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Sunday 3 August 2025
US defense contractors deepen Taiwan ties as AI military applications expand
American defense technology companies are strengthening relationships with Taiwan's tech sector as the Biden administration's AI action plan signals increased military AI spending,...
Saturday 2 August 2025
Tokyo Electron cuts profit forecast amid weaker semiconductor equipment demand and China slowdown
On July 31, 2025, Tokyo Electron (TEL) revised its operating profit forecast for the fiscal year ending March 2026 to JPY570 billion (US$3.83 billion), an 18% decline from the previous...
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
Trump's tariff war reshapes China's IC trade in 1H25
Large-scale US tariffs launched in the second quarter of 2025 aimed to curb China's technological advancement through stricter import restrictions on high-tech and advanced manufacturing...
Friday 1 August 2025
Pegatron chair confident Taiwan tech sector can weather 20% US tariffs
The US has imposed a 20% tariff on imports from Taiwan, though Taiwanese President William Lai has said the rate is temporary as talks continue. Pegatron chairman T.H. Tung remains...
Friday 1 August 2025
EU semiconductor gear tariff exemption fuels US fab expansion
The recent tariff exemption on semiconductor manufacturing equipment imported from the European Union into the US is poised to significantly influence the US semiconductor industry's...
Friday 1 August 2025
Cincoze MXM GPU computers: AI solutions for manufacturing, transportation, and defense
Rugged embedded computer brand - Cincoze's Red Dot Award-winning MXM GPU computer series (GM-1100) has the high performance, compact design, and expansion flexibility that make it...
Friday 1 August 2025
Apple braces for US$1.1B in tariffs as Cook outlines strategy to localize production
Apple is preparing for an estimated US$1.1 billion in tariff-related costs in the September quarter, CEO Tim Cook revealed during the company's third-quarter fiscal 2025 earnings...
Friday 1 August 2025
India-based Amber Group to acquire controlling stake in Israeli automation firm Unitronics
Indian electronics manufacturer Amber Group's subsidiary, IL JIN Electronics India Pvt Ltd, has signed definitive agreements to acquire a controlling stake in Unitronics, an Israeli...
Thursday 31 July 2025
Taiwan's manufacturing exodus: why lower tariffs won't bring factories home
As the US deadline for reciprocal tariffs, set under the Trump administration, approaches on August 1, 2025, Taiwan's final tax rate remains unresolved. While Vietnam and the Philippines—now...
Thursday 31 July 2025
Arm CEO signals strategic shift, considers in-house chips

Arm Holdings is charting a bold new course by exploring the development of its own chipsets,...

Thursday 31 July 2025
Foxconn–Teco alliance bets on reshoring the AI data center
Foxconn and Teco Electric and Machinery unveiled a strategic alliance on July 30 via a share swap, combining their expertise in electromechanical systems and ICT to pursue opportunities...
Thursday 31 July 2025
Tariff pressures, PLI scheme drive diverging export fortunes for Samsung and Apple
Samsung's smartphone exports from India dropped sharply in the second quarter of 2025, likely due to the end of its eligibility for the production-linked incentive (PLI) scheme. Meanwhile,...
Wednesday 30 July 2025
TSMC's C.C. Wei and Mark Liu receive semiconductor industry's highest honor
The Semiconductor Industry Association (SIA) has named TSMC Chairman and CEO C.C. Wei and former Chairman Mark Liu as co-recipients of the 2025 Robert N. Noyce Award, the semiconductor...
Wednesday 30 July 2025
From substrate to system: A deep dive into Nvidia's CoWoP packaging shift
As artificial intelligence and high-performance computing enter a phase of explosive growth, the limitations of traditional chip manufacturing and the slowing of Moore's Law have...