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Thursday 14 August 2025
Huawei fast-tracks Mate 80 launch, backed by 10+ key Chinese suppliers in Apple rivalry
Huawei will launch its 2025 flagship Mate 80 series in October, moving up its schedule to land near Apple's iPhone 17 debut in early September, according to supply chain sources....
Thursday 14 August 2025
GMT warns of slower 2H25 growth as tariff uncertainty persists
Global Mixed-mode Technology (GMT) expects the traditional second-half sales surge to be subdued this year, as early order pull-ins by clients in the first half could leave little...
Thursday 14 August 2025
South Korea-Vietnam summit sees Hyundai, SK, and LG boost investment momentum
South Korean President Yoon Suk Yeol and Vietnamese Communist Party General Secretary To Lam recently met in Seoul to strengthen economic ties, aiming to boost trade and investment...
Thursday 14 August 2025
China's solar pricing limits trigger global market chaos
After six months of inactivity, China’s solar industry associations and national authorities reimposed price and production limits in mid-July 2025. This decision sent shockwaves...
Wednesday 13 August 2025
Taiwan, US eye closer trade ties in ongoing tariff negotiations
Taiwan's lead negotiator and vice premier of the Executive Yuan Li-chiun Cheng held a press conference on August 11, 2025, during which she stated that since the US aims to become...
Wednesday 13 August 2025
Zhen Ding bullish on CoWoP despite long road to mass production
Nvidia is reportedly collaborating with its supply chain to develop an advanced packaging architecture called Chip-on-Wafer-on-PCB (CoWoP) for its Rubin GPU platform. This new design...
Wednesday 13 August 2025
Taiwan’s backlight trio splits paths in pursuit of post-LCD growth
The LCD sector continues to face prolonged challenges, prompting transformation across nearly the entire supply chain. In backlight modules, Coretronic Corporation, Radiant Opto-Electronics...
Wednesday 13 August 2025
How drone makers dodge export rules to fuel military demand
As geopolitical tensions flare, demand for attack drones is soaring. But exporting armed unmanned aerial vehicles is often mired in strict government reviews, stretching delivery...
Tuesday 12 August 2025
US tariffs hit Coretronic's projector business; supply chain and government orders affected
Coretronic faced a suspension in shipments of its projectors to the US in April 2025 due to tariff impacts, though a gradual resumption began in May. The second quarter of 2025, typically...
Tuesday 12 August 2025
ASMPT to wind down Shenzhen plant in China, cutting 950 jobs
Singapore-based semiconductor and electronics manufacturing equipment supplier ASMPT will shut down its wholly owned Shenzhen subsidiary, ASMPT Equipment (Shenzhen) Co. (AEC), as...
Tuesday 12 August 2025
Trans-Sun Materials Technology posts mixed revenue results amid AI PC demand growth
Trans-Sun Materials Technology, a maker of electronic functional materials, reported July 2025 consolidated revenue of NT$128 million (US$4.28 million), up 10.56% from June but down...
Tuesday 12 August 2025
Taiwanese suppliers face uncertain returns as US EV startups falter
A dismal round of earnings from US electric vehicle manufacturers — led by Tesla and followed by startups Rivian and Lucid — is sending shockwaves through the global supply...
Tuesday 12 August 2025
Sony shifts PS5 production out of China to dodge US tariffs
Sony has made strategic shifts in its PlayStation 5 (PS5) supply chain to mitigate the impact of US tariffs, according to statements from CFO Hiroki Totoki during the company's fiscal...
Tuesday 12 August 2025
Global manufacturing shift to regional production proves unstoppable despite Trump tariff relief
US President Donald Trump announced that Apple will gain tariff exemptions as part of a US$600 billion investment push in the US. While this move is designed to alleviate supply chain...
Tuesday 12 August 2025
Apple bets on automation to maintain supply chain consistency across borders
Apple has obtained a broad exemption from US import tariffs on its products, a move that has triggered industry-wide speculation about whether this could slow the company's efforts...