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Saturday 9 August 2025
Tesla orders boost Samsung's Taylor plant; OCI expands semiconductor-grade phosphoric acid production
South Korean materials company OCI recently announced plans to expand its production capacity of semiconductor-grade phosphoric acid. This expansion comes in response to surging customer...
Saturday 9 August 2025
Nvidia under fire as US eyes chip tracking to close export loopholes
The US has imposed export controls on critical chips bound for China, but smuggling and transshipment through third countries into China continue to occur, demonstrating that the...
Friday 8 August 2025
Intel CEO rebuffs Trump resignation call in staff letter
US President Donald Trump has publicly called for Intel CEO Lip-Bu Tan to "immediately resign," accusing him of significant conflicts of interest tied to past investments in Chinese...
Friday 8 August 2025
TSMC 2nm leaks under national security probe; situation is non-critical for now
TSMC has been reported to have a leak of its 2nm process trade secrets, prompting judicial investigators to launch an investigation under suspicion of violating the National Security...
Friday 8 August 2025
Intel breaks from GPU-centric playbook as CEO Tan charts AI-focused overhaul
Intel is undergoing a sweeping strategic overhaul under CEO Lip-Bu Tan, signaling a decisive break from legacy structures and a bold push to reposition the company at the center of...
Friday 8 August 2025
Chinese companies investigated for illegal poaching of Taiwanese tech talent
The Taiwan Ministry of Justice Investigation Bureau is investigating 16 Chinese companies, including major firms such as Victory Giant Technology, Huntkey, and GoerTek, for allegedly...
Friday 8 August 2025
M31 swings to loss on FX hit, bets on sub-5nm and EV chip growth in 2H25
Silicon IP provider M31 Technology reported a net loss for the second quarter of 2025, as significant foreign exchange losses stemming from the sharp appreciation of the New Taiwan...
Friday 8 August 2025
'China for China' becomes new rulebook for Western chipmakers
Rising geopolitical tensions and trade barriers are prompting more US and European chipmakers to accelerate their "China for China" strategy — partnering with local Chinese...
Friday 8 August 2025
Beijing's grand chip merger vision falters over clashing interests

Beijing's push to restructure its fragmented semiconductor industry is running into sharp resistance. While the effort aims to strengthen...

Friday 8 August 2025
SMIC flags limited visibility for 4Q25 amid high demand, expects limited tariff impact thanks to clients' preparedness
SMIC warned of weaker chip shipment momentum in the fourth quarter of 2025 due to seasonal effects and customer inventory buildup, noting limited visibility ahead. However, the company...
Friday 8 August 2025
Sony raises annual forecast despite 100% tariff risk
Despite the ongoing threat of new US tariffs on semiconductors, Sony Group has raised its financial forecast for fiscal year 2025. Media outlets, including Bloomberg and...
Friday 8 August 2025
CMMT expects market recovery after tariff and exchange rate fluctuations settle
The third quarter is traditionally a peak season, but Taiwanese panel manufacturers have gradually released news of a weaker-than-expected peak. The market is concerned about whether...
Friday 8 August 2025
GlobalWafers reframes tariff uncertainties into advantages
GlobalWafers chairperson Doris Hsu stated during its earnings call that recent currency fluctuations have somewhat suppressed revenue performance when calculated in New Taiwan Dollars...
Friday 8 August 2025
Taiwan trade negotitations holds firm amid Trump's threat of 100% chip tariffs
US President Donald Trump announced a new semiconductor tariff policy on August 6, 2025 (EST), officially declaring that tariffs under Section 232 will be imposed on chips and semiconductors...
Friday 8 August 2025
Taiwan govt pushes back on tech exodus fears, floats tax breaks
Taiwanese companies expanding operations in the US are unlikely to reverse course, even under mounting pressure from US President Donald Trump's proposed trade barriers. But senior...