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Friday 4 July 2025
US-Vietnam tariff deal narrows gap, but transshipment rules remain a black box
US President Donald Trump has confirmed a preliminary tariff framework with Vietnam that lowers duties on Vietnamese exports to the US from 46% to 20%. However, the deal includes...
Friday 4 July 2025
Thailand moves to limit foreign workers at PCB plants amid trade tensions with China
Thailand plans to restrict foreign employment at manufacturing facilities to 70% local workers, targeting Chinese companies suspected of using the country to circumvent US import...
Friday 4 July 2025
South Korea cuts reliance on Japanese chip materials, but faces hurdles in advanced technologies
In the high-stakes world of semiconductors, materials are everything. In South Korea, the issue became a national priority after a 2019 trade dispute with Japan sent shockwaves through...
Thursday 3 July 2025
TSMC confirms exit from GaN wafer foundry business; PSMC secures Navitas transfer orders
Recent supply chain rumors have indicated that TSMC will withdraw from the gallium nitride (GaN) market, a third-generation semiconductor material, with related production lines at...
Thursday 3 July 2025
Taiwan drone maker eyes 30% market share as geopolitics reshapes industry
Myson Century aims to capture 30% of the heavy-lift drone market as geopolitical tensions and supply chain concerns create opportunities for trusted manufacturers outside China, according...
Wednesday 2 July 2025
Towa expands South Korea presence as AI spurs demand for HBM packaging tools
Japanese semiconductor equipment maker Towa Corporation, a global leader in advanced packaging systems, recently unveiled its newest technology for sixth-generation HBM4, aiming squarely...
Wednesday 2 July 2025
Singapore bets on AI governance and manufacturing to anchor tech giants
Singapore is positioning itself as a trusted AI hub through a US$740 million five-year investment plan while leveraging political neutrality and supply chain advantages to attract...
Wednesday 2 July 2025
Apple starts early prototyping of foldable iPhone, eyes 2026 launch

Apple has quietly entered the early stages of developing its long-rumored foldable iPhone, with supply chain sources confirming that the...

Wednesday 2 July 2025
Wolfspeed bankruptcy reshuffles SiC supply chain: Renesas and SAS next moves in spotlight
The leading third-generation semiconductor silicon carbide (SiC) supplier, US-based Wolfspeed, has filed for bankruptcy reorganization. Its major creditors recently reached a restructuring...
Tuesday 1 July 2025
Taiwan-made batteries are highly competitive, say supply chain allies eyeing local BTM energy storage market
Three Taiwanese companies that have formed a strategic alliance eyeing the behind-the-meter (BTM) energy storage market maintain that locally-made batteries are highly competitive.
Tuesday 1 July 2025
Taiwan startups struggle with low volumes, but right partnerships unlock global scaling
Despite low production volumes often discouraging Taiwanese manufacturers from working with startups, Sam Lam, founder of venture capitalist MESH Ventures and the second son of Quanta...
Tuesday 1 July 2025
Taiwan's drone sector taps semiconductor strengths amid order slowdown
Taiwan's drone industry continues to capitalize on its well-established semiconductor supply chain, offering distinct advantages in integration and testing speed. However, despite...
Tuesday 1 July 2025
Boeing cuts aircraft demand forecast for next 20 years; Airbus remains optimistic
Boeing has revised its forecast for aircraft demand over the next 20 years downward, indicating a possible deceleration in order momentum. Meanwhile, manufacturers of aerospace components...
Monday 30 June 2025
Hu Lane anticipates recovery in 2H25 amid profit challenges from currency swings
Automotive connector manufacturer Hu Lane faced significant profitability challenges in the second quarter of 2025 due to the traditional industry off-season and severe exchange rate...
Monday 30 June 2025
GMI aims for full-year revenue growth in 2025, fueled by AI and automotive projects
Facing external challenges such as US tariffs, exchange rates, and interest rates, IC distributor GMI stated that despite numerous market uncertainties, it expects its operational...