In response to the initial US-China trade war, Pegatron Corporation began expanding into Indonesia in 2019, setting up operations in Batam. Finding existing capacity inadequate, they...
Uncertainty surrounding US President Donald Trump's tariff policy has rattled global supply chains and triggered downward revisions in growth forecasts for consumer electronics and...
Compared to TVs, IT panels are more affected by tariffs. As a result, during the tariff exemption period, LCD monitor brands have continued strong inventory buildup and accepted slight...
Primax Electronics Ltd. delivered strong first quarter 2025 results, driven by early PC order pull-ins and rising shipments of AIoT and professional acoustic products. Despite the...
The artificial intelligence (AI) boom is fueling a significant increase in global energy demand, with data center electricity consumption expected to double by 2030, according to...
China's electric vehicle (EV) giant BYD held a groundbreaking ceremony on April 28 for its new factory in Cambodia, with plans to begin production in late 2025 at an annual capacity...
Microsoft's fiscal year 2025 third-quarter earnings call revealed a company operating at full throttle in the age of AI, driven by skyrocketing demand for AI infrastructure and cloud...
The global memory market is recovering from a downturn, with memory poised to become a key pillar of AI computing. However, Etron Technology Chairman Nicky Lu warned that Chinese...
TSMC's advanced packaging capacity for artificial intelligence (AI) chips remains within forecast ranges for 2025, contrary to recent market speculation about order reductions from...
Taiwan's electronics manufacturing services (EMS) providers are accelerating their North American production plans in response to tariff threats, but component shortages and capacity...
Taiwan's electronics manufacturing services (EMS) providers are accelerating their North American production plans in response to tariff threats, but component shortages and capacity...
Flex has ramped up its US manufacturing capacity to address the escalating demand for data center power solutions, driven by the AI boom. The company announced a significant expansion...
Despite recent reports suggesting a slowdown in US data center expansion, Alphabet, Google's parent company, has reaffirmed the strength of its cloud business. The company emphasized...
Applied Materials, Lam Research, and KLA each generated 31.3%, 31%, and 36% of their revenue from China in 2024, according to recent filings. As mature-node wafer fab capacity expands,...
