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Monday 14 July 2025
Taiwan coordinates AgeTech efforts eyeing both domestic and international markets
Taiwan, with a rapidly aging population, is gearing up for the development of the AgeTech industry, with the government coordinating efforts from various sectors to form a "national team" targeting the needs of both domestic and international markets.
Monday 14 July 2025
Tariffs impact economy, but AI servers remain an exception, says Wistron
Wistron president and CEO Jeff Lin stated that AI servers represent a rigid demand and are not affected by reciprocal tariffs. However, mature consumer products such as notebooks and smartphones are likely to face challenges due to tariff impacts. Lin also revealed that in response to the US reciprocal tariffs, Wistron has prepared multiple contingency plans labeled Plan A, B, C, D, and E, although details of the tariffs remain unclear and customers have yet to provide definitive instructions.
Monday 14 July 2025
Taiwan must move beyond OEM/ODM to export complete systems, particularly aging-related technology, says NSTC Minister
Taiwan must move beyond its traditional OEM (original equipment manufacturing) and ODM (original design manufacturing) model and focus on exporting complete systems, particularly in the rapidly growing aging-related technology sector, according to National Science and Technology Council (NSTC) Minister Cheng-wen Wu.
Monday 14 July 2025
Cisco drives AIoT proof of concept from point to area, aims to extend Asia New Bay Area experience to semiconductor industry
As AIoT technology deepens its application across industrial sectors, networking and cybersecurity brand Cisco has partnered with Genesis to launch the "AIoT Sustainable Innovation R&D Center" in the Asia New Bay Area, becoming one of Taiwan's most comprehensive end-to-end validation sites.
Monday 14 July 2025
E-paper chip demand stays strong amid tariff rush
E-paper chip demand remained resilient in the first half of 2025, driven by steady orders and new premium products, though some customers accelerated shipments to avoid US tariffs. Industry executives expect continued growth in the second half despite trade uncertainties.
Monday 14 July 2025
Weekly news roundup: China’s semiconductor setback, MediaTek gains on Qualcomm, and ongoing US-China chip tensions

Below are the most-read DIGITIMES Asia stories from July 7 to July 13, 2025. This week's top three highlights include China’s semiconductor ambitions facing setbacks as Jiangsu Advanced Memory Semiconductor cancels its restructuring amid investment delays. Meanwhile, MediaTek gains ground on Qualcomm in China’s premium smartphone market, signaling a notable industry shift. The US-China semiconductor standoff shows signs of tactical maneuvering, with both sides testing political and economic limits.

Monday 14 July 2025
India confronts rare earth crisis with incentives, strategic alliances
India is taking bold steps to tackle its growing rare earth crisis, eyeing on a multi-billion-rupee incentive plan to boost domestic production of rare earth magnets, as China tightens export controls on rare earth products, disrupting global supply chains and exposing India's dependency on Chinese imports despite holding the world's third-largest rare earth reserves.
Monday 14 July 2025
Foxconn reportedly begins iPhone 17 component imports from China as India and US watch Apple's global moves closely
Foxconn has reportedly begun importing key components from China to India for the iPhone 17, marking the start of trial production. The development comes as both India and the US intensify scrutiny of Apple's manufacturing strategy and its reliance on China.
Monday 14 July 2025
Taiwan launches smart robotics talent program to compete with semiconductor sector
Taiwan is positioning robotics as a national growth engine, with Premier Cho Jung-tai naming it a top strategic priority alongside semiconductors and drones. To accelerate progress from hardware dominance to software-driven applications, the National Science and Technology Council (NSTC) will roll out a high-level smart robotics talent development program starting in 2026.
Monday 14 July 2025
India roundup: Apple taps Indian COO amid supply chain relocation
Apple named Indian Sabih Khan as the new COO as the firm accelerates sourcing components from India.
Sunday 13 July 2025
Taiwan's NTU teams up with tech giants to build global AI, chip talent pipeline
National Taiwan University has joined forces with six of Taiwan's top tech companies to launch an AI and Electrical Engineering Alliance, seeking to secure the island's competitiveness in AI and next-generation electronics amid intensifying global demand for advanced talent.
Saturday 12 July 2025
Southeast Asia tariff uncertainties dampen PCB investment momentum
Southeast Asia's reciprocal tariff framework has prompted major IC substrate manufacturers to pause southbound investment evaluations. Meanwhile, Taiwanese and Chinese PCB producers expanding in Thailand face production challenges that are limiting order flows to suppliers including drill bit maker Topoint Technology and prepreg manufacturer Aurona Industries.
Friday 11 July 2025
How Taiwan's EMS evolved: From PCs and smartphones to AI servers and deep semiconductor integration
The advent of the personal computer (PC) provided an opportunity for Taiwan's manufacturing services to further evolve.
Friday 11 July 2025
Acter group hits new highs as global chip demand spurs growth
Acter Group, a leading Taiwanese provider of integrated electromechanical systems for cleanrooms, reported consolidated revenue of NT$3.82 billion (US$130 million) for June 2025, marking a 38% year-over-year increase. Second-quarter revenue reached NT$10.91 billion, up 27% from the previous quarter and 42% year-over-year. Cumulative revenue for the first half of 2025 totaled NT$19.46 billion — a 48% surge compared to the same period in 2024, setting new records for June, the second quarter, and the first half of the year.
Friday 11 July 2025
How Taiwan's EMS evolved (2): Resilience and regionalized supply chains
As of 2024, the global electronic manufacturing services (EMS) industry is valued at approximately US$700 billion, with about half originating from Taiwan. Starting in 1966 with basic black-and-white television assembly, Taiwan has transformed over six decades into a comprehensive EMS powerhouse.
Friday 11 July 2025
US weighs new export controls on AI chips to Thailand and Malaysia

The US Department of Commerce is reportedly preparing new regulations that would restrict the export of advanced AI chips to Thailand and Malaysia to prevent their diversion into China, according to industry sources.

Friday 11 July 2025
US tariff revenues surge as protectionist policies drive import reshuffling
Under President Donald Trump's trade policies, US tariff revenue has soared, driven by sweeping duties on steel, aluminum, autos, and goods from China. A recent spike in dutiable import values and effective tax rates underscores the growing impact of protectionism on global supply chains and domestic price pressures.
Friday 11 July 2025
IBM's business in China remains strong and commits to continued growth for next 40 years
As the US-China trade war intensifies, American businesses in China become increasingly uncomfortable. IBM announced massive layoffs in China and closed its Beijing R&D center, a major indicator that American companies are withdrawing. Despite that, IBM Asia Pacific general manager Hans Dekkers recently stated in an interview with DIGITIMES that IBM's footprint in China has actually grown in both staffing and business. He firmly stated that IBM has been in China for forty years and will continue to be there for the next forty years to come.
Friday 11 July 2025
China's embodied AI race just got real — Robot Era, DEEP Robotics raises CNY1 billion

China's embodied AI and humanoid robotics market is experiencing a funding surge, with leading startups Robot Era and DEEP Robotics jointly securing nearly CNY1 billion (approx. US$140 million) in fresh capital on the same day, underscoring sustained investor interest in physical AI technologies.

Friday 11 July 2025
Pegatron's June revenue decline tapers, but 2H25 outlook remains uncertain
Pegatron announced on July 10, 2025, that its June revenue reached NT$78.771 billion (US$2.7 billion), a monthly decline of 8.07% and an annual increase of 11.05%. While revenue was still impacted by seasonal factors, the drop tapered significantly compared to May's 16.71% monthly decrease and 7.97% annual decline.
Friday 11 July 2025
Currency exchange headwinds hit Synnex as 2Q25 and 1H25 revenue slide
Synnex Technology International Corp. posted NT$32.41 billion (approx. US$1.11 billion) in June 2025 revenue, pressured by a sharply stronger New Taiwan dollar. Second-quarter revenue declined 7.1% year-over-year to NT$93.27 billion, while first-half revenue dropped 9.86% to NT$184.67 billion.
Friday 11 July 2025
Taiwan's machinery exporters brace for US tariff verdict while handling FX pain
Taiwan's machinery exporters face growing uncertainty as the US confirms 25% reciprocal tariffs for Japan and South Korea, while Taiwan's status remains unresolved. With the US as Taiwan's top machinery export market, concerns are mounting, especially amid a sharp appreciation of the Taiwan dollar that's already compressing margins.
Friday 11 July 2025
Largan faces challenges in tech development with exchange losses hurting 2Q25 profits
Largan Precision outlined technical hurdles for its advanced camera lens technology while acknowledging significant exchange losses that slashed second-quarter profit by 84%.
Friday 11 July 2025
India's EMS giants pivot to East Asia partnerships for US$2.68 billion component push
Indian electronics makers are accelerating joint venture talks with South Korean, Japanese, and Taiwanese partners as they prepare final bids for a component manufacturing scheme. The push reflects a strategic shift away from Chinese alliances amid foreign direct investment curbs and rising geopolitical tensions.
Thursday 10 July 2025
Jabil's infrastructure bet pays off with explosive AI-fueled growth
As competition intensifies in the AI hardware boom, Jabil is emerging as a pivotal force, leveraging its global supply chain expertise and strategic partnerships to secure long-term contracts and outmaneuver rivals. Amid surging demand for advanced data center infrastructure, the company's targeted investments in US-based manufacturing, thermal management technologies, and factory automation are positioning it as a key beneficiary of this accelerating industry shift.