Lam Research sees strong start to FY26 on AI chip boom

Lam Research reported fourth-quarter earnings for its fiscal year ending June 29, 2025, that exceeded analyst expectations, driven by increased demand for equipment used in the production of advanced AI chips. The California-based semiconductor equipment manufacturer posted revenue of US$5.17 billion, marking a 9.6% rise from the previous quarter and surpassing Wall Street’s forecast of US$4.99 billion.

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Taiwan’s manufacturing exodus: why lower tariffs won’t bring factories home

As the US deadline for reciprocal tariffs, set under the Trump administration, approaches on August 1, 2025, Taiwan’s final tax rate remains unresolved. While Vietnam and the Philippines—now major production hubs for Taiwanese networking equipment manufacturers—face tariffs of 20% and 19% respectively, speculation has emerged over whether a more favorable rate for Taiwan could trigger a shift in production back home.

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Hyundai chief joins Samsung, Hanwha in US tariff blitz

Hyundai Motor Group Executive Chair Chung Eui-sun will visit Washington on July 30 to back South Korea’s final-stage trade negotiations with the US, joining Samsung Chairman Lee Jae-yong and Hanwha Vice Chair Dong-kwan (DK) Kim in lobbying efforts. The talks aim to reduce the 25% US import tariff on cars, a key issue for Korean automakers seeking to maintain price competitiveness.

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CILS targets smart manufacturing with new-gen AI autonomous mobile robots

Coretronic subsidiary Coretronic Intelligent Logistics Solutions (CILS) will unveil its new generation of artificial intelligence autonomous mobile robots (AMR) and SmartMove intelligent handling system at the 2025 World AI Vision Exhibition (WAVE), also referred to as the AI WAVE Show. The company is actively deploying in key application areas, including third-party logistics, the artificial intelligence server supply chain, smart logistics, and smart manufacturing.

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