As the trade friction and technology war between China and the US continue to intensify, on April 5, 2025, China announced an antitrust investigation into American chemical giant...
Nvidia's H20 chip—originally designed for the Chinese market to comply with US export rules—has unexpectedly surged in demand. A spike in AI infrastructure projects, spearheaded...
China's incentive program to boost consumption has triggered TV replacement demand starting in the second half of 2024. Although overall demand has slowed recently, the ultra large...
Taiwan's domestic car market entered 2025 with cautious optimism, but early indicators reveal a challenging landscape. Despite aggressive promotional efforts and a flurry of new model...
Taiwan's drone industry, acknowledging limited domestic opportunities, is increasingly focusing on international markets by promoting non-Chinese supply chains. Industry leaders expect...
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...
The Sino-US trade war has accelerated global competition in compound semiconductors, with Chinese manufacturers now aggressively targeting price reductions in silicon carbide (SiC)...
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...
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...
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...
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,...
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...
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...
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...
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...
