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REALTIME NEWS

FOPLP progress fastest in foundries, slower in testing and panel fabs

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YMTC launched third phase with hubei state capital support, no big fund stake

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Military and semiconductor sectors boost IPC growth momentum

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AI chip demand drives future semiconductor growth trends

Tomorrow's Headlines

YMTC decade-long journey highlights the evolution of China tech sovereignty

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China's leading wafer maker aquaire three loss-making subsidiaries to strengthen 12-inch wafer integration

Tomorrow's Headlines

SEP

9

2025

DDI supply chain shakeup for Apple's iPhone puts LX Semicon at risk

Tesla to open new research and development center in Kopenick, Berlin

TSMC and ASE form 3D IC alliance with 34 members to overcome advanced packaging bottlenecks

Five years on, Taiwan's G2C positions local equipment makers at center of AI packaging shift

Anli posts third-highest revenue in August 2025, returns to profitability

Kemflo International expands into activated carbon regeneration for semiconductor industry

Czech Minister of Research and Innovation visits Taiwan; NSTC highlights complementary technologies

Microsoft signs US$19.4 billion deal with Nebius amid surging AI cloud demands

Kakao to integrate ChatGPT into KakaoTalk in strategic partnership with OpenAI

Dell reportedly initiates third round of China layoffs, impacting Shanghai and Xiamen

RongSemi denies fab halt as YMTC Veteran takes key role in Ningbo expansion

Lianyou Metals lists on Taiwan exchange, expands cobalt output amid tungsten supply squeeze

Malaysian IC design house Oppstar and Inventec to develop AI chips together

Asia-Pacific countries lead in AI application despite lagging in development, studies show

Khgears sees robot business drive record high revenue in first eight months of 2025

LG Electronics India expected to launch IPO in October 2025

Samsung Electronics sees growth in Taiwan despite market challenges

Chip, cloud, and AI firms unite to break Nvidia's stranglehold

Over 50 Taiwan IC design houses compete for govt subsidies

HBM race intensifies: Micron’s yield confidence fuels supply chain bets

Samsung to double GDDR7 output following Nvidia B40 order

L&T Semiconductor Technologies acquires Fujitsu General Electronics' power module design assets

Globalwafers chief warns materials, not process nodes, will decide chip industry's future

CATL unveils Shenxing Pro battery, expands EU capacity with US$8.6 billion Hungary plant

UMT to double capacity by 4Q25 amid surging LEO satellite orders

BOE reportedly to supply iPhone 17 Pro OLED panels at US$40 each

Aplex partners with Adirtek to enter CoWoS supply chain

China's ACM ships first KrF coater-developer to logic fab as local supply chain advances

Taiwan's industrial PC firms expand role in semiconductor supply chain amid rising demand

China's first open AI computing architecture: Sugon, Lenovo, Moore Threads come together to challenge Nvidia CUDA

Intel announces leadership changes to strengthen execution and accelerate innovation

VinFast enters India with locally made EVs as first foreign pure-play manufacturer

TSMC and OSATs ramp up advanced semiconductor packaging amid AI-driven demand surge

Apple to unveil new products in annual event as 5G modem chip strategy evolves

ASE COO outlines Taiwan's semiconductor outlook amid post-AI era challenges

SpaceX to buy EchoStar spectrum licenses in US$17 billion deal

Research Insights: Global auto market forms multi-track pattern

SEA political turmoil impacts PC sales; Acer aims for 4Q25 rebound

Google's Nano Banana AI tool surges to 200M images, testing cloud infrastructure limits

TSMC's new materials management VP to debut at 2025 SCM Forum

Samsung's Exynos comeback aims for Qualcomm's mobile chip dominance

Taiwan steps up in satellite and 6G race, eyes role in Starlink and Kuiper networks

AI glasses and AR device market booms, but lacks momentum

CATL procurement staff visits South Korea, reportedly seeking key equipment and manufacturing technologies

China's JFSemi cracks 12-inch SiC wafer barrier with homegrown laser technology

SEP

8

2025

US weighs annual China chip supply approvals for Samsung, SK Hynix

AI computing power reshapes global optoelectronics: 5,000 companies converge in Shenzhen for CIOE and SEMI-e shows

Emerging technologies in US national defense, Part 1: Space domain awareness (SDA)

Commentary: Intel's Faustian bargain trades independence for survival

Samsung reportedly resumes construction on Pyeongtaek P5 to advance HBM4 mass production plans

Commentary: Hyundai-LGES Georgia plant raid threatens to unravel South Korea's US$350 billion EV bet

Exclusive: Broadcom secures US$10B ASIC win, Apple and xAI next in line

ASML's rise and Intel's decline retold in new book on lithography battles

Samsung, SK Hynix deploy heavyweight presence at Semicon 2025 to crack Taiwan supply chain

Semicon Taiwan 2025 sets new records, focusing on AI, advanced packaging, and memory

Taiwan plots China-alternative chip strategy in response to Beijing's mature-node expansion

Whirlpool renews attack on Samsung, LG under Trump 2.0

Samsung weighs new ASML High NA EUV purchases to narrow gap with TSMC in 2nm race

Skytech secures orders for self-developed PLP equipment as OSAT firms adopt CoPoS

Taiwan PCB makers pivot to AI servers amid China exodus

Rebellions become billion-dollar battleground for Samsung, SK Hynix

China's chip self-sufficiency push spurs foreign suppliers to hike prices and weigh exit

China's auto-chip push hits reliability roadblock

SEMICON Taiwan to feature Infineon and NXP CEO, highlighting Europe's view on Taiwanese supply chain

Micron targets Galaxy LPDDR5X, pressuring Samsung supply

Amazon targets car sales: Can tech giant disrupt dealerships?

Taiwan announces six new breakthroughs that address key drone gaps

Auto connector maker ACTT expands into robot cable assemblies and biomedicine

Taiwan manufacturing hits recession: industry on high alert amid tariff storm

Taiwan's high-tech supply chain faces rising pressures amid global expansion and outsourcing trends

Race into smart mobility: global auto market splinters in 1H25

China's domestic low-cost automation sharpens manufacturing edge

South Korea's climate transition clause sparks debate

Samsung solidifies lead as Apple's top display supplier

Ranking China's top 15 chip-equipment makers: Naura leads as R&D investment reshapes competition

China extends global EV battery lead with solid-state breakthroughs

Weekly news roundup: Rapidus 2nm matches TSMC density and outpaces Intel; TSMC to hike chip prices up to 10% in 2026

AI data centers spark power squeeze: Taiwan's heavyweights race to deliver faster

China's chip-equipment drive hits atomic scale, AMEC chairman warns on rivalry

Shenzhen's International Semiconductor Expo highlights AI and advanced packaging breakthroughs

India roundup: India pushes chip ambition as tax reform unveiled

South Korea's MCP exports to Taiwan surge, debunking AI bubble concern and boosting SK Hynix outlook

China's chip equipment makers close in: eroding Japan's share, eyeing US dominance

India's chip drive gains momentum but foreign giants hold back investments

Huawei launches new tri-fold smartphone with Kirin 9020 chip, targeting Samsung Electronics

SEP

7

2025

China’s SiCarrier rallies suppliers with US$1.4B in orders, yet lithography gap persists

France pushes into Taiwan's chip ecosystem with advanced packaging focus and new Foxconn tie-up

SEP

6

2025

Samsung accelerates launch of Galaxy S25 FE, Galaxy Tab S11 to bolster AI portfolio

GCE plans to expand Taiwan capacity with NT$1.6B purchase of CMC Zhongli plant

Imperfect AI creates more editing business opportunities

South Korea plans to cut wafer material tariffs to 0% to strengthen its semiconductor cost advantage

US software industry thrives on reinforcing ecosystem Taiwan can hardly match

Airtac confident in 2025 growth as demand outpaces shipments despite tariff headwinds

Altek obtains AS9100 certification, officially entering aerospace supply chain

Plaud issues 6-point statement to clarify security concerns over founder's China link

Why integration decides winners in Taiwan's AI server supply chain

Micron bets on culture and ecosystem strength in high-stakes HBM battle

Intel's 14A gamble: 2026 looms as make-or-break year, TSMC reliance continues

SEP

5

2025

China's NEV market sees rising adoption of hybrid SiC tech amid price war

Exclusive: Rebellions unveils powerful new AI chip, targets global expansion in Saudi Arabia and Taiwan

Digital still camera demand resurges with retro trend; Taiwan optical manufacturers see mixed results

Hyundai Motor continues hydrogen investments, even as fuel cell vehicle sales slump

Commentary: As Trump heightens global tensions, Taiwan needs to consider industrial policy responses

Pathologist shortage spurs AIxMed's push toward AI-assisted diagnosis

Arm beats Intel and AMD in DPUs; can RISC-V reshape competition?

