China has told domestic companies to steer clear of Nvidia’s H20 processors, particularly for government and national security projects, raising the stakes for US chipmakers just as Washington reopened limited AI chip exports to China under a controversial deal requiring a 15% revenue share with the US government.

Apple CEO Tim Cook recently committed an additional US$100 billion investment in domestic US operations. This move is poised to reshape the competitive environment of the US smartphone market in the fourth quarter of 2025, with analysts projecting Samsung Electronics as the principal disadvantaged party.

Taiwan’s Univacco Technology posted a record gross margin of 41.61% in the second quarter of 2025, pushing its first-half margin to a historic high of 41.06%. The company attributed its strong profitability to operational gains, despite a sharp New Taiwan dollar surge in May that cut second-quarter EPS to NT$0.73. First-half EPS reached NT$1.93, the highest since its market debut.

ASE Technology Holdings, a leading global semiconductor assembly and testing company, will invest approximately NT$6.5 billion (US$217 million) to purchase a factory and related facilities in Lujhu District, Kaohsiung City, through its subsidiary. The acquisition from Win Semiconductors aims to boost ASE’s advanced packaging capacity amid growing demand.