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Friday 18 July 2025
Chinese Premier orders end to cutthroat EV price war
Chinese Premier Li Qiang has pledged to rein in aggressive price-cutting in China's fast-growing electric vehicle (EV) sector, marking a clear pivot from self-regulation to direct...
Thursday 17 July 2025
Taiwan polarizer makers secure price hikes amid cost pressures
Taiwan's polarizer manufacturers have successfully negotiated price increases exceeding 10% with panel makers as they grapple with currency headwinds and rising raw material costs,...
Thursday 17 July 2025
Polarizer makers face mounting cost pressures as PET shortages persist
Polyethylene terephthalate (PET) shortages continue to squeeze polarizer manufacturers as Japanese suppliers announce consecutive price increases effective in 2025. Industry sources...
Thursday 17 July 2025
Import tariff talks with the US spark fears among Taiwan's domestic carmakers
Taiwan's domestic and imported car markets have long been locked in a delicate tug-of-war. In 2024, local vehicles held a narrow lead with a 52% market share, compared to 48% for...
Wednesday 16 July 2025
Copper shock: auto industry faces cost surge under new tariff
President Donald Trump's latest tariff announcement — a proposed 50% duty on copper imports to take effect in August — is sending shockwaves through the American auto...
Wednesday 16 July 2025
EV disputes remain a roadblock to EU-China relations
As the European Union and China prepare to celebrate the 50th anniversary of their diplomatic relations with a high-level summit in Beijing at the end of July 2025, the atmosphere...
Tuesday 15 July 2025
DDR4 spot prices surge sharply as memory module makers benefit from high inventory in 2Q25
Driven by major DRAM manufacturers focusing on investment and research in high-bandwidth memory (HBM) and gradually phasing out mature process products, DDR4 spot prices have rapidly...
Saturday 12 July 2025
Nanya technology posts wider Q2 loss as Taiwan dollar strength weighs
Taiwan's Nanya Technology reported a deeper second-quarter loss despite surging memory chip demand, as currency headwinds and pricing pressures offset volume gains.
Friday 11 July 2025
Largan expects large variable aperture project opportunities in 2026
Taiwan-based lens manufacturer Largan Precision held an online earnings call on July 10, during which it explained that exchange rate fluctuations had a significant impact on the...
Friday 11 July 2025
China lifts rare earth concentrate prices by 14% for 3Q25, escalating supply chain tensions
China Northern Rare Earth and Inner Mongolia Baotou Steel Union — two of China's top rare earth producers — announced a price hike for third-quarter 2025 rare earth concentrates...
Friday 11 July 2025
US tariff revenues surge as protectionist policies drive import reshuffling
Under President Donald Trump's trade policies, US tariff revenue has soared, driven by sweeping duties on steel, aluminum, autos, and goods from China. A recent spike in dutiable...
Friday 11 July 2025
Korean carmakers prepare for Trump tariff-led price surge
Japanese and South Korean automakers are beginning to pass rising trade costs onto American consumers as hopes for a swift resolution to tariff negotiations with the US continue to...
Friday 11 July 2025
Exclusive: TSMC’s GaN exit pulls rug from under BYD
TSMC has confirmed that it will phase out its gallium nitride (GaN) foundry operations within two years, which is expected to shake the industry given its role as the global leader...
Thursday 10 July 2025
Mixed outlook for substrate market in 2H25: Price hikes mainly reflect rising costs
As the calendar moves into the second half of 2025, the traditional consumer peak season is gradually unfolding. The market expects that due to continuous increases in operating costs...
Wednesday 9 July 2025
Trump's copper tariff threats are already raising factory costs
US President Donald Trump's plans to place hefty import tariffs on copper have already caused a spike in costs for American factories, with New York futures trading 25% higher than...