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Thursday 7 August 2025
Fujifilm posts record earnings on chip material sales, considers backing Rapidus
Fujifilm Holdings posted an operating profit of JPY75.2 billion (approx. US$510 million) for the April–June 2025 quarter, a 21% year-over-year increase and the second straight...
Thursday 7 August 2025
Beyond commodities: aerospace charts a new course for Taiwan's manufacturing sector
As price-cutting pressures weigh heavily on the consumer electronics supply chain, some Taiwanese manufacturers are finding a lifeline in the high-barrier world of aerospace and defense...
Thursday 7 August 2025
Nintendo sales drive Weblink International's July revenue to record high
Consumer electronics distributor Weblink International reported record monthly revenue of NT$3.56 billion (US$119 million) in July 2025, marking a 65.5% year-over-year increase. The...
Wednesday 6 August 2025
LG Electronics reportedly revives India IPO plan with scaled-down valuation amid market uncertainty
LG Electronics is reportedly preparing to revive the initial public offering (IPO) of its Indian subsidiary, months after shelving the plan due to market volatility. According to...
Wednesday 6 August 2025
Beijing's device upgrade drive revives chip cycle hopes
China's National Development and Reform Commission (NDRC) will release the fourth round of its consumer goods trade-in subsidy in October, allocating CNY68 billion (US$9.45 billion)...
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...
Tuesday 5 August 2025
Taiwan's industrial concentration surges under strong global demand for ICT products
Taiwan's exports of information and communication technology (ICT) and audiovisual products surpassed US$100 billion in the first half of 2025, overtaking electronic components as...
Tuesday 5 August 2025
Foxconn skips server wars, targets AI data centers with Teco
As product iteration cycles come increasingly under client control and the manufacturing technology gap narrows, competition among electronics manufacturers, including Foxconn, has...
Tuesday 5 August 2025
Taiwan faces Section 232 chip tariff crunch
The US has officially announced its latest tariff results, reducing Taiwan's reciprocal tariffs from 32% to 20%. The Executive Yuan promptly responded, stating that the US set a provisional...
Tuesday 5 August 2025
Trump tariffs drive shift in Taiwan's PCB strategy as exports from China to US jump
US President Donald Trump's tariff policies have significantly disrupted global supply chain strategies, prompting shifts across Asia's electronics manufacturing landscape. A DIGITIMES...
Monday 4 August 2025
Kaynes Circuits reportedly to invest US$570M in Tamil Nadu's first large-scale PCB facility
The Economic Times, citing unnamed sources, reported that Kaynes Circuits India is set to invest INR49.95 billion (approx. US$570 million) to establish an advanced electronics...
Monday 4 August 2025
With tariffs easing, PCB firms boost footprint in emerging ASEAN manufacturing hubs
The US has lowered tariffs on imports from several Southeast Asian nations. These measures provide a temporary boost to Taiwanese printed circuit board (PCB) manufacturers, enabling...
Monday 4 August 2025
TSMC worries less about tariffs, more about who's still buying
Taiwan had aimed to match Japan and South Korea with a 15% reciprocal tariff rate. However, as of August 1, 2025, the US imposed a 20% tariff instead, with the initial impact falling...
Monday 4 August 2025
Assessing the 20% reciprocal tariffs on Taiwan's electronics industry
Taiwan's reciprocal tariff rate has been announced, reaching 20%. This is higher than Japan and South Korea, which leaves room for questions about whether this will affect the competitiveness...