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Tuesday 15 April 2025
Exclusive: BYD's megawatt EV charging: Speed at what cost?
BYD recently introduced a new 1,000V high-voltage and megawatt-level charging platform. The technology, unveiled in mid-March, claims to provide up to 400 kilometers of driving range with just five minutes of charging for its updated Han L and Tang L models. This breakthrough signals BYD's ambition to significantly accelerate EV charging speeds, aiming for parity with the refueling times of conventional gasoline vehicles
Tuesday 15 April 2025
Vietnam navigates US-China tariff tensions with caution
Vietnam, historically a significant beneficiary of the "China +1" strategy, finds itself between pressure from the US and political ties with China. It was the first to engage in reciprocal tariff talks with the US, but was also featured in Chinese President Xi Jinping's recent diplomatic visit. The US's planned 46% reciprocal tariff on Vietnamese exports, paused for 90 days by President Donald Trump, raises questions about Vietnam's role as a tech manufacturing hub, as noted by Rest of World
Tuesday 15 April 2025
India reportedly scrutinizes Chinese telecom gear amid security concerns
India is assessing Chinese telecom equipment within its networks amid US-China trade tensions, citing national security concerns. While 4G infrastructure utilizes Huawei and ZTE technology, India has restricted new contracts and 5G involvement, reflecting broader caution toward Chinese foreign investments
Tuesday 15 April 2025
Meiko invests US$348 million in Vietnam to support Apple's Indian production shift
According to Nikkei, Japanese electronic components manufacturer Meiko announced a JPY50 billion (US$348.82 million) investment to establish a new factory in Hoa Binh, northern Vietnam. The facility is slated to begin mass production of advanced electronic substrates for Apple's iPhone by the fiscal year 2026 (April 2026 to March 2027)
Tuesday 15 April 2025
South Korea eases work-hour limits for semiconductor sector, Samsung first to benefit
In a bid to bolster its competitiveness in advanced technologies, the South Korean government has extended the maximum approval period for longer working hours in the semiconductor industry — with Samsung Electronics becoming the first company to receive the green light under the new policy
Tuesday 15 April 2025
China says 'the sky will not fall' on trade, but risks remain
As trade frictions between China and the US escalate, with the US threatening to raise tariffs once again, the State Council of China held a press conference on April 14, 2025. The General Administration of Customs released data for the first quarter of 2025 regarding imports and exports
Monday 14 April 2025
China's GPU surge defies tariff fears, fuels semiconductor boom
As the US-China tariff saga intensifies, the Trump administration's decision to delay reciprocal tariffs by 90 days offers a fleeting reprieve for the semiconductor supply chain. Despite initial expectations that tariff-related stockpiling would boost first-quarter revenues in 2025, industry sources reveal a different driver: China's voracious appetite for GPUs, spurred by its AI supply chain, has emerged as the true engine of growth
Monday 14 April 2025
US-China tariff clash escalates; hits semiconductor sector but boosts China's domestic chipmakers

Since President Donald Trump declared April 2 as "Liberation Day" and unveiled sweeping reciprocal tariffs, the US-China trade war has sharply intensified. Trump's changing tariff policy on China has now been up to 145%. China's State Council Tariff Commission responded in kind: beginning April 12, all US-origin goods entering China would face the same 125% tariff

Monday 14 April 2025
Taiwan's machinery industry girds for tariff impact; warns of Chinese dumping and origin-washing
As Taiwan's machinery industry grapples with the US's reciprocal tariffs, it seizes the 90-day buffer period and 10% initial rate to devise countermeasures. Beyond domestic subsidies, the sector's gravest concerns lie abroad: thwarting China's potential dumping, curbing origin-washing schemes, and countering the strategies of rivals Japan and South Korea
Monday 14 April 2025
China wields diplomacy and countermeasures as shield against US tariffs
China is navigating the complexities of ongoing trade tensions with the US by employing a dual strategy of diplomatic engagement and strategic countermeasures. President Xi Jinping has taken a proactive role in fostering international trade relations, emphasizing the detrimental effects of tariff conflicts, while simultaneously addressing the practical challenges posed by US trade policies
Monday 14 April 2025
Philippine-based manufacturers gain unexpected edge amid US tariff tensions
US tariff policy uncertainties have created challenges and opportunities for international manufacturers. Companies in countries with lower reciprocal tariffs enjoy a competitive edge. Sercomm, a networking equipment manufacturer, has found its production strategy advantageous amid the tariff volatility. The company, which concentrates approximately 60% of its production in the Philippines for the North American market, benefits from the Philippines' relatively lower tariff rate of 17%, compared to the potential 46% rate for Vietnam
Monday 14 April 2025
DIGITIMES analysis: electronics tariffs driving three-pronged supply chain transformation
US Commerce Secretary Howard Lutnick indicated Sunday that recent tariff exemptions for electronics and semiconductor products are merely temporary, with comprehensive semiconductor tariffs likely arriving "within a month or two." The move aims to repatriate manufacturing of critical components to US soil
Monday 14 April 2025
MA-Tek sees revenue surge with strong Japanese and Chinese demand

Benefiting from contributions from Japanese laboratories and the return of large orders from Chinese clients, Materials Analysis Technology (MA-Tek), a major player in the semiconductor testing industry, reported a revenue of NT$444 million (approx. US$ 13milion) in March, a 9.51% increase from February and a 2.83% rise compared to the same period in 2024

Monday 14 April 2025
China responds to US tariff exemptions, calls them 'small step'
Amid persistent US-China trade tensions, China's Ministry of Commerce responded to a recent US tariff exemption announcement with skepticism, calling it a "limited correction rather than a meaningful policy shift"
Monday 14 April 2025
Tariff maze deepens: US duties on Chinese goods up to 245% amid policy whiplash
Since April, the Trump administration's tariff policies have undergone frequent changes, creating confusion for businesses and traders struggling to adapt. Although the White House announced on April 11 that smartphones, PCs, and other products would be temporarily exempt from reciprocal tariffs—offering tech giants like Apple some breathing room—Chinese exports to the US still face tariffs ranging from 20% to as high as 245%
Veeam 6/3 Platform Webinar
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES