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Wednesday 9 July 2025
Kaynes Technology to set up electronics unit in Kerala with US$58M investment
India-based EMS provider Kaynes Technology is expected to open a new manufacturing unit in Kerala. The company will receive land in Perumbavoor Industrial Park, developed by KINFRA, following approval from State Industries Minister P. Rajeeve after a site visit and discussions
Wednesday 9 July 2025
Amazon's Project Kuiper targets South Korea in global satellite push

Amazon's satellite internet venture, Project Kuiper, is accelerating its expansion into Asia, with a focus on South Korea, Taiwan, and Japan — three strategically vital nations amid rising demand for resilient communications infrastructure and growing competition in low-Earth orbit (LEO) connectivity

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
Top-3 Chinese suppliers of Apple all head to Hong Kong for IPO
Luxshare Precision, Lens Technology, and Goertek, China-based top-tier suppliers of Apple, are racing toward IPOs on the Hong Kong Stock Exchange (HKEX) as they seek capital to fuel transformation amid US-China trade frictions and supply chain realignments. Long defined by iPhone-related business, the trio is now banking on public listings to fund their next chapter in global manufacturing
Wednesday 9 July 2025
South Korea's Hana cracks TGV glass substrate market with eye on AI chip boom
Hana Technology, a South Korean equipment maker formerly focused on battery solutions, has developed core Through Glass Via (TGV) technology for semiconductor glass substrates, signaling its move into advanced semiconductor packaging
Wednesday 9 July 2025
TSMC's GaN market exit creates opening for Samsung, Asian chip race rage on
TSMC's recent decision to phase out its gallium nitride (GaN) foundry business is sending ripples through the compound semiconductor industry, opening the door for new contenders while underscoring rising geopolitical and pricing pressures
Wednesday 9 July 2025
Ex-SEMI China head leads E-Town Semiconductor to explosive STAR Market debut
Beijing E-Town Semiconductor Technology Co., Ltd. (E-Town), a Chinese supplier of semiconductor manufacturing equipment, went public on the Shanghai STAR Market on July 8, 2025. The listing marks a key milestone in the company's growth, driven in large part by its president and CEO, Allen Lu, the former head of SEMI China
Wednesday 9 July 2025
Trump to impose 25% tariffs on South Korean exports, raising pressure ahead of August deadline

US President Donald Trump has formally notified South Korea of plans to impose a 25% tariff on select imports, with implementation set for August 1. While a three-week window for negotiations remains, industry observers widely anticipate that talks will face significant headwinds

Wednesday 9 July 2025
Is a 25% US tariff on Japan high? Combined impact of auto and steel tariffs significant
US President Donald Trump notified trade partners on July 7, 2025, Eastern Time, of new tariff rates set to take effect on August 1. He first informed Japan and South Korea that a 25% reciprocal tariff would be imposed on their goods, warning that rates could increase further if retaliatory measures are taken
Wednesday 9 July 2025
Volvo cuts jobs in China as EV ambitions stall and global restructuring accelerates
Volvo Cars has begun laying off staff in its China operations, with the majority of the cuts affecting its Shanghai-based technical and research and development center, according to employees familiar with the matter. The affected departments include engineering, research and development, and supply chain management. Employees have reportedly been offered severance packages equivalent to three months' salary plus one month for each year of service (N+3)
Wednesday 9 July 2025
Commentary: Foxconn’s EV triangle may hinge on Nissan’s Oppama plant
With global EV growth decelerating, Taiwan's Foxconn is pressing ahead with its electric vehicle ambitions. The company is reportedly in advanced talks with Nissan Motor over a potential joint venture at the automaker's Oppama plant in Yokosuka, Kanagawa Prefecture, a development that analysts say could mark a turning point for both firms
Wednesday 9 July 2025
Foxconn eyes Nissan factory as EV gateway in Japan

Nissan Motor Co. has initiated discussions with Foxconn over a possible collaboration to convert its Oppama plant in Yokosuka, Kanagawa Prefecture, into a manufacturing site for EVs. If finalized, Foxconn plans to inject fresh capital into Oppama and leverage the facility's sprawling supply network and experienced workforce to strengthen its EV supply chain in Japan

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
Wednesday 9 July 2025
Rockchip sees 1H25 profit tripling on China's AIoT gold rush

Rockchip Electronics projects a sharp jump in first-half 2025 net profit, forecasting a year-on-year increase of 185% to 195% to reach CNY520–540 million (approx. US$71.5–74.2 million). The Chinese chipmaker also expects non-recurring net income to rise 186%–197% to between CNY505 million and CNY525 million

Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES