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Thursday 17 July 2025
US pressures Taiwan drone suppliers to relocate production as security rules tighten
The US is intensifying efforts to reshape the unmanned aerial systems (UAS) landscape, tightening oversight of the drone supply chain in a bid to reclaim technological leadership...
Thursday 17 July 2025
India's GIFT City attracts Taiwanese chipmaker, banks as financial hub grows
India's ambitious financial center in Gujarat state is rapidly attracting global institutions, with two major Taiwanese banks pledging to establish operations as the facility positions...
Thursday 17 July 2025
Wistron pours US$45 million into California plant expansion, eyes closer ties with Nvidia
Wistron is ramping up its artificial intelligence efforts in the US, announcing a US$45 million investment to expand production at its California facility. The company's board approved...
Thursday 17 July 2025
Can GlobalFoundries' MIPS move chip away at Arm's edge AI dominance?
While Intel's new CEO Lip-Bu Tan is still pondering how to find a path forward for its foundry business, US-based semiconductor foundry giant GlobalFoundries (GF) recently announced...
Wednesday 16 July 2025
As Huawei Ascend courts the Middle East and Southeast Asia, Washington raises red flags
In early July, the US Department of Commerce issued a stark warning: using Huawei's Ascend AI chips "anywhere in the world" could be considered a violation of US export controls....
Wednesday 16 July 2025
Trump cuts Indonesian tariff to 19% after securing billions in purchase commitments
US President Donald Trump announced a new trade agreement with Indonesia on Tuesday, establishing a 19% tariff on goods imported from the Southeast Asian nation into the United States...
Wednesday 16 July 2025
Semco targets automotive, industrial MLCCs amid AI surge
Generative artificial intelligence (AI) and autonomous driving technologies are fueling structural growth in multilayer ceramic capacitors, with AI servers and automotive electronics...
Wednesday 16 July 2025
Dixon's new deals with Chinese firms test India's evolving stance on FDI post-Galwan
India's Dixon Technologies has signed two new agreements with Chinese firms, a joint venture and an acquisition, in a move that could test the central government's evolving approach...
Wednesday 16 July 2025
WT Microelectronics and Nichidenbo enter strategic share swap to strengthen component distribution ties
Taiwan-based distributors WT Microelectronics and Nichidenbo announced a strategic cooperation through a share exchange agreement, aiming to reinforce their positions in the electronic...
Wednesday 16 July 2025
Apple turns to US rare earths in US$500M supply chain shift
Apple Inc. has struck a US$500 million deal to buy rare-earth minerals from MP Materials Corp., the US producer that just last week secured backing from the Pentagon.
Wednesday 16 July 2025
Notebook production holds steady in Southeast Asia as players have no intention of moving to US
The progress of production relocation in the notebook supply chain is holding strong despite the Trump administration's reciprocal tariffs. Brand clients are using a wait-and-see...
Tuesday 15 July 2025
Nvidia caught between Washington's warnings and Beijing's welcome
As US-China tech tensions deepen, Nvidia CEO Jensen Huang has once again found himself at the center of a geopolitical storm — this time, not for launching a groundbreaking...
Tuesday 15 July 2025
US copper tariffs create uncertainty as India develops semiconductor supply chain
The US's recent decision to impose a 50% tariff on copper imports is expected to have minimal direct impact on India's copper exports, but it may contribute to uncertainty in India's...
Tuesday 15 July 2025
Trump takes aim at drones and solar parts, with tariffs in his sights
The US Commerce Department launched investigations into imports of drones, parts for unmanned aerial vehicles, and polysilicon, a key material for solar power, setting the stage for...
Tuesday 15 July 2025
Exclusive: Jensen Huang's third visit to China in 2025; RTX 6000D aims for two million shipments
Nvidia CEO Jensen Huang made his third visit to China in 2025, demonstrating significant sincerity to revive the Chinese market. According to supply chain sources, Nvidia has confirmed...