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Tuesday 8 April 2025
China chokes rare earth supply; robotics sector braces for impact
China has imposed new export restrictions on seven medium and heavy rare earth elements—samarium, gadolinium, terbium, dysprosium, lutetium, scandium, and yttrium—through...
Tuesday 8 April 2025
AI server ODMs scramble to ship from Mexico amid USMCA and ongoing tariff uncertainties
The Trump administration's push for reciprocal tariffs has sent shockwaves through the global electronics industry. While the server market initially appeared shielded, a closer look...
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...
Tuesday 8 April 2025
Lip-Bu Tan gets real about Intel's foundry roadmap—and what it takes to win customers
For nearly 50 years, Intel remained committed to its integrated device manufacturing (IDM) model. From its founding CEO Robert Noyce to Paul Otellini, the company prioritized in-house...
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
US tariffs on Chinese lithium battery materials create winners and losers in global supply chain
The US has intensified tariffs on Chinese lithium battery materials, beginning with the Inflation Reduction Act under the Biden administration and continuing with President Trump's...
Monday 7 April 2025
Taiwan's Ichia forecasts growth in 2025 on Nintendo supply deal, diversifying production beyond China
Ichia Technologies, a Taiwanese manufacturer of mechanical components and flexible printed circuits, projects continued growth in 2025, driven by new supply relationships with Nintendo...
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
Taiwan military institute to release drone patents to private sector
Taiwan's National Chung-Shan Institute of Science and Technology (NCSIST) plans to release patents and technologies for three reconnaissance drone models to private manufacturers,...
Monday 7 April 2025
TCL CSOT completes acquisition of LG Display's Guangzhou LCD factory
TCL has finalized its acquisition of LG Display's LCD manufacturing plant in Guangzhou, China, officially renaming it "T11" under the management of its subsidiary, TCL China Star...
Monday 7 April 2025
China's aggressive SiC price war set to halve cost by 2025
The Sino-US trade war has accelerated global competition in compound semiconductors, with Chinese manufacturers now aggressively targeting price reductions in silicon carbide (SiC)...
Monday 7 April 2025
Machvision eyes strategic opportunities; US reciprocal tariffs to yield limited fallout
As the US gears up to implement reciprocal tariffs, Taiwan's Machvision, a company specializing in PCB and semiconductor AOI equipment, has carefully assessed potential challenges...
Monday 7 April 2025
Powerlogic expands in Thailand with new subsidiary as Trump slaps 36% tariffs
Powerlogic is strategically diversifying its operations by establishing a new subsidiary in Thailand that focuses on the burgeoning automotive and new application fan sectors. The...
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...