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Tuesday 19 August 2025
Trump tariffs could stall Samsung’s US surge and boost Apple
Samsung Electronics is enjoying its strongest run in the US smartphone market in years, but that momentum could be tested as US President Donald Trump threatens sweeping tariffs on...
Monday 18 August 2025
Section 232 investigations loom over Taiwan's key industries
Despite TSMC's US$165 billion investment in the US, Taiwan does not appear to have any special favor from the United States. Taiwan faces a higher reciprocal tariff compared to Japan...
Monday 18 August 2025
Huawei tests China's first HBM3 as CXMT accelerates expansion to counter supply squeeze
China's push for self-reliance in artificial intelligence (AI) semiconductors is running into fresh obstacles as Washington tightens controls on advanced memory. In response, ChangXin...
Monday 18 August 2025
Infineon completes acquisition of Marvell's Automotive Ethernet business
Infineon Technologies has finalized its acquisition of Marvell Technology's Automotive Ethernet business, following regulatory approvals. The deal, first announced in April, is valued...
Monday 18 August 2025
Samsung signs DeepX for 2nm process to advance GenAI computing at the edge
Global pioneer in ultra-low-power AI semiconductors, DeepX, has recently become one of Samsung Electronics' foundry clients utilizing its 2nm semiconductor manufacturing process....
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...
Friday 15 August 2025
Tariff exemption for semiconductors and ICT products prioritized in negotiations for Taiwanese government
The US government, under Section 232 of the Trade Expansion Act, has imposed tariffs on imports such as steel and aluminum products, automobiles, auto parts, and copper products,...
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
Commentary: China's chip equipment underdog stands up to Applied Materials as local substitution wave rises
Beijing E-Town Semiconductor Technology has sued US chipmaking equipment leader Applied Materials in a Chinese court, seeking nearly CNY100 million (approx. US$13.9 million) in damages...
Thursday 14 August 2025
Taiwanese President Lai urges youth to join defense autonomy industries, highlighting drones and robotics
Taiwan President Ching-Te Lai stressed the importance of defense autonomy during his speech at the "2025 Taiwan Venture Capital Summit" on August 12, 2025. He stated that Taiwan has...
Thursday 14 August 2025
Samsung reportedly plans US$170M in Japan packaging hub to challenge TSMC
Samsung Electronics is reportedly investing JPY25 billion (approx. US$170 million) to set up an advanced packaging research institute in Yokohama and acquire a major office tower...
Thursday 14 August 2025
Taiwan warns of higher US semiconductor tariffs under Section 232
The Trump administration has already imposed tariffs on specific imports under Section 232 of the Trade Expansion Act, citing national security concerns. These tariffs cover steel...
Tuesday 12 August 2025
Forging a new path: SuperAlloy expands beyond cars into semiconductors
SuperAlloy, a Taiwanese aluminum forging specialist best known for its high-performance automotive wheels, is accelerating its pivot toward non-automotive markets, with an ambitious...
Tuesday 12 August 2025
Samsung's potential US$50 billion US chip expansion puts pressure on TSMC
Samsung Electronics is reportedly weighing a major expansion of its semiconductor investments in the US, a move that could push total spending to US$50 billion after securing multibillion-dollar...
Tuesday 12 August 2025
Taiwan's IC packaging and testing supply chain may avoid tariffs, but US expansion remains challenging
When US President Donald Trump announced increased investment in domestic manufacturing alongside Apple CEO Tim Cook, he also declared a 100% tariff on all chips and semiconductors...