Tech Forum 2025: AI chip testing seen as necessary evil amid heterogeneous integration challenges, says National Instruments

Exclusive: NAND flash rally gains steam with SanDisk's 10% price hike

Sinbon, Swobbee team up to advance sustainable urban mobility

Asahi Kasei to double chip insulating material output by 2030 as AI data centers soar

OpenAI reportedly developing custom AI chips with Broadcom, mass output slated for 2026

Made in China: 5nm GPU clears tape-out, 6nm now sampling

BoReTech eyes strong growth banking on new recycling tech

SKT launches massive AI data center to recover from cyberattack fallout

China's EV price war defies govt control, complicating EU tariff strategy

Broadcom hits record quarter, secures reportedly US$10B AI chip deal for 2026

Can CPU iterations still drive PC upgrade waves? Acer CEO says no

G2 AI race: US bets on AGI while China eyes applications

O-RAN falters in Taiwan: factory outages, funding strains shift focus to AI-RAN

California dealers file lawsuit to block Sony's Afeela 1 direct sales

Toyota's Czech plant gets US$792M upgrade to build new EV

South Korea's Nextin expands China operations as G2 strains deepen

Japanese consortium invests in US fusion startup to advance nuclear fusion power technology

China's AI agenda finds a backer: Ant Group expands into chips

Semco develops continuous zoom camera module targeting Chinese smartphone market

Smartphone sector braces for uncertainty with US, China steering 2025 growth

South Korea doubles down on display research as China tightens grip on global market

Google reportedly explores combining TPU chips with Nvidia GPUs to cut costs and boost data center scaling

Analysis: Taiwan’s EV price war escalates as Luxgen undercuts Tesla ahead of new launch

Japan’s 2026 drone budget surges to record-high US$2.13 billion

Taiwan’s new digital minister pushes software industry to go global with products, not projects

Taiwan PCB makers brace for mixed 2H25 as tariffs cloud demand

Samsung and SK Hynix reportedly delay DDR4 phase-out as older chips prove more profitable than DDR5

Taiwan’s top industrial lab says talent, not just chips, will power the future

Taiwan’s IPC makers retool for AI image recognition in retail

Samsung enters HBM4 race with aggressive pricing to win Nvidia supply deal

Salesforce cuts nearly half of its customer support team through AI agents, reshaping enterprise operations

iPhone 17 sales forecast at 80 million units in 2H25, four major variables loom

Huawei remains China’s sole heavyweight in AI chips

Rexon Technology pivots to drones, capturing global market share

AI data centers turn to MCIO connectors as GPUs outgrow PCB traces

Aoi Electronics acquires Sharp's Mie factory to produce data center and packaging products

Hyundai hydrogen vision challenged by South Korea's shrinking budget

Commentary: Advanced AI packaging driving semiconductor industry toward 'virtual integration'

Analysis: BOE supplies over 40M OLED panels for iPhone, testing supply chain management

SEP

4

2025

Walmart drives record growth in electronic shelf label shipments

Taiwan PCB supply chain tightens capex scale; leaders increase AI and SEA investments

Sony to encourage suppliers to use 100% renewable energy by 2031

Tech Forum 2025: Global smartphone market plateaus as Apple and Samsung bet on chips and ecosystems

Tech Forum 2025: US-based server assembly surges as Taiwan's EMS leaders navigate rising costs and trade uncertainties

Tech Forum 2025: AI-semiconductor convergence will double global market to US$2 trillion by 2040, says Etron chair

Tech Forum 2025: Taiwan must embrace TSMC as the world's, says DIGITIMES chairman

Japan demands state control over Rapidus for US$672 million funding

MediaTek courts AI edge with duo play in PCs, Chromebooks

Samsung is reportedly betting on 2nm Exynos to win back Qualcomm

Acer Medical eyes AI inference market with aiMed platform

Commentary: YMTC's 3D DRAM push challenges CXMT and global memory leaders

Fujifilm Electronic Materials eyes India for major semiconductor investment

Commentary: China and Vietnam brands lead SEA's EV market

Semicon India 2025: Kaynes Semicon forges key partnerships to strengthen local chip ecosystem

China's SiCarrier returns to equipment expo with bold claims, but industry has doubts

Resonac launches JOINT3 alliance to develop next-gen semiconductor tech

Intel's Dalian plant officially renamed SK Hynix amid US export controls tightening

Kinpo expects balanced revenue growth in 2025 amid tariff-driven market shifts

Hewlett-Packard Enterprise sees revenue and profit beat expectations in 3QFY25

US Defense Innovation Unit chief's sudden ouster raises future concerns

Acer unveils new products at IFA Berlin, gearing up for PC peak season

Garmin unveils world's first microLED smartwatch

Apple prepares AI-powered search overhaul for Siri, targeting OpenAI and Perplexity

India clears incentive scheme to boost critical mineral recycling

Global chipmakers embrace 'China for China' model as Chinese partners take on prominent roles

Korean industry sees US VEU revocations as rare earth talk leverage

Why the US revoking TSMC’s Nanjing license may matter less than it seems

Chunghwa Precision Test reports 37% revenue increase in August fueled by AI and mobile chip demand

China imposes anti-circumvention duties on US-made optical fibers

India approves sweeping tax reforms, new rates effective September 22

Taiwan govt stresses cooperation as US strips TSMC Nanjing's VEU

Odisha secures semiconductor deals at Semicon India 2025

GlobalFoundries finds new road in China: Zensemi partnership anchors auto chip strategy

