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Friday 25 April 2025
Router maker TP-Link faces US criminal antitrust investigation
The US is conducting a criminal antitrust investigation into pricing strategies by TP-Link Systems Inc., a California-based router maker with links to China whose equipment now dominates...
Friday 25 April 2025
Why Trump's tariffs are helping China adapt instead of hurting it
US President Donald Trump's "reciprocal tariffs" have sent shockwaves through global markets, yet may be yielding unintended consequences. His strategy, championed in his bestselling...
Friday 25 April 2025
Huawei challenges Nvidia with Ascend 910C as Japan powers up for tech dominance
Huawei is rapidly rolling out a new generation of semiconductor products tailored for artificial intelligence (AI), signaling a bold push to fill the void left by tightening US export...
Thursday 24 April 2025
Trump reciprocal tariff impact on server ODMs

Introduction

Thursday 24 April 2025
Cloud market braces for key Amazon earnings update amid lease cuts, supply snags, and tariff tensions
Amazon and Microsoft have reportedly paused selected external data center lease agreements, impacting third-party colocation centers but not their self-built facilities. The move...
Thursday 24 April 2025
More smart glasses to be introduced in 2H25, with ecosystem taking shape
With Meta's smart glasses wowing the market with their attractive features and significant sales, other brand vendors and Taiwanese ODMs are stepping up development for the AI/VR...
Thursday 24 April 2025
Unpredictable US policy fuels PC makers' continued departure from China

Despite recent conciliatory signals from the US government towards China, PC brand manufacturers already in the process of diversifying their...

Thursday 24 April 2025
Electronics suppliers split on demand as US-China tensions escalate

As the US ramps up tariffs on Chinese imports, electronics component makers are responding differently depending on their market segments...

Thursday 24 April 2025
Samsung leads global gaming monitor market for six consecutive years, tops OLED monitor segment for the second time
In the global gaming monitor market, Samsung Electronics has maintained its position as the market leader for six consecutive years. Additionally, in the rapidly growing OLED monitor...
Thursday 24 April 2025
Rapid rise of Chinese cars accelerates access to European and Japanese automakers for Taiwan's E-Lead
Chinese cars have established a significant presence in Southeast Asia and started to make inroads into Europe, thanks to their attractive price-performance ratios and smart cockpit...
Thursday 24 April 2025
Intel's Lip-Bu Tan bets on AI with ruthless restructuring: return to engineering prowess
Intel Corporation, led by newly appointed CEO Lip-Bu Tan, has initiated a major organizational restructuring to regain its competitive edge in the semiconductor industry. Since assuming...
Thursday 24 April 2025
Tesla eyes India entry but timeline remains unclear amid tariff hurdles and policy talks
Tesla is actively exploring entering the burgeoning Indian automotive market, but significant hurdles remain, primarily due to the country's steep tariff structure. During a recent...
Thursday 24 April 2025
UMC expects rebounds in 2Q25, denies merger rumors with GlobalFoundries
United Microelectronics Corp. (UMC) reported a consolidated revenue of NT$57.86 billion (approx. US$1.78 billion) for the first quarter, down 4.2% sequentially but up 5.9% year-over-year...
Thursday 24 April 2025
SK hynix announces 1Q25 financial results
SK hynix (or "the company") announced today that it recorded KRW17.6391 trillion in revenues, KRW7.4405 trillion in operating profit (with an operating margin of 42%), and KRW8.1082...
Thursday 24 April 2025
BYD to disrupt Japan's mini EV market with 2026 launch
Chinese EV maker BYD plans to enter Japan's insular kei (mini) car market by developing a vehicle specifically designed to meet the country's unique light vehicle standards, with...