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Tuesday 3 June 2025
How would US Supreme Court rule on Trump's tariffs policy?
A US federal court has granted the Trump administration's request for a temporary stay of a ruling made by the Court of International Trade against its sweeping tariffs policy. The White House is appealing the trade court's decision while insisting there are alternative methods to collect tariffs. Though Trump remains defiant in the face of legal challenges, growing judicial resistance casts doubt on his administration's tariff strategy.
Monday 2 June 2025
Foxconn-Nvidia to build Taiwan's 100MW AI supercomputing center
Foxconn and Nvidia have announced a major collaboration to build one of Taiwan's most advanced AI infrastructure projects — a cutting-edge AI Factory supercomputing center. The facility aims to accelerate artificial intelligence research and deployment across Taiwan's government, industry, and academic sectors.
Friday 30 May 2025
Acer eyes IPOs and heart rates as volatility lingers
Acer CEO Jason Chen, who also chairs subsidiary Weblink International Inc., addressed shareholders on May 28, 2025, noting that although market volatility triggered by President Trump's policies has shown signs of diminishing due to the constant flow of new developments, the underlying risks have not been eliminated.
Friday 30 May 2025
ZT slips away, tariffs shift — Compal turns to Nvidia
Compal held its shareholders' meeting on May 29, 2025. Chairman Ray Chen and President Anthony Peter Bonadero spoke with the media after the meeting, sharing their views on the company's operations and industry conditions. Chen highlighted that since 2025, the most concerning issue has been the tariff policies of the Trump administration.
Thursday 29 May 2025
Computex 2025 lacks spark, industry pushes for pragmatic AI innovation

The honeymoon phase is over

Thursday 29 May 2025
Trade court blocks Trump's global tariffs, calls emergency claim unlawful
The bulk of President Donald Trump's global tariffs were deemed illegal and blocked by the US trade court, dealing a major blow to a pillar of his economic agenda.
Wednesday 28 May 2025
Sony doubles down on premium niche with Xperia 1 VII to salvage shrinking market presence
Sony has unveiled its 2025 flagship smartphone, the Xperia 1 VII, aiming to strengthen its position in the high-end segment despite its diminished influence in the global smartphone market. While far behind giants like Apple, Samsung, Xiaomi, Oppo, and Vivo, Sony is leveraging its brand strength and technological integration to maintain relevance, particularly in Japan, Taiwan, and parts of Europe.
Wednesday 28 May 2025
Xiaomi boosts EV gross margin and doubles down on AI with major R&D push
Xiaomi reported strong progress in its electric vehicle (EV) and artificial intelligence (AI) businesses during its first-quarter 2025 earnings call on May 27, with company executives highlighting notable improvements in operational efficiency and a renewed commitment to long-term innovation through increased investment.
Wednesday 28 May 2025
Computex 2025 hits record attendance amid growing uncertainty over AI boom and policy risks
Computex 2025 wrapped up with record-breaking attendance and exhibitor participation, underscoring the sustained momentum of artificial intelligence (AI) across the tech sector. Exhibitors warmly welcomed Nvidia CEO Jensen Huang, with many showcasing AI-driven innovations. However, despite the energy and enthusiasm on the show floor, an undercurrent of caution and anxiety loomed over the event — a stark contrast to the optimism of previous years.
Wednesday 28 May 2025
Xiaomi profit surges 161% in 1Q25 on strong EV and IoT sales
Xiaomi posted strong first-quarter 2025 results, with net profit jumping 161.2% year-over-year to CNY10.92 billion (approx. US$1.52 billion), driven by booming EV and IoT sales. Revenue rose 47.4% to CNY111.29 billion, underscoring solid demand across its product lines and growing momentum in smart appliances and electric vehicles.
Tuesday 27 May 2025
Notebook supply chain treads carefully as Trump calls on Apple, Samsung to reshore production
US President Donald Trump has called on tech giants Apple and Samsung to move their manufacturing operations back to the US, surprising many in the global supply chain who were already shifting production toward India and Vietnam. Ongoing negotiations between Apple and the Trump administration have placed further expansion plans on hold, industry sources say.
Tuesday 27 May 2025
India PC market sees seventh straight quarter of growth as AI-powered models penetrate
India's PC market—including desktops, notebooks, and workstations—continued its upward momentum in the first quarter of 2025, growing 8.1% year-over-year with 3.3 million units shipped, according to IDC. This marks the seventh consecutive quarter of annual growth for the sector.
