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Wednesday 13 August 2025
Commentary: Trump's 50-hour ultimatum to Lip-Bu Tan reshaped Intel's future
On August 7, 2025, Eastern Time, US President Donald Trump publicly accused Intel CEO Lip-Bu Tan of a conflict of interest due to his investments in China and demanded that he resign...
Tuesday 12 August 2025
Apple pledges US$100 billion investment in US, shifting smartphone market dynamics ahead of 4Q25
Apple CEO Tim Cook recently committed an additional US$100 billion investment in domestic US operations. This move is poised to reshape the competitive environment of the US smartphone...
Tuesday 12 August 2025
Taiwan's IC packaging and testing supply chain may avoid tariffs, but US expansion remains challenging
When US President Donald Trump announced increased investment in domestic manufacturing alongside Apple CEO Tim Cook, he also declared a 100% tariff on all chips and semiconductors...
Tuesday 12 August 2025
Ichia secures orders from major US firms for optical communication products, eye double-digit revenue share by 2027
Ichia Technologies reported a strong first half of 2025, with revenue climbing 20% above expectations. CEO Eric Tseng noted that while some consumer orders were pulled forward to...
Monday 11 August 2025
OpenAI's GPT-5 fails to impress market despite advanced claims
OpenAI's recent release of its GPT-5 model alongside the open-weight gpt-oss series has generated mixed reactions, with the much-anticipated GPT-5 falling short of expectations in...
Monday 11 August 2025
Phison Electronics reports record July revenue despite substrate shortage
Phison Electronics announced consolidated revenue of NT$5.688 billion (approx. US$191 million) for July 2025, representing a 21% increase compared to July 2024 and setting a new high...
Monday 11 August 2025
Nvidia, AMD agree to pay US 15% of China chip sale revenue
Nvidia Corp. and Advanced Micro Devices Inc. agreed to pay 15% of their revenues from chip sales to China to the US government as part of a deal with the Trump administration to secure...
Friday 8 August 2025
Intel CEO rebuffs Trump resignation call in staff letter
US President Donald Trump has publicly called for Intel CEO Lip-Bu Tan to "immediately resign," accusing him of significant conflicts of interest tied to past investments in Chinese...
Friday 8 August 2025
Intel breaks from GPU-centric playbook as CEO Tan charts AI-focused overhaul
Intel is undergoing a sweeping strategic overhaul under CEO Lip-Bu Tan, signaling a decisive break from legacy structures and a bold push to reposition the company at the center of...
Friday 8 August 2025
OpenAI's new AWS deal and open models sharpen US edge in global AI race
OpenAI has released open-weight models and partnered with Amazon Web Services (AWS) as a new cloud channel. This strategic move underscores US companies' determination to maintain...
Friday 8 August 2025
Trump and Senate target Intel CEO over China ties, tech transfer controversy
Intel is facing mounting political pressure as both US President Donald Trump and Senator Tom Cotton scrutinize CEO Lip-Bu Tan's past investments in Chinese semiconductor firms and...
Thursday 7 August 2025
Nvidia's hiring plans intensify Taiwan's semiconductor talent crunch

At the 2025 COMPUTEX in Taipei, Nvidia CEO Jensen Huang announced plans to establish the company's Taiwan headquarters, dubbed "Nvidia...

Thursday 7 August 2025
Qualcomm's smartphone struggles deepen as Apple, Samsung chart own paths
Qualcomm is at a critical crossroads as it attempts to pivot beyond its reliance on the smartphone business in the era of artificial intelligence and expands into growth areas such...
Thursday 7 August 2025
Analysis: TSMC gains breathing room as US chip tariff exempts domestic production
US President Donald Trump and Apple CEO Tim Cook held a press conference to announce upcoming semiconductor tariffs and Apple's new US$100 billion investment in the US, increasing...
Wednesday 6 August 2025
AMD accelerates AI growth with MI355 ramp and MI400 series launch planned for 2026
During AMD's latest earnings call, chair and CEO Lisa Su said the company delivered a strong first half of 2025, with Client and Gaming segment revenue growing 68% year-over-year...