CONNECT WITH US
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
Monday 7 July 2025
US tariff rates: 10% or 70%? Industry says it will determine chip supply direction
Following the announcement of a preliminary tariff agreement framework with Vietnam, US President Donald Trump recently told the media that letters would soon be sent to several related countries outlining subsequent tariff regulations. Regarding the scope of tariffs, Trump's statements were ambiguous, indicating some countries would face rates between 10-20%, while others could see tariffs as high as 60-70%, a significant disparity
Monday 7 July 2025
Unclear US definitions on origin washing put Vietnam in crossfire of both superpowers
The US and Vietnam recently agreed on tariffs up to 40% on certain goods transshipped through Vietnam, targeting origin washing used to evade US duties. This move is part of a broader US effort against China and others, creating uncertainty for trade and impacting China-Vietnam relations and Taiwanese firms in the area
Monday 7 July 2025
US plans AI chip curbs on Malaysia, Thailand over China concerns
President Donald Trump's administration plans to restrict shipments of AI chips from the likes of Nvidia Corp. to Malaysia and Thailand, part of an effort to crack down on suspected semiconductor smuggling into China
Monday 7 July 2025
Malaysia's electricity tariff hike prompts data center cost reassessments
Malaysia has revised its electricity tariff structure, resulting in a sharper-than-expected rise in power costs that is prompting data center operators to reassess their expenses as Malaysia has emerged as a data center hub thanks to favorable geographic and policy factors
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
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES