Apple is ramping up iPhone exports from India to the US in response to new tariffs imposed by US President Donald Trump, seeking to shield its margins without raising retail prices—for now. According to The Wall Street Journal, sources said Apple views this move as a temporary measure while it tries to secure an exemption from the tariffs, much like CEO Tim Cook did during the previous Trump administration
Rapidus, a Japanese semiconductor firm aiming to mass-produce 2nm chips, commenced partial trial production at its facility on April 1, 2025. According to Rapidus president Atsuyoshi Koike, the company is currently in negotiations with approximately 40 to 50 prospective clients, including major US tech giants—collectively known as GAFAM (Google, Amazon, Facebook, Apple, and Microsoft)—as well as emerging artificial intelligence (AI) startups, for chip foundry services
China has imposed new export restrictions on seven medium and heavy rare earth elements—samarium, gadolinium, terbium, dysprosium, lutetium, scandium, and yttrium—through a joint directive from the Ministry of Commerce and the General Administration of Customs. Although intended to curb US access, the move could have far-reaching consequences, with potential disruptions across the robotics sector and its broader supply chain
Southeast Asian nations are navigating a complex trade landscape following US President Donald Trump's announcement of reciprocal tariffs. Despite widespread condemnation of the move as a breach of free trade principles, regional leaders have opted for diplomacy over retaliation, prioritizing continued negotiations with the US
CDIL Semiconductors, one of India's oldest semiconductor firms, is teaming up with Infineon Technologies to bring localized power discrete solutions to the Indian market
India will restrict market access to BYD Co. even as it courts investments from US rival Tesla Inc., showing New Delhi's lingering angst with China despite recent signs of a thaw in relationship
Samsung Electronics Co.'s quarterly profit beat expectations after strong demand for its Galaxy S25 smartphones and legacy DRAM outpaced slipping margins in the high-stakes AI memory arena
The global electronics industry is bracing for significant disruption after implementing new baseline and reciprocal tariffs announced on April 2. Experts predict that smartphones, personal computers, and servers will be among the first sectors to feel the immediate impact, prompting major manufacturers like Foxconn to adjust their operational strategies rapidly
On March 29, a Xiaomi SU7 operating in Navigate on Autopilot (NOA) mode crashed on a highway in Anhui Province, killing three college-aged passengers. Despite detecting an obstacle and initiating braking, the vehicle collided with a roadside barrier at 97 km/h. The deadly crash quickly went viral on Chinese social media platforms
Although China's automobile industry has overtaken its competitors on the global stage, the industry itself is suffering from ever-increasing internal competition, with supply chain players pointing to homogeneity as the main culprit
On April 2, 2025, US President Donald Trump unveiled his reciprocal tariff policy, sparking a global stock market rout. Taiwan's stock market, reopening after the Qingming holiday, could not escape the ripple effects, experiencing its steepest one-day decline in recent years. The Taiwan Stock Exchange fell by 2,086.2 points, equating to a 9.8% drop, as investor confidence was shaken by heightened trade tensions
As the trade friction and technology war between China and the US continue to intensify, on April 5, 2025, China announced an antitrust investigation into American chemical giant DuPont. Not only is it rare for China to target foreign players in the chemical sector, but this action is also seen as Beijing's response to the recent increase in tariffs and export controls imposed by the US
Nvidia's H20 chip—originally designed for the Chinese market to comply with US export rules—has unexpectedly surged in demand. A spike in AI infrastructure projects, spearheaded by DeepSeek and fueled by major Chinese tech firms, has rendered the chip increasingly scarce
China's incentive program to boost consumption has triggered TV replacement demand starting in the second half of 2024. Although overall demand has slowed recently, the ultra large TV segment still sees significant momentum, with shipments possibly reaching 10 million units in 2025
Television brands started pulling in LCD panel orders in the fourth quarter of 2024 to get ahead of US tariffs under Donald Trump's trade policies and to benefit from China's appliance trade-in program. The frontloading continued into early 2025, making the first quarter unusually strong for what's typically a slow season
