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Indonesia is top operational choice in SEA for labor stability, says Taiwanese firms

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Behind Lee Jae-yong's decade-long M&A strategy

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Daxin Materials sees strong demand for semiconductor upstream materials amid geopolitical tensions

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India-Pakistan conflict raises concerns for Samsung and LG's regional operations

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Skyverse advances China's wafer defect inspection

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Taiwan debates sovereign wealth fund establishment

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MAY

8

2025

AP Memory bets on next-gen wearables and AI chips to drive 2025 growth

Ex-SK Hynix employee charged in South Korea for leaking chip tech to HiSilicon

Currency shock: Strong NT dollar puts Taiwan's IC distributors under 2Q25 pressure

Novatek's mobile OLED TDDI mass production boosts 2Q25; no negative impact from tariffs thus far

India's deep tech turn: Why the real buildout is just beginning

Wiwynn lands major L12 assembly order from YTL

Taiwan central bank warns against currency speculation as NTD rally cools

Taiwan dollar appreciation to reduce VIS's 2Q25 gross margin by 1-3%

US confronts battery shortfall as Chinese solar giants gear up for tenfold expansion

Qisda delivers robust 1Q25 results amid tariff relief, eyes medical business as next growth driver

Fingerprint-first future: Elan Microelectronics steers into AI PCs, premium touch solutions

SK Hynix to end DDR4 production by 2Q26, sparks supply crunch

Tariffs rock auto sector, but Nuvoton sees swift recovery amid demand surge

TSMC supplier cost-cutting rumors denied by MIC amid tariff uncertainty

Malaysia's semiconductor strategy advances as AT&S high-volume plant delivers AMD AI chip substrates

Can Malaysia make leap from assembly to advanced packaging leader?

Phison shares surge as memory chip prices offset currency headwinds

Adata hits 13-month revenue high on price rebound, bullish on 2Q25 demand

Winbond forecasts recovery after 1Q25 loss on weak demand

TPK turns 1Q25 profit on better margins despite revenue dip; April sales rebound 27%

Flex exceeds Q1 expectations but faces challenges ahead

Chinese semiconductor equipment firms post mixed 2024 results amid US pressures

China's quantum leap: Microsoft warns of 'race the US can't afford to lose' in the wake of Origin Tianji 4.0 debut

Arm withholds 2026 outlook amid tariff concerns and market uncertainty despite strong royalty growth

Innolux strengthens leadership as it accelerates transformation beyond display panels

Taiwan's AI bill unlikely to be reviewed this legislative session

FX volatility unsettles small and medium automotive parts suppliers in Taiwan

Trump to rescind global chip curbs amid AI restrictions debate

Arm's strong quarter overshadowed by weak guidance and rising costs

Geely bids to take Zeekr private at US$6.4 billion valuation

Apple eyes move to AI search, ending era defined by Google

OpenAI to invest in efforts to build AI infrastructure overseas

Tesla debuts LiDAR-free self-driving system in China as FSD awaits approval

Pegatron sharpens 5G vision with Batam smart factory

AI blooms as Powertip Image advances into machine vision applications

Solar industry reveals ultimate impact of US tariff tsunami

Broadband chips, optical communications, and Ethernet drive growth; Airoha undeterred by tariff war

Anduril's Ascendancy: From Silicon Valley outcast to defense unicorn rivaling Boeing

Lite-On boosts AI server component output, new Texas facility to help navigate tariff challenges

Inventec sees record April sales due to pull-ins ahead of tariff

MAY

7

2025

Anduril's founder sounds alarm on US-China military rivalry, touts AI as key to Taiwan Strait stability

Auras bets on liquid cooling as AI drives data center shift

Chinese panel makers cut output amid weak demand and US tariffs

Why Apple’s road to ‘Made in India’ is longer than it looks

Mitsubishi taps Foxconn-Yulon JV for EVs aimed at Oceania, production set for 2026

eLAND to debut on Taiwan OTC in May, riding AI search boom across four core sectors

