rubin AI chip remains on schedule, despite rumors of delays and new US revenue-sharing rules raising questions about the road ahead.

Saturday 16 August 2025

AI enters implementation phase; DFI optimistic about industry demand in 2H25

Benefiting from the continuous rise in embedded AI demand and the advancement of diverse vertical applications, embedded motherboard and industrial PC (IPC) provider DFI announced at its August 12 investor conference that it will leverage group resources and manufacturing service partners for forward-looking investments to prepare for potential challenges in the second half of 2025.

Friday 15 August 2025

Commentary: Foxconn's Ohio pivot shows how AI is reshaping its global strategy

Foxconn Technology Group faced a mixed bag of challenges in the second quarter of 2025, with currency fluctuations and other external uncertainties weighing on results. Yet, the company managed to deliver an impressive performance, buoyed largely by robust demand in the AI server sector—a fast-growing industry fueling its latest revenue surge.

Friday 15 August 2025

Lenovo defies tariff pressures with record PC growth, tops global market share

Lenovo reported a robust start to its 2026 fiscal year, with first-quarter revenue rising 22% year-over-year to US$18.8 billion, underscoring its resilience amid intensifying global trade tensions and persistent tariffs. The company credited strong PC and AI PC sales, along with strategic global manufacturing, for weathering geopolitical headwinds.

Friday 15 August 2025

Exein partners with Taiwan supply chain in global cybersecurity push

The number of Internet of Things (IoT) devices is expected to exceed 25 billion by 2030, yet one-third of all cybersecurity vulnerabilities are related to these devices. This trend has driven a surge in cybersecurity solutions, as every single connected device can become susceptible to attack. As a global hub in the tech industry, Taiwan has naturally become a focus: as an example, embedded IoT security company Exein has recently been actively expanding its business in Taiwan, forming strategic partnerships with MediaTek, Aaeon Technology, and other Taiwanese firms in a short span of time. Exein views Taiwan as its largest growth engine outside of Europe.

Friday 15 August 2025

AI boom fuels Foxconn's best-ever second quarter; growth to accelerate in Q325

Foxconn, the world's largest electronics manufacturer, reported record second-quarter results on August 14, 2025, with revenue, operating profit, and net income all reaching historic highs for the period. The company credited surging demand for AI servers and expects strong momentum to continue into the third quarter. However, rotating CEO Kathy Yang also flagged ongoing trade tariffs and currency fluctuations as key risks to monitor.

Friday 15 August 2025

Tariff exemption for semiconductors and ICT products prioritized in negotiations for Taiwanese government

The US government, under Section 232 of the Trade Expansion Act, has imposed tariffs on imports such as steel and aluminum products, automobiles, auto parts, and copper products, citing national security concerns. On August 7, 2025, it announced a 100% tariff on semiconductor products, with exemptions granted to those already manufacturing or committed to manufacturing in the US.

Friday 15 August 2025

Qisda reports mixed impact from US tariff timing and currency fluctuations

Qisda held its earnings call on August 14, revealing that its second-quarter revenue was boosted by customers pulling forward orders as a precaution against anticipated US tariffs. While this strategy increased sales in the second quarter, it also led to elevated inventory levels, further complicated by the appreciation of the New Taiwan dollar.

Friday 15 August 2025

U-Best optimistic about operational growth in 2H25

Taiwan-based polymer materials supplier U-Best Innovative Technology reported a consolidated revenue of NT$356 million (approx. US$11.9 million) in the second quarter of 2025, a 102% increase compared to the same period in 2024. Benefiting from the synergies of group integration, the company continued to optimize its product portfolio and strictly control costs and expenses, driving second-quarter gross profit to NT$80 million.

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