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Friday 1 August 2025
Apple braces for US$1.1B in tariffs as Cook outlines strategy to localize production
Apple is preparing for an estimated US$1.1 billion in tariff-related costs in the September quarter, CEO Tim Cook revealed during the company's third-quarter fiscal 2025 earnings...
Friday 1 August 2025
China remains core to server PCB supply despite SEA expansion
Amid rising US-China tech tensions, Taiwan-based PCB suppliers have accelerated factory expansions in Southeast Asia since 2022. However, despite new PCB clusters reaching full production,...
Thursday 31 July 2025
China's third central automaker revs up EV-chip cluster in Chongqing

As China moves to curb domestic EV overcompetition and prioritize industrial upgrading, China Changan Automobile Group (CCAG) officially...

Thursday 31 July 2025
US 25% tariff jolts India's electronics sector and Apple
A new 25% US tariff on Indian imports has intensified trade tensions and poses a significant threat to India's fast-growing electronics export industry. The move widens India's disadvantage...
Wednesday 30 July 2025
From substrate to system: A deep dive into Nvidia's CoWoP packaging shift
As artificial intelligence and high-performance computing enter a phase of explosive growth, the limitations of traditional chip manufacturing and the slowing of Moore's Law have...
Wednesday 30 July 2025
IC designers expect limited impact of Section 232 investigations
The US Department of Commerce (DOC) is set to announce the results of the Section 232 investigations within the next two weeks, a potential cornerstone event for chip tariffs. The...
Wednesday 30 July 2025
Taiwan's Japanese car supply chain remains hesitant on US expansion despite auto tariff cuts
After extensive negotiations, US-Japan trade talks have concluded with a significant development in tariffs on Japanese automobiles. The overall tariff rate on Japanese cars will...
Wednesday 30 July 2025
Taiwan approves Wistron's major US investments, Inventec to expand AI server supply chain
Taiwan's Ministry of Economic Affairs (MOEA) Investment Review Committee approved eight major investment projects on July 29, 2025, including significant capital injections by prominent...
Tuesday 29 July 2025
Celestica surges in late trading as 2Q25 earnings top forecasts and guidance rises

Celestica, a key global provider of hardware design, manufacturing, and supply chain solutions, reported strong second-quarter results...

Tuesday 29 July 2025
Nearly half a year into Trump's administration, Taiwan's June 2025 economic indicators remain green
Although US President Donald Trump's reciprocal tariff policy implemented in April 2025 has caused significant shocks to global trade and economy, the National Development Council...
Tuesday 29 July 2025
Manufacturing sector prioritizes measurable returns as AI adoption accelerates smart factory push
Global manufacturers are demanding clearer performance metrics before investing in artificial intelligence (AI)-powered smart manufacturing systems, with supply chain experts identifying...
Tuesday 29 July 2025
Tesla differentiates through full supply chain decarbonization
Tesla is developing an integrated approach to supply chain decarbonization spanning battery production, manufacturing processes, and energy systems as automakers face increasing pressure...
Tuesday 29 July 2025
TI tempers outlook as leadframe makers seek new markets
US-based semiconductor giant Texas Instruments (TI) recently released its financial report for the second quarter of 2025. Although quarterly revenue increased by 16% year-over-year,...
Tuesday 29 July 2025
Foxconn breaks away from Apple dependence, others struggling to diversify
Despite Nvidia CEO Jensen Huang's comment during his recent visit to China that he believes Apple has its strengths and pace in advancing its AI technologies, doubts about Apple's...
Tuesday 29 July 2025
Taiwan drone exports soar 749% in 1H25 as demand surges from Eastern Europe and US
Taiwan's push to decouple its drone supply chain from China is yielding significant results. Drone exports from the island surged more than sevenfold in the first half of 2025 compared...