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Friday 25 April 2025
China's BOE reclaims growth edge as global display cycle flips bullish

BOE Technology staged a strong comeback in 2024 after two years of sluggish growth, with both its LCD and OLED segments driving a sharp...

Friday 25 April 2025
Apple suppliers reportedly use shell companies in Southeast Asia to bypass China's export curbs against India
Apple's efforts to reduce its reliance on China are facing pushback from Beijing, according to a report by The Information. In early 2025, Chinese authorities reportedly...
Friday 25 April 2025
Exclusive: Google considers HBM3E supplier change
Samsung Electronics has recently intensified its deployment in advanced high bandwidth memory (HBM) processes. However, supply chain sources reveal that Samsung's HBM3E certification...
Friday 25 April 2025
MediaTek, Nvidia, Intel drive smart car shift at 2025 Shanghai Auto Show
The 2025 Shanghai Auto Show has become a focal point for technological competition, as chip manufacturers present advanced platforms that significantly enhance vehicle intelligence...
Thursday 24 April 2025
Asian nations clamp down on 'source washing' amid rising US tariff pressure
Following the US government's reciprocal tariff measures aimed at curbing trade surpluses and recalibrating supply chains, Asian countries are intensifying efforts to crack down on...
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
China's critical metal curbs chokes global supply; sends Europe and North America scrambling

In a bold escalation of its ongoing trade dispute with Washington, China has dramatically tightened its grip on the global supply of...

Wednesday 23 April 2025
Huawei Ascend 910C chip set for mass rollout as China hunts for an Nvidia stand-in
Huawei is reportedly set to begin mass shipments of its next-gen AI chip, the Ascend 910C, as early as May 2025. Positioned as China's homegrown rival to Nvidia's H100, the chip is...
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
TSMC warns of limits of ability to keep its AI chips from China
Taiwan Semiconductor Manufacturing Co. listed the challenges of ensuring export control compliance by its customers, months after the company's artificial intelligence silicon was...
Friday 18 April 2025
Trump reciprocal tariff impact on NB industry

Introduction

Friday 18 April 2025
Nvidia H20 China export ban creates uncertainty in server market
The US has imposed new restrictions on the export of Nvidia's H20 chip shipments to China.
Thursday 17 April 2025
Aeon Motor shifts gears amid trade war; expands in Vietnam to offset tariffs
Aeon Motor has expanded internationally by opening a new manufacturing plant in Vietnam despite rising tariff challenges. The company noted that the 10% tariff applies worldwide,...
Wednesday 16 April 2025
Trump's tariff flip-flops rattle tech supply chains, cool US client demand
The Trump administration's erratic tariff policy has jolted the tech supply chain. Last week brought peak panic, with overloaded phone lines and a flurry of inquiries about alternative...
Tuesday 15 April 2025
Tariff storm brews over PCB trade as Foxconn subsidiary delivers record 1Q
Taiwan's PCB industry delivered unexpectedly strong first-quarter results in 2025, defying seasonal norms. However, growing uncertainty over US President Donald Trump's shifting tariff...