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Thursday 10 April 2025
Asia faces rising tariffs: strategic countermeasures and drive toward regional integration
Since taking office, President Trump has positioned tariffs as both a strategic tool for national security and a means to bolster the US economy. The ongoing tariffs on Asian nations are just the beginning, with expectations of further actions against these countries in the future. Meanwhile, the Asia-Pacific stock markets have hit a significant low, and national crises are unfolding across the region. How these countries respond will be pivotal not only for their economic stability but also for the global supply chain and the broader world economy
Thursday 10 April 2025
Vietnam factory plans uncertain as US tariffs cloud Taiwan touch panel makers' outlook
Touch panel manufacturers in Taiwan are navigating a complex landscape of US tariffs and fluctuating market demands. Young Fast Optoelectronics acknowledges the potential impact of proposed US reciprocal tariffs, though the extent remains unclear. While direct shipments from its Vietnam and Taiwan facilities to the US are minimal, the company faces potential disruption through its customer base, which assembles components for the American market. As of now, order volumes remain stable, making it difficult to quantify the potential disruption
Wednesday 9 April 2025
Tariff impacts on South Korean businesses: Overview of effects on home appliances, smartphones, and components
Following the announcement of the reciprocal tariff policy by US President Donald Trump, South Korean companies are thoroughly reviewing their supply chains and formulating countermeasures. Enterprises with production bases in China and Vietnam may face direct impacts, raising public concern
Wednesday 9 April 2025
Vietnam seeks tariff delay, negotiates trade balance with US
Vietnam faces a 46% US tariff, prompting urgent negotiations and a 45-day delay request. The government seeks balanced trade, boosting US imports and reducing duties on key American goods while diversifying its export markets to mitigate economic impact, according to The Investor, Reuters, and Camodianess
Tuesday 8 April 2025
US reciprocal tariffs deal blow to Chinese, Taiwanese manufacturers in Vietnam
On April 2, US President Donald Trump signed an executive order launching a new wave of "Liberation Day" reciprocal tariffs on major trading partners, including China, Taiwan, the EU, Japan, South Korea, Vietnam, Thailand, India, and Malaysia. Rates range from 10% to 46%, with Vietnam hit hardest. China's overall tariff will rise to 54% when a new 34% levy is added to the existing 20%. The measures take effect on April 9, 2025
Tuesday 8 April 2025
IC distributors brace for inevitable tariff cost pass-through with potential supply chain adjustments

President Donald Trump's reciprocal tariff policy has sent shockwaves across global markets. Although many countries have since proposed countermeasures, it's expected that these tariffs will lead to significant adjustments in product prices, with the tariff costs gradually passed down the supply chain to end consumers. Supply chain professionals emphasize that the key issue will be how much flexibility and acceptance the market has for these added costs

Tuesday 8 April 2025
Southeast Asia grapples with US tariffs, seeks diplomatic solutions
Southeast Asian nations are navigating a complex trade landscape following US President Donald Trump's announcement of reciprocal tariffs. Despite widespread condemnation of the move as a breach of free trade principles, regional leaders have opted for diplomacy over retaliation, prioritizing continued negotiations with the US
Tuesday 8 April 2025
US tariffs force Foxconn pivot toward India, Vietnam for non-China, non-US markets
The global electronics industry is bracing for significant disruption after implementing new baseline and reciprocal tariffs announced on April 2. Experts predict that smartphones, personal computers, and servers will be among the first sectors to feel the immediate impact, prompting major manufacturers like Foxconn to adjust their operational strategies rapidly
Monday 7 April 2025
Taiwan's Ichia forecasts growth in 2025 on Nintendo supply deal, diversifying production beyond China
Ichia Technologies, a Taiwanese manufacturer of mechanical components and flexible printed circuits, projects continued growth in 2025, driven by new supply relationships with Nintendo and expanding automotive sector demand, despite global market uncertainties
Monday 7 April 2025
Powerlogic expands in Thailand with new subsidiary as Trump slaps 36% tariffs
Powerlogic is strategically diversifying its operations by establishing a new subsidiary in Thailand that focuses on the burgeoning automotive and new application fan sectors. The company's board recently authorized chairman Wen-Faung Hsu to initiate the search for a suitable production base, with a budget allocation of THB200 million (approx. US$5.81 million) as it expands its international footprint and capitalizes on Thailand's robust automotive industry
Monday 7 April 2025
Apple production hubs hit by tariffs
Apple Inc. is finding itself squarely in the crosshairs of President Donald Trump's new tariffs, even after a yearslong effort to insulate the iPhone maker from trade wars and supply chain disruptions
Saturday 5 April 2025
Trump tariffs spare no country; Asia and Europe are hit harder
President Donald Trump is imposing tariffs on US trading partners worldwide, his biggest assault yet on a global economic system he has long bemoaned as unfair.
Trump said Wednesday he will apply a minimum 10% tariff on all exporters to the US and slap additional duties on around 60 nations with the largest trade imbalances with the US. That includes substantially higher rates on some of the country's biggest trading partners, such as China — which now faces a tariff of at least 54% on many goods — the European Union and Vietnam
Wednesday 2 April 2025
Goertek pours US$390 million into Vietnam expansion, inks key HUST partnership
Goertek, a leading Chinese electronics manufacturer, is expanding its footprint in Vietnam with a proposed VND9,717 billion (approx. US$391 million) investment while also formalizing a partnership with Hanoi University of Science and Technology (HUST) to support talent development and joint research initiatives
Wednesday 2 April 2025
Qualcomm acquires Vingroup's AI division for talents
According to a press release, Qualcomm has acquired MovianAI, the former generative AI division of VinAI, which is part of the Vingroup. This acquisition will enhance Qualcomm's R&D capabilities, potentially fostering significant innovations
Wednesday 2 April 2025
Talent shortage and operational challenges loom in Southeast Asia expansion for PCB industry

Looking ahead to 2025, the global PCB market is expected to maintain steady growth, driven by demand from AI servers and electric vehicles (EVs). As geopolitical tensions continue to reshape global supply chains, the PCB industry is increasingly focusing on expanding operations in Southeast Asia, leading to a rising demand for international talent

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