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Friday 13 September 2024
Momentum for mass NB growth limited by AI PC surrogate marketing
Sunrex, a major notebook (NB) keyboard manufacturer and one of Apple's main Magic Keyboard suppliers, has been actively developing products such as touch modules and backlight modules...
Thursday 12 September 2024
Trump and Harris clash on US-China tech war: tariffs, chip exports, and America's competitive edge
Former President Donald Trump and Vice President Kamala Harris recently faced off in their first presidential debate, clashing on issues such as the US chip supply to China and the...
Wednesday 11 September 2024
A storm is coming to European EV businesses
The European electric vehicle (EV) industry will encounter numerous obstacles in 2025, potentially leading to catastrophic development and introducing new disruptions to the European...
Tuesday 10 September 2024
Global smartphones, 2Q 2024

Introduction

Tuesday 20 August 2024
Foreign GaN providers plan to trap Innoscience with slew of patent disputes
The international patent war over compound semiconductors, specifically Gallium Nitride (GaN), continues to intensify. In July, Efficient Power Conversion (EPC) from the US won a...
Tuesday 20 August 2024
Taiwan PCB firms locked in US client product transitions amid potential LEO satellite demand
Market opportunities for low Earth orbit (LEO) satellite applications have gained increasing attention since the Russia–Ukraine war began in 2022, which has showcased the significance...
Tuesday 6 August 2024
Taiwan PCB makers to start test runs at new plants in Thailand by 3Q24
Taiwanese PCB makers have particularly targeted the automotive market in their investments. The simultaneous expansion of their operations in Thailand reflects their clients' emphasis...
Monday 5 August 2024
Infineon, EPC escalate GaN patent disputes amid possible links to Nvidia
The patent war surrounding gallium nitride (GaN) compound semiconductors continues to escalate. Recently, power component leader Infineon intensified its patent infringement case...
Wednesday 31 July 2024
Chinese suppliers eyes Russia's growing demand for auto parts, supply chain urge caution amid war uncertainties
Automotive component supply-chain stakeholders say they are seeing the disruptions brought by the Russo-Ukraine war on the international industry gradually fading.
Monday 29 July 2024
US slams the door on Chinese EVs; EU leaves a crack open despite stringent taxes and tariffs
China's EV entrance into international markets has hit a bump with the trade barriers from Europe and the US, casting a dark cloud above their expansion.
Wednesday 24 July 2024
Who will benefit from a potential tariff war on chips?
With Taiwan Semiconductor Manufacturing Company (TSMC) chairman C. C. Wei promising to carry through overseas expansion plans regardless of the next US President, those securing TSMC's...
Wednesday 24 July 2024
Post-Biden-exodus, Democratic candidates and supply chain prospects
On July 21, US President Joe Biden announced that he would not seek re-election, a decision that adds new variables to the semiconductor and electronic manufacturing supply chain...
Friday 19 July 2024
The return of a US-China trade war? Q&A with political economist June Park
Global stock markets tumbled the day after news about US Republican presidential candidate Donald Trump's accusation about Taiwan taking the chip business from the United States and...
Tuesday 16 July 2024
PCB shipments for LEO satellites to ramp up
Low Earth orbit (LEO) satellite services are reaching an ever-widening global user base as the space industry becomes increasingly commercialized. SpaceX's Starlink system has gained...
Monday 15 July 2024
Interoperability with the US? Overhaul awaits Taiwan's defense industry
Observing the Chinese military's rapid pace of modernization and the war in Ukraine, where drones and satellites have shown their tactical values, Taiwan is gradually waking up to...