CONNECT WITH US
Friday 11 July 2025
US weighs new export controls on AI chips to Thailand and Malaysia

The US Department of Commerce is reportedly preparing new regulations that would restrict the export of advanced AI chips to Thailand and Malaysia to prevent their diversion into China, according to industry sources

Friday 11 July 2025
Malaysia's Penang eyes semiconductor upgrade as AI demand reshapes industry
Malaysia's Penang state, home to about 13% of global semiconductor assembly and testing capacity, is positioning itself to capture more advanced chip manufacturing as artificial intelligence (AI) drives demand for sophisticated packaging technologies
Friday 11 July 2025
Vietnam accelerates export diversification as US tariffs take effect
Vietnam is moving swiftly to diversify its export markets and reduce economic dependence on the US after the US-Vietnam trade agreement announced on July 4, 2025, imposed steep new tariffs
Friday 11 July 2025
Manus AI flees China for Singapore following US$75 million Benchmark round
Chinese AI Agent startup Manus has relocated its headquarters to Singapore and slashed most of its China-based workforce, just four months after its global debut. The move reflects mounting geopolitical and investment pressures and highlights Manus's push to build a global presence in the AI application space
Thursday 10 July 2025
Philippine-made goods face higher US tariffs, affecting Taiwanese tech suppliers
Taiwan's networking industry showed divergent revenue results in June 2025, as companies navigated evolving market demands shaped by artificial intelligence (AI) and global supply shifts. Accton Technology reported a significant milestone by surpassing NT$20 billion (US$685 million) in monthly revenue for the first time, driven largely by increasing AI-related demand. In contrast, Wistron NeWeb Corporation (WNC) and Sercomm experienced declines or transitional phases amid ongoing market adjustments
Wednesday 9 July 2025
Thailand scrambles to slash 36% US tariffs before August
US President Donald Trump has confirmed reciprocal tariffs on imports from 14 countries, maintaining Thailand's rate at 36%, effective August 1, 2025. Thailand's Finance Minister Pichai Chunhavajira remains hopeful that negotiations will lead to a reduction before the tariff comes into force
Wednesday 9 July 2025
What Trump’s ‘tariff fines’ mean for Asia
US President Donald Trump has officially issued the latest round of tariff notices, targeting 14 countries, including Japan, South Korea, Malaysia, Kazakhstan, Tunisia, South Africa, Bosnia and Herzegovina, Indonesia, Bangladesh, Serbia, Thailand, Cambodia, Laos, and Myanmar
Wednesday 9 July 2025
Server component makers optimistic for 2H25 with rising GB200 shipments
With volume production of server chassis for Nvidia's GB200 turning stable, the operation of suppliers for related components such as cooling modules, sliding rails, and battery backup units (BBUs) has all turned positive, prompting them to hold a positive view for the second half of 2025. In addition, Nvidia's upcoming next-generation GB300 will help prolong the momentum during the period. Despite the requirement of a learning curve, industry visibility remains high, insulating its performance from market fluctuations
Tuesday 8 July 2025
With tariff clarity, Aeon Motor’s Vietnam strategy shifts into high gear

Taiwanese electric vehicle maker Aeon Motor has officially begun mass production at its new Vietnam facility as of April, with the first batch of US-bound products shipped in May. The company sees the move as a critical milestone in its broader global expansion and a strategic hedge amid shifting trade policies and intensifying supply chain decoupling

Tuesday 8 July 2025
Taiwanese firms upbeat about Vietnam's long-term prospects in auto manufacturing
Taiwanese firms remain optimistic about Vietnam's long-term automotive prospects, citing trade agreements, government support, and improving infrastructure. Though still developing compared to Thailand and Malaysia, Vietnam's rising local production and supply chain integration, boosted by Taiwan's "Local by Local" strategy, signal strong potential for future growth in the sector
Tuesday 8 July 2025
Samsung, LG earnings slide amid trade pressures despite tariff deal with Vietnam
Samsung Electronics and LG Electronics, South Korea's two largest electronics manufacturers, are experiencing a modest reprieve after the US and Vietnam agreed to sharply lower reciprocal tariffs from 46% to 20%. The move comes as both companies reported disappointing second-quarter 2025 results, weighed down by sluggish demand and rising trade-related costs
Tuesday 8 July 2025
India seeks deeper semiconductor, digital ties with Malaysia
India's High Commissioner to Malaysia, B N Reddy, has called for stronger collaboration between Indian and Malaysian companies in semiconductors and digital technology
Tuesday 8 July 2025
Malaysia imposes provisional anti-dumping duties on steel imports from China, South Korea, Vietnam
According to Reuters and The Edge Malaysia, Malaysia's Ministry of Investment, Trade, and Industry (MITI) has announced the imposition of provisional anti-dumping duties ranging from 3.86% to 57.90% on certain galvanized iron and steel products imported from China, South Korea, and Vietnam. The duties, effective July 7, 2025, will apply for up to 120 days during the ongoing investigation
Tuesday 8 July 2025
ShinFox Energy to collaborate with ComClark in green energy projects in the Philippines
Taiwanese clean energy firm Shinfox Energy has signed a joint development agreement (JDA) with ComClark Network and Technology Corporation, the parent company of Filipino telecom Converge ICT Solutions Inc., aiming to combine their strengths in their respective fields to advance the development of renewable energy, smart grids, and clean energy infrastructure in the Philippines
Monday 7 July 2025
Talent crunch in Vietnam puts Luxshare's investment plans in limbo
Apple supplier Luxshare-ICT (also known as Luxshare Precision) has called on the Vietnamese government to address ongoing skilled labor shortages and bureaucratic inefficiencies in Nghe An province, warning that unresolved issues could limit its future investment plans in Vietnam