Winmate hits 1Q25 revenue record driven by edge AI and robotics demand

Advantech zeroes in on humanoid robotics, fusing IPC heritage with edge AI to chart the next frontier

GlobalWafers' proactive expansion with two US plants reduces tariff risks

Jinpao sees continued revenue growth in April, exchange rate fluctuations to have little impact

Value-addition enhancement drives Qisda's gross margin to record-high

Taiwan's smartphone slump darkens: AI buzz fails to lift 1Q, 2Q outlook dims

Fujifilm reportedly building semiconductor materials factory in India; initial supply is for Tata Electronics' wafer plant

US manufacturing renaissance spurs China's strategic semiconductor expansion

Wistron pours another US$1.2 billion into US, Mexico to scale AI server manufacturing

MicroLED's Bright Future: PlayNitride CEO on geopolitical challenges, AI glasses surge, and SiPh opportunities

Chinese rivals threaten Transsion's Africa smartphone crown

Dollar dilemma: Asian currencies soar as Trump policy splits markets

ASEAN+3 reaffirms commitment to regional financial stability amid global uncertainties

China EV makers hit the brakes on autonomy after fatal Xiaomi crash

Taiwan ceiling fan manufacturer pivots to drone market amid tariff advantage

Taiwan chip maker cautious on global trade outlook

Nuvoton returns to profitability in 1Q25

Taiwan dollar surge sparks fresh calls for AI-led industrial upgrade

EU eyes EUR100 billion of US goods with tariffs if talks fail

GlobalFoundries warns of tariff risks in 2H25

Samsung Vietnam factory hits 900 million smartphone milestone amid tariff headwinds

US, China to hold first formal trade talks in Geneva with tariff clashes still ongoing

Apple's earnings reveal underlying concerns, dampens confidence in PCB supply chain

Pegatron ramps up 5G O-Ran strategy in SEA to navigate market shifts and expand telecom infrastructure

China's Pony AI is Uber's latest robotaxi partner in Middle East

Hopper-to-Blackwell shift dents Supermicro's Q3, but recovery seen ahead

Marvell delays roadmap reveal as macro clouds first-quarter outlook

Supermicro sees softer FY25 as customers defer AI infrastructure rollouts

Export controls take US$1.5B toll, but AMD bets big on AI accelerator boom

AMD posts strong Q1, but margin pressure clouds Q2 outlook

As Qualcomm stalls in China, MediaTek powers up

Tesla deepens China supply chain ties as 95% of Model Y parts are sourced locally

COMPUTEX 2025 kicks off with AI NEXT Forum, showcasing transformation innovations

Strong NT dollar spurs capital inflows, but 'they’re just migratory birds,' says Pegatron chair

Russia's Baikal Electronics ships 85,000 CPUs under sanctions, eyes China ties for next-gen chips

Apple confronts a multifaceted crisis as Tim Cook strives for solutions

Xiaomi reportedly separates Xring chip division in move to preempt US action

Advantech set to return to Computex under new AI vision

MAY

6

2025

Chunghwa Precision hits pause on Taoyuan fab expansion as tariff risks push pivot to AI test tech

Tariff sleight of hand: Auto sector calls bluff on Trump's parts 'exemption'

Apple beats expectations as iPhone sales inch higher, supply chain sees signs of a rebound

TESCAN stakes its claim in advanced packaging with AI-fueled failure analysis breakthrough

BenQ Materials pivots to premium displays, healthcare as shields against tariff and currency pressures

US tariff escalation reshapes global server supply chains

BYD scores big in European PHEV market

Japanese companies significantly boost investment in India following 'Make in India' and PLI schemes

Mining influence: Taiwan's critical moves in the global rare earth chess game

AMD reportedly walks away from Samsung's SF4X deal, escalating foundry pressure on latter

TPV Technology stumbles through 2024, sinks deeper in 1Q25: profit vanishes, debt balloons

