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Thursday 14 August 2025
Samsung secures early ITC win in BOE OLED case amid looming 15-year US import ban
Samsung Display has secured a significant preliminary victory in its intellectual property battle against Chinese panel giant BOE Technology, with the US International Trade Commission...
Thursday 14 August 2025
Apple Watch shipments exceed expectations; major redesign rumored for 2026 with three key upgrades
The Apple Watch product line has officially entered its tenth year. Despite challenges from tariffs and macroeconomic factors dampening consumer electronics demand, the supply chain...
Thursday 14 August 2025
Huawei fast-tracks Mate 80 launch, backed by 10+ key Chinese suppliers in Apple rivalry
Huawei will launch its 2025 flagship Mate 80 series in October, moving up its schedule to land near Apple's iPhone 17 debut in early September, according to supply chain sources....
Thursday 14 August 2025
Foxconn’s strong quarter sets up its next three big tests
On late August 14, Foxconn is set to deliver an impressive performance for the second quarter of 2025 despite rapid fluctuations in the New Taiwan dollar exchange rate. As Taiwan's...
Wednesday 13 August 2025
Commentary: Trump's 50-hour ultimatum to Lip-Bu Tan reshaped Intel's future
On August 7, 2025, Eastern Time, US President Donald Trump publicly accused Intel CEO Lip-Bu Tan of a conflict of interest due to his investments in China and demanded that he resign...
Tuesday 12 August 2025
Apple pledges US$100 billion investment in US, shifting smartphone market dynamics ahead of 4Q25
Apple CEO Tim Cook recently committed an additional US$100 billion investment in domestic US operations. This move is poised to reshape the competitive environment of the US smartphone...
Tuesday 12 August 2025
iPhone shipment rises as India's budget smartphone market contracts
India's smartphone market is undergoing premiumization, with rising average selling prices driving growth in mid- and high-end segments. This shift boosts brands like Apple, which...
Tuesday 12 August 2025
Global manufacturing shift to regional production proves unstoppable despite Trump tariff relief
US President Donald Trump announced that Apple will gain tariff exemptions as part of a US$600 billion investment push in the US. While this move is designed to alleviate supply chain...
Tuesday 12 August 2025
Apple bets on automation to maintain supply chain consistency across borders
Apple has obtained a broad exemption from US import tariffs on its products, a move that has triggered industry-wide speculation about whether this could slow the company's efforts...
Tuesday 12 August 2025
Samsung's potential US$50 billion US chip expansion puts pressure on TSMC
Samsung Electronics is reportedly weighing a major expansion of its semiconductor investments in the US, a move that could push total spending to US$50 billion after securing multibillion-dollar...
Tuesday 12 August 2025
Sony’s solo run ends as Samsung rumored to land innovative iPhone sensor deal
Samsung Electronics Co. may have secured Apple's orders and become the second supplier of CMOS image sensors (CIS) for Apple's iPhone models, breaking Sony's long-standing exclusive...
Tuesday 12 August 2025
Taiwan's IC packaging and testing supply chain may avoid tariffs, but US expansion remains challenging
When US President Donald Trump announced increased investment in domestic manufacturing alongside Apple CEO Tim Cook, he also declared a 100% tariff on all chips and semiconductors...
Monday 11 August 2025
Samsung reportedly planning to produce iPhone image sensors in Texas, but keep packaging in Korea
Samsung Electronics will build a CMOS image sensor (CIS) production line at its Austin, Texas, semiconductor facility for Apple's next-generation iPhones, but the chips' back-end...
Monday 11 August 2025
Exclusive: Apple reportedly preparing US$599 MacBook to capture more laptop market share
Apple is preparing to shake up the notebook market with an all-new ultra-low-cost MacBook, according to supply chain sources. Some components are expected to enter mass production...
Monday 11 August 2025
Goertek channels US$100M into UK microLED pioneer Plessey for AR glasses breakthrough

Goertek, a major Apple supply chain partner, is ramping up upstream AR/VR investments with a US$100 million deal to acquire UK-based...