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Monday 7 April 2025
Taiwan drone makers target global expansion amid supply chain shift
Taiwan's drone industry, acknowledging limited domestic opportunities, is increasingly focusing on international markets by promoting non-Chinese supply chains. Industry leaders expect...
Monday 7 April 2025
Musk breaks with Trump amid market plunge, economists scrutinize 'reciprocal tariffs' formula
In the global market turmoil, economists, analysts, and even figures from within Donald Trump's camp, including Elon Musk, have openly criticized the US president's new "reciprocal...
Monday 7 April 2025
China's aggressive SiC price war set to halve cost by 2025
The Sino-US trade war has accelerated global competition in compound semiconductors, with Chinese manufacturers now aggressively targeting price reductions in silicon carbide (SiC)...
Monday 7 April 2025
Supply chain forced to reinvent survival playbooks as US-China tariff war redefines industry rules
On April 3, 2025, the United States announced a 34% "reciprocal tariff" on Chinese goods. The next day, China retaliated with a 34% punitive tariff, marking the most significant escalation...
Monday 7 April 2025
Powerlogic expands in Thailand with new subsidiary as Trump slaps 36% tariffs
Powerlogic is strategically diversifying its operations by establishing a new subsidiary in Thailand that focuses on the burgeoning automotive and new application fan sectors. The...
Monday 7 April 2025
GMI projects strong AI growth under uncertain global economic changes, expands automotive market
IC distributor GMI Technology (GMI) has stated that the first half of 2025 will be shaped by ongoing global political and economic changes, as well as the impact of tariff policies...
Monday 7 April 2025
PVI expands production capacity, expects 40% revenue growth in 2025
As a leader in advanced processes and the CoWoS and SoIC advanced packaging supply chain, Praise Victor Industrial (PVI) is benefited from the ongoing semiconductor expansion wave,...
Monday 7 April 2025
RTX 50 laptops arrive, but will they jolt flatlining PC market?
Nvidia's long-awaited RTX 50 series gaming laptops have finally hit the market, stirring modest activity in an otherwise stagnant notebook supply chain. However, with early models...
Monday 7 April 2025
The Great Tech Reset 6: China's balance of nationalism and economics
Over the past fifty years, China has driven its national progress through two key forces: economic growth and nationalism. Its rapid economic expansion has not only reshaped Chinese...
Saturday 5 April 2025
Microsoft's AI outlook faces noise: An isolated case or a market reflection?
Microsoft has experienced significant momentum in the past two years due to GenAI, but recent signals indicate a shift towards cautiousness. Despite previously emphasizing urgent...
Saturday 5 April 2025
Apple's China pivot threatens LG's display and camera stronghold
As Apple accelerates efforts to diversify its iPhone component supply chain, LG Group's component subsidiaries are monitoring market developments closely. While LG Display (LGD) and...
Saturday 5 April 2025
Outmaneuvering Huawei and Tesla: How Momenta quietly claimed China's auto-driving crown
As Tesla and Huawei continue to dominate headlines in China's autonomous driving race, another player is quietly reshaping the landscape. Founded in 2016, Momenta has captured more...
Friday 4 April 2025
Uncertainty in BBU and EDLC design may delay GB300 launch
Nvidia's high-end AI server, the GB300, made its official debut along with its peripheral components at Nvidia GTC 2025, with release expected in the third quarter. Market rumors...
Thursday 3 April 2025
US imposes 10% blanket tariff starting April 5; Taiwan, Asia exporters face country-specific rates up to 49%
The White House has announced a significant shift in US trade policy, asserting that access to the American market is "a privilege, not a right." The Trump administration emphasized...
Thursday 3 April 2025
Taiwanese chip manufacturers are optimistic about the telecom market recovery with Wi-Fi 7 adoption in 2025
The demand for telecom chips is one of the relatively stable applications driving recovery momentum in 2025. So far, Taiwanese chip manufacturers maintain a positive outlook for the...