TSMC in crosshairs: tariffs, currency, and AI growth at stake

As TSMC prepares to deliver its earnings report on July 17, all eyes are on how the world’s largest contract chipmaker will navigate what analysts are calling a “triple threat” — escalating tariff pressures, rising chip duties, and the surging New Taiwan dollar. Together, these factors present a critical test for the company’s short- and medium-term outlook.

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Molicel factory fire prompts 3-day air quality monitoring in Kaohsiung

A fire broke out at lithium battery maker Molicel’s factory in Kaohsiung, Taiwan, on July 14, 2025. Taiwan’s Ministry of Environment (MOE) has commissioned National Kaohsiung University of Science and Technology to establish a toxic disaster response center in response to air quality concerns. Aside from trace amounts of hydrofluoric acid detected in the morning, no other abnormalities were detected at any of the monitoring points in areas around the factory. The center will continue to monitor the air around the factory and Linhai Industrial Park for the next three days.

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Malaysia requires export permits for Nvidia AI chips to block China trans‑shipments

Malaysia has imposed new export restrictions on high-end artificial intelligence (AI) chips, including those from Nvidia, to curb potential rerouting to China. Effective immediately, all exports, transshipments, and re-exports of US-origin advanced AI chips require a Strategic Trade Permit, the Ministry of Investment, Trade and Industry (MITI) said on July 14, 2025. The regulation is based on the Strategic Trade Act (STA) 2010.

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