Tariff tensions delay ABF substrate recovery as Unimicron shifts focus to CoWoS clients

Impact of Taiwan dollar's sharp rise remains manageable to Asus and MSI

DRAM process development direction: 3D DRAM

Tata reportedly in talks to onboard NXP semiconductors for OSAT facility

US Pentagon's trillion-dollar budget surge puts Taiwan defense firms at crossroads

TSMC financial forecast holds firm despite surging Taiwan dollar

E Ink achieves UL certification for waste management, reiterates commitment to environmental protection

Onsemi sharpens focus on cost control, portfolio streamlining, and SiC gains to navigate downturn

Europe shunned plug-in hybrids. China sold them back

SK Hynix-Hanmi Semiconductor dispute escalates, Hanwha Semitech poised to gain

Rare earth prices surge 210%: EV, robotics, defense supply chains on the line

Taiwan's display players navigate economic minefield of currency chaos and tariff tremors

Looming US chip tariffs spark end product demand concerns

Advantech highlights edge AI, software strategy to navigate FX fluctuations

OpenAI walks back for-profit plan, nonprofit to keep control

Jabil reportedly to expand AirPods enclosure production with new Indian facility amid Apple relocation

OpenAI reaches agreement to buy startup Windsurf for US$3 billion

NT$ shock, US tariff fears slam Taiwan's export-reliant semiconductor sector

Chinese CIS vendors close gap as local fabs go full throttle, Xiaomi backs innovation

FX turbulence hits Taiwan memory makers as US$ weakens, NT$ strengthens

US tariff policy and currency appreciation cast clouds over Taiwanese exporters

From Biden's carrots to Trump's sticks: Chinese solar giants adapt to new US playbook

Taiwan's industrial PC sector adapts to US tariffs with strategic localization and supply chain resilience

China chokes rare earth supply—prices triple, global supply chains rattle

Former Samsung employee indicted in DRAM leak case aiding CXMT

Samsung DS chief rushes to Silicon Valley to secure AI memory and foundry orders

Tariffs support sustained price increases for LCD monitor panels

Tariff turmoil brings uncertainty and new opportunities, says RichWave

Taiwan dollar surges to two-year high, central bank refutes US pressure claims

MAY

5

2025

Largan posts 28% YTD revenue growth, eyes Q3 lens upgrade cycle

PTIC expands into new markets with robot vacuum cleaners and drones

Foxconn smashes April record with US$21.3B in revenue as AI servers take off

Intel focuses automotive efforts on China with Auto Shanghai debut

LG Display pioneers blue phosphorescent OLED, achieves world-first product validation

Huawei reportedly erects three advanced chip fabs in Shenzhen to sidestep foreign tech

Taiwan’s tech leader urged investment in power infrastructure for AI era

iPhone sales in China falter: headwinds on four fronts

PC pioneer FICG retools for the AI age with optical module surge

Semco to start mass production of AI-use ABF substrates and trial production of glass substrates in 2Q25

MediaTek's AI chip blitz catapults ASE to a year's worth of packaging tool orders in one quarter

Barcelona rises as Europe's strategic tech investment nexus as US-China rift widens

Lip-Bu Tan's Intel: leaner, flatter, and betting big on packaging

Samsung's delayed Texas chip plant faces leaner tax deal and hard 2026 cutoff

China's 28nm foundry capacity to hit 31% by 2027 as SMIC, HLMC, Nexchip ramp up

Taiwan's surging currency puts pressure on exporters' margins

Indian smartphone market sees decline in shipments as Mediatek dominates chipset share, Apple gains premium traction

Taiwan's Coretronic disrupts drone market, outflanks DJI with non-red supply chain edge

China leans on industrial policy, not tariffs, to fast-track domestic GPU ascendancy

Trump eases auto tariff impact for North American-made vehicles

Qualcomm clinches full Samsung S25 win, yet real growth rides on auto and AI bets

Texas emerges as key battleground in AI server race with US tariff push

Weekly news roundup: EUV leap, Intel reboot, Nvidia's China reckoning, and TSMC's AI power play

India roundup: Most iPhones sold in US will be made in India

UBTech, Midea fast-track humanoid robots as China races toward industrial AI supremacy

Network infrastructure crucial to growth for Nokia and Chunghwa Telecom

Silicon Motion optimistic about consumer recovery in second half of 2025 amid strong AI inference demand

Semco and Daeduck poised to power Tesla's autonomous Cybercab with key substrate supply

CyberLink embraces open-source GenAI as adoption gains steam

Meta denies censoring Taiwan content; backlash suggests trust gap remains

MAY

4

2025

Holtek sees growth as clients rush orders ahead of US tariff deadline

Automotive and industrial control chip markets show signs of recovery, but tariffs risk looms

OpenAI's Singapore push cements city-state as Asia-Pacific AI powerhouse

MAY

3

2025

Rick Tsai bets on AI as MediaTek’s next growth engine

PTI sees operational rebound as memory and AI markets recover in 2025

ASE COO urges inclusion of global AI strategy in tariff negotiations

Taiwan, SEA anchor US chip supply: Tariffs may do more harm than good

Primax powers ahead on AIoT tailwinds and PC rebound, but tariff turbulence persists

US-China trade war threatens to gut global semiconductor market by 34% through 2026

Macronix narrows Q1 loss, awaits Nintendo Switch 2 boost in 2H25

Apple's 2Q earnings in focus: trade tensions, AI lag, and China headwinds cloud outlook

Vingroup enters humanoid robot race with Vietnam's first 'Made-in-Vietnam' model

Murata braces for 8-year profit nadir as smartphone, auto headwinds mount

MAY

2

2025

LGES bows out of Indonesian EV battery deal—China's Huayou poised to fill the void

Powertech Technology sees revenue decline as expected in 1Q25

Huawei mobilizes 11 top carmakers to forge China's smart driving safety agenda

Wellysun emphasizes limited tariff impact as end customers do not export to North America

CWTC posts strong Q1 as packaging demand surges, eyes expansion in Asia

US targets Chinese shipbuilding, port equipment in new tariff offensive

US, China sharply diverged in regulatory paths for high-level autonomous driving

Industrial displays solutions vendor Litemax adjusting markets to cope with US tariffs

Etron expands AI portfolio with edge computing solutions for smart robots and privacy-preserving AI

Intel and AMD reap nearly 30% of revenue from China, yet US semiconductor imports are just 3%—What's behind the discrepancy?

CyberLink: Tariffs have no direct impact; end-user consumption remains to be seen

Memory market soars as Samsung's DDR4 phase-out sparks supply squeeze and price surge

Lessons from TSMC: Trump tariffs offer Taiwan manufacturers opportunity for AI transformation

Taiwan's AI, semiconductor export growth remains strong despite US tariff hikes

ACSI posts stellar results amid increasing cybersecurity awareness

Trump adds small tariff exemption window as auto parts levies take effect

AI Basic Act bill overhaul to be expedited, says Taiwan Premier

Fengmiao wind farm becomes Taiwan's first phase 3 offshore wind project to secure full financing

OpenAI expands hiring in Asia amid tech industry trends and high tariff concerns

TCL rides display market rebound to record highs as supersized panels and strategic bets pay off

Nvidia braces for regulatory headwinds ahead of 1Q earnings

Is the early pull-in effect ending? Taiwan electronics industry outlook downgraded to green light

AI boom driving global energy demand as data centers set to double consumption by 2030

US auto tariffs backfire: supply chains prioritize cash management

BYD breaks ground on 10K-capacity EV plant in Cambodia, production set for late 2025

Navigating the tariff storm: AUO's strategic response and the viability of US-based manufacturing

Non-AI cloud workloads power Microsoft's 3Q25 Azure overperformance

Setbacks for India's semiconductor ambitions: Tower Semiconductor, Adani, and Zoho projects stall

Dixon Technologies, Inventec form joint venture to manufacture PCs and servers in India

Samsung chip earnings nosedive 62%: HBM edge ceded to SK Hynix?

Amazon's AI ambition runs on self-designed silicon

Xiaomi enters the LLM race with another attempted latecomer coup

MediaTek confident in long-term growth potential amid tariff uncertainties

Apple says it's TSMC Arizona's largest customer, braces for US$900M tariff impact

ASE sees double-digit growth in 1Q25 thanks to urgent testing and packaging orders

Jensen Huang: Build at home, compete with Huawei, rethink AI export rules

Intel and UMC unite on 12nm to boost US chip supply

Amazon Braces for Tougher Business Climate Amid Trump Trade War

Trump tariffs reshaping Asian supply chains as Taiwan manufacturer adjusts strategy

Tariffs forge a stronger Chinese PC industry as US brands falter

US$1 trillion AI rush: China's memory boom shakes global chip market

Apple posts strong earnings, but China and regulation weigh

MAY

1

2025

DRAM process development challenges: DRAM structure in process miniaturization

TSMC Arizona expands: One fab, two tones

Samsung taps Llama 4 to close semiconductor gap with Hynix, Micron

Pharmacy chains merge in Taiwan, but labor pains persist

Hot and heavy: JS-SEZ bids to lead AI data center innovation in the tropics

Flex debuts high-powered liquid cooling system for AI-driven data centers

China's DRAM surge could upend global memory prices and supply chains, warns Etron

AI servers remain in high demand, says Quanta chair

Huawei reportedly ships 910C AI supercluster, said to outpace Nvidia's NVL72; eyes 910D next

MediaTek posts 48% gross margin in 1Q25, eyes custom chip revenue lift from 2026

Made in America, sourced from Taiwan? Trump's new tariff math rewrites the rules

APR

30

2025

Ardentec eyes IDM outsourcing gains as auto, industrial demand stay weak

Geothermal energy: an attractive option for AI data centers?

Smartphone strength cushions Samsung's 1Q25 chip slump

Intel CEO's four turnaround strategies unveiled

Chinese carmakers in Europe face carbon compliance dilemma after EV tariff pivot

CR Micro semiconductor upcycle soars on SiC, GaN breakthroughs amid strong 2024 results

Foxconn reportedly eyes India's new PLI scheme amid soaring local growth as Tata begins iPhone production at new plant

China's GalaxyCore rides high-pixel boom to triple profit, targets AI glasses, automotive vision next

Apple reshuffles government affairs and music divisions in latest changes

NXP leverages strategic acquisitions and regional strengths to drive long-term growth amid tariff uncertainties

Apple's Chinese supplier Luxshare hits US$37 billion milestone, breaks iPhone dependency

TSMC starts building third Arizona fab to ramp up US expansion

Xi visits Shanghai to personally oversee China's AI strategic development

Samsung reportedly exits HBM2E under Chinese price offensive, shifts focus to high-end market

Korean presidential candidate Jae-Myung Lee vows to build South Korea into top semiconductor nation with special law

China cracks EUV light source barrier, builds new experimental platform

Intel Foundry executive: customers need more foundry options; Intel strives to earn their trust

SK Telecom faces mass user exodus and mounting fallout after USIM server hack

Gogoro's battery bet faces market test as it restructures and regroups

Trump signs order to prevent his tariffs from stackong on top of each other

Strong growth in GAA demand, too early to assess tariff impact, says ASM

Xiaomi's MiMo punches above its weight, eclipses OpenAI and Alibaba in AI tests

Inside next wave of car tech: LG, MediaTek launch unified infotainment platform

Spain and Portugal's blackout highlights challenges of green energy transition

China's EV battery revolution speeds into new phase

Tariffs threaten production and sales systems; Pegatron chairman warns of stagnation from shelves to factories

Model wars escalate: Baidu, Alibaba, DeepSeek race to dominate China's LLM frontier

TSMC's AI chip plans remain on track; CoWoS capacity to double in 2025

STT GDC discusses three major challenges for the colocation industry in the AI era

Supermicro's sales miss hints at slower AI investments by cloud giants

Intel advances 18A, 14A nodes to anchor US foundry strategy

Taiwan's economy faces slower growth under Trump's trade pressures

Nissan to close Wuhan plant, cutting China factories from 6 to 4

CloudMile outlines 3 keys to unlock JS-SEZ potential

Outpaced and overbuilt: Intel’s $20B crisis

K&S partners with Taiwanese semiconductor leaders in advanced packaging push

US targets Japan over EV charging standards in tariff clash

Made in America, delayed by parts

Taiwan’s Mastertrans readies fast-charging intercity e-bus

Megawatts and microgrids: Delta’s next play

APR

29

2025

Taiwan semiconductor supplier Chang Wah sees recovery despite Trump tariff uncertainty

India-based Optiemus and Taiwanese Avix team up to advance make-in-India drone technology

Evoasis unveils EV plug-and-charge network in Taipei, with plans to accelerate deployments in northern Taiwan in 2025

YMTC lands US$1.3B funding as financials reveal post-Unigroup fallout

China-EU EV talks advancing as tariff war intensifies

Taiwan drone maker expands to military unmanned attack boats

Decoupling from China and local policies drive Taiwan and South Korea battery firms to seize SEA opportunities

China launches 'human wave strategy' for R&D, poaching top-level South Korean scholars

BYD's megawatt EV fast-charging platform stirs cautious interest in Europe, Asia

Sanmina reports strong second-quarter earnings, raises confidence in 2025 growth outlook

Inventec to invest up to US$85 million in Texas facility; joins wave of US expansions for Taiwanese ODMs

China's export barriers throttle Trump tariff-driven global supply chain exodus

EDT and Nippon Seiki JV to localize India automotive LCD production

DeepSeek returns to South Korea, challenges local AI giants despite privacy concerns

Samsung shifts focus to 3D DRAM in intensifying competition from SK Hynix and Chinese rivals

Vivotek establishes global design center in Silicon Valley to boost overseas presence

Flex bolsters US manufacturing to power data center boom

iPhone 17 stocking begins: 10% YoY shipment decline estimated

Google sees cloud demand surpass capacity, AI now powers over 30% of code development

JDI bets on U.S. OLED production as Taiwan backs away

China launches 5 new nuclear power projects to meet surging AI energy demand

Amkor sees no major tariff-driven pull-ins; new Apple SiP socket order may lift outlook

Tariffs drive order shifts, boosting demand for GEM's new copper materials

Automotive supply chains favor Japanese brands for orders with higher margins

NXP witnesses falling performance, announces CEO transition

Wiwynn’s Johor bet sets the pace for AI’s next supply chain

Sony weighs chip spinoff that Dan Loeb called for years ago

Cadence sees fresh opportunity as Intel warms up

Alibaba rolls out latest flagship AI model in post-DeepSeek race

Xiaomi's 'Xring' chip reportedly set for late May release, taking aim at Snapdragon's crown

Cadence reports strong 1Q25, raises full-year outlook

Samsung to invest US$117 million in Indian home appliance plant after labor unrest

IBM plans to invest US$150 billion in US over next five years

Trump's tariff twists: Can supply chains weather the uncertainty?

