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Global supply chain: CE, IPC, automotive
CE, IPC, automotive trends
IN THE NEWS
Wednesday 6 August 2025
Tariff relief for EU, Japan, and Korea: carmakers lives—for now
The United States has restarted global negotiations on reciprocal tariffs, offering key concessions to major auto-exporting nations—including the European Union, Japan, and...
Tuesday 5 August 2025
Taiwan's US auto tariffs down to 20%, but market stays frozen
On July 31, the White House announced a revision to its "reciprocal tariffs" policy, reducing Taiwan's auto tariff rate from 32% to 20%. Despite the cut, many Taiwanese automakers...
Tuesday 5 August 2025
BMW retains composure amid auto tariff turmoil
German automotive giants Volkswagen, BMW, and Mercedes-Benz have each responded differently to fluctuating US tariffs on European automobiles. Of the three, BMW has remained notably...
Tuesday 5 August 2025
China's Sanan Optoelectronics to acquire Dutch LED company Lumileds for US$239 million
On August 4, 2025, Sanan Optoelectronics partnered with Malaysia's Inari Amertron Berhad to acquire Dutch LED company Lumileds for US$239 million, expanding Sanan's presence in the...
Tuesday 5 August 2025
Onsemi remains cautious on tariffs, sees recovery in auto and AI segments
Onsemi flagged weak industrial and automotive demand in the second quarter of 2025 but expects modest growth ahead, with AI-related sales providing a boost. CEO Hassane El-Khoury...
Tuesday 5 August 2025
Xiaomi open-sources voice AI model to enter automotive and smart home markets
Xiaomi has launched a 7-billion-parameter version of its open-source voice model, MiDashengLM, which incorporates Alibaba's open-source Qwen 2.5 series. This model focuses on in-car...
Monday 4 August 2025
IPC maker Posiflex elects new board, eyes double-digit growth for 2026
Industrial PC (IPC) firm Posiflex held an extraordinary shareholders' meeting on July 30 to conduct a full board re-election. Under this new leadership team, the company expects to...
Monday 4 August 2025
Ventec to launch Thailand factory in 2026 to serve US, Asia auto and aerospace markets
Ventec International Group, a specialty manufacturer of copper-clad laminates (CCLs), has commenced construction of a new manufacturing facility in Thailand as part of its broader...
Monday 4 August 2025
Foxconn data foreshadow Apple's 3Q25 beat, but pull-in gains may fizzle
Apple exceeded expectations in its fiscal third quarter 2025, driven by strong iPhone 16 sales and early demand in China. Foxconn's revenue surge aligned with this momentum, reflecting...
Monday 4 August 2025
Nintendo bumps Switch prices as successor pricing looms
Nintendo announced that it would raise the price of the first-generation Switch console in the US beginning August 3, 2025, citing 'market conditions' as the reason in a statement...
Monday 4 August 2025
Tariff-driven pull-ins boost Apple, but momentum may fade in 2H25
Apple posted stronger-than-expected fiscal third quarter 2025 results, driven by record Mac sales and solid iPhone performance. US government tariff announcements spurred early buying,...
Monday 4 August 2025
South Korea averts major trade blow with 15% automotive tariff compromise
The US has reduced tariffs on imports from South Korea from 25% to 15%. This reduction benefits South Korean automakers like Hyundai Motor by cutting annual losses of around KRW30...
Monday 4 August 2025
Assessing the 20% reciprocal tariffs on Taiwan's electronics industry
Taiwan's reciprocal tariff rate has been announced, reaching 20%. This is higher than Japan and South Korea, which leaves room for questions about whether this will affect the competitiveness...
Monday 4 August 2025
Silicon Motion reports better-than-expected revenue, anticipates 10–15% growth in 3Q25
Silicon Motion reported second-quarter revenue of about US$199 million, up 19% from the previous quarter and surpassing forecasts of 5–10%. Despite a 6% drop year-over-year,...
Monday 4 August 2025
US auto parts localization faces supply chain reality
As key tariff deadlines draw near, several countries have secured trade agreements with the US, with the automotive sector playing a central role in the negotiations. Industry experts...