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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%

MAY

8

2025

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