Rising defense budgets push Taiwan IPC firms toward aerospace markets

As fighter jets patrol the skies and geopolitical tensions rise worldwide, a new arms race is taking place inside Taiwan’s leading technology sector. The island’s industrial PC makers—known for building ultra-durable computers used in factories and vehicles—are now shifting their focus to supply the digital backbone for the next generation of smart warfare, including AI-powered drones and unmanned naval ships.

Continue reading

Samsung reportedly cuts 2nm foundry prices by 30% to counter TSMC’s 50% hike

The global race to build the future of technology just got dramatically more expensive. TSMC is reportedly planning a staggering 50% price increase for its next-generation 2nm chips. The move is squeezing top American clients like Qualcomm, Broadcom, and AMD, and opening the door for rival Samsung to launch a strategic counter-offensive with deeply discounted wafers.

Continue reading

China launches trade barrier investigation into Mexico’s proposed tariff hike

China’s Ministry of Commerce (MOFCOM) announced on September 25, 2025, that it has launched a trade and investment barrier investigation into Mexico’s proposed plan to raise tariffs on imports from non-free trade partners, including China. The move follows a proposal published in Mexico’s Congress Gazette on September 9, 2025, which outlined adjustments to multiple import taxes.

Continue reading