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Friday 11 April 2025
Southeast Asian manufacturing hubs get temporary reprieve as Trump targets China directly with 145% tariff
The Trump administration has fully suspended its recently announced reciprocal tariffs on Taiwan, Vietnam, and Thailand for 90 days, while simultaneously increasing tariffs on China...
Friday 11 April 2025
Tariff changes prompt supply chain to hit fast-forward button
The Trump administration's reciprocal tariffs have undergone another change, with a full suspension implemented within 24 hours for 90 days. However, tariffs on China have been increased...
Friday 11 April 2025
Apple and TSMC face challenges ahead of 2nm chip launch
The United States' reciprocal tariffs officially took effect on April 9, 2025. However, within 24 hours, President Donald Trump announced a 90-day suspension for most trading partners,...
Friday 11 April 2025
Taiwan will not be forced in Trump tariff negotiations, says Foreign Minister
US President Donald Trump has delayed the implementation of wide-ranging reciprocal tariffs at the last moment, leaving only China with a combined 145% levy, since China has not retracted...
Friday 11 April 2025
Taiwanese aerospace company AIDC secures NT$8.5 billion in civilian aviation orders in 1Q25
Taiwan-based Aerospace Industrial Development Corporation (AIDC) is actively expanding in the civilian aviation market, having secured more than NT$8.5 billion (US$257.9 million)...
Thursday 10 April 2025
Luxshare considers SEA as top choice for expansion, prioritizing low-tariff regions
China is facing a 125% tariff imposed by the US due to an inability to reach consensus, placing significant pressure on related supply chain businesses. Luxshare, which assists Apple...
Thursday 10 April 2025
The Great Tech Reset 8: Sovereign AI
What we see today with OpenAI and DeepSeek are just the foundational infrastructures and rule-makers of the early investment stage. The current investments are made to secure industry...
Thursday 10 April 2025
Dixon Technologies to invest US$115 million in new facility in Tamil Nadu to make HP notebooks
Dixon will set up a notebook and PC manufacturing facility in Tamil Nadu, making products for brands like HP. India's largest EMS provider is riding on local incentives and global...
Thursday 10 April 2025
Auto tariffs take effect, components supply chain hit hardest
The US government under President Donald Trump initiated a new round of trade protection policies on April 3, 2025, imposing a 25% tariff on all automobiles produced outside the US...
Thursday 10 April 2025
Trump's reciprocal tariffs unsettle global supply chains; two countries not considered for production relocation

According to sources within the notebook supply chain, meetings with brand manufacturers are intensifying as companies navigate the uncertainty...

Thursday 10 April 2025
US-China tariff clash imperils chip supply chain, May turmoil looms
The Trump administration's aggressive tariff policies have unleashed a new wave of disruption across the global electronics supply chain. Following China's retaliatory move to impose...
Thursday 10 April 2025
China’s rare earth export controls threaten South Korean semiconductor supply chains

As the US-China trade war intensifies, China has announced export controls on rare earths, a critical raw material for semiconductor...

Thursday 10 April 2025
China's memory leaders hoard chips as US trade war bites
As the US-China trade war intensifies, Chinese memory module manufacturers are ramping up procurement efforts to secure inventory for at least two to three quarters. Industry insiders...
Thursday 10 April 2025
SK Group chairman makes unannounced Taiwan visit, focuses on AI supply chain
After nearly ten months, SK Group chairman Tae-won Choi's private jet landed again in Taiwan, signaling renewed efforts to deepen ties with key players in the AI supply chain. Exclusive...
Wednesday 9 April 2025
Trump's tariffs ignite widespread concern as TSMC lowers financial forecast
The reciprocal tariffs will take effect on April 9, 2025, with the Trump administration. Currently, there seems to be little chance for other countries to reverse this trend. Although...