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Monday 4 August 2025
India's AI boom hides dependency risks under Trump deregulation
India may benefit in the short term from a renewed US push to ease restrictions on artificial intelligence exports, but the shift could deepen its long-term reliance on American chipmakers...
Monday 4 August 2025
TSMC worries less about tariffs, more about who's still buying
Taiwan had aimed to match Japan and South Korea with a 15% reciprocal tariff rate. However, as of August 1, 2025, the US imposed a 20% tariff instead, with the initial impact falling...
Monday 4 August 2025
Foxconn data foreshadow Apple's 3Q25 beat, but pull-in gains may fizzle
Apple exceeded expectations in its fiscal third quarter 2025, driven by strong iPhone 16 sales and early demand in China. Foxconn's revenue surge aligned with this momentum, reflecting...
Monday 4 August 2025
MSSCorps shrugs off tariff concerns as new US facility boosts semiconductor support
The US has implemented a 20% tariff on imports from Taiwan, but Chi-Lun Liu, chairman of MSScorps, claims it won't affect operational costs. MSScorps has opened a new facility in...
Monday 4 August 2025
South Korea's IC design competitiveness at risk; KITA urges acceleration in nurturing startups
As the global AI industry continues to expand, competition in semiconductor technology is intensifying. South Korea's industrial sector has begun voicing concerns that to maintain...
Monday 4 August 2025
Tariff-driven pull-ins boost Apple, but momentum may fade in 2H25
Apple posted stronger-than-expected fiscal third quarter 2025 results, driven by record Mac sales and solid iPhone performance. US government tariff announcements spurred early buying,...
Monday 4 August 2025
Asia Optical posts record 2Q25 net profit as Philippine plant expansion accelerates
Asia Optical reported record-breaking financial results for the second quarter of 2025, driven by robust revenue growth and expanding operations in Southeast Asia. The company announced...
Monday 4 August 2025
Silicon Motion reports better-than-expected revenue, anticipates 10–15% growth in 3Q25
Silicon Motion reported second-quarter revenue of about US$199 million, up 19% from the previous quarter and surpassing forecasts of 5–10%. Despite a 6% drop year-over-year,...
Sunday 3 August 2025
CHPT resumes new plant project amid growing AI chip test demand
Chunghwa Precision Test Tech (CHPT), a leading provider of semiconductor test interface products, has resumed a capacity expansion project to build a new plant in Taiwan, catering...
Sunday 3 August 2025
Greatek sees 2Q25 growth but faces currency erosion; flip-chip capacity expansion to complete by 1H26
Benefiting from a tariff buffer period, customers actively stocked up in advance. Powertech Technology Inc. (PTI)'s invested testing and packaging subsidiary, Greatek Electronics,...
Saturday 2 August 2025
Samsung Display loses foldable OLED top spot to BOE; 1Q25 revenue rises 2% on non-phone demand
Global overall OLED panel revenue saw modest year-over-year growth in the first quarter of 2025, buoyed by rising demand across emerging segments such as augmented reality glasses,...
Friday 1 August 2025
AI talent's potential to revive Taiwan's traditional industries
As Taiwan's AI server production and shipments continue to expand, high-performance computing chips are driving strong demand in manufacturing, packaging, and testing, making Taiwan's...
Friday 1 August 2025
BYD surpasses 1M BEV sales in 1H25, extends lead over Tesla in global and European markets
BYD has taken a commanding lead over Tesla in the global battery electric vehicle (BEV) market, reporting over 1.02 million units sold in the first half of 2025 — more than...
Friday 1 August 2025
Realtek's order visibility limited to one quarter, but PC and networking chip upgrades remain strong
Taiwan-based IC design giant Realtek held an earnings call and shared its outlook for the market. The company noted that in the short term, the market will continue to be influenced...
Friday 1 August 2025
UMT posts record revenue as low-Earth orbit satellite demand soars

Riding a wave of surging demand for low-Earth orbit (LEO) satellite communications, Universal Microwave Technology (UMT) posted record...