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Tuesday 8 April 2025
India says 'no' to BYD while wooing rival Tesla to invest
India will restrict market access to BYD Co. even as it courts investments from US rival Tesla Inc., showing New Delhi's lingering angst with China despite recent signs of a thaw...
Tuesday 8 April 2025
Price slashing: An inescapable peril for China's auto industry
Although China's automobile industry has overtaken its competitors on the global stage, the industry itself is suffering from ever-increasing internal competition, with supply chain...
Tuesday 8 April 2025
DuPont becomes next target in China's expanding antitrust investigations against US firms
As the trade friction and technology war between China and the US continue to intensify, on April 5, 2025, China announced an antitrust investigation into American chemical giant...
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
Ultra large TVs still see momentum from China's incentive policy
China's incentive program to boost consumption has triggered TV replacement demand starting in the second half of 2024. Although overall demand has slowed recently, the ultra large...
Tuesday 8 April 2025
Taiwan's car market faces stiff headwinds as brands launch aggressive promotions
Taiwan's domestic car market entered 2025 with cautious optimism, but early indicators reveal a challenging landscape. Despite aggressive promotional efforts and a flurry of new model...
Monday 7 April 2025
Taiwan drone makers target global expansion amid supply chain shift
Taiwan's drone industry, acknowledging limited domestic opportunities, is increasingly focusing on international markets by promoting non-Chinese supply chains. Industry leaders expect...
Monday 7 April 2025
Musk breaks with Trump amid market plunge, economists scrutinize 'reciprocal tariffs' formula
In the global market turmoil, economists, analysts, and even figures from within Donald Trump's camp, including Elon Musk, have openly criticized the US president's new "reciprocal...
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
Supply chain forced to reinvent survival playbooks as US-China tariff war redefines industry rules
On April 3, 2025, the United States announced a 34% "reciprocal tariff" on Chinese goods. The next day, China retaliated with a 34% punitive tariff, marking the most significant escalation...
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
GMI projects strong AI growth under uncertain global economic changes, expands automotive market
IC distributor GMI Technology (GMI) has stated that the first half of 2025 will be shaped by ongoing global political and economic changes, as well as the impact of tariff policies...
Monday 7 April 2025
PVI expands production capacity, expects 40% revenue growth in 2025
As a leader in advanced processes and the CoWoS and SoIC advanced packaging supply chain, Praise Victor Industrial (PVI) is benefited from the ongoing semiconductor expansion wave,...
Monday 7 April 2025
RTX 50 laptops arrive, but will they jolt flatlining PC market?
Nvidia's long-awaited RTX 50 series gaming laptops have finally hit the market, stirring modest activity in an otherwise stagnant notebook supply chain. However, with early models...
Monday 7 April 2025
The Great Tech Reset 6: China's balance of nationalism and economics
Over the past fifty years, China has driven its national progress through two key forces: economic growth and nationalism. Its rapid economic expansion has not only reshaped Chinese...