China's SiC substrate industry faces setback, seeks strategic pivot

Acer targets AI inference market with new launches partnered with MediaTek and Nvidia

Hermes Testing expands probe solution business amid AI-driven semiconductor demand

Commentary: TSMC's Songjiang escape highlights Korean chipmakers' China trap

Anthropic raises US$13 billion in series F round, valuation triples to US$183 billion

Baidu, Huawei push supernode clusters to sidestep chip limits in China's AI race

Unlikely alliance launches US$24M push into Taiwan’s robotics market

China's new electric bike standard takes effect, driving trade-in boom

Tech Forum 2025: TSMC faces the next decade of chip war from Arizona to Beijing

AMD, Anritsu partner to standardize high-speed testing for AI data centers

Nextlink buys Renova Cloud to enter Vietnam’s cloud market

Dai Nippon Printing to open first overseas R&D center in the Netherlands, focused on co-packaged optics

Tech Forum 2025: China's SiC surge leaves Wolfspeed struggling beyond bankruptcy

Tech Forum 2025: Qualcomm and MediaTek take smartphone rivalry to the cloud in AI chips

Tech Forum 2025: ASICs, packaging, and HBM reshape the AI chip race

China’s AI server market surges to US$22B, set to top US$100B by 2029

SEP

3

2025

Tech Forum 2025: 2nm race begins, advanced packaging takes the baton, Trump 2.0 reshapes chip rivalry

Commentary: Is Jensen Huang acting as Washington's AI envoy in Seoul's political theater?

Infineon teams up with Nvidia on 800V data center power, eyes EUR1 billion AI business

China's Ubtech secures US$1B Infini Capital deal to build Middle East super factory

Etron chair optimistic about US Section 232 investigation results

Sluggish China market fuels global smartphone sales pessimism

Ant Group buys stake in InnoStar to back China's chip self-sufficiency

Korean brands dominate India's TV market as Xiaomi struggles to hold ground

Nittobo to triple T-Glass cloth capacity by 2027

ChatGPT still leads, but Google's Gemini surges to second in top 100 GenAI applications survey

Tesla Model Y leads EV sales in Taiwan despite overall vehicle market decline

South Korea's manufacturing data offers advantage in improving physical AI precision

OpenAI to acquire Statsig in US$1.1 billion all-stock deal

GCCS poised for growth in China+1 SiC substrate market

Apple core AI talents defect amid internal challenges

MicroLED technology opens new opportunities for equipment makers

Global tech supply chains are being reshaped by three key 'battlefields', says DIGITIMES analysts

SenseTime narrows losses 50% as '1+X' strategy targets profitability

EV Group promotes Yu-Ying Lee to lead Taiwan operations amid expanding semiconductor market

TSMC surpasses Intel in US silicon photonics patents as chip industry ramps up initiatives

Why TSMC is holding back on advanced packaging despite soaring demand

Tokyo Electron expands India footprint as Japan ups chip investment

Samsung to unveil new Galaxy S25 FE smartphone and tablet at September 4 product launch

China's OSAT leaders Tongfu, JCET advance co-packaged optics for AI data centers

The four structural hurdles hampering China's AI GPU sector

South Korean semiconductor firms look to India, led by Samsung's expanding R&D presence

Tesla's India launch stumbles amid tariff woes

Tata Electronics partners with Merck and C-DAC to strengthen India's semiconductor ecosystem

Commodity Tax Act amendment may threaten already sluggish electric motorcycle sales, says Gogoro

Taiwan targets new growth in AI chip packaging with silicon carbide substrates

SK Hynix installs first high-NA EUV lithography system at Icheon fab

Judge spares Google from forced divestiture, imposes search data sharing with rivals

Yageo receives Japanese approval to acquire Shibaura Electronics after national security review

Taiwan's economy struggles with New Taiwan dollar appreciation and export sector downturn

ASML CEO highlights support for India's semiconductor ambitions at Semicon India 2025

Chinese robot maker Unitree prepares onshore IPO filing by December

China's industry sector expects further moves as TSMC loses US waiver for equipment use at Nanjing fab

Stan Shih unveils AI avatar blending Eastern philosophy with technology

Submarine cable disruption affects Taiwan-Singapore traffic; Chunghwa Telecom unaffected

Innolux and NYCU unveil world's first mass-produced LC gradient index glasses

Kawasaki Heavy Industries and Taiwan's ITRI join forces on smart and green tech

Column: Quantum boost for chip R&D

Nokia presents NTN development plan targeting satellite communications

AI assesses stroke risk through smartphone audio recordings

Semicon India 2025: First homegrown chip, sights set on IP leadership

SEP

2

2025

Unlike Samsung and SK Hynix, TSMC discloses loss of US waiver for China

China's AI industry shows steady growth despite US technology restrictions

LCD monitor panel shipments expected to decline in 3Q25 despite seasonal peak

SK Hynix strikes pay deal, lifting average worker bonus to US$78,600

Image processing supply chain eyes rising demand from drones

China promotes computing power vouchers to boost AI adoption among enterprises

Interview: J-Star eyes AI-enabled e-bikes after Nasdaq success

Modi inaugurates Semicon India, hails India's first made-in-India chip

GlobalFoundries picks Qorvo exec Victor Hu to lead China strategy

China's urgent TV orders boost panel manufacturers' utilization rates

China offers Malaysia rare earth tech — state partnerships only

China's YMTC moves into DRAM, teams with CXMT to target HBM market

China's new AI content regulations take effect; 'labeling' requirement may impact entire industry chain

Research Insights: Global EV sales jump 29% in 1H25, poised to exceed 20M this year

SK Hynix expected to outpace Samsung, Micron in HBM share

Yuan High-Tech sees momentum in edge computing, with new products targeting robotics market

Decline of smartphone camera lens: Manufacturers shift to high-performance and auto markets

VIVE Eagle sales off to a strong start as HTC boosts output of AI glasses

US strips Samsung, SK Hynix of China exemptions, dealing major blow to Korean chipmakers

China's SMIC seeks 100% control of SMIC North; what's really behind state investor exits?

Samsung and SK Hynix VEU exemption revocation opens door for Micron and Chinese chipmakers

TSMC 2nm leak case: Three former employees remanded for another three months without visitation

Automotive camera growth slows, but industry remains optimistic about long-term demand

Foxconn leads US$1 trillion sovereign AI boom

Chroma ATE sues GW Instek over ATS 8000 IP infringement

Samsung reportedly restarts investment in Taylor fab; Tesla chip mass production timeline revealed

Saudi Arabia targets third place in global AI race with massive data center investments

Trump tariffs ruled illegal overreach; cabinet officials fiercely debate equating them with US interests

OpenAI releases gpt-realtime model to enhance voice interaction in AI applications

With currency jitters easing, Nvidia and TSMC anchor confidence in chip supply chains

Nittobo's Fukushima bet shakes up CoWoS supply chain, Taiwan Glass on the line

OpenAI's rumored India Stargate plan could unlock huge growth for Nvidia and global AI server suppliers

Alibaba denies massive Cambricon chip order

China's GPU dream runs hot: Huawei, SMIC surge while Cambricon calls for calming down

Taiwan's new economics minister urges state-supported R&D institutions to take on national security roles

India eyes sweeping goods and services tax cuts to soften blow of US tariffs, boost autos and consumer electronics

Dixon overtakes rivals as India's top smartphone maker; Foxconn surges on iPhone exports

FOPLP mass production: Innolux’s breakthrough or trial run?

China’s AI chip hopefuls step into Nvidia’s void

BYD's quarterly revenue drops 30%, highlighting the growing importance of overseas markets

Korean media highlight Taiwan’s hard line in TSMC leak

Hanwha Semitech advances fluxless bonding to address HBM packaging strains

South Korea's Nextin lands SK Hynix deal, plans expansion in Japan, US, and Europe

South Korean firms use AI to tackle social issues

Taiwan's 6G future hinges on spectrum policy as Nokia awaits regulatory direction

US-EU car spec deal puts Taiwan’s auto supply chain on edge

As zombie startups become issue, TTA identifies three main entrepreneurial trends

China's GPU startup Lisuan secures US$70 million as Dosilicon deepens stake, despite heavy losses

SEP

1

2025

Column: Modern computational methods transform semiconductor manufacturing landscape

Value Valves sees order growth from US and EU despite tariff pressures

Taiwan's aging panel fabs face extinction as industry shifts

Everlight Electronics reports slight 1H25 revenue decline amid cautious outlook

Taiwan's Co-tech to halt standard copper foil, double down on AI and 5G specialty demand

TPCA Show to kick off in October with Unimicron chair as keynote speaker

Rapidus 2nm chip matches TSMC's logic density, outpaces Intel in performance

South Korea's display industry rebounds to US$10 billion in 1Q25, mixed outlook for 2H25

China's ICT push: embedding AI across smartphones, PCs, and wearables by 2026

Server slides boost Repon's July gross margin to second-highest level

GM weighs South Korea exit as "Yellow Envelope" law passes

Samsung and SK Hynix waiver revoked: Korean chipmakers hobbled, China memory benefits

Hotai Motor sticks to 2025 sales goal despite profit slide and policy headwinds

SMIC tightens grip on Beijing unit in latest wave of China wafer fab mergers

APCB faces pressure after capacity reduction, eyes boost from DDR5, optical modules in 2026

Taiwan EMS embraces startup collab, Innolux, Compal lead the way

Huawei launches AI SSDs to ease China's chip bottlenecks

Google Cloud nab OpenAI and Meta as clients, signaling growth in cloud market

Swancor Holding trims stake in materials arm to fuel robotics and aerospace push

China unveils AI Plus roadmap targeting smart economy by 2035

Taiwan's auto testing sector anchored in exports, resilient to US 'spec-for-tariff' deal

Research insights: bilateral gaps emerge as Vietnam treads carefully after Trump tariff order

Samsung, LG losing TV war to China, bet on microLED revival

Sharp sells Kameyama North Plant to Topia

Advantech charts four-point strategy to fuse edge AI with next-gen robotics

Microsoft unveils new AI models as part of expanded internal large-scale computing efforts

DDR4 demand eases at high levels, contract prices climbing through year-end

Intel receives US$5.7B government investment; shareholding deal still under negotiation

China moves to curb disorderly AI competition amid global boom

BYD Electronic posts modest growth in 1H25, faces intensifying competition

DeepSeek fuels return to profit for Chinese tech champion Huawei

Amkor revises site plan for Arizona advanced packaging facility

Weekly news roundup: Intel revives AI chip fight with Jaguar Shores; Samsung may invest in Intel packaging push

Exclusive: Apple pushes automation, leaving suppliers to foot the bill

TSMC to raise foundry prices by 5-10% across advanced nodes in 2026

Reliance bets big on AI with Google and Meta in tow

DeepMind releases Gemini 2.5 Flash Image for commercial editing applications

OpenAI faces lawsuit over teen suicide linked to ChatGPT interactions

Cambricon's second act: From Huawei's castoff to China's AI hopeful

Samsung steps up hiring in US as Tesla and Apple orders drive expansion

South Korea’s HBM pioneer highlights hybrid bonding and compute-in-memory trends

Commentary: Tesla cuts prices in Taiwan, escalating EV price war as tariffs bite

US weighs BOE OLED ban, putting Apple's display supply chain in flux

Nokia pushes 5G-Advanced as gateway to 6G, spotlights AI's growing role in networks

India roundup: Modi turns US 50% tariff blow into reform push

AUG

31

2025

Nvidia rolls out RTX Pro servers for enterprise AI, reinforcing market momentum

Semco’s CEO meets Boston Dynamics to plot robotics future

Intel veteran to head ADI’s Oregon fab as leadership exodus deepens

Women lead 18% of listed firms in Taiwan, championing AI innovation in 2025

Zuckerberg’s AI moonshot hit by wave of talent exits

Meta partners with Midjourney to integrate AI image and video generation technologies

Three decades in America: what Taiwan’s motion-control giant learned

Unmanned boat demand boosts outlook for Taiwan’s leading shipbuilders

Taiwan auto market slows as tariff uncertainty stalls consumer demand

South Korea targets wildfire control and airport safety with new drone initiatives

AUG

30

2025

Trump's tariffs ruled unlawful, yet remain in force pending further review

Huawei develops AI SSDs to cut reliance on HBM, putting Korean chipmakers on edge

TSMC supplier AMC rewires its future with warpage-control materials after LCD collapse

Germany’s car industry buckles under EV shift and trade shocks

Taiwan enhances Triton satellite to improve accuracy of extreme weather forecasts

As Nissan struggles, Foxconn offers a manufacturing lifeline

Samsung, SK Hynix lose US waiver for China fabs

AUG

29

2025

Nvidia to face trial in November over Valeo trade secret claims, US judge rules

South Korean media points to TSMC as main cause of Samsung's AP procurement cost surge

Indonesia establishes Mineral Industry Agency to control critical minerals

Nokia eyes defense market with backpack-style battlefield communication system

Impact of 'Yellow Envelope' bill spreads to IT industry as Naver, foreign businesses face labor disputes

Naura's 1H25 profit rises 15% amid cash strain, Kingsemi takeover

Now is the right time for VMware Cloud Foundation to adopt AI, says Broadcom Asia Pacific and Japan President

Hybrid models, local servers, and Netweb's role in India's AI ecosystem

TSMC to tighten supplier audits, targeting firms with deep China ties ahead of 2nm rollout

VeriSilicon to buy RISC-V pioneer Nuclei, shares halted in Shanghai

China-based etching powerhouse AMEC posts 44% revenue gain, expands into epitaxy systems

AI data center surge opens new growth avenues for Taiwan heavy electric firms

IBM and AMD partner on quantum-centric supercomputing to advance next-generation computing

Nvidia bets big on optical networking with 2026 launch of Quantum-X and Spectrum-X to power AI data centers

Anstek sees growth from AI demand and industrial control, expects strong 2025 revenue

Horizon Robotics cements lead in China's auto driving chips, eyes full autonomy within a decade

Trump warns of tariffs after US-Korea summit, puts Seoul digital rules in spotlight

Niching's AI-driven cooling technology drives revenue surge amid advanced packaging shifts

Tex Year Industries to adjust production across Asia and Americas amid geopolitical pressures

BYD breaks through tariff restrictions, shipping over 900 EVs from Thailand plant to Europe

AEMC, Nanpao, and Trusval form JV targeting high-end semiconductor packaging adhesives

Universal Robots introduces Asia-specific collaborative robots amid semiconductor-driven automation surge in Taiwan

VMware remains cautious on expanding support for Arm architecture despite growing market interest

India-based boAt, HrdWyr unveil indigenously designed chip with Tata Electronics support

SMIC revenue surges 23% in 1H25, underscoring China’s chip ambitions

CG Semi launches $870m OSAT facility in Gujarat to boost India’s chip ambitions

Qualcomm launches first IoT processor with integrated RFID, backed by Decathlon

Foxconn unit tests digital health strategy

Perplexity offers $42.5m to publishers as lawsuits pile up

Google DeepMind shifts focus to practical AI applications amid growing competition

Commentary: Cambricon soars on Nvidia’s China absence, but bubble risks loom

Research Insights: HTC turns Taiwan into proving ground for AI glasses strategy

Anthropic forms advisory council to advance AI use in government and defense

China reportedly plans to triple AI chip output by 2026, with 3 fabs for Huawei

AI demand and state backing lift China's semiconductor rally

Tariffs and strong currencies squeeze Taiwan’s machine tool makers

Samsung reportedly explores BOE's WOLED panels for its gaming monitors

US tariffs, China competition weigh on Taiwan’s traditional industries

Nvidia and Google cash in on AI inference as AMD racks up losses

South Korea pushes sweeping data portability plan, critics warn of risks

Everlight Chemical banks on semiconductor materials

Analysis: Why Taiwan sees more promise in four legs than in humanoid hype for robots

Lutnick to TSMC: no free ride on Biden's US$6.5B chip grant

New Model S, X pricing not receiving more cuts because of high costs, says Tesla

AUG

28

2025

Taiwan smartphone market gains momentum from new product launches in July

South Korea's industrial giants eye SMR solutions for energy security

US weighs equity stakes in chipmakers under CHIPS Act, but Nvidia off the table

xMEMS Labs introduces AI smart glasses prototype tackling audio and heat issues

Analysis: Meta's US$10B Google Cloud deal highlights reliance amid chip and AI struggles

Silicon Motion accelerates PCIe Gen5 production as Windows 10 retirement fuels PC upgrade surge

South Korea emerges as drone industry contender amid de-China trends

AIDC chairman to step down with current president to be acting chairman

Google's new TPU Ironwood delivers leap in computing power, integrating 9,216 chips

EU seeks US tariff cuts, but may come with regulatory price

As AI agents enter workplace, Workday advocates human-centered management

Micron CEO reportedly meets Samsung's MX division head, bolstering grip on Galaxy's DRAM supply

US expands Section 232 to e-bikes, but Merida sees limited impact

From private cloud to private AI: VMware targets next AI goldmine

Mexico to raise tariffs on Chinese goods, aligning with US trade agenda

CoWoP packaging takes on TSMC’s CoWoS, pressures CoPoS in AI chips

Smart finance in action: How E.Sun deploys AI to combat fraud and boost banking efficiency

Chinese ODM Huaqin reports soaring sales, profit gains; cash flow risks underline expansion

Xiaomi vs. Gree: How a US$140m bet turned into China's biggest appliance showdown

Youngwoo DSP secures display equipment contract with Samsung Display Vietnam

Silicon Valley advanced manufacturing tech startup Arris Composites strengthens production in Taiwan

Cross-industry rivalry heats up as DJI, Insta360, and Dreametech diversify product portfolios

TEL says no data leak after ex-employee indicted in Taiwan for alleged TSMC 2nm tech theft

Japan expected to advance legacy semiconductor, LCD production transfer to India

SpeedTech anticipates AI server connectors to boost revenue in 2025

CHT calls for public-private partnership to build sovereign AI with localized data and supply chains

Microsoft, Nvidia, and OpenAI warn AI training workloads may destabilize power grids

BenQ’s quiet comeback: inside Taiwanese tech firm’s second act

Huawei Cloud overhauls business unit, reportedly eliminates PanGu division in profit push

Yageo confident of Shibaura acquisition approval after METI discussions

Broadcom's 'open philosophy' tested: VMware-Nvidia alliance contrasts with chip rivalry

Taiwanese tech firms, led by TSMC, pursue global investments to enhance operations and manage currency risks

