08
Mar
08
Mar
Pegatron chairman backs TSMC’s U.S. move, warns Taiwan on ‘silicon shield’ risks
Pegatron Chairman T.H. Tung weighed in on Taiwan Semiconductor Manufacturing Company’s (TSMC) ambitious plan to invest over $100 billion in the United States, including the construction of three advanced wafer fabs, a research and development center for process improvement, and an advanced packaging facility. Speaking to reporters, Tung acknowledged the diversity of opinions surrounding the move, noting that commentary on the expansion has been sharply divided.
08
Mar
Boston Dynamics studies Unitree robots – are Chinese humanoid startups set to disrupt the race?
According to Marc Raibert, founder of Boston Dynamics, the company’s Robotics and AI Institute has purchased humanoid robots and other smaller robots made by Chinese startup Unitree Robotics to study. With the sudden rise of DeepSeek still fresh in people’s minds, could another Chinese startup also conquer its competition in such short order?
08
Mar
Malaysia urges solar companies to explore ASEAN markets as US tariffs take effect
The Malaysian government urges solar companies to seek alternative markets amid new US tariffs affecting Malaysia, Cambodia, Thailand, and Vietnam amid US tariff uncertainties.
08
Mar
Samsung under spotlight as Trump questions South Korea’s tariff policies
In his recent speech to Congress, US president Donald Trump claimed that South Korea’s average tariff rate is four times that of the US, raising concerns that the Asian ally, with Samsung Electronics in particular, may become the next target of Trump’s trade war.
08
Mar
Trump tariffs lead notebooks brands to stock up inventory in 4Q24, resulting in shipment drop in 1Q25, says DIGITIMES
In the fourth quarter of 2024, global notebook shipments (excluding detachable models) performed better than expected, decreasing by 1% compared to the previous quarter. In anticipation of tariffs on notebooks imported into the US by the Trump administration, brands and channel retailers increased their inventories in the fourth quarter to prepare. However, the high inventory from the fourth quarter will strongly undermine brand vendors’ shipments in the first quarter of 2025, according to DIGITIMES’ latest quarterly notebook shipments report.
08
Mar
Dell S3425DW is a new curved, ultra-wide monitor from the Dell Plus series
08
Mar
Taiwan strengthens photoresist R&D to bolster semiconductor self-sufficiency
Photoresist (PR) is a key material in photolithography, essential for manufacturing semiconductors, PCBs, and display panels. The global PR market is highly concentrated, with Merck, Dow Chemical, and Tokyo Ohka Kogyo (TOK) controlling over 90% due to strict reliability standards that create high entry barriers. A report from Taiwan’s Ministry of Economic Affairs underscores the urgent need to develop domestic fine-line width photoresist technology.
08
Mar
AES poised for growth in 2025 through BBU market expansion
AES-KY, the leading battery module manufacturer, is intensifying efforts to expand its customer base, diversify its product offerings, and increase market share. The company remains committed to long-term profitability and sustaining its growth momentum.
08
Mar
Microsoft cuts US data center leases; Taiwanese operators forecast a 20-year boom
Rumors suggest Microsoft has ended some US data center leases, sparking fears of reduced demand for Internet Data Centers (IDCs). In contrast, Taiwanese IDC operators are optimistic, citing partnerships with major cloud providers and predicting continued demand for the next 20 years, fueled by green energy, fiber optics, and a skilled workforce.