End of the IRA: EV subsidies face sudden death by September

A sweeping Republican-sponsored bill informally dubbed the “One Big Beautiful Bill Act” has cleared both chambers of Congress and now awaits President Donald Trump’s signature. Once signed into law, it will repeal the Inflation Reduction Act (IRA), a cornerstone of former President Biden’s climate and clean energy agenda, effectively marking the end of a short-lived era of generous federal subsidies for electric vehicles and renewable energy.

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Jim Keller: US restrictions only accelerate China’s chip development

As the global semiconductor competition intensifies, Silicon Valley chip guru and Tenstorrent CEO Jim Keller has shared exclusive insights on China’s chip market, export restrictions, and the future of RISC-V. A legend in the industry known for leading AMD’s Zen architecture, Apple’s A-series chips, Tesla’s AI hardware, and Intel core technology, Keller champions open-source, high-performance computing (HPC), and AI chip development at Tenstorrent. He aims to make HPC more accessible to the broader developer community.

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Three questions for Taiwan and its attempt to build a fully integrated EV industry

Taiwan’s electric scooter market appears to be entering a new phase—one defined by a tripartite division of battery-swapping networks. But with limited space, dense urban populations, and room still left for adoption growth, a fundamental question arises: How many battery-swapping systems does Taiwan need? And more importantly, what are the hidden costs and long-term risks that come with this model?

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Samsung’s foldable focus on high-end smartphones sparks chipmaker optimism

Samsung Electronics has introduced its latest flagship foldable smartphones, adding fresh momentum to what is shaping up to be a pivotal year for the foldable device market. While Samsung remains one of the pioneers in this category, it now faces intensifying competition from Chinese smartphone makers, which some industry executives believe could help grow the overall market, rather than diminish its prospects.

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Taiwan’s electric scooter market faces a shake-up as third player eyes entry

Driven by global industrial trends and supportive local policies, Taiwan has taken an aggressive lead in developing its electric scooter industry. With major players like Gogoro Network and Kymco’s Ionex already entrenched, a potential new entrant — a coalition between Sanyang Motor (SYM) and CPC Corporation, Taiwan’s state-owned oil company — is sparking debate over whether the market can support a third battery-swapping system.

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Mixed outlook for substrate market in 2H25: Price hikes mainly reflect rising costs

As the calendar moves into the second half of 2025, the traditional consumer peak season is gradually unfolding. The market expects that due to continuous increases in operating costs for IC substrate manufacturers, coupled with extended lead times for ABF and BT substrates, supply and demand for related products are becoming tighter. Consequently, quarterly prices from Taiwan’s top three players—Unimicron, Kinsus, and Nan Ya PCB—are on the rise.

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