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Thursday 10 April 2025
GEM Terminal currently insulated from US tariffs thanks to China and European demands
Taiwan-based Terminal manufacturer GEM Terminal reported robust revenue growth in March 2025, buoyed by successful product launches and strategic market positioning, even as global...
Wednesday 9 April 2025
Taiwan's tech giants shine as Trump's tariff tempest rages on—But for how long?
As US President Donald Trump enforces reciprocal tariffs internationally, global financial markets experience turmoil, particularly affecting electronics hardware manufacturers. Despite...
Wednesday 9 April 2025
US tariffs upend global diversification plans, nullify '+1' supply chain strategies
US President Donald Trump has announced a sweeping new tariff regime. Among the hardest hit are Cambodia and Vietnam, with tariffs of 49% and 45%, respectively, while Thailand and...
Wednesday 9 April 2025
Micron lifts HBM market forecast as Nvidia B300 shipments loom
At its GTC event in March, Nvidia unveiled the B300 and GB300 AI accelerators, both scheduled for a mid-2025 release. The GB300, featuring significantly higher performance and power...
Tuesday 8 April 2025
US tariffs delay notebook production, raising concerns for 2025 growth
The Trump administration has imposed reciprocal tariffs globally under the guise of equal tariffs, causing significant concerns within the notebook (NB) supply chain regarding production...
Tuesday 8 April 2025
Motherboard makers to halt US shipments by April 9, Japan's CKD plan offers potential relief
The Trump administration's reciprocal tariffs have disrupted global electronics, with mainboard manufacturers shipping to the US until April 9, after which suppliers will halt shipments,...
Tuesday 8 April 2025
Group Up eyes US expansion despite tariff challenges, confident in market position in 2025
In response to the impact of reciprocal tariffs imposed by the United States, PCB, and substrate equipment manufacturer Group Up stated that its product exports to the US are relatively...