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Tuesday 15 July 2025
Trump rekindles history as allies scramble in trade turmoil
The Trump administration is exploiting uncertainty and escalating tariff threats as its new strategy to force countries to comply with US demands. Starting on August 1, the US will...
Tuesday 15 July 2025
US copper tariffs create uncertainty as India develops semiconductor supply chain
The US's recent decision to impose a 50% tariff on copper imports is expected to have minimal direct impact on India's copper exports, but it may contribute to uncertainty in India's...
Tuesday 15 July 2025
Huaqin hits US$11.6 billion in 1H25 revenue: ODM, AI push deliver explosive growth
Huaqin Technology reported a sharp surge in first-half 2025 results, driven by booming global demand for smart devices, generative AI, and high-performance computing. In a July 14...
Tuesday 15 July 2025
Under Trump tariff pressure, ASML relies on TSMC while Intel and Samsung struggle
Dutch lithography equipment giant ASML announced it will release its second quarter 2025 earnings report at 2 pm Taiwan time on July 16, one day ahead of TSMC. A major concern for...
Tuesday 15 July 2025
China lags in chip lithography, influential DC think tank says
China faces significant challenges advancing its semiconductor lithography, a key hurdle for its drive toward technological self-sufficiency and superiority in the trade war with...
Tuesday 15 July 2025
Trump takes aim at drones and solar parts, with tariffs in his sights
The US Commerce Department launched investigations into imports of drones, parts for unmanned aerial vehicles, and polysilicon, a key material for solar power, setting the stage for...
Tuesday 15 July 2025
Exclusive: Jensen Huang's third visit to China in 2025; RTX 6000D aims for two million shipments
Nvidia CEO Jensen Huang made his third visit to China in 2025, demonstrating significant sincerity to revive the Chinese market. According to supply chain sources, Nvidia has confirmed...
Tuesday 15 July 2025
Surge in GB200 and ASIC shipments boosts Taiwan semiconductor equipment sector
Strong demand for artificial intelligence (AI) applications has driven a significant rise in GB200 and ASIC shipments, propelling revenue growth across both upstream and downstream...
Tuesday 15 July 2025
US tariffs disrupt China's PCB expansion plans in Thailand
China has hit a roadblock in its printed circuit board (PCB) industry on its way to expand to Southeast Asia. Starting on August 1, 2025, the US will impose tariffs of up to 36% on...
Tuesday 15 July 2025
Japan's JS Foundry files for bankruptcy following power chip strategy setbacks
JS Foundry, a Japanese contract manufacturer focused on power semiconductors, filed for bankruptcy with the Tokyo District Court on July 14, reporting liabilities of JPY16.1 billion...
Monday 14 July 2025
Taiwan-partnered MiPhi eyes strategic edge in India's semiconductor ecosystem
MiPhi Semiconductors, a strategic joint venture between Micromax Informatics and Taiwan's Phison Electronics, is positioning itself as a key player in India's push for semiconductor...
Monday 14 July 2025
India confronts rare earth crisis with incentives, strategic alliances
India is taking bold steps to tackle its growing rare earth crisis, eyeing on a multi-billion-rupee incentive plan to boost domestic production of rare earth magnets, as China tightens...
Saturday 12 July 2025
Trump's 30% tariff threat to EU and Mexico comes with fine print
President Donald Trump unleashed his latest tariff ultimatums, declaring a 30% rate for Mexico and the European Union, as his trade agenda continues to keep allies off balance and...
Saturday 12 July 2025
Japan's OSAT firms unite to cut costs and reclaim industry ground
Japan's outsourced semiconductor assembly and test (OSAT) industry, long composed of small, regional firms with limited resources, is making a rare push for collective strength. In...
Saturday 12 July 2025
Exit of TSMC's star procurement VP raises industry eyebrows
Vanessa Lee, Vice President of Materials Management at Taiwan Semiconductor Manufacturing Co. (TSMC), has drawn industry attention with her unexpected resignation. One month after...