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Friday 2 May 2025
US targets Chinese shipbuilding, port equipment in new tariff offensive

After pressuring the UK to ban Huawei's 5G gear on national security grounds, the Trump administration is widening its trade assault...

Friday 2 May 2025
Apple says it's TSMC Arizona's largest customer, braces for US$900M tariff impact
In the face of geopolitical turbulence, rising tariffs, and a radically shifting technology landscape, Apple has delivered a quarterly performance that was both steady and strategic...
Friday 2 May 2025
Apple posts strong earnings, but China and regulation weigh

Apple's fiscal second-quarter results, reported on May 2, presented a mixed picture: strong global sales growth and expanding services...

Wednesday 30 April 2025
Smartphone strength cushions Samsung's 1Q25 chip slump
Samsung Electronics reported its financial results for the first quarter of 2025, revealing revenue of KRW79.1 trillion (US$55.4 billion) and an operating profit of KRW6.7 trillion...
Tuesday 29 April 2025
iPhone 17 stocking begins: 10% YoY shipment decline estimated
The Trump administration's aggressive and unpredictable tariff policies have cast a shadow over economic development. Apple's supply chain revealed that the company recently completed...
Monday 28 April 2025
Apple aims to build most iPhones for US in India by end-2026
Apple Inc. is seeking to import most of the iPhones it sells in the US from India by the end of next year, accelerating a shift beyond China to mitigate risks related to tariffs and...
Monday 28 April 2025
India roundup: India sees tariff bonus thanks to Trump
As US President Donald Trump mounts tariffs against exporters, India's EMS players are benefiting due to the relatively lower duties on Indian goods.
Friday 25 April 2025
Navigating ambiguity: industry adopts wait-and-see approach on US policies

As the US continues to recalibrate its trade policy toward China, Taiwanese technology suppliers find themselves caught in a state of...

Thursday 24 April 2025
Samsung reportedly eyes India electronics production shift as US tariffs hit Vietnam
The US has imposed retaliatory tariffs on imports from China and Vietnam at rates of 125% and 46%, respectively. This has disrupted the supply chain strategies of major electronics...
Thursday 24 April 2025
Apple, Meta hit by US$798 million in EU tech fines after Trump threats
Apple Inc. and Meta Platforms Inc. were hit by relatively modest European...
Wednesday 23 April 2025
MediaTek could emerge as surprise winner in US-China tech tensions
US-China competition remains fierce despite tariff stalemate, with technology decoupling accelerating behind the scenes. Taiwan's MediaTek may find unexpected opportunities amid this...
Wednesday 23 April 2025
Alphabet reportedly redirects Pixel production from Vietnam to India amid renewed tariff disruptions
As the US imposes a 46% tariff on Vietnam and a 26% tariff on India, Alphabet executives are reportedly urging Pixel smartphone manufacturers to boost production in India. This shift...
Tuesday 22 April 2025
Indian smartphone market sees rare slump as shipments drop 8%
India's smartphone market experienced a rare decline due to soft demand and high inventory levels. Only modest shipment growth is expected for 2025 due to the indirect impacts of...
Tuesday 22 April 2025
Google paid Samsung 'enormous sums' for Gemini AI app installs
Alphabet pays Samsung Electronics an "enormous sum of money" every month to preinstall Google generative AI app, Gemini, on its phones and devices, according to court testimony, even...
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.