Mature chip processes most vulnerable in Trump's tariff storm

Apple supplier sees no tariff cost-sharing talks, expects tough 2025

How Hesai's cost cuts and key partnerships fuel 4x LiDAR growth in 2025

Longsys rolls out bespoke automotive memory solutions to power smarter mobility

Singapore seeks assurances on AI chip access in US talks

Intel appoints new SMG VP and Taiwan GM

From MacBooks to moonshots: Quanta bets on R&D

US tariffs spark automotive tax cut debate in Taiwan

APR

28

2025

FICG rides Johor-Singapore SEZ momentum, eyes deeper expansion with clients in tow

Walsin’s strategic acquisitions in Southeast Asia are set to meet the growing demand for advanced PCBs

Baidu cuts AI costs, takes swipe at DeepSeek's 'slow and expensive' model

China's Wingtech cuts loose ODM drag, races toward semiconductor pure play

Synopsys discusses SEA IC design: Singapore attracts major players, Malaysia sees rising contenders

How US chip equipment makers could shield US$10B in China sales from tariffs

CATL stuns South Korean rivals with salt-powered cost-slashing EV battery breakthrough

IMI's global reach to cushion US tariff impact, says Ayala chair

Dixon, Tata to apply for the latest PLI while HP doubles India PC manufacturing through Dixon

Samsung cautions US on potential risks of China tech sanctions

Renesas hits brakes on EV chip expansion as market uncertainty and tariff woes persist

Taiwan's export momentum at risk of slowing; second half of 2025 will be crucial

Elna Printed Circuits expands Asian footprint following Japanese acquisition

In-depth: Jensen Huang's China trilogy—a 30-year strategic game

Chinese export curb on rare earths sparks concerns for EV motor suppliers

China's Universal Scientific Industrial stalls on margins and cash flow, raising red flags for 2025

Taiwan telecom giant secures international connectivity with dual-focused investment strategy

Trade tensions take flight: Trump tariffs spark China retaliation against Boeing

BYD Electronics sees modest 1Q25 profit growth as margins tighten; shares tumble

Eternal Materials leverages flexible global production to navigate supply shifts

China's Cambricon rides DeepSeek wave, but dethroning Nvidia is still a long shot

Kemflo sees strong growth across core sectors, eyes expansion in the automotive market

TEL bolsters chip equipment production R&D to counter Chinese competition

Taiwan's Auden Technology sees 1Q25 slump, expects recovery as tech market rebounds

Geothermal energy emerges as rare bipartisan priority in divided US energy landscape

Exploring how internet packets shaped path for AI tokens and next wave of smart devices

Southeast Asia's most advanced manufacturing base: inside Pegatron's new 5G factory in Indonesia

Tesla's cautious India move highlights geopolitical trade tensions

Weekly news roundup: China's chip merger, Samsung delays, CXMT's rise, and TSMC's global expansion battle

Johor data center index grows; AI supercomputer expected to launch in 3Q25

Apple aims to build most iPhones for US in India by end-2026

India roundup: India sees tariff bonus thanks to Trump

Nvidia scraps modular GB300 redesign to fast-track production

Powertip Image aims for 50% of global notebook lens market

FOPLP vs. CoPoS: Two rising formats in panel-level chip packaging

Taiwan microLED suppliers gear up as global panel makers begin mass production

Advantech showcases AI-powered smart transportation solutions

Texas Instruments launches new integraged ADAS chips

Avnet highlights Johor-Singapore Special Economic Zone's potential to boost ASEAN economic ties and innovation

Taiwan's tech service providers expand across Southeast Asia as clients relocate from China

APR

27

2025

China reportedly plans mega-merger of chip toolmakers—from 200 players to merely 10

Taiwan weighs lower commodity tax on vehicles, supported by industry body

Renesas 1Q profit drops on weak auto and industrial chip demand

AmTRAN Technology faces 30% US export share amid Trump tariffs, plans strategic responses

Shanghai Auto Show 2025: China’s supply chain takes center stage

APR

26

2025

Trump's maritime push opens door for US-Taiwan shipbuilding ties

HTC, AT&T partner to bring immersive XR therapy to US senior care

Adata and Giga Computing join forces to build server production in Brazil

US heavy tariffs block Chinese solar modules; HDRE cites exchange rates to reduce procurement costs

