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    Commentary: Nvidia's greenlit H20 export to China will reshape AI sovereignty and local GPU competition
    5h 15min ago
    Jensen Huang spotlights 10 Chinese firms for AI innovation and commercialization potential
    5h 15min ago
    Tariff negotiations presents challenges and opportunities for Taiwan's car industry
    5h 16min ago
    TSMC reportedly revives Yunlin Huwei site for A10 advanced process production
    5h 16min ago
    AI chip demand supports advanced packaging growth for ASE and KYEC in 2Q25
    5h 16min ago
    Taiwan official warns of Section 232's potential disruption on semiconductor cooperation
    5h 17min ago
    NEWS TAGGED FOREIGN EXCHANGE
    Tuesday 15 July 2025
    TSMC in crosshairs: tariffs, currency, and AI growth at stake

    As TSMC prepares to deliver its earnings report on July 17, all eyes are on how the world's largest contract chipmaker will navigate...

    Friday 11 July 2025
    Currency exchange headwinds hit Synnex as 2Q25 and 1H25 revenue slide
    Synnex Technology International Corp. posted NT$32.41 billion (approx. US$1.11 billion) in June 2025 revenue, pressured by a sharply stronger New Taiwan dollar. Second-quarter revenue...
    Friday 11 July 2025
    Taiwan's machinery exporters brace for US tariff verdict while handling FX pain
    Taiwan's machinery exporters face growing uncertainty as the US confirms 25% reciprocal tariffs for Japan and South Korea, while Taiwan's status remains unresolved. With the US as...
    Tuesday 17 June 2025
    Shihlin Electric says tariffs, exchange rates to have limited impact; outlook for heavy electric good
    Taiwan-based electrical systems and equipment manufacturer Shihlin Electric and Engineering stated that impacts from tariffs and exchange rates will be limited, and it will continue...
    Monday 16 June 2025
    Taiwan's machinery sector shows signs of recovery after lingering challenges

    After a prolonged slump, Taiwan's machinery industry is showing signs of recovery, with export growth recorded for the fourth consecutive...

    Wednesday 11 June 2025
    PC makers put spending on ice as trade uncertainty, strong Taiwan Dollar weigh on outlook
    Global PC brands and their manufacturing partners are freezing discretionary spending and adopting a more defensive posture amid mounting uncertainty over US trade policy and a surging...
    Tuesday 10 June 2025
    Tariffs, currency swings, and inventory risks weigh on Taiwan's IC sector outlook
    After a front-loaded surge in shipments driven by tariff fears and early stockpiling, Taiwan's IC distributors are facing a much more uncertain second half of 2025. A cocktail of...
    Monday 9 June 2025
    Wistron ITS sets record revenue for Jan–May 2025, unveils AI-driven growth strategy on 33rd anniversary
    Wistron ITS (WITS), a subsidiary of the Wistron Group, reported consolidated revenue of NT$890 million (approx. US$29.83 million) for May, setting a new record high for the month...
    Tuesday 3 June 2025
    TSMC and UMC struggle with strong NT$; Largan faces record foreign exchange losses
    The tariff war has temporarily paused, but the biggest challenge currently facing the semiconductor and technology industries is the sharp appreciation of the New Taiwan dollar (NT$)...
    Thursday 29 May 2025
    WPG marks 20 years by doubling down on AI and tariff strategy amid global disruptions
    As it marks its 20th anniversary in 2025, WPG Holdings, Asia's largest semiconductor distributor, finds itself at the intersection of two disruptive forces: the generative AI boom...
    Friday 16 May 2025
    Tariff truce sparks order surge at Ability Enterprise, but production still stuck in neutral
    Taiwan-based electronics manufacturer Ability Enterprise held an online investor briefing on May 13 to share its first-quarter 2025 results and outlook for the remainder of the year...
    Thursday 15 May 2025
    US-China tariff talks pause triggers currency volatility, pressuring Taiwan's PCB sector
    Taiwan's PCB manufacturers are finding temporary relief as the US dollar strengthens following the suspension of US-China tariff negotiations, partially offsetting pressure from the...
    Thursday 15 May 2025
    Foxconn sees 3% revenue drop for every NT$ gain
    At a recent earnings call, Foxconn chairman Young Liu acknowledged that tariffs and exchange rate fluctuations are posing mounting challenges to global supply chains and expansion...
    Wednesday 14 May 2025
    Foxconn bets on AI servers to counter tariff and currency headwinds
    Foxconn Precision Industry held its first quarter 2025 earnings call on May 14. Chairman Young Liu stated that due to US tariff policies and recent exchange rate fluctuations impacting...
    Wednesday 14 May 2025
    Taiwan's machinery rebound overshadow by rising currency drag
    The Taiwan Association of Machinery Industry (TAMI) reported that Taiwan's machinery exports hit US$2.422 billion in April 2025, up 7.7% compared to the same period last year. Cumulative...
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    Research Report Database
    BIZ FOCUS
    Jul 9, 10:42
    TRI unveils new multi-camera AOI, TR7500 SIII Ultra
    Wednesday 9 July 2025
    How distribution is evolving in 2025
    Wednesday 9 July 2025
    AI apprentice available online; Profet AI facilitates manufacturing transformation and resolves industry challenges
    Monday 30 June 2025
    Why age verification online is facing more scrutiny in 2025
    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES