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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
Horng Terng fully booked with orders amid AI chip cooling demand surge
Horng Terng Automation, a leading manufacturer of advanced semiconductor packaging equipment, has leveraged its joint development efforts with packaging clients and mastery of critical...
Friday 1 August 2025
US sanctions stall CXMT's DRAM expansion, giving Samsung and SK Hynix breathing room
ChangXin Memory Technologies (CXMT), China's leading DRAM manufacturer, is under renewed pressure as the US escalates export controls on advanced chipmaking equipment. The tightened...
Friday 1 August 2025
Liteon turbocharges Taiwan-US expansion as AI drives growth surge
Liteon Technology reported double-digit sequential and annual growth in consolidated revenue for the second quarter of 2025, with all core business units contributing to the gains...
Friday 1 August 2025
Japan and EU trade deals with US to reshape auto, energy, IT industries
Japan and the EU have each reached tariff agreements with the US, covering the car, energy, and IT sectors. While the period of low tariffs has ceased to exist, it is still early...
Friday 1 August 2025
China's auto sector spirals into chaos, component makers in despair
China's auto and parts industries have historically been entangled in cutthroat price wars. Even with Chinese authorities repeatedly calling for an end to the involution, no improvement...
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
China remains core to server PCB supply despite SEA expansion
Amid rising US-China tech tensions, Taiwan-based PCB suppliers have accelerated factory expansions in Southeast Asia since 2022. However, despite new PCB clusters reaching full production,...
Thursday 31 July 2025
Samsung-Tesla AI chip deal: a potential four-way win for all?
Samsung's major AI chip contract with Tesla has sparked heated discussions, with Elon Musk pledging to personally step in to help Samsung improve production efficiency while hinting...
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
Screen Holdings sees 12% profit drop as China demand slows, investment weighs
Japanese chip equipment maker Screen Holdings reported a 12.2% year-over-year decline in operating profit for the second quarter of 2025, reaching JPY24.3 billion (US$163 million),...
Thursday 31 July 2025
Taiwan's Coretronic sees mixed Q325 outlook on tariff uncertainty, currency volatility
Coretronic Corporation expects a divergence in performance across its two core product segments in the third quarter of 2025, with energy-saving solutions projected to rebound while...
Thursday 31 July 2025
SK Hynix labor dispute heats up after bonus talks collapse
Tensions are rising at South Korean chipmaker SK Hynix after wage negotiations between the company and its labor union collapsed, setting the stage for possible large-scale protests...
Thursday 31 July 2025
US hits Chinese graphite with 160% tariffs, threatening EV costs
The US Commerce Department imposed anti-dumping tariffs as high as 93.5% on Chinese graphite imports in mid-July 2024, bringing total duties to 160% when combined with existing countervailing...
Thursday 31 July 2025
China's third central automaker revs up EV-chip cluster in Chongqing

As China moves to curb domestic EV overcompetition and prioritize industrial upgrading, China Changan Automobile Group (CCAG) officially...