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Thursday 21 November 2024
Taiwan govt to leverage semiconductor and AI advantages for US tariff exemption talks
President-elect Donald Trump's proposed 10–20% tariff on all US imports, including those from Japan, South Korea, and Taiwan, has prompted Taiwan's government to prepare negotiations...
Tuesday 19 November 2024
Japanese chip equipment makers see mixed outlook amid AI boom, China slowdown
Japanese semiconductor equipment manufacturers, including Tokyo Electron and Kokusai Electric, have raised profit forecasts driven by surging AI demand. However, China's cooling semiconductor...
Monday 18 November 2024
Trump's tariff shake-up: 4 playbook strategies for Chinese EV makers
With Donald Trump's return to the White House, Tesla CEO Elon Musk's vocal support during the election campaign is anticipated to provide Tesla with increased regulatory flexibility...
Friday 15 November 2024
Trump's win casts shadow on Japanese and Chinese automakers' Mexico plan
After Donald Trump won the presidential election, the US may impose tariffs on vehicles imported from Japan or Mexico. Trump's campaign also supported Chinese automakers building...
Friday 15 November 2024
China exports only 2.6% of EVs to North America from Jan to Sep 2024; likely to decline even further post-Trump
US President-elect Donald Trump's policies tend to prioritize "America First" and "Made in America," with the objective of protecting domestic industries
Friday 15 November 2024
Taiwan's electronics and ICT sectors capitalize on geopolitical and technological advantages for record exports
Taiwan continues to capitalize on opportunities for contract manufacturing of cutting-edge technology products as the trade disputes between the US and China intensify. The unrestricted...
Tuesday 12 November 2024
Will Trump's China tariffs threaten Taiwanese businesses in 2025?
If US President-Elect Donald Trump follows through on his pledge to impose 60% tariffs on Chinese exports, the consequences could amplify existing strains in China's fragile economy...
Monday 11 November 2024
Exodus looms: Taiwan businesses eye exit as China grapples with dual economic pressures
With Donald Trump's re-election, speculation is building over a potential 60% tariff on Chinese exports to the US, a move that analysts warn could further destabilize China's fragile...
Monday 11 November 2024
US directive halts TSMC's sub-7nm supply to China; Samsung, SMIC may fill gap amid AI funding and capacity strain
On November 11, 2024, TSMC reportedly suspended its sub-7nm process services to China's AI and GPU chipmakers following the Huawei "chip controversy," triggering widespread industry...
Friday 8 November 2024
Trump's return expected to boost India's 2025 manufacturing prospects
With Donald Trump set to take office as US President in early 2025, India could become a focal point under his "America First" agenda. However, India may also benefit from Trump's...
Friday 8 November 2024
China braces for escalating US restrictions on chipmaking
The US is expected to expand restrictions on Chinese chipmaking technologies, extending its trade ban to mature nodes, according to industry sources.
Thursday 7 November 2024
ASML expects China revenue to drop to 20% in 2025
The Trump administration first imposed export restrictions on semiconductor equipment to China in 2019, targeting ASML's EUV lithography machines. The Biden administration has since...
Tuesday 5 November 2024
China extends lead over Japan in global auto exports, defying tariff challenges
At the close of October 2024, China and Japan disclosed automotive export figures covering January to September. DIGITIMES Research noted that China's lead over Japan, first...
Friday 1 November 2024
South Korea rides the nuclear wave to boost exports and domestic energy resilience
South Korea, one of the world's most nuclear-reliant nations, has seen nuclear power generation reach historic highs for two consecutive years. Under President Yoon Suk-yeol's administration,...
Wednesday 30 October 2024
Chinese EV makers rush EU shipments ahead of 35% tariff initiation
Chinese electric vehicle manufacturers are accelerating their European shipments ahead of potential anti-subsidy tariffs of up to 35% that could take effect from November 1. While...