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Monday 25 August 2025
India roundup: iPhone production begins in India
Apple is rumored to begin iPhone 17 production in India; meanwhile, Dixon and Tata are stepping up their display and semiconductor ventures.
Saturday 23 August 2025
Analysis: SoftBank and Trump team up to boost Intel's foundry push, unlocking Arm chip manufacturing market
The Financial Times recently cited sources revealing that before Intel CEO Lip-Bu Tan visited the White House on August 11, 2025, to meet with President Donald Trump, a preliminary...
Friday 22 August 2025
Analysis: Is the US taking a page from China's 'Big Fund'?
SoftBank's investment in Intel may look routine, but it has sent ripples through tech and geopolitics. The move shows Washington taking a more active hand in the semiconductor race...
Friday 22 August 2025
China signals soft resistance to US-approved Nvidia H20 shipments
On August 11, 2025, US President Donald Trump announced that Nvidia's H20 chips were approved for shipment to China. Before this, at the end of July 2025, reports indicated that Nvidia...
Thursday 21 August 2025
Trump proposes 300% chip tariffs; industry warns of hit to holiday sales
US President Donald Trump is ramping up his rhetoric on semiconductor tariffs, now discussing rates as high as 300%, up from 200% earlier. Industry executives say they wouldn't be...
Wednesday 20 August 2025
Commentary: From Biden's spending spree to Trump's Intel stake, US industrial policy is infused with personal will
As the US government seriously considers taking a stake in Intel, the company faces more than just a simple transaction; it has become a strategic industry bet. Once the semiconductor...
Wednesday 20 August 2025
US seeks Intel stake without governance rights, Lutnick says
Commerce Secretary Howard Lutnick confirmed discussions between the US and Intel Corp. for the government to take a stake in the chipmaker, casting the plan as a bid to convert Chips...
Tuesday 19 August 2025
Commentary: TSMC shows no fear despite 300% tariff threat
US President Donald Trump recently announced that semiconductor tariffs could reach 300%, yet this has not triggered panic in the chip industry. Supply chain players stress that the...
Tuesday 19 August 2025
US tariff measures hit simultaneously, economic slowdown expected in 2H25
US President Donald Trump has threatened semiconductor tariffs under Section 232 that could reach between 200% and 300%, with an announcement expected in the coming days. Taiwanese...
Tuesday 19 August 2025
Trump tariffs could stall Samsung’s US surge and boost Apple
Samsung Electronics is enjoying its strongest run in the US smartphone market in years, but that momentum could be tested as US President Donald Trump threatens sweeping tariffs on...
Monday 18 August 2025
AMD CEO calls export controls noise, reveals counter-strategy
Recently, there has been widespread discussion about US President Donald Trump imposing "export taxes" on American AI chipmakers such as Nvidia and AMD for products exported to China...
Monday 18 August 2025
Dixon Technologies, HKC seal joint venture agreement for display manufacturing in India
Dixon Technologies formed a joint venture with China's HKC, highlighting a thaw in India-China business ties, even as US President Donald Trump's 50% tariff on Indian goods unsettles...
Monday 18 August 2025
Foxconn reportedly begins small-scale iPhone 17 production in India despite US tariff headwinds
Despite fresh concerns over US President Donald Trump's decision to impose a punitive 50% tariff on Indian exports, global electronics manufacturers are pressing ahead with expansion...
Monday 18 August 2025
Section 232 investigations loom over Taiwan's key industries
Despite TSMC's US$165 billion investment in the US, Taiwan does not appear to have any special favor from the United States. Taiwan faces a higher reciprocal tariff compared to Japan...
Friday 15 August 2025
Trump's corporate crackdown: When national security overrides boardroom independence
Since the US first announced reciprocal tariffs in early April 2025, President Donald Trump has frequently delivered "surprises" to the global market over nearly four months. Recently,...