South Korean foundry SK Key Foundry and semiconductor packaging and testing specialist LB Semicon have jointly developed “Direct RDL,” a key semiconductor packaging technology that promises to advance next-generation semiconductor packaging, while enhancing competitiveness in the automotive semiconductor market.
The US has yet again extended the deadline for its reciprocal tariff negotiations to August 1, leaving many exporters on edge. US policy mainly aims to control China’s low-priced dumping. Many countries’ customs agencies have launched strict inspections to prevent becoming unwitting conduits for China’s origin-washing and counterfeit rebranding.
Once celebrated as China’s most promising AI agent, Manus has plunged into uncertainty after abruptly shifting its headquarters to Singapore and erasing its digital footprint from Chinese platforms. The abrupt reversal marks a dramatic rise-and-fall arc in under 100 days.
In a stunning about-face that has left the tech industry reeling, US President Donald Trump has abruptly lifted export restrictions on H20 AI chips to China—effectively erasing months of stringent semiconductor sanctions overnight.
Chinese Premier Li Qiang has pledged to rein in aggressive price-cutting in China’s fast-growing electric vehicle (EV) sector, marking a clear pivot from self-regulation to direct government oversight. Speaking at a recent State Council executive meeting, Li called for restoring order in the new energy vehicle market and denounced what he termed “irrational competition,” according to China Central Television (CCTV).
MediaTek has collaborated with NVIDIA since 2023 in developing automotive chips, and the partnership since then has extended into various application fields. Their new C-X1 chip is a 3-nanometer flagship automotive platform gaining traction in the market, especially in China. Its penetration rate is higher than expected, as many Chinese electric car manufacturers have adopted the C-X1 solution and strengthened their relationship with BYD. By 2026, C-X1 is expected to contribute significantly to MediaTek’s total automotive revenue and become another long‑term growth driver.
It was previously expected that China’s consumer subsidies would offset the smartphone demand decline in the US caused by the reciprocal tariffs. However, the actual subsidy impact remains rather limited. Extended replacement cycles and cooling economic conditions have caused global smartphone demand to weaken.
Taiwan Semiconductor Manufacturing Company (TSMC) announced its second-quarter 2025 results during an earnings call on July 17, posting a second-quarter consolidated revenue of NT$933.79 billion. The net income reached NT$398.27 billion and earnings per share (EPS) NT$15.36 for the quarter, a new high for the period. Calculated in US dollars, second-quarter 2025 revenue reached US$30.07 billion, up 44.4% year over year and 17.8% sequentially, outperforming the previous outlook of US$28.4 to US$29.2 billion.