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Monday 28 April 2025
Tesla's cautious India move highlights geopolitical trade tensions
India has been actively seeking to attract Tesla, but the company remains cautious. Tesla CFO Vaibhav Taneja noted in a recent earnings call that while there's interest in expanding into India, the timing is still being carefully evaluated. In light of US-China tariff disputes, Tesla's potential entry into the Indian market has taken on geopolitical significance
Monday 28 April 2025
Weekly news roundup: China's chip merger, Samsung delays, CXMT's rise, and TSMC's global expansion battle
These are the top-read DIGITIMES Asia stories from the week of April 21 – April 27
Monday 28 April 2025
Johor data center index grows; AI supercomputer expected to launch in 3Q25
The Johor-Singapore Special Economic Zone (JS-SEZ), jointly established through contracts signed by Malaysia's Johor state and Singapore, has recently become a focal point for the entire Southeast Asian supply chain. This week, the JS-SEZ Business and Investment Forum was held in Johor Bahru, where stakeholders exchanged views on the future development of the economic zone
Monday 28 April 2025
Apple aims to build most iPhones for US in India by end-2026
Apple Inc. is seeking to import most of the iPhones it sells in the US from India by the end of next year, accelerating a shift beyond China to mitigate risks related to tariffs and geopolitical tensions
Monday 28 April 2025
India roundup: India sees tariff bonus thanks to Trump
As US President Donald Trump mounts tariffs against exporters, India's EMS players are benefiting due to the relatively lower duties on Indian goods
Monday 28 April 2025
Avnet highlights Johor-Singapore Special Economic Zone's potential to boost ASEAN economic ties and innovation
Tan Aik-Hoon, Avnet's South Asia & Korea President, highlighted the Johor-Singapore Special Economic Zone's potential to boost regional economic development through complementary resources and expertise. Success may prompt Singapore to replicate this model across ASEAN, strengthening economic ties and global supply chain roles. This strategy leverages Singapore's tech innovation and Johor's manufacturing capacity to attract investments and enhance regional competitiveness
Monday 28 April 2025
Taiwan's tech service providers expand across Southeast Asia as clients relocate from China
Taiwanese software and IT service providers are expanding across Southeast Asia as manufacturers relocate operations from China, creating new regional opportunities in the shifting global supply chain landscape
Sunday 27 April 2025
China reportedly plans mega-merger of chip toolmakers—from 200 players to merely 10
China is pushing forward a major consolidation plan to restructure its fragmented semiconductor equipment sector, reportedly cutting more than 200 domestic firms down to just 10 core players. The initiative aims to sharpen national competitiveness and accelerate self-sufficiency amid intensifying US sanctions under President Donald Trump
Sunday 27 April 2025
Renesas 1Q profit drops on weak auto and industrial chip demand

Renesas Electronics saw revenue and profit tumble in the first quarter of 2025, hit by ongoing softness in automotive and industrial chip demand. On a non-GAAP basis, Renesas reported consolidated revenue of JPY308.8 billion (approx. US$2.16 billion), down 12.2% from a year earlier. Operating profit declined 26.2% to JPY83.8 billion, while net income plunged 30.8% to JPY73.3 billion

Saturday 26 April 2025
Japan passes law to buy into Rapidus, boosting control over chip strategy
Japan's upper house has passed legal revisions that enable the government to acquire an equity stake in Rapidus, part of a broader push to strengthen the country's next-gen semiconductor sector. The amended Act on Facilitation of Information Processing was approved on April 25 and has now been enacted
Saturday 26 April 2025
US tariffs hit Malaysia’s solar exports
The US has imposed sweeping new tariffs on solar products from four Southeast Asian countries, raising concerns among Malaysian manufacturers over the impact on their operations and clean energy ambitions
Friday 25 April 2025
China's BOE reclaims growth edge as global display cycle flips bullish

BOE Technology staged a strong comeback in 2024 after two years of sluggish growth, with both its LCD and OLED segments driving a sharp rebound in revenue and profit. The company reported full-year revenue of CNY198.381 billion (approx. US$27.22 billion), up 13.66% year-over-year. Net profit attributable to shareholders jumped 108.97% to CNY5.323 billion, while non-recurring net profit surged 706.6% to CNY3.837 billion. Basic earnings per share came in at CNY0.14

Friday 25 April 2025
China reportedly considers exempting some US goods from 125% retaliatory tariffs
Chinese authorities are reportedly considering exempting certain US-imported products from the increased 125% retaliatory tariffs imposed on American goods. This move aims to help Chinese industries manage the significant cost pressures brought by comprehensive reciprocal tariffs
Friday 25 April 2025
China's Montage Technology storms into global DDR5 top three as AI chip demand explodes

Montage Technology reported robust first-quarter 2025 results, with revenue climbing 65.78% year-over-year to CNY1.222 billion (approx. US$167 million). Net profit attributable to shareholders jumped 135.14% to CNY525 million, marking record highs across key financial indicators

Friday 25 April 2025
China braces for economic shock as the US unleashes sweeping tariff hikes
The White House has unveiled a sweeping new round of punitive tariffs on imports from China, with rates reaching as high as 245%. While not all products will be subject to the highest rate, the majority face significant tariff hikes, signaling a sharp escalation in trade tensions that could severely curtail Chinese exports to the US
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES