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Friday 11 April 2025
US tariff hike threatens SEA PCB investments, industry faces uncertainty ahead of 2025 expansion

The sudden imposition of hefty tariffs by the US has caught Taiwanese manufacturers off guard, particularly those who have recently shifted production capacity to Southeast Asia. Thailand and Vietnam have been hit with tariffs as high as 37% and 46%. With 2025 marking the peak of new PCB production capacity expansion in Thailand, this tariff news has shaken the industry

Friday 11 April 2025
Tariffs bite into US chipmakers—South Korea and Europe fill in the gaps
US President Donald Trump has reignited trade tensions with 145% tariff on Chinese imports. Beijing responded in kind, imposing an identical 84% levy on US goods. The escalating trade war is rattling the global semiconductor supply chain and intensifying uncertainty across the tech sector
Friday 11 April 2025
Nissan reportedly seeks Saudi Arabia's PIF and future collaboration with Foxconn

Nissan, long a pillar of Japan's automotive industry, is facing deepening financial troubles and is now turning to an unexpected potential lifeline: Saudi Arabia's powerful sovereign wealth fund, the Public Investment Fund (PIF)

Friday 11 April 2025
Samsung's Harman plans India divestment, eyes automotive M&As for growth
Samsung Electronics' subsidiary Harman International is reportedly planning to divest part of its operations in India while pursuing growth opportunities in the automotive electronics sector through mergers and acquisitions (M&A). The company has appointed Deutsche Bank as its financial advisor for the sale
Friday 11 April 2025
Tariff impact on iPhone's production strategy
As of April 10, the latest development shows that Trump has raised tariffs on Chinese goods to 145%, maintaining a hardline stance. For Apple's iPhone, which still relies heavily on China as its primary production base, this is undoubtedly a critical blow. Beyond tariffs, Apple's recent lag in AI technology development is making the situation even worse for its future prospects
Friday 11 April 2025
The Great Tech Reset 9: Inside the autonomous future—smart cars, drones, robots, AR gear take the lead
China's EV dominance is already global, but the next front is autonomous driving. It's no longer just about the vehicle; it's about the AI-powered stack behind it: maps, sensors, monitoring, and infrastructure. For AI, smart cars aren't just another use case—they're the ultimate proving ground
Friday 11 April 2025
Rising US-China tensions put American consumer tech brands at risk in China

The escalating US-China trade conflict is placing consumer electronics and high-tech industries at the center of geopolitical strain. As trade barriers rise and nationalism grows, American brands such as Apple and Tesla are increasingly vulnerable in the Chinese market, facing both regulatory headwinds and shifting consumer sentiment

Friday 11 April 2025
Southeast Asian manufacturing hubs get temporary reprieve as Trump targets China directly with 145% tariff
The Trump administration has fully suspended its recently announced reciprocal tariffs on Taiwan, Vietnam, and Thailand for 90 days, while simultaneously increasing tariffs on China to 145%. This suspension was implemented within 24 hours of the original tariff announcement
Friday 11 April 2025
Samsung redirects foundry talents to HBM business, stirring internal tensions

In a strategic pivot aimed at bolstering its high-bandwidth memory (HBM) operations, Samsung Electronics has begun reassigning personnel from its semiconductor division's foundry unit to its growing HBM business. The move, however, has sparked internal debate and raised concerns about the company's long-term competitiveness in the foundry sector, especially against rival TSMC

Friday 11 April 2025
Apple's China suppliers struggle as G2 trade war forces costly decoupling
As the US-China trade conflict escalates once again, both countries are imposing steep tariffs on each other, pushing global supply chains into a period of heightened uncertainty. The US continues to tighten restrictions on China's tech sector, while Beijing accelerates its "de-Americanization" campaign—aimed at reducing reliance on American technology and promoting domestic alternatives. This decoupling of two major economies is reshaping trade dynamics and putting unprecedented pressure on manufacturers embedded in cross-border supply chains
Friday 11 April 2025
Taiwan cracks down China goods falsely labeled to circumvent US tariffs
The United States has intensified efforts to prevent Chinese goods from entering the American market through third-party countries, and Taiwan is responding with decisive action
Friday 11 April 2025
Apple and TSMC face challenges ahead of 2nm chip launch
The United States' reciprocal tariffs officially took effect on April 9, 2025. However, within 24 hours, President Donald Trump announced a 90-day suspension for most trading partners, during which a reduced 10% tariff would apply. The suspension excluded China. Instead, Trump raised tariffs on Chinese imports to 145%
Friday 11 April 2025
Accton's AI boom meets tariff uncertainty
Taiwanese networking devices provider Accton Technology has reported a surge in revenue, driven by escalating demand for AI accelerators. The company's first-quarter performance reflects the burgeoning AI market's impact, though US tariffs cast a shadow over prospects
Friday 11 April 2025
Taiwan, US experts warn of shifting AI landscape among trade tensions
As global trade dynamics evolve and AI reshapes economies, former Taiwanese Minister John Deng and Intel's ex-Chief Trade Officer Jeff Rittener offered sobering insights into the semiconductor industry's future, highlighting Taiwan's strategic dilemmas and the ripple effects of US tariff policies
Friday 11 April 2025
Soitec navigates US-China semiconductor rivalry with strategic neutrality
As the US and China intensify their semiconductor sanctions, the G2 dynamic between these superpowers grows increasingly pronounced, pushing supply chains toward de-risking. This shift is reshaping the global layout of semiconductor foundries and, by extension, the strategies of upstream material suppliers. French semiconductor materials leader Soitec, renowned for its proprietary Smart Cut technology, plays a pivotal role in this evolving ecosystem. Specializing in silicon-on-insulator (SOI) wafers, Soitec commands over 70% of the global SOI market, with applications spanning 5G, AI, automotive electronics, and RF components
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES