15
Jul
Taiwan’s leading e-commerce platforms have been struggling amid the fading post-pandemic boom and heightening competition, with market leader Fubon Multimedia (under the Momo brand) experiencing a drop in revenue, and PChome finally seeing positive revenue growth in June after struggling to turn things around. In contrast, growth momentum has been strong for online retail service providers such as 91App and Hsin Hsin Galaxy.
15
Jul
GlobalFoundries takes MIPS under its wing; Imagination shoots down SMIC takeover talk
With TSMC commanding the lion’s share of foundry orders for data center AI accelerators, second-tier players like UMC, GlobalFoundries (GF), and SMIC are urgently repositioning to tap into the AI market. Each is adopting a unique strategy to stay relevant in a rapidly intensifying competitive field.
15
Jul
Nvidia regains China access as Trump reverses H20 ban, but at what cost?
Nvidia CEO Jensen Huang is engaging in a high-stakes diplomatic and commercial push across Washington and Beijing, positioning artificial intelligence (AI) as a defining force for global industries and innovation. And for now, his efforts appear to be yielding results.
15
Jul
John Ternus emerges as Tim Cook’s potential successor
John Ternus, once a relatively low-profile executive at Apple, is now considered by the rumor mill as the leading candidate to succeed CEO Tim Cook. His rise comes in the wake of COO Jeff Williams’s retirement announcement—an event that has reshuffled expectations within Apple’s leadership ranks.
15
Jul
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.
15
Jul
Nvidia’s continued H20 chip sales to China will benefit Samsung, SK Hynix
Nvidia has received approval from the US government to resume exports of its H20 graphics processing unit (GPU) to China, CEO Jensen Huang confirmed during a July 15, 2025, interview with Chinese state broadcaster CCTV.
15
Jul
Broadcom’s plant investment in Spain reportedly canceled, dealing blow to Southern Europe’s chip ambitions
Broadcom has reportedly scrapped its plan to invest US$1 billion in an assembly, test, and packaging (ATP) facility in Spain. Reuters and Europa Press cited insiders saying that Broadcom and the Spanish government failed to reach an agreement on investment details, though neither side disclosed specific reasons.
15
Jul
US copper tariffs create uncertainty as India develops semiconductor supply chain
The US’s recent decision to impose a 50% tariff on copper imports is expected to have minimal direct impact on India’s copper exports, but it may contribute to uncertainty in India’s electronics manufacturing and semiconductor supply chains.
15
Jul
E-payment platform JKoPay bleeds trust following parent company’s legal row
JKoPay, one of Taiwan’s major electronic payment platforms, has yet to fully restore customer trust after a recent court ruling against its parent company JKo FinTech in a NT$3.6 billion (US$122.57 million) civil lawsuit.
15
Jul
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.