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REALTIME NEWS

Horizon Robotics completes full lineup of journey 6 series for China’s ADAS market

Tomorrow's Headlines

China state firms boost humanoid robot innovation with China Mobile contracts

Tomorrow's Headlines

Singapore emerges as prime overseas investment hub for autonomous vehicle

Tomorrow's Headlines

Taiwan-US tariff talks unease auto parts industry

Tomorrow's Headlines

Taiwanese auto parts firms optimistic about tariff-driven order shifts

Tomorrow's Headlines

Commentary: Is Xiaomi's Lei Jun the key to global firm's entry into China?

Tomorrow's Headlines

JUL

15

2025

US DOOH market drives strong order visibility for SAVC through 2025 despite global challenges

LIPS Corp. lands Samsung, onsemi as partners in 3D vision sensor integration

Nvidia's continued H20 chip sales to China will benefit Samsung, SK Hynix

TSMC in crosshairs: tariffs, currency, and AI growth at stake

John Ternus emerges as Tim Cook's potential successor

Nvidia regains China access as Trump reverses H20 ban, but at what cost?

GlobalFoundries takes MIPS under its wing; Imagination shoots down SMIC takeover talk

Taiwan's e-commerce platforms struggle while service providers thrive

D-Link reports success in Middle East market; 5G CPE shipments to reach 150,000 units in 2025

Broadcom's plant investment in Spain reportedly canceled, dealing blow to Southern Europe's chip ambitions

Malaysia requires export permits for Nvidia AI chips to block China trans‑shipments

China's expanding robot industry presents opening for Taiwan

Nvidia caught between Washington's warnings and Beijing's welcome

Molicel factory fire prompts 3-day air quality monitoring in Kaohsiung

E-payment platform JKoPay bleeds trust following parent company's legal row

US copper tariffs create uncertainty as India develops semiconductor supply chain

Gogolook partners with MetaAge to strengthen cybersecurity and anti-scam solutions for enterprises

OpenAI delays open-weight model as Chinese rivals close in

Nvidia-MediaTek chip sees demand surge as China seeks alternatives

AI boom is transforming data centers & pushing energy limits

Meta's AI ambitions go gigawatt-scale in race for superintelligence

Huaqin hits US$11.6 billion in 1H25 revenue: ODM, AI push deliver explosive growth

Under Trump tariff pressure, ASML relies on TSMC while Intel and Samsung struggle

Auto supply chains brace for tariffs and inflation bite

Tariff forces Taiwan chip suppliers into costly relocation to Arizona

Taiwan solar industry group denies toxic leakage concerns after typhoon damage

China's TPV slips into the red in 1H25 on weak margins, FX headwinds

China lags in chip lithography, influential DC think tank says

Trump launches investigation of drones, setting stage for tariffs

China's PIM chip sidesteps HBM restrictions, advanced node barriers

Apple iPhone sparks maturity and confidence in foldable market

Jensen Huang's G2 tango secures Nvidia H20 chip exports to China

Taiwan battery, solar sectors face safety scrutiny amid global expansion push

US-Taiwan spaceport talks remain at early concept stage

Alpha and Omega sells China stake after Huawei export violations

Trump takes aim at drones and solar parts, with tariffs in his sights

Exclusive: Jensen Huang's third visit to China in 2025; RTX 6000D aims for two million shipments

Surge in GB200 and ASIC shipments boosts Taiwan semiconductor equipment sector

DDR4 spot prices surge sharply as memory module makers benefit from high inventory in 2Q25

US tariffs disrupt China's PCB expansion plans in Thailand

Japan's JS Foundry files for bankruptcy following power chip strategy setbacks

China approves Synopsys-Ansys merger, but draws red lines on contracts

Taiwan Cement's battery unit hit by fire as transformation drive stalls

Samsung Display reportedly secures exclusive OLED deals for Apple's first foldable iPhone

JUL

14

2025

Taiwan coordinates AgeTech efforts eyeing both domestic and international markets

As physical AI matures, SOS Lab bets big on smarter, smaller LiDAR

Keysight sees AI chip boom driving verification market growth

SoftBank to launch high-altitude 5G network using solar planes and airships by 2026

Taiwan eyes Starlink partnership in bid to bolster LEO infrastructure

Foxconn affiliate bets on robotics, eyes axial motor breakthrough by year-end

Intel cuts jobs at Israel's Fab 28 as new CEO rethinks global footprint

Tariffs impact economy, but AI servers remain an exception, says Wistron

Exclusive: US drone makers Skydio, Anduril turn to Taiwan for key supply chain support

Tariffs bite: China–US trade drops 9% in 1H as chip imports, rare earth exports climb

BOE pivots beyond displays to glass substrate packaging, perovskite solar

Next-gen semiconductor push: SK Hynix prepares laser cutting overhaul for ultra-thin wafers

Huawei's 'Little HiSilicon' launches all-out chip blitz: from RISC-V MCUs to AI edge SoCs

Unigroup's US$14 billion comeback: post-restructuring push spans chips, global reach, IPOs

Taiwan-partnered MiPhi eyes strategic edge in India's semiconductor ecosystem

Industry calls for delay as EU's AI crackdown begins

Taiwan must move beyond OEM/ODM to export complete systems, particularly aging-related technology, says NSTC Minister

Kioxia, YMTC jump ahead with wafer-bonded NAND in volume production

Smartphone brands expand AI adoption to mid-to-high-end models to boost sales in 2H25

Cisco drives AIoT proof of concept from point to area, aims to extend Asia New Bay Area experience to semiconductor industry

SK On partners with L&F to build North American LFP battery supply chain

TCL CSOT to build 8.6G OLED line with inkjet printing technology

Gogoro's zero monthly rental plan aims to retain customers but sparks debate over hidden fees

E-paper makers E Ink Holdings, Netronix post 30% quarterly revenue surge on tariff rush

E-paper industry set to reach US$10 billion as ESG trends drive adoption

MediaTek posts 33-month revenue high in June, meets 2Q25 financial target

E-paper chip demand stays strong amid tariff rush

Weekly news roundup: China’s semiconductor setback, MediaTek gains on Qualcomm, and ongoing US-China chip tensions

South Korea advances self-driving commuter bus with risk prediction model

As Nvidia soars, Taiwan's AI OEMs outpace TSMC in growth

India confronts rare earth crisis with incentives, strategic alliances

Taiwan chip firm Macronix seeks tech edge as US-China rivalry intensifies

Foxconn reportedly begins iPhone 17 component imports from China as India and US watch Apple's global moves closely

Huawei’s HiSilicon debuts low-power Cat.1 chip to boost IoT reach

US judges diverge on AI but land on same legal ground

Taiwan launches smart robotics talent program to compete with semiconductor sector

Trans-sun Materials' revenue rises 4.6% month-over-month in June 2025 on AI demand

India roundup: Apple taps Indian COO amid supply chain relocation

JEDEC's LPDDR6 sets new pace for mobile and AI memory with faster, leaner architecture

Taiwan looks to space for connectivity, but stays grounded by constraints

Taiwan's CAEC surges 877% on chip industry battery demand

Hyundai sets 2028 goal for AI-integrated software-defined vehicles

JUL

13

2025

South Korea races to catch up in global humanoid robot competition

Panel slowdown hits AUO, Innolux as front-loaded demand clouds 2H outlook

Nvidia set to dethrone Intel as Israel’s top tech employer with massive AI campus

China plots desert AI hub with 115,000 Nvidia chips, skirting US export bans

Despite exchange rates hurting June revenue, Laster Tech's 1H25 still posts record high

xMEMS to begin mass production of active cooling chips for XR smart glasses in 2026

Top Bright's 1+3 strategy drives growth as HVLP5+ copper foil set for 4Q25 mass production

Taiwan's NTU teams up with tech giants to build global AI, chip talent pipeline

JUL

12

2025

Trump's 30% tariff threat to EU and Mexico comes with fine print

Japan's OSAT firms unite to cut costs and reclaim industry ground

Nanya technology posts wider Q2 loss as Taiwan dollar strength weighs

Southeast Asia tariff uncertainties dampen PCB investment momentum

Chipmakers bet on premium smartphones to weather 2H25 headwinds

Google brings Gemini AI to Wear OS, boosting Samsung's new smartwatch and foldables

Malaysia semiconductor sector squeezed as SuperSiC project highlights deepening China ties

Hyundai weighs 3rd EV factory in Europe to bypass tariffs, build local edge

Exit of TSMC's star procurement VP raises industry eyebrows

JUL

11

2025

AI boom offsets EV slump as Disco raises quarterly forecast

Google DeepMind spinoff Biotech moves AI-designed drug to human trials

Apple plans new MacBook Pro, iPhone 17e and iPads by early 2026

AI-powered NPU race spurs growth for test interface companies

Bionet, Dassault team up for AI foundry model in drug development

How Taiwan's EMS evolved: From PCs and smartphones to AI servers and deep semiconductor integration

Largan expects large variable aperture project opportunities in 2026

Samsung bets big on 2nm chips as foundry unit faces make-or-break moment

Taiwan's Sun Yad builds US$583 million empire across chemicals to drones

Acter group hits new highs as global chip demand spurs growth

Auto giants squeezed as Trump’s trade brinkmanship stirs EU, Japan standoff

How Taiwan's EMS evolved (2): Resilience and regionalized supply chains

US weighs new export controls on AI chips to Thailand and Malaysia

Taiwan positions itself in US Replicator drone program despite technology challenges

AI-fueled fab expansion propels Trusval Technology's record 1H25 revenue

China lifts rare earth concentrate prices by 14% for 3Q25, escalating supply chain tensions

US tariff revenues surge as protectionist policies drive import reshuffling

Taiwan's talent crunch in the age of AI: Macronix's Miin Wu and Deputy Minister Benson Yeh on rewiring education and industry

Malaysia's Penang eyes semiconductor upgrade as AI demand reshapes industry

Tricorntech expands 2nm business to hit record 1H revenue

Korean carmakers prepare for Trump tariff-led price surge

Taiwanese DDI makers report June revenue declines amid currency and policy challenges

SiPearl raises EUR130 million to mass-produce Rhea1 chip with TSMC, advancing Europe's AI and HPC goals

IBM's business in China remains strong and commits to continued growth for next 40 years

China's embodied AI race just got real — Robot Era, DEEP Robotics raises CNY1 billion

Niching sees stellar 2Q25 results from AI, HPC, and advanced packaging applications

Nissan to cut component lines and suppliers in the deepening crisis

Pegatron's June revenue decline tapers, but 2H25 outlook remains uncertain

Innolux completes management overhaul as plant closure accelerates

Currency exchange headwinds hit Synnex as 2Q25 and 1H25 revenue slide

Nissan shifts production of its Kicks SUV to Japan, taps Foxconn to revive underused Oppama plant

With GB300 on track and no Cordelia detours, Nvidia eyes a strong AI finish in 2025

Taiwan's machinery exporters brace for US tariff verdict while handling FX pain

Digital transformation and 5G services drive sales and profits for Taiwan telecom firms in June

China's 'trade-in' subsidy policy aims to stabilize panel prices amid funding crunch concerns

Subsidy hangover? China's June auto sales surge may be last hurrah

Samsung recalibrates chip strategy as 2nm becomes the new battleground

Apple's foldable smartphone expected in 2026 as China's hinge and display suppliers gear up

Largan faces challenges in tech development with exchange losses hurting 2Q25 profits

NXP plots wafer shift to China as new CEO joins push for local supply chain

Qualcomm losing presence in Chinese flagship phones with MediaTek catching up

China tackles auto supplier payment crisis with complaint platform

Manus AI flees China for Singapore following US$75 million Benchmark round

GaN surge: Innoscience targets 20K/month 8-inch wafer milestone by year-end

Korea’s Rebellions taps Taiwan alliance to challenge Nvidia in AI chip race

Exclusive: TSMC’s GaN exit pulls rug from under BYD

Meituan fuels embodied AI ambitions while robot IPOs hit Hong Kong despite losses

Topco Scientific denies rumors of cooperation with Chinese firms, stresses compliance with export controls

Samsung capitalizes on Apple's product gap with new foldable phone pre-orders

Apple loses key AI talent in Meta's multi-million dollar raid

SK Hynix narrows gap with Samsung as AI boom fuels HBM chip sales in Q2

Wi-Fi 7 bundled plans drive Arcadyan's record revenue

Swancor divests materials unit to back smart robotics investors

Apple bleeds AI talent as tech giants wage salary war

India's EMS giants pivot to East Asia partnerships for US$2.68 billion component push

Advanced packaging crisis hits as Asahi Kasei halts PSPI supply

JUL

10

2025

Jim Keller to headline RISC-V Summit in Shanghai, highlighting China's open-source chip ambitions

Jim Keller: US restrictions only accelerate China's chip development

Ford reboots US battery plant after tax shift clears CATL licensing path

End of the IRA: EV subsidies face sudden death by September

Japan secures 'golden share' in Rapidus to safeguard chip tech, bolster 2nm push

Samsung Harman to pay US$1.45 million settlement for violating US Iran sanctions

Jabil's infrastructure bet pays off with explosive AI-fueled growth

Taiwan UMT sees strong satellite orders despite June revenue dip

US auto market resets as Trump shuts door on Chinese electric cars

Samsung's foldable focus on high-end smartphones sparks chipmaker optimism

Three questions for Taiwan and its attempt to build a fully integrated EV industry

OpenAI completes merger with Jony Ive's io products

Taiwan's SAS group sees overseas solar momentum amid domestic slowdown

TSMC posts record Q2 revenue despite strong currency headwinds

Semes' semiconductor cleaning process designated as South Korea's National Core Technology

Mixed outlook for substrate market in 2H25: Price hikes mainly reflect rising costs

Taiwan’s electric scooter market faces a shake-up as third player eyes entry

Stay or relocate: Taiwan makers weigh exodus amid weak government support

Taiwan suppliers eye foldable smartphone growth, face barriers in South Korea

Vivo debuts flagship X Fold 5 in Taiwan, targeting high-loyalty users for 'large folds'

Applied Materials becomes largest shareholder of Kokusai Electric

Trump says 50% copper tariff to take effect August 1

Tripolar shift: Taiwan's battery swapping market moves toward fragmentation

China's EDA shakeup stalls as Empyrean nixes Xpeedic deal

TSMC's CoPoS spurs industry shift as AI chip packaging hits glass ceiling

Yageo-Shibaura merger talks shift to Taipei, signaling strategic pivot in acquisition push

Samsung looking to launch triple-fold smartphone in 2025

Samsung's new foldables target mainstream adoption

Samsung updates 2025 supplier list, signals strategic shift in displays and China partnerships

MediaTek bets on India for global automotive growth, targets 20% deployment share

Apple readies first upgrade to its struggling Vision Pro headset

Foldable smartphone market awaits Apple's entry as growth stalls

China targets Taiwan defense companies with export controls amid limited business ties

Coretronic sees June revenue surpass NT$4 billion; uncertainties result in conservative July shipments

India's Sahasra strengthens European presence with metering, supply chain partnerships

US tariff plans threaten Taiwan's key tech exports amid shifting trade dynamics

Samsung's chip division weighs on earnings with KRW1T write-down in 2Q25

Samsung bets on AI and foldables with Galaxy Z Fold7 launch

Philippine-made goods face higher US tariffs, affecting Taiwanese tech suppliers

Trump slaps 50% tariff on Brazil, while EU, India, and Taiwan await final decisions

Gogoro bets on free rides to fuel its electric future

China targets Taiwanese defense firms with export ban—but impact may be limited

Humanoid robots aren't ready yet, but linear actuators might change that

Phison 2Q25 revenue hits record as NAND controller shipments surge

Asus June revenue hits 13-year high on AI, GPU, gaming tailwinds

Taiwan-Germany academic collab reportedly finalizes semiconductor research projects

LG Energy Solution swings to profit as US battery demand lifts results

South Korea's ESOL secures funding to challenge EUV supply chain dominance and boost domestic production

AgiBot's Lingxi X2-N raises the bar for humanoid robots with dual-mode mobility

JUL

9

2025

US tariff pressure puts Taiwan's industrial resilience to test

How China's trade-in policy is reviving South Korea's 8‑inch chip sector

Kaynes Technology to set up electronics unit in Kerala with US$58M investment

Amazon's Project Kuiper targets South Korea in global satellite push

Tax policy uncertainty stalls Taiwan's auto sector despite govt push

From copper to CoWoS: Douglas Yu retires from TSMC

Thailand scrambles to slash 36% US tariffs before August

Sysgration sees 12% YoY surge in June revenue from new product lines

China bans exports to eight Taiwan defense companies

GSEO expects 2H25 orders to outpace 2H24

Seetel partners with Canadian firm to expand global energy storage reach

IBM taps Samsung's 5nm process for Spyre AI chip in new Power11 servers

Top-3 Chinese suppliers of Apple all head to Hong Kong for IPO

South Korea's Hana cracks TGV glass substrate market with eye on AI chip boom

TSMC's GaN market exit creates opening for Samsung, Asian chip race rage on

Ex-SEMI China head leads E-Town Semiconductor to explosive STAR Market debut

Apple COO shake-up comes amid trade tensions and AI competition

Trump's tariff push spreads to auto parts in global trade escalation

Taiwanese PCB firms navigate new tariff landscape, strategically pivots across Thailand, Vietnam, and Malaysia

Taiwanese display makers brace for indirect fallout from new US tariffs

Kinko Optical avoids price war, achieves 25% revenue surge in 1H25 with premium lens strategy

T-Glass shortage chokes CoWoS substrate supply, Nittobo delays ramp-up

Trump delays tariff implementation to August, shipping rates plummet

Topco Scientific reports record 2Q25, 1H25 sales, driven by demand from advanced semiconductor processes

MA-Tek and MSScorps hit record-high June revenues

Trump to impose 25% tariffs on South Korean exports, raising pressure ahead of August deadline

AIDC's 1H25 orders surpass US$343 million due to global demand surge

Intel halts in-house glass substrate development as Tan avoids 'R&D trap'

Trump's copper tariff threats are already raising factory costs

Meta invests US$3.5 billion in world's largest eyewear maker in AI glasses push

Is a 25% US tariff on Japan high? Combined impact of auto and steel tariffs significant

GlobalFoundries goes full-stack on AI chips with MIPS buy

Intel cuts over 500 jobs in Oregon as part of layoff plan

Volvo cuts jobs in China as EV ambitions stall and global restructuring accelerates

Commentary: Foxconn’s EV triangle may hinge on Nissan’s Oppama plant

Foxconn eyes Nissan factory as EV gateway in Japan

MediaTek and Realtek go head-to-head in Ethernet chips battleground

Server component makers optimistic for 2H25 with rising GB200 shipments

Rockchip sees 1H25 profit tripling on China's AIoT gold rush

Hanmi's HBM4 tools go live, but is 2029 too late for hybrid bonding?

US lifts EDA ban, revives Synopsys-Ansys China deal prospects

IBM sees potential in Taiwan & Japan as quantum strategies advance