CONNECT WITH US
Wednesday 16 April 2025
Trump's auto tariffs create supply crunch as China faces surplus
Trump's steep 25% tariff on imported vehicles plus an additional 25% border tax on cars from Canada and Mexico has upended the US auto market, creating significant supply constraints and pricing uncertainties
Tuesday 15 April 2025
The Great Tech Reset 10: China's innovation edge—where business models outrun the tech
Electric vehicles are naturally ideal platforms for testing AI technologies. At the same time, the robotics industry is moving beyond 2D control systems into 3D, 4D, and more complex dimensions. The real shift, however, lies in business model innovation, not just technical advancement. Lei Zhang, founder of Hillhouse Investment, highlights this evolution, calling China "not only a leader in technological innovation, but a global powerhouse in business model innovation." A new wave of Chinese entrepreneurs is capturing global attention
Tuesday 15 April 2025
Trump tariffs rattle global memory market as Micron shifts costs; Samsung and SK Hynix hold steady

Following President Donald Trump's recent announcement of a sweeping "reciprocal tariffs" policy, a new wave of economic uncertainty is rippling through the global tech supply chain. US chipmaker Micron Technology has already responded, stating it will pass the additional costs onto customers. Meanwhile, South Korean memory giants Samsung Electronics and SK Hynix are taking a more cautious approach—adopting a wait-and-see strategy while maintaining current pricing policies

Tuesday 15 April 2025
ByteDance reportedly taps suppliers for AI smart glasses in broader XR strategy
ByteDance is reportedly developing its AI-powered smart glasses and has entered talks with suppliers, marking its latest move into the competitive AI hardware market
Tuesday 15 April 2025
Tariff U-turns reshape Samsung-Apple rivalry
US President Donald Trump's rapidly changing tariff policies—particularly his proposed reciprocal tariffs—have disrupted global electronics supply chains that took decades to build, hitting Apple's Southeast Asian network. However, when Trump postponed the application of reciprocal tariffs on countries outside China, it ironically placed Apple at a disadvantage against rivals like Samsung Electronics
Tuesday 15 April 2025
Hong Kong accelerating smart city development with robotic applications
Hong Kong is demonstrating its smart city innovations at InnoEX 2025, with a strong focus on robotic applications developed by various government departments
Tuesday 15 April 2025
How Taiwanese manufacturers adapt to fickle tariff regime
The Trump administration's evolving tariff policies are causing market uncertainty. Fluctuating tariffs pose risks to economic growth and investment, fueling fears of a downturn. Despite this, industries must stay alert. Given the unpredictability of US tariff changes, businesses should continuously monitor developments and strategically plan to maintain stability
Tuesday 15 April 2025
Auto Shanghai 2025: A telling litmus test for China-West auto decoupling
Auto Shanghai 2025, running from April 23 to May 2, is set to become a critical arena for global automakers. Chinese brands are poised to dominate the spotlight, while European manufacturers—reeling from sluggish sales in China—see the event as a crucial opportunity to reset and reengage
Tuesday 15 April 2025
Foxconn reportedly eyes greater Noida for first northern India base amid tariff uncertaintiy
Rumors from India indicate Foxconn is exploring setting up manufacturing facilities in Greater Noida, which would likely become the company's first production base in northern India, as the global electronics manufacturing ecosystem faces uncertainties due to US tariff policies
Tuesday 15 April 2025
China, Vietnam sign 45 deals as Xi seeks closer regional ties
China and Vietnam signed dozens of cooperation agreements during a state visit by Chinese President Xi Jinping, as he aimed to strengthen ties in Southeast Asia on his first overseas trip of the year
Tuesday 15 April 2025
Chinese IC vendors cease quotes, shift to domestic alternatives amid trade dispute
The escalating US-China tariff conflict, now featuring tariffs exceeding 100%, is significantly impacting global tech supply chains, particularly in the semiconductor sector. This has disrupted chip procurement and pricing, especially in China's key electronics hub, Huaqiangbei, Shenzhen
Tuesday 15 April 2025
China's overcapacity and US tariff pressures threaten Taiwan's economic stability
Taiwan, heavily reliant on exports to China and the US, faces mounting challenges as both markets grapple with economic turbulence. In China, challenges in the real estate sector have resulted in significant overcapacity and weakened consumer confidence, consequently dampening demand. Across the Pacific, the US has introduced volatile tariff policies that complicate corporate planning, raising the stakes for investment and production cost decisions
Tuesday 15 April 2025
CATL reports 33% jump in net income even as battery prices fall
Chinese battery-making giant Contemporary Amperex Technology Co. Ltd. reported a 33% jump in first-quarter earnings, defying a slowdown in demand for electric vehicles and a drop in the prices of the cells that power them
Tuesday 15 April 2025
South Korean telcos race to adopt Nvidia's Blackwell GPUs in AI infrastructure push
South Korea's top telecom carriers, KT Corp. and SK Telecom (SKT), are accelerating their AI infrastructure investments by adopting Nvidia's latest Blackwell GPUs across their GPU-as-a-Service (GPUaaS) platforms and data centers—deepening the race to lead in AI transformation (AX)
Tuesday 15 April 2025
Acer to launch three smartphones in India on April 15, eyes bigger share through local partnership
According to GSMArena, Acer is set to reassert its presence in India's smartphone market, launching three new handsets on April 15. The company has teased one of the upcoming models, which will feature a 64MP Sony sensor, along with an ultrawide lens and a macro camera—signaling a focus on photography, particularly in low-light conditions
Veeam 6/3 Platform Webinar
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES