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Thursday 10 April 2025
MetaX's IPO and rise of China's domestic GPU giants in AI era
In early 2025, the China Securities Regulatory Commission (CSRC) website announced that MetaX Integrated Circuits (Shanghai) Co., Ltd. has completed its listing filing and plans to go public with an A-share IPO. This makes MetaX the fourth Chinese semiconductor giant to initiate an IPO in the past six months, following Enflame, Biren Tech, and Moore Threads
Thursday 10 April 2025
Unitree Robotics: from CMG New Year's Gala to MWC 2025 – China's robotic revolution gains momentum

Since the beginning of 2024, discussions surrounding Unitree Robotics in Hangzhou have gained significant attention, almost rivaling that of DeepSeek. From its stunning appearance at the CMG New Year's Gala to the private symposium held by the Chinese government for private entrepreneurs in Beijing, Unitree's rise has captured both admiration and skepticism in equal measure

Thursday 10 April 2025
Auto tariffs take effect, components supply chain hit hardest
The US government under President Donald Trump initiated a new round of trade protection policies on April 3, 2025, imposing a 25% tariff on all automobiles produced outside the US and planning to further expand this to the automotive component supply chain starting May 3, 2025. This move has triggered a ripple effect across the global automotive industry, with China, as a major hub for automotive components, being particularly affected
Thursday 10 April 2025
Trump's reciprocal tariffs unsettle global supply chains; two countries not considered for production relocation

According to sources within the notebook supply chain, meetings with brand manufacturers are intensifying as companies navigate the uncertainty created by the unpredictable nature of Trump's tariff policies. While no one can say for certain what direction the policy will take, two things are clear: assembly lines will not remain in China, and they will not return to the US

Thursday 10 April 2025
US-China tariff clash imperils chip supply chain, May turmoil looms
The Trump administration's aggressive tariff policies have unleashed a new wave of disruption across the global electronics supply chain. Following China's retaliatory move to impose an 84% tariff, Trump responded on Wednesday by raising tariffs on Chinese goods to 125%, while maintaining that Beijing remains interested in reaching an agreement. The escalating conflict has already begun to impact supply chains, with signs of halted shipments from major brands and mounting concerns over the ability to redirect sales to other markets
Thursday 10 April 2025
SK Group seeks to sell majority stake in semiconductor wafer maker SK Siltron
SK Group is looking to sell its majority stake in semiconductor wafer manufacturer SK Siltron, according to South Korean media reports citing industry sources. The conglomerate has reportedly been in talks with private equity firms since late 2024, with Hahn & Company emerging as a potential buyer
Thursday 10 April 2025
90-day pause: Tariff strategy shifts into round two
The 90-day tariff suspension is a tactical move to stabilize the US economy while ramping up pressure on China, says DIGITIMES VP Eric Huang, who sees the move as the start of a new phase in trade negotiations
Thursday 10 April 2025
Foxconn plans to launch EVs in Asian markets starting in 2026
Foxconn announced on April 9 in Tokyo its ambitious plans to enter the electric vehicle (EV) market, with multiple vehicle models expected to launch beginning in 2027. The announcement signals Foxconn's commitment to expanding its footprint in the burgeoning EV sector, with a special focus on collaboration with Japanese automakers
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
Luxury carmakers struggle to retain value in EV era as Porsche, Maserati falter
Some luxury car brands have found it difficult to adapt to vehicle electrification, such as Maserati and Porsche, both of which have seen sales dip
Thursday 10 April 2025
MinebeaMitsumi to counter Yageo's bid for Shibaura Electronics with acquisition proposal
Japan's MinebeaMitsumi is preparing to launch a counteroffer to acquire Shibaura Electronics, positioning itself as a white knight in response to a hostile takeover bid by Taiwan-based Yageo. Shibaura Electronics confirmed on April 10 that MinebeaMitsumi's proposal will be reviewed by its board, with both companies scheduled to hold a joint press conference later in the day
Thursday 10 April 2025
China's memory leaders hoard chips as US trade war bites
As the US-China trade war intensifies, Chinese memory module manufacturers are ramping up procurement efforts to secure inventory for at least two to three quarters. Industry insiders reveal that fears of supply chain disruptions, exacerbated by escalating tariff barriers, have prompted these firms to accelerate stockpiling. This unexpected surge in demand has bolstered upstream suppliers and supply chain operations, enabling some companies to meet sales targets ahead of schedule
Thursday 10 April 2025
Trump suspends tariffs for most nations but raises China tariffs to 125%
In a surprising move, US President Donald Trump declared a 90-day tariff suspension for most nations, setting a universal rate of 10% to encourage trade negotiations amidst market instability. Meanwhile, tariffs on China will sharply increase to 125% immediately
Thursday 10 April 2025
AI, robotics, and drones to take center stage at Hong Kong's upcoming premier tech fairs
Hong Kong is set to host its premier technology showcases this spring, as the 3rd edition of the Hong Kong International Innovation & Technology Expo (InnoEX) and the 21st spring edition of the Hong Kong Electronics Fair will take place from April 13-16, 2025 at the Hong Kong Convention and Exhibition Centre. These twin fairs serve as the core events of the city's "Business of Innovation and Technology Week" (BIT Week), spotlighting cutting-edge innovations and the latest electronics trends
Thursday 10 April 2025
Japanese stock market plummets as US slaps 104% tariff on China
Japan's Nikkei 225 plummeted more than 1,700 points, or over 5%, on April 9 as the latest set of US tariffs, including a massive 104% levy on Chinese imports, took effect. Rising trade tensions between the US and China have created uncertainty for businesses operating within China, including Apple. The tech giant's iPhone production is significantly dependent on Chinese manufacturing, which could be impacted by the ongoing economic dispute
Veeam Q2 Vault V ANZ
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES