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Friday 4 July 2025
Malaysia lays quiet groundwork to become regional IC design hub
Malaysia is advancing its integrated circuit (IC) design capabilities through a recent 10-year technology licensing deal worth US$250 million with Arm Holdings, aiming to strengthen local IC design firms like Oppstar, Key ASIC, and SkyeChip
Friday 4 July 2025
AI surge drives Micron to broaden HBM output beyond Taiwan
Micron plans to start operations at its new factory in Singapore in 2026, aiming to expand its production capacity of high-bandwidth memory (HBM). The investment is part of the company's strategy to meet rising demand for advanced memory products driven by artificial intelligence (AI) applications
Friday 4 July 2025
Component makers across Southeast Asia await clarity as Vietnam reaches tariff deal with US

US President Donald Trump has unveiled a trade agreement with Vietnam that reduces tariffs on Vietnamese exports to the US from 46% to 20%, while imposing a 40% levy on transshipped goods. Although the full policy details have yet to be released, connector and cable suppliers say the Vietnam deal provides a provisional reference point amid broader uncertainty over regional tariff policies

Friday 4 July 2025
Apple faces fresh tariff headwinds as US-Vietnam deal reshapes supply chains
US President Donald Trump recently announced a new trade deal with Vietnam, which reduces a planned 45% reciprocal tariff on Vietnamese imports to 20%, while imposing a 40% tariff on transshipped goods, signaling shifts in US trade policy with significant implications for technology supply chains
Friday 4 July 2025
Malaysia-Singapore Special Economic Zone builds cross-border AI ecosystem amid sovereign tech race

As the global race to build "sovereign AI" gains momentum, Southeast Asia is carving out a strategic role in the next wave of digital infrastructure, and the Johor-Singapore Special Economic Zone (JS-SEZ) is emerging as a focal point. High-profile moves, like Nvidia CEO Jensen Huang's recent visit to the Middle East, have spotlighted the growing link between AI innovation and national policy. In Southeast Asia, JS SEZ is becoming a real-world testbed for how governments can work together to support AI-powered industries

Friday 4 July 2025
Acer Cyber Security to expand localized services in Southeast Asia with focus on Thailand
Acer Cyber Security Inc. announced plans to broaden its localized cybersecurity services across Southeast Asia in the second half of 2025, prioritizing Thailand as its key market. The company seeks to leverage its technology expertise and improve its sales partner network amid increasing regional demand
Friday 4 July 2025
Acer Medical wins Singapore approval for AI bone density screening software
Acer Medical, a smart healthcare subsidiary of Acer Group, has secured market approval from Singapore's Health Science Authority (HSA) for its AI-assisted diagnostic software, VeriOsteo OP, designed to detect abnormal bone mineral density. This marks the software's official entry into the Singaporean medical market
Friday 4 July 2025
Communication suppliers respond to Trump tariffs with cautious diversification
On June 2, US President Donald Trump announced a trade agreement imposing a 20% tariff on imports from Vietnam and a 40% tariff on transshipped products. The new tariffs have garnered significant attention within the network communication industry, particularly in Taiwan, where many manufacturers have relocated production to Vietnam, targeting the US market
Friday 4 July 2025
US-Vietnam tariff deal narrows gap, but transshipment rules remain a black box
US President Donald Trump has confirmed a preliminary tariff framework with Vietnam that lowers duties on Vietnamese exports to the US from 46% to 20%. However, the deal includes a separate 40% tariff on transshipped goods routed through Vietnam from other countries. In return, Vietnam will eliminate all tariffs on US imports, granting American products full access to its market
Friday 4 July 2025
Vietnam tariff deal triggers SEA jitters for Taiwan's PCB supply chain
Less than a week ahead of the tariff truce deadline, US President Donald Trump announced that the Commerce Department had struck a deal with Vietnam. Under the agreement, Vietnamese exports to the US will be subject to tariffs of 20% to 40%, with the highest rate applying to goods rerouted through Vietnam from third countries
Friday 4 July 2025
Thailand moves to limit foreign workers at PCB plants amid trade tensions with China
Thailand plans to restrict foreign employment at manufacturing facilities to 70% local workers, targeting Chinese companies suspected of using the country to circumvent US import restrictions, as Taiwan and China PCB makers expand operations there
Friday 4 July 2025
Trump's Vietnam tariff deal eases some market uncertainty, but 40% transshipment clause raises new risks

President Donald Trump announced that the US has reached a new tariff agreement with Vietnam, lowering tariffs on Vietnamese exports to the US from a previously reciprocal rate of 46% to 20%. While the tech and electronics industries generally welcomed the announcement, experts say the real game-changer may lie in a lesser-discussed clause: a 40% tariff on transshipped goods. The details of its implementation—and the criteria for what qualifies as transshipment—remain unclear

Friday 4 July 2025
New US-Vietnam tariff pact prompts display makers to double down in Vietnam
On July 2, 2025, US President Donald Trump announced a tariff agreement with Vietnam. This agreement marks the first trade deal between the Trump administration and an Asian country, excluding China, signaling a shift in US trade policy in the region
Friday 4 July 2025
Vietnam tariff negotiations mark Asia's first; optical industry acknowledges varied impact
Vietnam has become the first Asian country to complete reciprocal tariff negotiations with the US, with optical manufacturers including AOET and Ability operating production facilities in Vietnam
Thursday 3 July 2025
Radiant merges three companies in two years to fuel meta-optics expansion
Radiant Opto-Electronics, a major manufacturer of backlight modules, acquired Finnish optics company Nanocomp in August 2023. Just over a year later, in September 2024, Radiant fully acquired Danish meta-optics firm NIL Technology ApS (NILT)
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES