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Friday 8 August 2025
The Silicon Stranglehold: Taiwan tech exporters face Washington's tariff siege
On August 7, 2025, Washington dropped the hammer. A fresh wave of "reciprocal tariffs" crashed into Taiwanese imports, sending shockwaves through an already jittery tech ecosystem...
Friday 8 August 2025
Imported chips to face 100% tariff under Trump plan; Apple, Nvidia to be exempt

President Donald Trump, in a sweeping move with significant implications for the global tech industry, announced on Tuesday a 100% tariff...

Friday 8 August 2025
GlobalWafers and Apple form new partnership
Under the Trump administration's ambition to restore US leadership in semiconductor manufacturing, GlobalWafers America (GWA) announced its partnership with Apple on August 7, 2025...
Thursday 7 August 2025
Samsung Display wins first MacBook order, BOE eyes iPads
As Samsung Display (SDC) secures its first-ever OLED panel order for Apple's MacBook, Chinese panel maker Beijing Oriental Electronics (BOE) is positioning itself to target any supply...
Thursday 7 August 2025
Analysis: TSMC gains breathing room as US chip tariff exempts domestic production
US President Donald Trump and Apple CEO Tim Cook held a press conference to announce upcoming semiconductor tariffs and Apple's new US$100 billion investment in the US, increasing...
Thursday 7 August 2025
Apple taps Samsung's Austin fab for next-gen chip tech, possibly for CIS
Apple announced a collaboration with Samsung's Austin-based wafer foundry to develop a new chip technology, though Samsung declined to comment.
Thursday 7 August 2025
Apple pledges US$100B to expand US silicon ecosystem as Trump announces 100% tariff on chip imports
Apple has pledged an additional US$100 billion to bolster US chip manufacturing, rare earth supply, and its domestic supply chain, as former President Trump announced a 100% tariff...
Wednesday 6 August 2025
Samsung-Tesla deal marks new chapter in mission to challenge TSMC's dominance
Success in the foundry business lies in strong alliances with core clients. With Samsung Electronics winning a massive deal with Tesla, it has not only gained a lifeline to challenge...
Tuesday 5 August 2025
China's EMS strategy goes on offense under 15th Five-Year Plan
China's electronics manufacturing sector has surged over the past decade, driven by the Made in China 2025 (MIC2025) initiative and strong demand from global brands like Apple and...
Tuesday 5 August 2025
AI servers reorder EMS power rankings as Apple reliance falters
In the first half of 2025, the global top 20 EMS/ODM rankings showed a decisive shift, with companies linked to AI server assembly climbing the ranks, while those reliant on consumer...