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    Huawei's self-developed notebook chips and Pura 80 series challenge Apple
    6h 52min ago
    IC distributors cautiously navigate 2H25 amid tariff and currency challenges
    6h 53min ago
    Notebook demand strengthened in May but ODMs maintain 2H25 caution
    6h 53min ago
    Samsung's 12-layer HBM3E supply to Nvidia delayed to 4Q25, UBS says
    6h 53min ago
    Tariffs drove 2Q25 shifts for Taiwan panel makers
    6h 53min ago
    Commentary: Trump's trade chaos creates unexpected winners in tech supply chain
    6h 53min ago
    NEWS TAGGED EXPORTS
    Wednesday 14 May 2025
    Aluminum wheel maker SAI posts record profits despite tariff uncertainties
    Although Taiwan's complete vehicle exports to the US consist mainly of a small number of ATVs, Taiwanese automotive parts firms have still felt mounting pressure from Trump's tariff...
    Tuesday 13 May 2025
    Chinese EV supply chain's bold expansion into Thailand raises profit concerns among local industry
    China's auto industry is accelerating, driven by soaring demand for electric vehicles (EVs). New figures from the China Association of Automobile Manufacturers report a 9.8% year-over-year...
    Monday 12 May 2025
    Taiwan bolsters US ties at SelectUS summit amid Trump's trade push
    As US President Donald Trump's "Make America Great Again" campaign faces implementation hurdles, Taiwan emerged as a key player at the SelectUS Investment Summit on May 11, sending...
    Monday 12 May 2025
    US-UK auto tariff deal shifts trade dynamics
    The US has finalized a trade agreement with the UK, granting British car manufacturers a 10% tariff on up to 100,000 vehicles annually, lower than the 25% tariff applied to automotive...
    Friday 9 May 2025
    US and UK reach breakthrough trade agreement as Trump signals strategic realignment

    On May 8, US President Donald Trump and British Prime Minister Keir Starmer jointly announced the near-finalization of a long-anticipated...

    Friday 9 May 2025
    WT Microelectronics projects 2Q25 rebound on Western recovery, AI-fueled demand
    WT Microelectronics chairman Eric Cheng said the semiconductor sector is entering a broad-based recovery, supported by cleared downstream inventory, steady AI-related demand, and...
    Friday 9 May 2025
    Is the NT dollar surge the new Plaza Accord moment?
    After surging to a multi-decade high last week, the New Taiwan dollar (NT$) has reversed course, weakening 0.45% on May 6 to close at NT$30.28 against the US dollar. The currency's...
    Thursday 8 May 2025
    Can Malaysia make leap from assembly to advanced packaging leader?
    Malaysia's semiconductor industry, currently accounting for approximately 7% of global semiconductor exports with annual revenue of around RM575 billion (approx. US$130 billion),...
    Wednesday 7 May 2025
    EU eyes EUR100 billion of US goods with tariffs if talks fail
    The European Union plans to hit about EUR100 billion (approx. US$113 billion) in US goods with additional tariffs in the event ongoing trade talks fail to yield a satisfactory result...
    Wednesday 7 May 2025
    Strong NT dollar spurs capital inflows, but 'they’re just migratory birds,' says Pegatron chair
    As the New Taiwan dollar (NT$) experiences a sharp appreciation, concerns are mounting across Taiwan's export-driven industries. With tariffs already biting, industry insiders now...
    Tuesday 6 May 2025
    US tariff policy and currency appreciation cast clouds over Taiwanese exporters
    US tariff policy has raised concerns among Taiwanese exporters. The sharp appreciation of the New Taiwan dollar heightens the complexity. While the AI server supply chain remains...
    Monday 5 May 2025
    Taiwan's surging currency puts pressure on exporters' margins

    The New Taiwan dollar (NT$) surged by NT$0.953 against the US dollar (US$) on May 2—an appreciation of nearly 3% in a single day...

    Friday 2 May 2025
    Intel and AMD reap nearly 30% of revenue from China, yet US semiconductor imports are just 3%—What's behind the discrepancy?
    Washington's export controls and escalating US-China chip tensions have dominated headlines, but American semiconductor leaders continue to rely heavily on the Chinese market. In...
    Friday 2 May 2025
    Is the early pull-in effect ending? Taiwan electronics industry outlook downgraded to green light
    Supermicro announced this week a downward revision of its revenue and profit forecasts. The question remains whether this is due to disruptive innovation driven by DeepSeek or if...
    Tuesday 29 April 2025
    Trump's tariff twists: Can supply chains weather the uncertainty?
    In early April, US President Donald Trump floated the idea of reciprocal tariffs, ramping up import duties on Chinese goods to as high as 125%. Yet on April 23, he reversed course,...
    2/22 pages
    Research Report Database
    BIZ FOCUS
    Jun 9, 14:52
    Linxens teams up with Dracula Technologies to develop battery-free smart labels for next-gen sustainable IoT
    Friday 6 June 2025
    Ensuring precision: Kuehne+Nagel's certified quality logistics for the semiconductor industry
    Thursday 5 June 2025
    Darveen signs distributor agreement with IP SYSTEMES to expand market presence in France
    Thursday 5 June 2025
    BIOSTAR concludes COMPUTEX 2025 on a high note with the debut of Edge-Comp series and edge AI platforms
    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES