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Thursday 10 April 2025
US-China tariff clash imperils chip supply chain, May turmoil looms
The Trump administration's aggressive tariff policies have unleashed a new wave of disruption across the global electronics supply chain. Following China's retaliatory move to impose...
Thursday 10 April 2025
China’s rare earth export controls threaten South Korean semiconductor supply chains

As the US-China trade war intensifies, China has announced export controls on rare earths, a critical raw material for semiconductor...

Thursday 10 April 2025
China's memory leaders hoard chips as US trade war bites
As the US-China trade war intensifies, Chinese memory module manufacturers are ramping up procurement efforts to secure inventory for at least two to three quarters. Industry insiders...
Thursday 10 April 2025
SK Group chairman makes unannounced Taiwan visit, focuses on AI supply chain
After nearly ten months, SK Group chairman Tae-won Choi's private jet landed again in Taiwan, signaling renewed efforts to deepen ties with key players in the AI supply chain. Exclusive...
Wednesday 9 April 2025
Trump's tariffs ignite widespread concern as TSMC lowers financial forecast
The reciprocal tariffs will take effect on April 9, 2025, with the Trump administration. Currently, there seems to be little chance for other countries to reverse this trend. Although...
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
Apple faces multi-billion tariff challenge, weigh strategic options over supply chain and pricing
US's reciprocal tariffs targeting around 60 countries have sparked alarm across Asia and beyond, with Apple emerging as one of the policy's most exposed corporate giants. The tech...
Tuesday 8 April 2025
Tariff turbulence hits PCs: chipmakers grapple with sliding demand, margin pressure
Donald Trump's sweeping new tariff proposal on global imports is rattling the tech supply chain. While industry insiders expect the final rates to be lower than current threats, few...
Tuesday 8 April 2025
Global display industry braces for tariff impacts
US equivalent tariffs on imports are creating ripple effects across global supply chains, with Taiwan's display industry preparing strategic responses ahead of the Touch Taiwan 2025...
Tuesday 8 April 2025
Apple suppliers in China say US tariffs have limited impact — but risks are rising

On April 7, multiple Chinese Apple suppliers responded to the Trump administration's newly announced "reciprocal tariffs." Reports from Xinhua...

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
AI server providers face tariff headwinds, DIGITIMES Research proposes two key strategies
In response to tariff barriers constructed by the US, many electronics manufacturing service (EMS) providers are developing related countermeasures.
Tuesday 8 April 2025
IC distributors brace for inevitable tariff cost pass-through with potential supply chain adjustments

President Donald Trump's reciprocal tariff policy has sent shockwaves across global markets. Although many countries have since proposed...

Tuesday 8 April 2025
Chinese Apple product suppliers shift tariff burden to importers
Trump's reciprocal tariffs have thrown the Apple supply chain into a state of flux, highlighting the intricate web of global manufacturing and the escalating trade war. While Chinese...
Tuesday 8 April 2025
Price slashing: An inescapable peril for China's auto industry
Although China's automobile industry has overtaken its competitors on the global stage, the industry itself is suffering from ever-increasing internal competition, with supply chain...