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Tuesday 22 July 2025
US copper tariffs send prices soaring, but AI server demand boosts Taiwan's CCL makers
As the US prepares to impose steep tariffs on imported copper, global copper prices have rebounded, raising concerns about rising costs across copper-intensive industries. Among the...
Tuesday 22 July 2025
Taiwan's passive component market poised for growth amid AI and auto boom
Taiwan's passive component industry is positioned for growth driven by AI adoption across cloud servers, AI PCs, and smartphones, alongside rising automotive electrification. Industry...
Tuesday 22 July 2025
Beijing's law of evolution: China moves to crash EV price war amid mounting cash crunch
China has revived price controls and capacity discipline mechanisms across its clean energy sectors, triggering a solar industry price recovery. The government now extends similar...
Tuesday 22 July 2025
Taiwan importers sidestep car taxes with assembly workaround
Taiwan's auto importers are using local assembly tactics to reduce crushing tax burdens that can push levies above 50% on foreign vehicles.
Tuesday 22 July 2025
Apple maintains momentum in India as smartphone market rebounds in 2Q25
Apple held its ground in India's recovering smartphone market in the second quarter of 2025, ranking sixth overall. The iPhone 16 series accounted for over half of its shipments,...
Tuesday 22 July 2025
NXP signals soft outlook; TI may strike similar tone as auto, industrial chip markets struggle
NXP Semiconductors posted a second-quarter revenue decline and cautious guidance for the third quarter, reinforcing concerns over lingering weakness in the automotive and industrial...
Tuesday 22 July 2025
NXP posts soft 2Q25, guidance fails to impress as growth headwinds persist
NXP Semiconductors reported a steeper-than-expected year-on-year revenue decline in the second quarter and issued a lukewarm third-quarter forecast, underscoring ongoing weakness...
Tuesday 22 July 2025
Nvidia and MediaTek delay AI PC launch to 2026 due to Microsoft OS hurdles and market headwinds
MediaTek and Nvidia have postponed the launch of their highly anticipated AI PC platform to the first quarter of 2026, supply chain sources say, citing a combination of delays in...
Monday 21 July 2025
Nvidia and ASIC dual engines accelerate CSP data center deployments
The GB200 servers are expected to begin smooth shipments starting in the second quarter of 2025, coupled with strong shipments of ASIC servers, signaling that US-based cloud service...
Monday 21 July 2025
China solar companies push for government intervention as prices surge after months of losses
Chinese solar manufacturers have orchestrated sharp price increases across the industry supply chain after reporting widespread losses, with government backing for production curbs...
Monday 21 July 2025
China weighs deeper solar export curbs as Taiwan faces supply squeeze
China's leading solar manufacturers are signaling fresh production and pricing restrictions reminiscent of late 2024 measures, according to supply chain sources. Beijing has already...
Monday 21 July 2025
Taiwan concrete maker Goldsun rides chip factory boom with earthquake-resistant materials
TSMC's rapid facility expansion is driving demand beyond equipment suppliers to construction materials providers. Goldsun Building Materials, Taiwan's largest concrete manufacturer,...
Monday 21 July 2025
Broadcom, MediaTek battle for cloud AI chips as CSPs double down on custom silicon
As major US-based cloud service providers (CSPs) prepare to announce their latest earnings, investors are closely monitoring their investment strategies in cloud infrastructure and...
Monday 21 July 2025
Teco secures data center project in Malaysia amid AI-driven demand surge
Teco Electric & Machinery has won new data center construction contracts in Malaysia after acquiring NCL Energy Mechanical and Electrical Engineering. The projects in Selangor...
Monday 21 July 2025
AI server growth lifts ABF market, while BT substrates struggle with supply constraints

A surge in demand for ABF substrates driven by AI applications has created ripple effects across the semiconductor packaging supply chain...