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Friday 16 May 2025
Foldable iPhone components reportedly sent for testing; could reshape market dynamics in 2026
According to data from Counterpoint, global foldable phone shipments grew by just 2.9% year-over-year in 2024, with warnings that the market may see negative growth for the first...
Thursday 15 May 2025
Foxconn expects AI servers to drive over half of 2025 server revenue amid surging demand and Middle East opportunities
AI servers are emerging as a dominant revenue driver for leading ODM vendors in 2025, with Foxconn at the forefront of this trend. Despite lingering concerns about potential supply...
Thursday 15 May 2025
US-China tariff truce eases PC component price hikes
In a notable breakthrough for global trade, senior officials from the US and China convened in Geneva, Switzerland, to discuss a preliminary trade deal. Both nations have agreed to...
Thursday 15 May 2025
GB300 leads AI server showcase at Computex 2025
AI servers will be a major focus of the upcoming Computex 2025, with ODMs and EMS providers set to showcase their latest solutions, including GB300 models, at the annual tech tradeshow...
Wednesday 14 May 2025
Nvidia's 1.6T optical module hits production snag, mass manufacturing delayed to 1Q26
Major international cloud service providers have reportedly slowed data center expansion, raising concerns over a potential slowdown in demand for optical communications modules....
Wednesday 14 May 2025
From flagship to family car: SiC drives China's EV boom amid intense price wars
Although the 2025 Shanghai International Auto Show has concluded, its ripple effects continue to shape the automotive landscape. Bolstered by the Chinese government's early implementation...
Wednesday 14 May 2025
President Lai: Tariffs on Taiwan semiconductors would hurt US tech leadership
In an exclusive interview with Nikkei Asia, Taiwan President Ching-te "William" Lai stated that Taiwan Semiconductor Manufacturing (TSMC), responding to customer demands,...
Tuesday 13 May 2025
90-day tariff truce: China exodus irreversible
The US-China negotiations have reached an agreement to temporarily reduce tariffs on each other for 90 days, buying more time for further talks. According to statements from both...
Tuesday 13 May 2025
PSMC to showcase 3D AI semiconductor solutions at Computex 2025
On May 12, Powerchip Semiconductor Manufacturing Corporation (PSMC) revealed its collaboration with ten supply chain partners, including AP Memory, Elite Semiconductor Microelectronics,...
Tuesday 13 May 2025
Tariff truce or tactical pause? Tech supply chains remain on edge as markets rally on US-China deal
Following a high-level meeting in Geneva, the US and China abruptly announced a 90-day pause in their ongoing tariff war. Under the deal, both countries agreed to lower reciprocal...
Tuesday 13 May 2025
MetaAge navigates US tariffs and currency swings with strategic pivot to cloud and AI
As US tariffs and exchange rate fluctuations dominate business headlines, Taiwan-based IT services provider MetaAge is navigating both challenges and opportunities in the shifting...
Monday 12 May 2025
China's trade-in stimulus fades by mid-2025 amid ongoing challenges for tech sector growth
China's trade-in stimulus, bolstering the tech supply chain from late 2024 to early 2025, has waned by the second quarter of 2025. Despite ongoing provincial subsidies aimed at boosting...
Monday 12 May 2025
Hiwin Technologies navigates tariff, exchange rate shifts with diversified sourcing and hedging strategies
Recent disruptions in Taiwan's industrial supply chain due to tariff and exchange rate changes have garnered significant attention regarding their impact on the industry. In an online...
Monday 12 May 2025
Foxconn wins Mitsubishi greenlight, enters critical inflection point in its EV strategy
On May 6, Mitsubishi Motors signed a memorandum of understanding with Foxconn's EV arm, Foxtron Vehicle Technologies, to jointly explore EV development, design, and manufacturing...
Monday 12 May 2025
Trump's tariffs rattle Southeast Asia: What it means for Taiwan's supply chain strategy
The latest round of tariffs from US President Donald Trump is shaking up Southeast Asia's manufacturing heartland, dealing a blow to nations that form the backbone of Taiwan's electronics...