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Friday 7 March 2025
Automotive IC demand remains sluggish amid deepening tariff conflicts
Despite a resurgence in demand for various applications, the demand for automotive processors remains flat. Although a few chip companies are still experiencing growth due to new...
Friday 7 March 2025
Qisda expands production in Vietnam as US tariff policies reshape global supply chains
The US tariff policy is set to cause major changes in the global supply chain. Joe Huang, president of Qisda, stated that while the company currently has manufacturing facilities...
Friday 7 March 2025
TSMC's US$100 billion expansion: political capital or sunk cost?
TSMC is committing an additional US$100 billion to the US, funding three wafer fabs, two advanced packaging plants, and an R&D center. While framed as a business decision, the...
Friday 7 March 2025
KYEC sees advanced testing growth momentum; building new factory in US possible
King Yuan Electronics (KYEC) remains upbeat about advanced testing demand for AI and HPC chips and has not ruled out the possibility of establishing a factory in the US.
Friday 7 March 2025
How China views TSMC's US investment
TSMC's recent announcement of an additional US$100 billion investment in US manufacturing has sparked sharp criticism from Beijing. Chinese media and government officials frame the...
Thursday 6 March 2025
Tariff war has prompted swift migration of E-paper supply chain out of China
Since President Donald Trump took office, his tariff policies have undergone significant fluctuations, with the latest adjustment raising the tariff on Chinese imports to 20%. The...
Thursday 6 March 2025
Elon Musk's 'money printer': how lithium batteries spark global power struggle over critical minerals
In 2022, lithium battery shortages for electric vehicles (EVs) and energy storage reached a peak. Tesla CEO Elon Musk urged global investment in lithium refining, calling it a "money...
Thursday 6 March 2025
Hiwin showcases robotic components at TIMTOS 2025
The Taipei International Machine Tool Show (TIMTOS) 2025 is, for the first time, centering on robots as a primary theme, with keynote addresses from executives of prominent enterprises,...
Thursday 6 March 2025
GlobalWafers continues to invest in compound semiconductors despite market challenges
In recent years, the worldwide silicon carbide (SiC) and other compound semiconductors market has been hit by increased production capacity inside China's supply chain, leading to...
Wednesday 5 March 2025
China's subsidies ignite chip demand surge—but can it last?
China's recent trade-in subsidy program, aimed at boosting the consumer electronics market, has significantly impacted the supply chain. For Taiwanese IC design firms, it has sparked...
Wednesday 5 March 2025
Apple's AI split: M3 iPad Air gets intelligence feat, A16 base model left behind
Apple unveiled its latest iPad lineup, introducing two new models: the iPad Air powered by the cutting-edge M3 chip and an updated entry-level iPad (11th generation). Pre-orders opened...
Wednesday 5 March 2025
Trump tariffs spark supply chain shift: PC brands eye southeast Asia, servers move to Texas
The Trump administration is escalating trade tensions, slapping a 25% tariff on Canada and Mexico while increasing China's tariffs by 10%. The move is accelerating supply chain migration,...
Wednesday 5 March 2025
Taiwan chipmakers brace for impact of Trump tariffs
The tariff sword wielded by US President Donald Trump has officially fallen. Although downstream assembly plants and brand manufacturers have generally prepared to diversify their...
Wednesday 5 March 2025
Memory prices rise amid tariff concerns, potentially benefiting Taiwanese manufacturers
The memory industry observes that advance stockpiling in response to tariffs began before the Lunar New Year. Under the pressure of future tariff increases, Chinese memory module...
Wednesday 5 March 2025
Dixon Technologies evaluating more Indian manufacturing facilities to capitalize on global supply chain shift
India's Dixon Technologies is considering expanding its manufacturing operations in Uttar Pradesh, a key hub for mobile phone production. The company aims to start producing display...