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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
AI, robotics, and drones to take center stage at Hong Kong's upcoming premier tech fairs
Hong Kong is set to host its premier technology showcases this spring, as the 3rd edition of the Hong Kong International Innovation & Technology Expo (InnoEX) and the 21st spring...
Wednesday 9 April 2025
Samsung Chair seeks strategic alliances during Japan visit
Samsung Electronics Executive Chairman Lee Jae-yong, currently visiting Japan, is expected to meet with Japanese Prime Minister Shigeru Ishiba to discuss potential cooperation in...
Wednesday 9 April 2025
Taiwan's tech giants shine as Trump's tariff tempest rages on—But for how long?
As US President Donald Trump enforces reciprocal tariffs internationally, global financial markets experience turmoil, particularly affecting electronics hardware manufacturers. Despite...
Wednesday 9 April 2025
Infineon to acquire Marvell's automotive Ethernet unit for US$2.5 billion
Infineon Technologies AG has agreed to acquire Marvell Technology's automotive Ethernet business for US$2.5 billion, aiming to strengthen its automotive microcontroller (MCU) and...
Wednesday 9 April 2025
Global wafer foundry industry and status, 2025

Introduction

Tuesday 8 April 2025
Motherboard makers to halt US shipments by April 9, Japan's CKD plan offers potential relief
The Trump administration's reciprocal tariffs have disrupted global electronics, with mainboard manufacturers shipping to the US until April 9, after which suppliers will halt shipments,...
Tuesday 8 April 2025
AI server providers face tariff headwinds, DIGITIMES Research proposes two key strategies
In response to tariff barriers constructed by the US, many electronics manufacturing service (EMS) providers are developing related countermeasures.
Tuesday 8 April 2025
Chinese Apple product suppliers shift tariff burden to importers
Trump's reciprocal tariffs have thrown the Apple supply chain into a state of flux, highlighting the intricate web of global manufacturing and the escalating trade war. While Chinese...
Tuesday 8 April 2025
AI server ODMs scramble to ship from Mexico amid USMCA and ongoing tariff uncertainties
The Trump administration's push for reciprocal tariffs has sent shockwaves through the global electronics industry. While the server market initially appeared shielded, a closer look...
Tuesday 8 April 2025
India's CDIL and Infineon team up to tackle local chip market needs
CDIL Semiconductors, one of India's oldest semiconductor firms, is teaming up with Infineon Technologies to bring localized power discrete solutions to the Indian market.
Tuesday 8 April 2025
US tariffs force Foxconn pivot toward India, Vietnam for non-China, non-US markets
The global electronics industry is bracing for significant disruption after implementing new baseline and reciprocal tariffs announced on April 2. Experts predict that smartphones,...
Monday 7 April 2025
India roundup: Foxconn expands Indian investments as Trump imposes reciprocal tariffs
As Trump imposes a 27% reciprocal tariff against India on top of a 10% baseline duty, India launches an electronics component manufacturing incentive scheme, and Foxconn continues...
Friday 4 April 2025
Will Trump's sweeping tariffs drive notebook makers back to China?
The Trump administration has implemented reciprocal tariffs globally, leaving the notebook (NB) electronics manufacturing sector in shock. Production bases in Southeast Asia, which...
Friday 4 April 2025
US latest tariff policy favors those who buy American chips
The US government announced on April 2 a new tariff policy imposing a uniform 10% duty on all imported goods. Additionally, the policy introduces reciprocal tariffs ranging from 10%...