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Wednesday 7 May 2025
US manufacturing renaissance spurs China's strategic semiconductor expansion
China's foundry industry has seen explosive growth in mature semiconductor manufacturing over the past five years—a trend reflected in ASML's financial disclosures, where Chinese...
Wednesday 7 May 2025
Wistron pours another US$1.2 billion into US, Mexico to scale AI server manufacturing
Wistron Corporation is ramping up its US manufacturing expansion. On May 6, its board approved the acquisition of land and facilities at the Westport site in Dallas, adding to an...
Wednesday 7 May 2025
MicroLED's Bright Future: PlayNitride CEO on geopolitical challenges, AI glasses surge, and SiPh opportunities
Micro LED technology is gaining momentum as the next big leap in display innovation. Driven by the global AI surge, China's intensifying "hundred-glasses war" in smart eyewear has...
Wednesday 7 May 2025
Dollar dilemma: Asian currencies soar as Trump policy splits markets
A widening currency war is emerging as Asian currencies surge and the US juggles conflicting dollar policies. Washington's push for manufacturing reshoring clashes with its defense...
Wednesday 7 May 2025
Taiwan ceiling fan manufacturer pivots to drone market amid tariff advantage
Taiwanese ceiling fan manufacturer Champ-ray Industrial reported strong competitive positioning despite recent tariff disruptions affecting the industry, citing higher tariff pressures...
Wednesday 7 May 2025
Taiwan chip maker cautious on global trade outlook
Taiwan-based power management IC maker GMT's chairman cites market uncertainty due to Trump administration's proposed tariff policies, with second-quarter orders remaining flat amid...
Wednesday 7 May 2025
Taiwan dollar surge sparks fresh calls for AI-led industrial upgrade
A sharp appreciation of the New Taiwan dollar has reignited debate over Taiwan's next economic transformation. Paul Peng, chairman of the Taipei Computer Association (TCA), recalled...
Wednesday 7 May 2025
Samsung Vietnam factory hits 900 million smartphone milestone amid tariff headwinds
Samsung Electronics Bac Ninh factory in Vietnam has reached a milestone of producing 900 million smartphones over 17 years since production began in 2009.
Wednesday 7 May 2025
US, China to hold first formal trade talks in Geneva with tariff clashes still ongoing
China's Ministry of Foreign Affairs announced on May 7 that Vice Premier He Lifeng, the nation's top economic policymaker, will visit Switzerland from May 9 to 12. During his stay,...
Wednesday 7 May 2025
Pegatron ramps up 5G O-Ran strategy in SEA to navigate market shifts and expand telecom infrastructure
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...
Wednesday 7 May 2025
China's Pony AI is Uber's latest robotaxi partner in Middle East
Robotaxi company Pony AI will partner with ride-hailing giant Uber Technologies Inc. to launch in the Middle East this year, as the auto industry's push into autonomous driving gathers...
Wednesday 7 May 2025
Hopper-to-Blackwell shift dents Supermicro's Q3, but recovery seen ahead
On May 6, Supermicro reported fiscal third quarter 2025 net revenue of US$4.6 billion, falling short of its initial forecast as customers paused purchases to evaluate the upcoming...
Wednesday 7 May 2025
Marvell delays roadmap reveal as macro clouds first-quarter outlook
According to Reuters and , On May 6, 2025, Marvell Technology announced the postponement of its planned Investor...
Wednesday 7 May 2025
Supermicro sees softer FY25 as customers defer AI infrastructure rollouts
Supermicro announced its fiscal third quarter results for the period ended March 31, 2025, reflecting challenges from customer delays in AI infrastructure deployments. The company...
Wednesday 7 May 2025
Export controls take US$1.5B toll, but AMD bets big on AI accelerator boom
On May 6, Advanced Micro Devices (AMD) reported robust first-quarter results for 2025 despite looming challenges from new US export controls on shipments to China and evolving AI...