Taiwan prosecutors indict three over TSMC trade secret theft for overseas use

India turns US 50% tariff blow into reform push under Modi's leadership

Hesai wins CSRC approval for Hong Kong IPO after turning quarterly profit

Nvidia warns on China H20 sales, clarifies Singapore billing

Nvidia ramps GB300, RTX PRO, and Rubin platforms as AI infrastructure demand soars

Nvidia Q2 revenue surges 56%, excludes China H20 sales from 3Q outlook

Samsung is reportedly considering a stake in Intel to boost chip packaging and challenge TSMC

Samsung’s hush on HBM4 fuels doubts over Nvidia supply readiness

Taiwan Space Agency launches $81m LEO satellite program to boost local industry

Wistron chairman sees going global as an opportunity for businesses

China accounts for half of humanoid robot makers, but industry still nascent

Taiwan firms push eye-care tech and recycling into mobile accessory market

South Korea weighs Westinghouse deal as nuclear export chances grow

TikTok to replace hundreds of UK content moderators with AI automation

US-Taiwan tariff talks put spotlight on 25% auto tax

South Korea races to close gap in hybrid bonding as global rivals move ahead

China’s cities outpace Beijing in AI chip race, setting steeper targets than the state

AUG

27

2025

Rebellions unveils chiplet AI accelerator to challenge Nvidia in hyperscale market

Trans-Sun Materials bets on AI servers, IPCs, and robotics for 2026 growth

Quanta's Techman Robot prepares for IPO with backing from chairman Barry Lam

The 7-year car loan becomes new standard in America

Forbes Asia names three Taiwanese startups in 2025 '100 to Watch' list

Nvidia's CoWoP PCB architecture targets ABF substrates but faces warpage risk

Nvidia's Huang meets Samsung, SK leaders at US summit as HBM battle escalates

Semiconductor and defense sectors drive ChenFull Precision's optimistic outlook for 2026 operations

Pegatron launches high-performance servers with Nvidia RTX PRO 6000 GPUs for AI and enterprise applications

Vivo V60 and foldable X series set to drive 40% sales growth in Taiwan mid-to-high-end segment

BYD to open first Malaysian electric vehicle assembly plant in Tanjong Malim

Commentary: Trump eyes TSMC's Arizona fab as leverage to lift Intel and 'Made in America' drive

VinGroup's VinMotion debuts humanoid robots to support EV factory automation in Vietnam

DeepSeek’s FP8 model signals China’s push to cut reliance on US AI chips

Google AI overview feature prompts steep declines in media website traffic in UK

Meta's Hyperion data center investment reaches US$50 billion, far surpassing initial estimates

Huawei slashes Mate series prices, prepares tri-fold launch ahead of Apple event

Suzuki to launch first made-in-India EV; Prime Minister Modi calls it 'historic beginning'

VMware expands private cloud platform to include private AI services at Explore event

Japanese chip equipment makers missing out on Nvidia AI boom, says Marumae CEO

Beyond the chip: uncovering AI's hidden energy drain

Samsung Display restructures OLED business to strengthen Apple ties and fend off Chinese rivals

China-based USI 1H25 earnings under pressure: what's behind the decline?

With Section 232 set to return, global auto supply chains face new disruptions

Broadcom to integrate Nvidia AI technologies into VMware Cloud Foundation

China's cloud giants diverge on AI strategies with spending surge

Quanta-backed Techman bets on AI-driven wheeled humanoids, targets 2026 POC launch

Foxconn to deploy Nvidia servers in push for AI-driven manufacturing

China reportedly turning to second-hand Nvidia A100, H100 GPUs after H20 ban

China-based Cambricon posts surging 1H25 revenue as local AI chip demand soars

Greenet signs 3-year green energy supply deal with Capital Securities

South Korea, US deepen ties with focus on nuclear energy projects

Taiwan chipmakers see non-humanoid robots reaching mass market within 3 years

At $30,000 a wafer, TSMC’s 2nm push still draws a rush of customers

South Korean Supreme Court convicts Everlight Electronics of technology theft

Apple to unveil iPhone 17 lineup and slimmer model at September 9 launch

TSMC leak case does not affect Taiwan-Japan chip cooperation, says board member

Porsche's battery ambitions falter as Cellforce reportedly slashes 70% of jobs

Taiwan pumps new life into AI cooling

PC giants quietly press Taiwan's optical sector to exit China — and Taiwan too

LED industry sees profit decline in 2Q25 amid currency challenges

Toshiba and SICC collaborate on SiC technology; alliance with Rohm faces bottlenecks

Samsung, SK Hynix face pivotal test as Nvidia targets 1Q26 for HBM4

Taiwan tech giants find fortune in the AI rack revolution

South Korean telecos tackle challenges from AI-6G integration