Taiwan challenges Trump's tariff formula, rolls out support for semiconductor sector

Taiwanese EV charging firms shift focus from speed to smart infrastructure

Taiwan telecos take diverging approaches in financial sector expansion

Japan passes law to buy into Rapidus, boosting control over chip strategy

Acer loses ground in desktop and display markets despite product refresh

TSMC defies margin pressure as second-tier foundries slip

TI partners with Taiwanese firms to showcase automotive tech at 2025 E-Mobility Taiwan

US tariffs hit Malaysia’s solar exports

APR

25

2025

China's BOE reclaims growth edge as global display cycle flips bullish

China reportedly considers exempting some US goods from 125% retaliatory tariffs

GB300 system vendors' shipments remain unaffected despite reports on initial design changes

China's weaponizing of raw materials in tariff war could cripple US EV supply chain

Parade foresees robust Q2 amid tariff uncertainties, bullish on AI PC growth

China's Montage Technology storms into global DDR5 top three as AI chip demand explodes

China braces for economic shock as the US unleashes sweeping tariff hikes

Asus secures AI server advantage with strategic US manufacturing move amid tariff risks

Surging demand for advanced AMC monitoring fuels Tricorntech's record growth in 2025

Apple to strip secret robotics unit from AI chief weeks after moving Siri

STMicro offers rosy outlook, but guidance clouds persist amid tariff uncertainty

Trump seeks exemption for Chinese auto parts tariffs; mixed impact on Taiwanese suppliers

Shanghai Auto Show 2025: Global carmakers unveil innovations as Tesla, Hyundai, and Kia sit out

AI lifts Taiwan's substrate leaders: 2025 supply crunch nears resolution

Taiwan auto parts makers face 'unprecedented challenge' from US tariffs

Celestica smashes Q1 forecasts, lifts 2025 outlook as cloud and connectivity demand soar

Apple suppliers reportedly use shell companies in Southeast Asia to bypass China's export curbs against India

Exclusive: Google considers HBM3E supplier change

China's AMEC, Naura pour billions into chip gear to dismantle foreign tech reliance

Overview of main themes at Taiwan's joint mobility mega shows

China reportedly stockpiled US$12B worth of Nvidia H20 chips ahead of US ban

Sony exits 8K TV market; why Samsung continues its technology investment

Taiwan unveils major relief package through 2027 to ease US tariff impact and power cost pressures

Taiwan expands aid for exporters hit by US tariffs

Taiwan's Vast Power enters EV market with advanced motor technology, eyes global expansion

MediaTek, Nvidia, Intel drive smart car shift at 2025 Shanghai Auto Show

VinFast pivots to Asia with EV plants in India and Indonesia as losses widen

Pegatron opens world's largest 5G smart factory in Indonesia

Navigating ambiguity: industry adopts wait-and-see approach on US policies

Chinese tech giants embrace Anthropic's MCP to enhance AI integration

Alphabet commits to US$75 billion capex plan amid rivals cooldown in AI infrastructure investment

JEDEC bends rules—Samsung, SK Hynix charge ahead in AI memory war

NB Industry accelerates global shift despite US overtures to China

Delta Electronics sees India gains amid global tariff war, eyes local expansion

CloudMile highlights mixed progress in Southeast Asia's AI development

Router maker TP-Link faces US criminal antitrust investigation

Intel to continue boosting in-house chip production, braces for tariff impacts

Intel Foundry sales rise, losses narrow as company unveils major cost-cutting plan

Intel CEO mandates four-day office return, flattens org to revive innovation

Gold surge squeezes chip packaging margins

Why Singapore is the launch pad for AI: SYSTEX Asia chief explains

Why Trump's tariffs are helping China adapt instead of hurting it

Huawei challenges Nvidia with Ascend 910C as Japan powers up for tech dominance

Tariffs shadow over NAND: Phison turns cautious, prices rise

Foxconn signs contract with overseas customers for 3 EV models