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Monday 25 August 2025
South Korea's AI fix to its tariff disrupted ASEAN playbook
The US tariff policies have disrupted global supply chains, hitting South Korea not only by imposing a 15% reciprocal tariff but also by impacting the ASEAN countries where South...
Monday 25 August 2025
India roundup: iPhone production begins in India
Apple is rumored to begin iPhone 17 production in India; meanwhile, Dixon and Tata are stepping up their display and semiconductor ventures.
Friday 22 August 2025
India sees 30% tariffs fuel rise in smartphone exports to US in 1H25
India has overtaken China as the top smartphone exporter to the US, marking a major shift in global supply chains. According to Counterpoint Research and Canalys, Apple-led shipments...
Wednesday 20 August 2025
China signals openness to India's rare earth request amid tensions with US
Chinese Foreign Minister Yi Wang's recent visit to India marks a possible easing in China-India relations, with China reportedly agreeing to address India's requests for rare earths,...
Tuesday 19 August 2025
From bicycles to graphics cards: Taiwan's export shift to the Netherlands
Trade between Taiwan and the Netherlands has evolved over the years. According to statistics from the Ministry of Finance (MOF), while Taiwan imports advanced lithography equipment...
Tuesday 19 August 2025
Taiwan unveils new support measures to shield industries from US tariff impact
The 20% reciprocal tariff imposed by the United States on exports from Taiwan officially took effect on August 7, 2025, covering most traditional industries. The impact varies across...
Monday 18 August 2025
AMD CEO calls export controls noise, reveals counter-strategy
Recently, there has been widespread discussion about US President Donald Trump imposing "export taxes" on American AI chipmakers such as Nvidia and AMD for products exported to China...
Monday 18 August 2025
Foxconn reportedly begins small-scale iPhone 17 production in India despite US tariff headwinds
Despite fresh concerns over US President Donald Trump's decision to impose a punitive 50% tariff on Indian exports, global electronics manufacturers are pressing ahead with expansion...
Sunday 17 August 2025
Indonesia shifts lithium imports to Australia, expands EV battery partnerships with China
Indonesia is increasing lithium imports from Australia to boost its electric vehicle (EV) battery supply and advance its EV development goals. The government is also encouraging industry...
Friday 15 August 2025
China pushes back against Nvidia H20 chip exports amid US trade tensions
Chinese authorities have recently voiced concerns about the reauthorization of shipments for Nvidia Corporation's H20 AI chips, highlighting fears that these chips could be remotely...
Wednesday 13 August 2025
Samsung, SK Hynix eye HBM boost as Nvidia gets China AI chip approval, 15% tariff threatens margins
Samsung Electronics and SK Hynix are poised to benefit from Washington's reported decision to allow Nvidia to resume exports of its lower-tier H20 artificial intelligence chips to...
Wednesday 13 August 2025
Tariff cut eases tensions for Korean auto exports, but risks remain
In a significant outcome of the ongoing US-South Korea trade deal, tariffs on automobiles and auto parts have been reduced from 25% to 15% as of April 2025. The two nations also agreed...
Tuesday 12 August 2025
H20 chip export resumes with 15% revenue remittance condition; industry fears ban is imminent
Despite positive news that Nvidia and AMD's H20 and MI308 chips have received official approval from the US government to resume exports to China, this permission comes with an unprecedented...
Monday 11 August 2025
China's EV strategy: build local, sell smart, win global

As Western automakers wrestle with supply chain bottlenecks and regulatory shifts, China's electric vehicle (EV) manufacturers are rapidly...

Monday 11 August 2025
India roundup: US doubles down tariffs on India

The US imposition of a 50% tariff on India puts the country in a difficult position, caught between...