Taiwan Cement hit by battery losses and Chinese competition; turns to AI and robotics for growth

Under intense competitive pressure from plummeting battery prices and aggressive Chinese market strategies, Taiwan Cement Corporation (TCC) has yet to achieve breakeven in its battery division, sparking significant shareholder concern. At the company’s annual general meeting on May 27, Chairman An-Ping Chang addressed these challenges head-on, responding candidly to investors’ queries about operational hurdles, strategic investments, and market prospects.

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Xiaomi’s XRing O1 stirs ‘self-developed’ chip debate with Arm DNA and custom AI engines

Xiaomi Chairman Lei Jun unveiled the company’s debut in-house mobile SoC, the XRing O1, on May 22, calling it Xiaomi’s “first answer sheet” in semiconductor design. Built on TSMC’s second-generation 3nm (N3E) node, the chip features 19 billion transistors and a 10-core Arm-based architecture, positioning it as a technical milestone for the company.

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TCC shifts from high-carbon industries to green energy, focusing on AI and new energy investments

In recent years, traditional industries in Taiwan, such as petrochemicals and cement, have been severely impacted by global political and economic conditions. Taiwan Cement Corporation (TCC) chairman An-Ping Chang stated that 2025 will be a very complex year. In the first half of 2025, operational abnormalities at factories and short-term fluctuations in the Turkish currency affected business performance, making this year particularly challenging.

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How to invest in the US? Government incentives at all levels to attract investment

Recently, US President Donald Trump’s visit to Middle Eastern countries brought several trillion US dollars in investments and procurement deals with the US, becoming a major topic of discussion. Investing in American manufacturing to reduce trade deficits—especially in cutting-edge technologies related to national security and priorities of the Trump administration—is one of the most effective tools in tariff and trade negotiations.

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EDA cutoff lays bare China’s design fragility in advanced semiconductors

China’s semiconductor sector is reeling from reports that Siemens EDA has been instructed by the US Bureau of Industry and Security (BIS) to suspend all EDA-related services and support in China. The move may expand to include Synopsys and Cadence, effectively cutting off all three global EDA giants. The ban reportedly encompasses not only software access but also platform-integrated IP, signaling a broader and more aggressive crackdown than previously anticipated.

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