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Thursday 24 April 2025
Unpredictable US policy fuels PC makers' continued departure from China

Despite recent conciliatory signals from the US government towards China, PC brand manufacturers already in the process of diversifying their...

Thursday 24 April 2025
Trump signals major China tariff cuts; AUO's Peng warns 50% duties amount to decoupling
US President Donald Trump has eased his previously tough stance on China, announcing for the first time that US tariffs on Chinese imports will be "substantially lowered"—but...
Thursday 24 April 2025
Samsung reportedly eyes India electronics production shift as US tariffs hit Vietnam
The US has imposed retaliatory tariffs on imports from China and Vietnam at rates of 125% and 46%, respectively. This has disrupted the supply chain strategies of major electronics...
Thursday 24 April 2025
China jumpstarts humanoid robot production with EV sector support
Fueled by the AI boom and China's tech self-sufficiency agenda, the country's humanoid robot industry is scaling rapidly. A growing wave of returnees from firms like Tesla and OpenAI...
Wednesday 23 April 2025
Ericsson partners with VVDN to fully localize antenna production in India
Ericsson Antenna System (EAS) is expanding its manufacturing operations in India, aiming to localize 100% of its passive antenna production for the Indian market by June 2025. The...
Wednesday 23 April 2025
Taiwan PCB sector rallies on tariff pause and rush orders, yet clouds loom over 2H demand
Taiwan's PCB suppliers report that the ongoing US-China tariff tensions prompted early order pull-ins from networking and consumer electronics customers, allowing the first quarter...
Wednesday 23 April 2025
Unitree scales up in Hangzhou with bold bet on AI-powered robot 'brains'
Unitree Robotics, a Chinese humanoid robot startup, has opened a new manufacturing plant in Hangzhou to support its expansion. Although the company is ramping up investment in AI...
Wednesday 23 April 2025
Tesla reports sharp profit decline, withdraws annual sales forecast amid tariff, supply chain pressures
Tesla's steep profit decline and withdrawal of its 2025 sales forecast mark a major turning point for the EV giant, underscoring mounting pressures from tariffs, supply chain constraints,...
Wednesday 23 April 2025
Taiwan tech leader clinches quiet win in global auto supply chain amid US-China tensions
As the global automotive sector advances rapidly toward electrification and autonomous technologies, Taiwan is establishing a significant presence through steady and deliberate progress...
Wednesday 23 April 2025
Alphabet reportedly redirects Pixel production from Vietnam to India amid renewed tariff disruptions
As the US imposes a 46% tariff on Vietnam and a 26% tariff on India, Alphabet executives are reportedly urging Pixel smartphone manufacturers to boost production in India. This shift...
Tuesday 22 April 2025
Tesla exploring Indian suppliers to diversify away from China
Tesla has recently shown strong interest in India, with CEO Elon Musk announcing plans to revisit the country later in 2025. Tesla is also reportedly exploring potential suppliers...
Tuesday 22 April 2025
Alphabet's 1Q on deck: Gauging Wall Street's pulse on AI, infra spend, and legal risk
Major US tech firms are preparing to unveil their latest quarterly earnings, with Alphabet—Google's parent company—kicking things off on April 24, followed by Microsoft,...
Monday 21 April 2025
Trump's metal tariffs create compliance nightmare for US importers
The US's sweeping tariffs—including a 25% levy on steel and aluminum imports—are drawing widespread frustration from American importers. The measures have introduced a...
Monday 21 April 2025
AI gold rush or policy trap? Taiwan IC firms weigh Nvidia's US lure
Taiwanese IC packaging and testing firms express a mix of opportunity and caution as Nvidia's US$500B AI push unfolds. While Nvidia's US-centric AI supply chain creates demand for...
Monday 21 April 2025
Gotion's US ambitions falter with the political pushback and industry headwinds

Gotion High-Tech, one of China's leading lithium battery manufacturers, has suspended operations at its Michigan factory, marking the...