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Friday 18 July 2025
Mexico or Vietnam? TV industry weighs costs as Trump revamps tariffs
As part of a dramatic realignment in trade policy, US President Donald Trump has imposed a 30% tariff on goods imported from Mexico while reducing tariffs on Vietnamese exports to...
Friday 18 July 2025
Kaynes electronics investment signals central India's rise in global EMS shift
India's electronics manufacturing services (EMS) sector is gaining momentum amid global supply chain realignment. Kaynes Electronics will invest INR3.52 billion to build a new high-tech...
Friday 18 July 2025
Stellantis scraps hydrogen van launch, casting doubt on fuel cell future
Stellantis has announced it is scrapping its hydrogen fuel cell vehicle (FCV) program and cancelling plans to launch a hydrogen-powered van in 2025, delivering a major blow to the...
Friday 18 July 2025
GB300 production underway: Nvidia's strategic shift brings relief to ODMs
Nvidia has begun limited production of its next-generation AI server platform, the GB300, with volume shipments expected to ramp up starting in September 2025, according to sources...
Friday 18 July 2025
Tesla, GM move to localize LFP supply chain amid China clampdown
China has imposed new export controls on key materials and technologies tied to lithium iron phosphate (LFP) batteries, a move industry insiders say global supply chains had been...
Friday 18 July 2025
TSMC raises revenue outlook as AI demand offsets consumer electronics weakness
TSMC lifted its full-year dollar revenue forecast and signaled stable second-half orders, providing relief to a supply chain grappling with tariff uncertainties and softening consumer...
Friday 18 July 2025
South Korea's battery industry faces challenges and opportunities amid emerging sectors and geopolitical shifts
South Korea's electric vehicle (EV) battery market is currently under pressure from China, with major players experiencing a year-over-year decline in market share, signaling a significant...
Thursday 17 July 2025
ASML ships first High-NA EUV tool; Intel takes lead as TSMC, Samsung hold back
ASML posted stronger-than-expected second-quarter 2025 earnings and projected a 15% jump in revenue for 2025 while maintaining a robust gross margin forecast of around 52%. However,...
Thursday 17 July 2025
TSMC raises 2025 US dollar revenue growth forecast to 30% amid tariff and currency relief
Despite ongoing uncertainties in the global market, including tariffs and consumer electronics conditions, TSMC chairman C.C. Wei stated that no significant changes in client behavior...
Thursday 17 July 2025
LGES and GM jointly build LFP EV battery production line in the US, LMR batteries to become next focus
LG Energy Solution (LGES) and General Motors (GM) have decided to convert the second factory of their joint venture, Ultium Cells, located in Spring Hill, Tennessee, from producing...
Thursday 17 July 2025
Taiwan Cement's battery unit starts insurance claims after plant fire
Taiwan Cement Corporation's lithium battery brand Molicel has begun insurance claim procedures following a fire at its ternary energy facility in Kaohsiung. The incident won't affect...
Thursday 17 July 2025
US pressures Taiwan drone suppliers to relocate production as security rules tighten
The US is intensifying efforts to reshape the unmanned aerial systems (UAS) landscape, tightening oversight of the drone supply chain in a bid to reclaim technological leadership...
Thursday 17 July 2025
South Korean chipmakers reportedly delay DDR4 phase-out amid supply crunch
Global memory giants are phasing out or discontinuing DDR4 DRAM production to accelerate capacity shifts toward advanced process products such as DDR5 and high-bandwidth memory (HBM),...
Thursday 17 July 2025
Wistron pours US$45 million into California plant expansion, eyes closer ties with Nvidia
Wistron is ramping up its artificial intelligence efforts in the US, announcing a US$45 million investment to expand production at its California facility. The company's board approved...
Thursday 17 July 2025
Taiwan's manufacturing faces new challenges and opportunities as supply chains shift and AI advances, says iKala CEO
Taiwan's manufacturing sector faces major challenges from tariff shifts, currency changes, and production relocations. At the Global Taiwanese Business Economic Forum on July 16,...