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Friday 22 August 2025
India sees 30% tariffs fuel rise in smartphone exports to US in 1H25
India has overtaken China as the top smartphone exporter to the US, marking a major shift in global supply chains. According to Counterpoint Research and Canalys, Apple-led shipments...
Friday 22 August 2025
Qisda eyes second-half rebound but flags tariff and currency headwinds

Qisda forecast a modest recovery in the second half of 2025 but warned profits remain uncertain amid tariff and currency headwinds. The...

Friday 22 August 2025
China signals soft resistance to US-approved Nvidia H20 shipments
On August 11, 2025, US President Donald Trump announced that Nvidia's H20 chips were approved for shipment to China. Before this, at the end of July 2025, reports indicated that Nvidia...
Thursday 21 August 2025
Nexcom to see humanoid robot shipments grow tenfold by 2026
As humanoid robots become the next major focus in the ongoing AI boom, leading industrial PC (IPC) maker Nexcom is now seeing its investments in the humanoid robot market bear fruit...
Thursday 21 August 2025
Samsung could benefit from US approval of lower-spec Nvidia Blackwell chips for China

Industry analysts say Samsung could start supplying 12-layer HBM3E to Nvidia in the fourth quarter of 2025. But shipments for Nvidia's...

Wednesday 20 August 2025
Radiant Opto-Electronics sees muted seasonality in 2025 as Apple shipments shift
Radiant Opto-Electronics, a major player in backlight modules, anticipates no typical seasonal revenue fluctuations in 2025 due to Apple's concentrated new product shipments in the...
Wednesday 20 August 2025
Xiaomi strengthens smartphone presence amid modest global growth
Despite declining smartphone sales, Xiaomi maintained its top-three global smartphone ranking amid a mature market while its AIoT business maintained gross margins above 20%. Strategic...
Tuesday 19 August 2025
CyberTAN sees July revenue drop due to production line transfer
Networking equipment manufacturer CyberTAN saw its July 2025 revenue drop by 16.69% year-over-year to NT$345 million (approx. US$11.5 million); however, cumulative revenue for the...
Tuesday 19 August 2025
Powerlogic expands beyond PC market, eyes 2026 revenue growth
Powerlogic, a brushless fan manufacturer, has been actively expanding into the server market. Related shipments are scheduled to begin in the second half of 2025, with further growth...
Tuesday 19 August 2025
Samsung to challenge SK Hynix, Micron in Nvidia HBM supply after delays

Samsung Electronics is intensifying its bid to break into Nvidia's high-bandwidth memory (HBM) supply chain after lagging behind SK Hynix...

Tuesday 19 August 2025
Nvidia and ASIC servers drive liquid cooling expansion in ASEAN
Nvidia Corporation's GB200 server cabinets, along with cloud service providers' (CSP) servers powered by their in-house ASIC chips, are increasingly adopting liquid cooling technologies...
Tuesday 19 August 2025
Trump tariffs could stall Samsung’s US surge and boost Apple
Samsung Electronics is enjoying its strongest run in the US smartphone market in years, but that momentum could be tested as US President Donald Trump threatens sweeping tariffs on...
Monday 18 August 2025
China smartphone market, 2Q 2025

Introduction

Monday 18 August 2025
Tolls replace tariffs: Industry scrambles to adapt to Trump's evolving chip policy
According to recent reports, the US government will collect 15% of revenue from shipments approved for Nvidia and AMD to China, funneling these funds into the national treasury. This...
Saturday 16 August 2025
Repon expects AI server demand to drive growth in 2H25 despite currency and tax challenges
Nan Juen International (Repon), a Taiwanese server rail manufacturer, expects shipments to keep rising in the second half of 2025, with AI servers, particularly Nvidia's GB series...