China's June export data, expected to show 18.2% year-on-year growth, is increasingly driven by AI hardware shipments, with automated data processing equipment exports surging 60% in May versus 1.9% f…
The US spent a record $253 billion on imported semiconductors in 2025, representing 0.9% of GDP, driven by AI infrastructure buildout and raising concerns about technological dependence on Asian fabri…
ASUS gave a tour of its thermal testing lab in Taiwan, where it tests AI servers in environmental chambers that simulate years of thermal stress in compressed timeframes. The lab includes a walk-in ch…
Goldman Sachs Group has become Taiwan's largest foreign brokerage by trading volume in the first half of 2025, rising from 10th place, by expanding coverage of quant funds seeking AI exposure. The ban…
The IMF raised South Korea's 2026 GDP growth forecast by 0.7 percentage points to 2.6%, the largest upgrade among major economies, driven by semiconductor exports and AI hardware demand. Samsung Elect…
China launched a coast guard patrol east of Taiwan amid the Fourth Taiwan Strait Crisis, escalating grey-zone tactics and raising market concerns over a potential military clash before 2027. The patro…
Taiwanese authorities detained workers from Super Micro in a probe into the illegal diversion of Nvidia's advanced AI chips to China, seizing 50 high-end servers. This marks Taiwan's first public enfo…
AI-driven demand for chips and data-center equipment pushed manufacturing PMIs above 50 in China, Japan, Taiwan, Vietnam, the Philippines, and Malaysia in June 2026, according to Reuters. However, the…
Asia's factories expanded for a seventh straight month in June, driven by surging demand for AI hardware such as chips and servers, according to PMI data. The growth offset headwinds from the Iran war…
Global semiconductor exports surged to their largest increase in nearly five decades, driven by demand for AI chips, with China becoming the top exporter and Taiwan a key supplier. Prediction markets …
BlackRock Investment Institute downgraded broad emerging-market equities from overweight to neutral, citing risks from AI supply chain concentration in Taiwan and South Korea. The firm still sees oppo…
China announced the initial scale deployment of embodied AI in complex automotive supply chains, challenging Western dominance in high-value manufacturing. The move aligns with Beijing's 'Made in Chin…
Taiwanese authorities raided Super Micro Computer's local office and affiliated sites on June 29, escalating a probe into allegations that Nvidia AI chips were smuggled into China via Super Micro serv…
Taiwanese authorities raided Supermicro's Taiwan office and eight other locations as part of a U.S. federal probe into alleged AI chip smuggling to China, signaling a potential shift in Taiwan's enfor…
Taiwanese prosecutors raided Supermicro's offices on June 29 as part of an investigation into alleged illegal exports of Nvidia AI chips to China, causing Supermicro shares to drop up to 9.2%. The pro…
Taiwanese prosecutors raided Supermicro's office and 11 other locations on June 29 as part of an investigation into an alleged $2.5 billion scheme to smuggle Nvidia's restricted AI chips to China. The…
RBC BlueBay Asset Management expects Japanese AI stocks to correct over the next two months due to peak US hyperscaler spending and seasonal rebalancing, but predicts a rally into 2027. Portfolio mana…
Students worldwide are using AI-powered smart glasses to cheat on exams, prompting countries like China, the UK, South Korea, and Taiwan to tighten screening and review policies. Experts warn that und…
Students in East Asia are using AI-powered smart glasses to cheat on high-stakes exams, with recent incidents reported in South Korea and Taiwan. Educators and authorities are scrambling to update exa…
The U.S. Department of State launched Pax Silica, an initiative to secure AI supply chains by reducing reliance on Chinese suppliers for compute, semiconductors, and critical minerals. The European Co…