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Thursday 22 May 2025
US sets the stage for duties on battery materials from China
The US Commerce Department set the stage for anti-subsidy duties on imports of key battery components from China after concluding materials had been unfairly subsidized.
Wednesday 21 May 2025
NextDrive rises in Japan’s battery market
Japan's behind-the-meter energy storage market is entering a period of significant policy benefits. Driven by subsidy programs and residential demand, the market is rapidly heating...
Sunday 18 May 2025
GlobalWafers deepens US investment with US$7.5 billion commitment

GlobalWafers, the Taiwan-based semiconductor materials giant, officially opened its new US$3.5 billion manufacturing facility in Sherman,...

Wednesday 14 May 2025
From flagship to family car: SiC drives China's EV boom amid intense price wars
Although the 2025 Shanghai International Auto Show has concluded, its ripple effects continue to shape the automotive landscape. Bolstered by the Chinese government's early implementation...
Monday 12 May 2025
China's trade-in stimulus fades by mid-2025 amid ongoing challenges for tech sector growth
China's trade-in stimulus, bolstering the tech supply chain from late 2024 to early 2025, has waned by the second quarter of 2025. Despite ongoing provincial subsidies aimed at boosting...
Friday 9 May 2025
Raydium navigates tariff fog with stable 2Q outlook, bolstered by AMOLED and IT demand
Raydium Semiconductor Corporation reported consolidated revenue of NT$5.83 billion (approx. US$191.7 million) for the first quarter of 2025, up 2.4% from the previous quarter but...
Thursday 8 May 2025
US confronts battery shortfall as Chinese solar giants gear up for tenfold expansion
China dominates global solar manufacturing with an 85% market share, a position that has prompted strategic shifts in US policy. During former President Joe Biden's administration,...
Tuesday 6 May 2025
From Biden's carrots to Trump's sticks: Chinese solar giants adapt to new US playbook
The administration of US President Donald Trump has implemented exceptionally high anti-dumping tariffs on solar modules imported from Malaysia, Vietnam, Thailand, and Cambodia. Most...
Wednesday 30 April 2025
Korean presidential candidate Jae-Myung Lee vows to build South Korea into top semiconductor nation with special law
Jae-Myung Lee, the presidential candidate from the Democratic Party of Korea and the frontrunner for the next presidency, recently pledged that upon taking office, he will promote...
Wednesday 30 April 2025
US targets Japan over EV charging standards in tariff clash
As tariff negotiations between the US and Japan intensify, Washington has turned a critical eye toward Japan's electric vehicle (EV) charging standards, identifying the country's...
Friday 25 April 2025
Taiwan unveils major relief package through 2027 to ease US tariff impact and power cost pressures
In response to the potential economic fallout from US President Donald Trump's high-tariff policies, Taiwan has unveiled a NT$410 billion (approx. US$12.7 billion) special relief...
Friday 25 April 2025
Taiwan expands aid for exporters hit by US tariffs
Taiwan's government has increased an aid package to NT$93 billion (approx. US$2.86 billion) for companies hit by US tariffs while lowering the threshold for eligibility.
Wednesday 23 April 2025
China's AI data centers resort to reselling graphics cards; Nvidia 4090 becomes lifeline
Following the US government's export control of Nvidia's China-specific H20 chips, rumors have surfaced that the flagship gaming graphics card RTX 5090D, also tailored for the Chinese...
Wednesday 23 April 2025
Chips, checks, and choke points: Inside TSMC's annual report
Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest pure-play foundry, is no stranger to technological disruption. However, its 2024 annual report reveals a growing...
Tuesday 22 April 2025
US imposes new duties on solar imports from Southeast Asia
The US set new duties as high as 3,521% on solar imports from four Southeast Asian countries, delivering a win for domestic manufacturers while intensifying headwinds already threatening...