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Tuesday 8 April 2025
US tariffs force Foxconn pivot toward India, Vietnam for non-China, non-US markets
The global electronics industry is bracing for significant disruption after implementing new baseline and reciprocal tariffs announced on April 2. Experts predict that smartphones,...
Tuesday 8 April 2025
Alibaba races to secure Nvidia H20 chips for Apple as US ban looms
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...
Monday 7 April 2025
Apple's US$500 billion investment pledge fails to secure tariff exemptions
Apple CEO Tim Cook committed to bringing manufacturing back to the US with a US$500 billion investment. Yet, this move seemingly failed to earn Apple any exemption from tariffs. On...
Monday 7 April 2025
Trump's tariff policies force global supply chains to adapt
Supply chain operators worldwide are carefully navigating the impact of President Trump's sweeping tariff policies, which have rapidly reshaped global trade dynamics since his January...
Monday 7 April 2025
India roundup: Foxconn expands Indian investments as Trump imposes reciprocal tariffs
As Trump imposes a 27% reciprocal tariff against India on top of a 10% baseline duty, India launches an electronics component manufacturing incentive scheme, and Foxconn continues...
Monday 7 April 2025
Apple production hubs hit by tariffs
Apple Inc. is finding itself squarely in the crosshairs of President Donald Trump's new tariffs, even after a yearslong effort to insulate the iPhone maker from trade wars and supply...
Saturday 5 April 2025
Apple's China pivot threatens LG's display and camera stronghold
As Apple accelerates efforts to diversify its iPhone component supply chain, LG Group's component subsidiaries are monitoring market developments closely. While LG Display (LGD) and...
Thursday 3 April 2025
Trump's 32% tariff on Taiwan exempts chips but hits key tech exports
US President Trump announced a reciprocal tariff rate of up to 32% on Taiwan, exceeding expectations (however, items such as steel, aluminum, copper, pharmaceuticals, and semiconductors...
Wednesday 2 April 2025
Nvidia H20 chips face Chinese supply shortage amid export concerns
Chinese distributors of Nvidia's H20 GPU are facing severe supply constraints as demand surges for AI computing power in the market. According to a notice from Chinese tech firm H3C...
Wednesday 2 April 2025
Apple faces AI challenge in China as local competition intensifies
As China rapidly advances in artificial intelligence, local smartphone brands are integrating AI technology to strengthen their market positions. Meanwhile, Apple has yet to launch...
Wednesday 2 April 2025
Global foldable smartphone market to decline in 2025, rebound expected in 2026

Despite slight growth in 2024, the global foldable smartphone market is projected to decline by 4% in 2025 due to poor fourth quarter...

Wednesday 2 April 2025
China's Luxshare reportedly mulls US$2–3 billion Hong Kong listing in 2025

Luxshare Precision Industry, a Shenzhen-listed supplier to Apple and assembler of AirPods, is weighing a Hong Kong listing later in 2025...

Wednesday 2 April 2025
Foxconn buys Apple equipment as production ramps up in India
Foxconn (Hong Hai) revealed that its Indian subsidiary will procure equipment from Apple's subsidiary, signaling an expansion of Apple product production in India, which is rapidly...
Tuesday 1 April 2025
Apple top brass back in China: smart manufacturing partners in the spotlight
Three months into 2025, Apple's senior leadership is back in China. CEO Tim Cook posted "Hello, Beijing" on Weibo, marking his fourth visit in just over a year. COO Jeff Williams...
Monday 31 March 2025
Notebook shipment update, February 2025

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