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US-China trade war
The escalating trade conflicts between the two superpowers are sending shockwaves across the world.
IN THE NEWS
Tuesday 21 May 2019
Huawei piling up inventory
Huawei has been piling up inventory since around the end of 2018, according to industry sources in Taiwan. Inventory levels at the China-based vendor should be able to sustain its...
Monday 20 May 2019
HiSilicon said to extend capacity guarantee pacts with Taiwan partners through 2Q20
China chipmaker HiSilicon is reportedly to sign with Taiwan IC supply chain partners capacity guarantee agreements valid through the second quarter of 2020, despite uncertainties...
Monday 20 May 2019
Huawei seeking capacity increases at Taiwan partners despite US ban
Huawei has reportedly promised not to cut its orders with Taiwan's upstream and downstream supply chain partners and also inquired about the possibility of increasing their production...
Friday 17 May 2019
HannStar Board braces for impact from US tariffs against China
Taiwan PCB maker HannStar Board sees little impact from the US hiking tariffs from 10% to 25% on US$200 billion worth of Chinese imports starting May 10, but may face significant...
Friday 17 May 2019
Huawei tightening ties with Taiwan IC supply chain
China's largest telecom equipment maker Huawei and its chipmaking arm HiSilicon are ambitiously proceeding with their vertical and horizontal deployments in diverse chip solutions...
Thursday 16 May 2019
DIY market may shrink further due to US-China trade tensions
Motherboard makers have experienced sluggish demand coming from the PC DIY market, which is likely to shrink further as the US-China trade dispute escalates, according to industry...
Thursday 16 May 2019
Latest tariff hikes to have small impacts on US-bound motherboards, graphics cards shipments
The latest tariff hikes by the US on Chinese goods from 10% to 25% will not have significant impacts on Taiwan's US-bound shipments of motherboards and graphics cards, according to...
Wednesday 15 May 2019
China smartphone sales fall to 71.7 million units in 1Q19, says Digitimes Research
Sales of smartphones in the China market tumbled by 31.3% on quarter and 16.7% on year to 71.7 million units in the first quarter of 2019, Digitimes Research has estimated, as consumer...
Tuesday 14 May 2019
Acter poised to gain from relocation spree amid US-China trade war
Taiwan's clean room engineering specialist Acter is gearing up to fulfill orders which have been deferred for 2-3 quarters, as well as demand from Taiwan's semiconductor and electronics...
Monday 13 May 2019
ASEAN supply chains to develop fast as server, network equipment makers move production from China
Taiwan makers of servers, wireless networking communications equipment and desktop motherboards are stepping up relocation of production lines from China to Southeast Asia or back...
Friday 10 May 2019
Asian Edge: China semiconductor self-sufficiency
The different sectors of the semiconductor industry are clearly defined with specific work, and therefore each sector's self-sufficiency rate must be looked at in their own right...
Tuesday 7 May 2019
US tariff hikes on China imports seen as long-term boon for Taiwan machinery makers
The surprise announcement twitted recently by US president Donald Trump to raise tariffs on US$200 billion worth of Chinese imports from the existing 10% to 25% starting May 10 will...
Monday 29 April 2019
Asian Edge: The crucial roles of Taiwan, Korea and Japan in IT industry
I call the first island chain in East Asia the "Asian Edge," which carries a double reference: cutting-edge technologies in an IT context, and the peripheral in geopolitics. In the...
Friday 26 April 2019
Asian Edge: On the Frontline of the ICT World
How is the trade war between the US and China affecting Taiwan, Japan and South Korea? Why are semiconductors and 5G becoming the key issues of their brawls? 5G technologies are bringing...
Wednesday 30 January 2019
New Kinpo expects opportunities from US-China trade row
While the US-China trade war is sending manufacturers mulling relocating production from China to Southeast Asia, New Kinpo Group has long taken root in the region, expecting many...