Taiwan Semiconductor Manufacturing Company (TSMC) posted strong second-quarter results, with profit soaring 60.7% year-over-year to NT$398.27 billion (US$12.59 billion), driven by high demand for its advanced 3nm and 5nm chip technologies. Revenue climbed 38.6% to NT$933.79 billion, marking continued momentum in high-performance computing and smartphone markets.

China's electric vehicle sector is facing intense competition and slowing chip demand, prompting the country's top IC design talent to pivot toward advanced driver-assistance systems (ADAS) and autonomous driving, now seen as the next major growth opportunity.

Taiwan Semiconductor Manufacturing Co. (TSMC) has reiterated its commitment to growing semiconductor production in Taiwan, despite increasing investments in the US. Supply chain sources say TSMC commits to expanding manufacturing sites locally, with new facilities expected in Yunlin or Pingtung.

Once hailed as China's rising AI star, DeepSeek is now facing a period of waning momentum. However, the company's founder and CEO, Liang Wenfeng, might soon benefit from an expected restart in Nvidia's exports of H20 chips to China, potentially providing a crucial boost.

Wistron is ramping up its artificial intelligence efforts in the US, announcing a US$45 million investment to expand production at its California facility. The company's board approved the funding on July 16, 2025, which will be allocated to WisLab EMS Corporation, a wholly owned subsidiary of Wistron. The investment is intended to enhance the site's capacity for developing, testing, and manufacturing advanced AI servers.

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.

As the global telecommunications market accelerates 5G network deployment, demand for 5G customer premises equipment (CPE) continues to rise. Taiwanese networking brand D-Link has achieved a major breakthrough in the Middle East during the first half of 2025 by securing a large regional 5G CPE order. The company expects total shipments to reach 150,000 units this year and has already begun deliveries, injecting new growth momentum into its annual operations.

South Korean giant Samsung Electronics recently unveiled its latest generation of foldable smartphones, including the Galaxy Z Fold 7, Galaxy Z Flip 7, and the more affordable Galaxy Z Flip 7 FE, further expanding its product lineup. Coinciding with this, smartphone brand Vivo also launched its foldable flagship Vivo X Fold5 for the first time in Taiwan. Vivo has risen to become the third-largest player in the Taiwanese market, surpassing Oppo and trailing only Apple and Samsung.

With US–Taiwan tariff negotiations still unresolved, uncertainty is rippling through Taiwan's auto industry. Industry sources now warn that should the Taiwanese government lower tariffs for American vehicles, other trade partners—particularly Japan and South Korea—are likely to demand the same treatment.

LG Energy Solution (LGES) and General Motors (GM) have decided to convert the second factory of their joint venture, Ultium Cells, located in Spring Hill, Tennessee, from producing nickel-cobalt-manganese (NCM) ternary batteries to manufacturing lithium iron phosphate (LFP) batteries.

Taiwan's domestic and imported car markets have long been locked in a delicate tug-of-war. In 2024, local vehicles held a narrow lead with a 52% market share, compared to 48% for imports. But that balance could be upended if the latest trade rumors prove true.

President Donald Trump hailed more than US$92 billion in investments in artificial intelligence and energy infrastructure during a visit to Pennsylvania, highlighting his efforts to bolster US competitiveness in the AI field.

Taiwan's photovoltaic industry association dismissed public concerns about toxic liquid leakage from solar panels damaged by Typhoon Danas, saying the public is confusing solar cells with household batteries.

Meta Platforms and Anthropic secured separate legal victories in copyright disputes over using books to train artificial intelligence models, with federal judges ruling the practice constitutes fair use despite expressing divergent views on the technology's implications.

The US is intensifying efforts to reshape the unmanned aerial systems (UAS) landscape, tightening oversight of the drone supply chain in a bid to reclaim technological leadership and fortify national security. At the center of this strategy is the Blue UAS Cleared List—a Defense Department-approved roster of drone makers deemed safe for government use. While inclusion isn't limited to US companies, industry officials say the criteria have quietly expanded to favor American-made drones, pushing foreign suppliers to bring production stateside if they want access to the lucrative US market.

Taiwan's Hsuan Yuan Tech Co., a drone systems integrator and component developer, is targeting the US and European markets as global demand shifts from complete aircraft to high-value modules amid rising geopolitical tensions.

The US Commerce Department launched investigations into imports of drones, parts for unmanned aerial vehicles and for polysilicon, a key material for solar power, setting the stage for possible tariffs on those goods.

Taiwan's polarizer manufacturers have successfully negotiated price increases exceeding 10% with panel makers as they grapple with currency headwinds and rising raw material costs, according to industry sources.

Polyethylene terephthalate (PET) shortages continue to squeeze polarizer manufacturers as Japanese suppliers announce consecutive price increases effective in 2025. Industry sources estimate PET costs will climb another 10% in the third quarter of 2025, adding to pressure from rising optical film prices.

The US International Trade Commission (ITC) has issued a preliminary ruling in favor of Samsung Display, backing the South Korean company's allegations that Chinese rival BOE Technology misappropriated OLED trade secrets. If upheld, the decision could disrupt BOE's supply of OLED panels for Apple's iPhones, injecting fresh uncertainty into the global smartphone supply chain.