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Tuesday 22 April 2025
Tariff pressure triggers Chinese companies' southbound shift — Lenovo, Haier expand India manufacturing
With US-China trade tensions escalating, the Trump administration has hiked tariffs on Chinese imports to as high as 245%, sharply increasing pressure on Chinese exporters. In contrast,...
Tuesday 22 April 2025
IBM CEO sounds alarm on chip supply risk; backs Rapidus as strategic counterweight
As the semiconductor industry shifts toward geographic diversification and manufacturing resilience, IBM CEO Arvind Krishna says Japan-based Rapidus is emerging as a critical player—not...
Monday 21 April 2025
BenQ Materials says tariff impact manageable
Taiwan-based polarizer maker BenQ Materials, which has diversified into the healthcare and semiconductor markets, has not seen much impact so far from the US tariff war as only a...
Monday 21 April 2025
US$37 billion on the line: Samsung's delayed Taylor fab nears critical juncture
Samsung Electronics is moving forward with plans to launch operations at its advanced semiconductor fab in Taylor, Texas, by late 2026, after multiple delays stemming from both internal...
Monday 21 April 2025
AI gold rush or policy trap? Taiwan IC firms weigh Nvidia's US lure
Taiwanese IC packaging and testing firms express a mix of opportunity and caution as Nvidia's US$500B AI push unfolds. While Nvidia's US-centric AI supply chain creates demand for...
Monday 21 April 2025
Samsung lifts HBM yield as US tariffs loom over China-made chips
South Korean media have reported that Samsung Electronics has made notable progress in developing next-generation high-bandwidth memory (HBM). According to Chosun Biz, the...
Monday 21 April 2025
Gotion's US ambitions falter with the political pushback and industry headwinds

Gotion High-Tech, one of China's leading lithium battery manufacturers, has suspended operations at its Michigan factory, marking the...

Monday 21 April 2025
Musk's Optimus robot faces supply chain hurdles amid US-China dispute
Intensifying US-China trade tariffs could hamper emerging humanoid robot industries that rely on China's efficient supply chain, according to analysts. Tesla's plan to mass-produce...
Monday 21 April 2025
Honda accelerates electric two-wheeler push in India with new factory, global export plans
Japanese automaker Honda Motor is ramping up its efforts in India's two-wheeler market, announcing the construction of a new electric scooter manufacturing facility in Bangalore....
Monday 21 April 2025
Automation reimagined: Industry shifts from full autonomy to AI-augmented smart factories
Despite the disruptions caused by US tariffs, industry leaders say their long-term manufacturing strategies remain unchanged. Instead, the changing trade environment has reinforced...
Monday 21 April 2025
India roundup: Foxconn reportedly eyes first northern Indian plant as tariff shifts impact iPhone costs
Foxconn may build its first northern India plant in Greater Noida as tariff shifts make India-made iPhones cheaper than China-made ones in the US market.
Saturday 19 April 2025
The hidden cost of tariffs: AI dreams and export flows at risk
Taiwanese industries are increasingly feeling the effects of US tariff policies, primarily aimed at China, as disruptions spread across manufacturing exports, customs processes, and...
Friday 18 April 2025
US manufacturing development vs. China's brand growth: Is Trump 2.0 clever strategy or miscalculation?
The implementation of US President Donald Trump's "reciprocal tariffs" was temporarily halted before it officially took effect, granting countries a 90-day negotiation buffer. As...
Friday 18 April 2025
Can tariffs achieve the MAGA dream?
The past week has seen a series of twists and turns in US reciprocal tariff rates, with the latest announcement on the US Customs and Border Protection's Cargo Systems Messaging Service...
Friday 18 April 2025
Taiwan's display makers reject US production shift
As US President Donald Trump escalates tariff tensions, Taiwan's top two display makers—AUO and Innolux—are drawing a line: relocating production to the US is not an op...