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Tuesday 27 May 2025
Who suffers as Trump targets Apple over iPhone production?
US President Donald Trump recently demanded that Apple relocate the assembly and production of iPhones to the US. Otherwise, a 25% tariff would be imposed on iPhones and other smartphones...
Monday 26 May 2025
Taiwan's President Lai calls for resilient chip alliances to counter dumping and fortify innovation
Taiwan's President Ching-te Lai, speaking at the Global Semiconductor Supply Chain Partnership Forum held in Taipei on May 23, warned that the semiconductor industry is facing increasing...
Monday 26 May 2025
TSMC's advanced packaging booms on Middle East AI orders, boost by Apple's WMCM
Semiconductor industry analysts project a bright future for TSMC's advanced packaging systems, driven by significant demand from the Middle East for AI-centric CoWoS chips and Apple's...
Monday 26 May 2025
Vietnam rising: Meiko fuels Apple’s decoupling with $351m expansion
Japanese PCB maker Meiko is ramping up its capex to JPY51 billion (US$351 million) for the fiscal year ending March 2026—a 70% increase from its earlier plan—as it accelerates...
Saturday 24 May 2025
Winners and losers in Samsung’s new camera playbook
Samsung Electronics rebalancing of its smartphone supply chain has led to a sharp divergence in first-quarter 2025 results for camera module suppliers Mcnex and Partron, with Mcnex...
Friday 23 May 2025
ACME Electronics holds steady as Wolfspeed's bankruptcy clouds global SiC supply chain

The global silicon carbide (SiC) supply chain is facing renewed turbulence, driven by weakening EV demand, aggressive market entry by...

Friday 23 May 2025
Jabil and AVL deal to develop next-gen vehicle electronics

On May 21, Jabil, a global manufacturing solutions provider for the automotive industry, announced that it has signed a memorandum of...

Friday 23 May 2025
Taiwan's CIRC advances unmammed systems with new HVTOL drone, targets Euro-American markets
The global unmanned vehicle and autonomous systems industry converged at the prestigious Xponential 2025 event, held from May 19 to 22 in Houston, Texas. Taiwan's Coretronic Intelligent...
Friday 23 May 2025
Nvidia's CEO maps Asia's AI future—without Seoul
Nvidia CEO Jensen Huang's 2025 Asia tour has drawn attention not just for its high-profile stops but also for a significant omission: South Korea. While Huang celebrated the Lunar...
Thursday 22 May 2025
Adata and Phison join Nvidia's AI ecosystem as Computex unfolds
As the AI wave accelerates demand for advanced storage solutions, the global memory supply chain is mobilizing at full speed. Major players are preparing to debut a host of new AI-related...
Thursday 22 May 2025
Lite-On targets 20% AI revenue by 2025, ramps up Nvidia server PSU shipments
Lite-On Technology projects AI-related products will generate 20% of its total revenue by 2025, fueled by rising shipments of next-gen server power supply units (PSUs) and deeper...
Thursday 22 May 2025
Lotes responds to GB300 design change, aims to enter Nvidia mass production list

As the AI boom continues to reshape the global tech supply chain, Taiwan-based connector manufacturer Lotes is navigating uncertainty...

Wednesday 21 May 2025
Taiwan to launch top 10 AI infrastructure projects to cement global tech leadership
Speaking at Computex 2025, Taiwanese President William Lai praised Taiwan's crucial role in the global semiconductor, ICT, and AI ecosystems. Under the government's "AI Next" initiative,...
Wednesday 21 May 2025
Trump's auto tariff blitz is really a national security play
US President Donald Trump has imposed sweeping tariffs on foreign-made cars and auto parts to drive supply chain reshoring. The move aims to reduce import dependency, boost domestic...
Tuesday 20 May 2025
Tata Electronics reportedly moves beyond iPhone enclosure manufacturing into handset assembly
Tata Electronics is reportedly expanding its Apple business from iPhone enclosure manufacturing to mobile phone assembly at its new Hosur facility as Apple faces pressure to reduce...