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Saturday 16 August 2025
Taiwan boosts industry support amid squeeze by US tariffs and probe
Under escalating trade tensions, Taiwan is bracing for the economic impact of two major US policy shifts: a new 20% reciprocal tariff and a national security investigation under Section...
Saturday 16 August 2025
Nvidia reportedly confirms Rubin AI chip launch timeline as AMD reveals 2026 server challenge
Nvidia, navigating a complex mix of geopolitics and growing competition, says its next-generation Rubin AI chip remains on schedule, despite rumors of delays and new US revenue-sharing...
Friday 15 August 2025
Apple is seen gaining tariff exemption as Samsung faces 25% levy threat, potentially reshaping global smartphone market
The US government is expected to announce its tariff policy this week on semiconductor-related products—including smartphones, laptops, and surveillance devices—sending...
Friday 15 August 2025
Applied Materials warns of $500M China sales drop in Q4 FY 2025
Applied Materials reported strong third-quarter fiscal 2025 results, but warned that revenue and profit will decline sequentially in the fourth quarter as the company navigates a...
Friday 15 August 2025
Taiwan gains competitive edge as China faces steep US tariffs
On July 31, 2025, US President Donald Trump signed an executive order to adjust reciprocal tariff rates, setting the provisional tariff for Taiwan at 20%, effective from August 7,...
Wednesday 13 August 2025
Auto tariff break offers lifeline to Japan, EU, and South Korean carmakers
President Donald Trump has reached a new tariff agreement with key US trade partners, including the European Union, Japan, and South Korea, setting a unified reciprocal tariff rate...
Wednesday 13 August 2025
Trump halts Biden-era EV charging program, US plans in disarray
The global electric vehicle market is increasingly dominated by three major regions: China, Europe, and the United States. While China's EV ecosystem—including vehicle sales...
Wednesday 13 August 2025
US export levy targeting Nvidia and AMD may expand to other semiconductor firms
The White House confirmed on August 12, 2025, that the Trump administration is still finalizing details around a 15% "export levy" applied to Nvidia and AMD's AI chip sales to China,...
Wednesday 13 August 2025
Trump’s 15% Nvidia chip levy hints at new trade game
US President Donald Trump's decision to impose a 15% revenue levy on Nvidia Corporation's downgraded AI chips, such as the H20 model, sold to China, has ignited intense reactions...
Tuesday 12 August 2025
China eyes 2027 BCI breakthrough as it races to build its own chips
China's brain-computer interface (BCI) sector is accelerating, driven by strong state policy support and private-sector advances. The Ministry of Industry and Information Technology...
Tuesday 12 August 2025
Dual-base strategy: Auto industry finds balance between North America–Asia as tariff fog lifts
Mexico's successful bid to secure a 90-day extension on US import tariffs—maintaining a 25% levy—has temporarily eased market anxiety. Car part suppliers report a rush...
Tuesday 12 August 2025
EV slowdown pushes US LFP batteries toward grid storage and hyperscalers
The US lithium iron phosphate (LFP) battery industry is transforming due to policy changes, such as vehicle and parts tariffs, proposed cuts to electric vehicle subsidies under the...
Sunday 10 August 2025
LCD TV panel prices stabilize amid August market tug-of-war
In response to US tariffs and China's "trade-in" policy, end-market players accelerated their purchases, leading to growth in LCD TV panel shipments and shipment area in the first...
Friday 8 August 2025
OpenAI offers US$1 enterprise ChatGPT to US federal government in wake of AI action plan
OpenAI has agreed to offer its AI models to US federal agencies from 2026 for a symbolic annual fee of US$1. This move is part of the White House AI Action Plan, aimed at boosting...
Friday 8 August 2025
Chinese automakers slip through loopholes of Taiwan's EV barriers
Taiwan's auto industry is facing mounting pressure amid a wave of global disruption, with Chinese electric vehicle (EV) giant BYD reportedly holding discreet meetings in Taiwan on...