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Thursday 8 May 2025
Malaysia's semiconductor strategy advances as AT&S high-volume plant delivers AMD AI chip substrates
Austria's AT&S has begun high-volume manufacturing at its new facility in Kulim Hi-Tech Park, marking a significant milestone in Malaysia's ambition to climb the semiconductor...
Thursday 8 May 2025
Flex exceeds Q1 expectations but faces challenges ahead
Global manufacturing solutions provider Flex reported strong financial results for the first quarter of 2025, surpassing Wall Street expectations. The company recorded a 3.7% increase...
Thursday 8 May 2025
Solar industry reveals ultimate impact of US tariff tsunami
The US recently imposed final anti-dumping duties on solar cell and module manufacturers from four Southeast Asian countries—Malaysia, Vietnam, Thailand, and Cambodia—with...
Wednesday 7 May 2025
Why Apple’s road to ‘Made in India’ is longer than it looks
Despite surpassing analysts' forecasts for both revenue and profit in its fiscal second quarter, Apple CEO Tim Cook expressed caution about the months ahead, citing growing uncertainty...
Wednesday 7 May 2025
Mitsubishi taps Foxconn-Yulon JV for EVs aimed at Oceania, production set for 2026
Mitsubishi Motors said on May 7 that it signed a memorandum of understanding (MOU) with Foxtron Vehicle Technologies—a joint venture between Foxconn and Yulon Motor—to...
Wednesday 7 May 2025
GlobalWafers' proactive expansion with two US plants reduces tariff risks
Driven by capacity expansion and valuation changes of its Siltronic AG shares, GlobalWafers (GW) reported a net profit after tax of NT$1.46 billion (approx. US$48.3 million) in the...
Wednesday 7 May 2025
Jinpao sees continued revenue growth in April, exchange rate fluctuations to have little impact
Jinpao Precision Industry has reported NT$255 million (US$8.4 million) in consolidated revenue for April 2025. Although this represents a slight drop from the record monthly high...
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
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
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
Apple's earnings reveal underlying concerns, dampens confidence in PCB supply chain
Apple reported quarterly earnings that exceeded market forecasts, demonstrating strong performance in both revenue and profit. This development has brought a sense of optimism to...
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
Apple confronts a multifaceted crisis as Tim Cook strives for solutions
Amid the escalating tariff war, Apple has been cast as its most prominent casualty. Yet, a closer examination of the company's recent financial disclosures reveals a performance that...
Tuesday 6 May 2025
US tariff escalation reshapes global server supply chains
In April 2025, the US dramatically escalated its trade war with China, slapping tariffs of up to 145% on select high-tech imports. While it's still unclear whether servers are directly...