07
Jul
Taiwan’s semiconductor companies are caught between soaring electricity costs and urgent renewable energy demands, creating a supply-demand mismatch that’s driving green power prices higher and benefiting utility investors.
07
Jul
CipherLab sees AI boosts orders; sets up Japanese subsidiary to expand operations
CipherLab, a manufacturer of automatic identification and data capture (AIDC) solutions, performed well in the first half of 2025, benefiting from large-scale orders from domestic and overseas customers. The company expects growth to continue in the second half of the year and into 2026.
07
Jul
Ennostar divests Kfes Lighting in strategic pivot to high-growth sectors
Ennostar, through its subsidiary Epistar JV, announced Monday that it will divest its entire stake in Kfes Lighting, as part of a broader strategic shift to streamline its operations and sharpen its focus on high-growth sectors. The transaction, valued at US$35.73 million, was approved by Ennostar’s board and is expected to improve the group’s financial flexibility.
07
Jul
Integrating elite hires poses challenge for Meta’s AI reboot
Meta Platforms has announced the formation of Meta Superintelligence Labs (MSL), aiming to challenge rivals in the artificial intelligence sector through a substantial recruitment campaign and strategic realignment. CEO Mark Zuckerberg revealed the initiative in an internal memo dated June 30, 2025, naming Alexandr Wang, former Scale AI founder, as Chief AI Officer, with former GitHub CEO Nat Friedman co-leading the lab. The creation of MSL marks Meta’s intensified push into AI research and development, backed by efforts to consolidate its existing AI infrastructure.
07
Jul
‘Taiwan Tongues’ initiative launches to amplify Taiwan’s linguistic voice in global AI models
On July 4, the Taipei-based Information Management Association (IMA) announced the launch of the “Taiwan Tongues” project, a major initiative to build an open, high-quality AI corpus that captures Taiwan’s rich linguistic diversity. The goal is to ensure Taiwan’s voice can be understood by global AI models.
07
Jul
US tariff rates: 10% or 70%? Industry says it will determine chip supply direction
Following the announcement of a preliminary tariff agreement framework with Vietnam, US President Donald Trump recently told the media that letters would soon be sent to several related countries outlining subsequent tariff regulations. Regarding the scope of tariffs, Trump’s statements were ambiguous, indicating some countries would face rates between 10-20%, while others could see tariffs as high as 60-70%, a significant disparity.
07
Jul
Talent crunch in Vietnam puts Luxshare’s investment plans in limbo
Apple supplier Luxshare-ICT (also known as Luxshare Precision) has called on the Vietnamese government to address ongoing skilled labor shortages and bureaucratic inefficiencies in Nghe An province, warning that unresolved issues could limit its future investment plans in Vietnam.
07
Jul
Huawei rejects allegations that its Pangu AI model copied Alibaba’s Qwen
Huawei has pushed back against claims that its newly open-sourced Pangu Pro MoE 72B model plagiarized Alibaba’s Tongyi Qianwen (Qwen-2.5 14B), after a technical analysis flagged unusually high parameter-level similarities between the two large language models (LLMs).
07
Jul
Xiaomi’s ‘toys for grown-ups’ strategy fuels hype for YU7 EV, smart glasses
Xiaomi’s latest breakout products, the YU7 electric vehicle and AI-powered smart glasses, are making waves not just for their functionality, but for how they’re being positioned and sold. In today’s digital-first consumer economy, tech is no longer just about utilities; it’s a lifestyle marker. Analysts are increasingly framing this shift as “hype-driven tech consumption,” with some even likening it to the rise of “tech collectibles.”
07
Jul
Samsung’s 1H25 performance incentive rates: Samsung foundry bonus drops to 0
Samsung Electronics’ Device Solutions (DS) division, which oversees its semiconductor operations, has capped its performance bonus for the first half of 2025 at just 25% of the base monthly salary — the lowest among the company’s major business units.