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Titre
05/08 - 09h17
US doubles down on chip tracking as China flags Nvidia 'backdoor' fears
Boris Johnson says UK once considered competing with Taiwan in chips, but abandoned plan over tech gap
EU delays retaliatory tariffs on US imports for six months after reaching trade deal
Tesla China shipments fall again as competition heats up
OCP APAC Summit 2025: Google sees Taiwan as key hub in global AI strategy
Asia's moment in the AI age: APAC rises as infrastructure powerhouse at OCP, Taiwan forges global tech ties
Taiwan's US auto tariffs down to 20%, but market stays frozen
05/08 - 07h17
BMW retains composure amid auto tariff turmoil
AI servers reorder EMS power rankings as Apple reliance falters
Green transportation faces major challenges in bid to achieve net-zero emissions by 2025
BenQ Materials hikes polarizer prices 10% as currency volatility bites
Taiwan OSAT gains from BIS whitelist fall short as US grants Chinese firms exemptions
Taiwan's industrial concentration surges under strong global demand for ICT products
Nvidia launches 800V HVDC architecture with 18 key industry partners
Taiwan Mobile vows to be at forefront of upcoming AI glasses battle
Taiwan pushes for trade market diversification, yet export structure remains vulnerable
CoWoS capacity utilization reportedly only 60% amid AI boom, supply chain on alert
Taiwan turns to drones to supply medicine to flood-stricken regions
China's Sanan Optoelectronics to acquire Dutch LED company Lumileds for US$239 million
South Korea's SK On aims to best rivals with next-generation batteries
Onsemi to shed 5% of 2025 revenue as part of strategic shift toward higher margins
Onsemi posts weaker margins; revenue down 15% amid soft industrial demand
05/08 - 05h17
Onsemi remains cautious on tariffs, sees recovery in auto and AI segments
Xiaomi open-sources voice AI model to enter automotive and smart home markets
South Korea ramps up tech & recycling strategies amid rare earth wars
Foxconn skips server wars, targets AI data centers with Teco
Exclusive: IC distribution shaken by CSP giant's single distributor move
Nvidia partner Hon Hai to expand AI server assembly in the US
Interview: Astera Labs: AI infrastructure enters 2.0 with open AI interconnect options
05/08 - 01h17
Taiwan's Rapidtek achieves major satellite milestone with successful "Nightjar" mission
Korea bets on private sector to fuel its SpaceX dreams
Solid-state batteries address three major energy challenges in humanoid robots
Sercomm Chair confident in robust 2H25 as production hits full capacity
Innolux posts wider 2Q25 loss, cautions on weaker second-half demand due to tariff risks
Trump tariffs drive shift in Taiwan's PCB strategy as exports from China to US jump
Win Semiconductors sees 45% capacity utilization as Wi-Fi 7 drives growth and stronger US orders
Softstar's acquisition of Ali aims to end losses and boost AI chip growth by 2026
Canon builds first fab in 20 years to chase back-end boom
Japan unveils next-gen defense plan centered on space and hypersonic threats
Taiwan faces Section 232 chip tariff crunch
04/08 - 12h17
Taiwan announces historic purchase of 100,000 drones in biggest UAV deal yet
Global server market, 2Q 2025
India highlights semiconductor potential ahead of Semicon India 2025
Samsung foundry utilization reportedly rebounds on AI chip demand and rising orders
ASE raises 2025 capex to US$5.5B as AI strains advanced packaging lines
Kaynes Circuits reportedly to invest US$570M in Tamil Nadu's first large-scale PCB facility
iPhone 16 demand powers lens makers, but 4Q25 is the real test
04/08 - 10h17
ACSI maintains 42% gross margin, optimistic about 2H25 cybersecurity market
IPC maker Posiflex elects new board, eyes double-digit growth for 2026
Decoupling in motion: how US tariffs and AI demand are redrawing EMS map
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