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Friday 17 January 2025
Taiwan's trade surplus with US raises negotiation challenges as Trump returns to power
Statistics from Taiwan's Ministry of Finance show a significant trade surplus with the US of US$64.88 billion. Coinciding with Donald Trump's second term as President, it may put...
Friday 17 January 2025
Taiwan's balancing act: managing US-Sino trade tensions under Trump
With Donald Trump's upcoming presidency promising immediate tariff hikes and stricter sanctions and tech controls on China, the Asian economic giant aims to boost domestic demand,...
Friday 17 January 2025
TSMC drives local sourcing as upstream material suppliers target advanced processes
TSMC is intensifying its localization efforts, with a growing emphasis on sourcing raw materials from local suppliers—a proportion set to increase steadily year over year. This...
Friday 17 January 2025
Vietnam 'sometimes insufficient' power risks semiconductor push
Despite ambitious plans to develop its semiconductor ecosystem, Vietnam faces persistent power supply issues that could impede industry growth and foreign investment.
Thursday 16 January 2025
6 key takeaways from TSMC's earnings: AI boom, 2025 growth, and record capex
TSMC attained a record-high level of performance in 2024, and its revenue is expected to climb by around 25% in US dollars in 2025. During a media interview following the company's...
Thursday 16 January 2025
Google TPUs lead liquid cooling innovation as Trillium TPU adoption grows in Taiwan
The surge in AI demand has propelled the popularity of liquid-cooled servers, with numerous companies planning to integrate liquid cooling into their infrastructure. According to...
Thursday 16 January 2025
Jensen Huang visits SPIL's new Taiwan factory, boosting AI chip production capabilities
NVIDIA founder and CEO Jensen Huang visited Taichung on January 16, with his first stop being the new Tan-Ke factory of Siliconware Precision Industries (SPIL), a leader in global...
Thursday 16 January 2025
TSMC expects 5% sequential revenue drop in 1Q25, plans record capex for 2025
TSMC expects to post revenues of between US$25 billion and US$25.8 billion in the first quarter of 2025, representing a decrease of 5.5% from the previous quarter at the midpoint...
Thursday 16 January 2025
India faces AI chip hurdle as US export controls test tech ties
As AI software and hardware giants turn their attention to India for profitable opportunities, the US's recent AI chip export controls limiting India's access to advanced processors...
Thursday 16 January 2025
Nvidia's visit to SPIL highlights its emphasis on advanced packaging
Nvidia CEO Jensen Huang's visit to Siliconware Precision Industries (SPIL) on his current trip to Taiwan has garnered market attention to the company's emphasis on advanced packagi...
Thursday 16 January 2025
Semiconductor capacity surge spurs global expansion for material supply chains
Advanced packaging demands are driving consistent growth in semiconductor material demand, with distributors reporting strong contributions from the sector. Demand for high-end materials...
Thursday 16 January 2025
Trump's denial and silence: considering national economic emergency declaration
With a few days remaining until Donald Trump's inauguration as the 47th President of the United States, attention is turning to the likelihood of him imposing broad tariffs on countries...
Thursday 16 January 2025
Dutch align with US export controls on some ASML chip tools
The Netherlands tightened export control rules to make ASML Holding NV apply for licenses with the Dutch government instead of Washington for some of its tools.
Thursday 16 January 2025
TSMC drives record investment into US, Japan in China decoupling
Taiwan's companies invested a record amount of money in the US and Japan last year while the figure for China stagnated — highlighting supply-chain shifts resulting from worsening...
Thursday 16 January 2025
US tightens chip export regulations to prevent advanced semiconductor sales to China, impacting TSMC
The US has introduced new regulations to prevent advanced chips from reaching China. This move aims to tighten restrictions on its geopolitical rival, urging chip manufacturers like...