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Tuesday 4 February 2025
Taiwan firms brace for Trump tariffs
US President Donald Trump's latest tariff strategy comes as a major blow to manufacturers who have already invested in acquiring land for factory construction in Mexico. Given that...
Tuesday 4 February 2025
Optiemus Electronics partners with TP-Link to manufacture networking devices amid Make-in-India
Optiemus Electronics, an India-based electronics manufacturing services (EMS) provider, has formed a strategic partnership with China-based TP-Link to manufacture networking devices...
Tuesday 4 February 2025
China GPU market struggles with oversupply and fragmented ecosystem
China's AI sector is transitioning from massive model development to inference applications. While tech giants like ByteDance and Alibaba have constructed large GPU clusters, much...
Monday 3 February 2025
Trump 2.0 prospects: tariffs spark potential three-way supply chain realignment
President Trump's administration has escalated trade tensions since taking office, implementing a 25% tariff on goods from Canada and Mexico and a 10% tariff on Chinese imports since...
Monday 3 February 2025
Taiwan poised to capitalize on AI advancements brought by DeepSeek, says Acer execs
The emergence of China's AI model DeepSeek has stirred the industry, highlighting the potential of open-source technology. Acer CEO Jason Chen noted that the future will see multiple...
Monday 3 February 2025
India cuts import taxes on electronics components to boost local manufacturing
In a bid to strengthen India's position in global supply chains and boost local manufacturing, the Indian government has eliminated import taxes on several electronics components...
Monday 3 February 2025
Kaynes Technology confirms OSAT project delay due to regulatory process
India-based EMS player Kaynes Technology has reported robust financial growth in the first three quarters of fiscal 2025 (April 2024 to March 2025). Despite regulatory delays, Kaynes...
Monday 3 February 2025
US-Sino tariff war: limited immediate impact, long-term risks looms
According to Bloomberg Intelligence (BI) economists Chang Shu and David Qu, the latest 10% tariff hike on Chinese goods shifts the next move to Beijing. Signed by President Donald...
Monday 3 February 2025
Global supply chains holds breath over Trump's 100% chip tariffs
In late January 2025, President Donald Trump proposed tariffs of up to 100% on chips imported from Taiwan, aiming to bolster US manufacturing. The move, however, risks driving up...
Monday 3 February 2025
Apple scraps work on Mac-connected augmented reality glasses
Apple Inc. has canceled a project to build advanced augmented reality glasses that would pair with its devices, marking the latest setback in its effort to create a headset that appeals...
Friday 31 January 2025
EMS Watch: Differences in EMS/ODM development across regions according to profit margin
The top 20 EMS/ODM companies in 2024 include 9 from China, 7 from Taiwan, and 4 from North America, ranked by revenue. However, if we analyze these companies based on profit and profit...
Thursday 30 January 2025
Foxconn chair outlines Taiwan's path to industrial transformation through patents and software
In Taiwan's pursuit of industrial transformation and upgrading, manufacturers must create unique value amid intense global competition. Foxconn Technology Chairman Young Liu believes...
Thursday 30 January 2025
Taiwanese drone manufacturers target military sector growth amid pressure to bolster self-sufficiency
Drones are anticipated to be a significant growth area for Taiwanese manufacturers, with opportunities mainly in the commercial and military sectors. The military market is particularly...
Wednesday 29 January 2025
EMS Watch: Business insights on emerging economies 2025
When analyzing the industrial development of emerging economies, key metrics like gross margin, operating margin, inventories, and accounts payable reveal clear differences between...
Wednesday 29 January 2025
A warning on technology and talent outflow from Korea to China
China has been reported frequently to illegally acquire technology from South Korea in the field of artificial intelligence (AI) semiconductors and displays in the past few years...