Tuesday 27 May 2025
iPhone supply chain holds breath for Trump's 25% tariff threats
US President Donald Trump's latest warning of a 25% tariff on Apple's iPhone production unless it returns to the US has rattled global supply chain operators. While the threat aligns with Trump's longstanding protectionist stance, industry insiders say the implications—higher costs, potential production delays, and forced supply chain shifts—are too significant to ignore. Suppliers are reportedly in negotiations with Apple to determine the next steps.
Tuesday 27 May 2025
Who suffers as Trump targets Apple over iPhone production?
US President Donald Trump recently demanded that Apple relocate the assembly and production of iPhones to the US. Otherwise, a 25% tariff would be imposed on iPhones and other smartphones manufactured overseas, reigniting market concerns. Generally, it is believed that Trump's move against Apple will ultimately amount to little more than an empty threat. This reckless approach could impose greater operational pressures on the supply chain while causing unintended harm to American industries themselves.
Monday 26 May 2025
IFA Berlin CEO: Asian companies flocking to Europe as US tariff fears mount
Asian technology companies are scrambling for exhibition space at Europe's largest consumer electronics show as Trump administration tariff policies drive them away from the US market, according to the chief executive of IFA Berlin.
Monday 26 May 2025
Trump extends deadline for 50% tariffs on EU goods to July 9
President Donald Trump said he would extend the deadline for the European Union to face 50% tariffs until July 9 after a phone call with Commission President Ursula von der Leyen.
Friday 23 May 2025
Nvidia bets on Taipei, but can Taiwan deliver?
As Nvidia chooses to build its overseas headquarters in Taipei, Taiwan's government is promising to be more than a host. It wants to be Nvidia's strongest ally. But can it keep that promise?
Friday 23 May 2025
Agentic AI drives disruptive innovation, Qualcomm optimistic about AI PC business growth
Qualcomm held a media briefing in Taiwan on May 21 to discuss the development of AI PCs and other devices. Kedar Kondap, Qualcomm's senior vice president and general manager of Compute and Gaming, highlighted that the emergence of Agentic AI will bring significant transformation to the entire PC market, blurring traditional product categories.
Friday 23 May 2025
LG Electronics India posts record revenue and net profit in 1Q25
LG Electronics' Indian subsidiary reached record revenue and net profit in early 2025, strengthening its position in the South Asian market and enhancing prospects for a potential listing in India.
Wednesday 21 May 2025
Computex 2025: CMC Magnetics sees soaring demand for high-end optical discs; diversifies into tech, culture, lifestyle
CMC Magnetics is experiencing a surge in demand for high-end optical discs, particularly in the defense and medical sectors, resulting in supply shortages for optical disc drives, according to chairman Bob Weng.
Wednesday 21 May 2025
AI notebooks drive Taiwan's PC sales surge as smartphone market cools
Taiwan's consumer electronics market is seeing diverging trends in 2025, with laptop sales surging on the back of generative AI momentum, while smartphone sales continue to decline amid saturation and longer replacement cycles.
Wednesday 21 May 2025
Getac and AI server makers stay strong despite tariff pressures
As the global electronics industry braces for the disruptive effects of renewed tariff tensions under the Trump administration's trade policy revival, two sectors appear to be emerging largely unscathed: military-grade rugged computing and AI servers.
Tuesday 20 May 2025
Huawei unveils HarmonyOS PCs: foldable design, full-stack control, cross-device ecosystem
Huawei, on May 19, 2025, launched its first personal computers powered by HarmonyOS, after five years of development involving more than 10,000 engineers. The MateBook Pro and MateBook Fold Ultimate Design are the first laptops to run HarmonyOS 5, marking a pivotal moment in China's drive for full-stack operating system autonomy in the PC sector.
Tuesday 20 May 2025
Qualcomm aims for double-digit AI PC market share by 2029
Following his keynote at Computex 2025, Qualcomm CEO Cristiano Amon announced that new updates for the Oryon CPU computing will be released in 2025. This includes the possible launch of AI PC processors at the Hawaii event and advancements in the data center domain.
Tuesday 20 May 2025
Xiaomi pledges CNY50 billion investment in chip design over next decade
Xiaomi founder and CEO Jun Lei announced on May 19 via Weibo that the company will unveil its first 3nm mobile system-on-chip (SoC), the "Xring O1," on May 22. He also revealed that Xiaomi plans to invest at least CNY50 billion (US$6.94 billion) in chip design over the next 10 years, beginning in 2025.
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