Global supply chain: CE, IPC, automotive

CE, IPC, automotive trends

IN THE NEWS

Friday 15 August 2025

Taiwan gains competitive edge as China faces steep US tariffs

On July 31, 2025, US President Donald Trump signed an executive order to adjust reciprocal tariff rates, setting the provisional tariff for Taiwan at 20%, effective from August 7,...

Thursday 14 August 2025

AUO sees steady 2Q25 panel demand, eyes post-tariff surge in year-end orders

AUO said TV and IT product demand held steady in the second quarter of 2025, driven by China's extended trade-in program and early orders from customers hedging against US tariff...

Thursday 14 August 2025

MicroLED tech for next-gen car displays targets 2028 mass production

Canadian microLED startup VueReal is advancing the automotive industry’s shift toward digital and lightweight designs through its proprietary microLED technology...

Thursday 14 August 2025

Taiwan auto parts makers ride US demand wave, but forex headwinds persist

Taiwan's automotive aftermarket (AM) suppliers are enjoying record revenues on the back of strong US demand, but the appreciation of...

Thursday 14 August 2025

Synnex reports a 7% revenue drop in 2Q25 due to currency and receivables issues

Synnex Technology International Corp. reported a 7% decrease in revenue for the second quarter of 2025, largely due to unfavorable exchange rates and a substantial provision for accounts...

Thursday 14 August 2025

Taiwan warns of higher US semiconductor tariffs under Section 232

The Trump administration has already imposed tariffs on specific imports under Section 232 of the Trade Expansion Act, citing national security concerns. These tariffs cover steel...

Thursday 14 August 2025

Apple Watch shipments exceed expectations; major redesign rumored for 2026 with three key upgrades

The Apple Watch product line has officially entered its tenth year. Despite challenges from tariffs and macroeconomic factors dampening consumer electronics demand, the supply chain...

Thursday 14 August 2025

Acer India targets US$1B revenue, expands local manufacturing and retail network

Acer's India division expects to cross US$1 billion in revenue by the end of 2025, driven by robust sales of notebook laptops and aggressive manufacturing expansion. President and...

Thursday 14 August 2025

Commentary: Trump's trillion-dollar shakedown and how tariff threats turned into investment windfalls

Following South Korea's shocking announcement to invest US$350 billion in the US, with 90% of the profits staying in the US, Nvidia and AMD reportedly have agreed to pay 15% of their...

Thursday 14 August 2025

Pegatron profit slashed by 90% due to exchange losses; new business momentum remains uncertain

Pegatron Corp. reported its lowest quarterly profit in 13 years in the second quarter of 2025, as foreign exchange losses and seasonal downturns severely affected its earnings. Net...

Thursday 14 August 2025

Asus shrugs off forex loss rumors, eyes stronger 2H25

AsusTek Computer reported a net profit after tax of NT$9.806 billion (US$327.25 million) for the second quarter of 2025, defying earlier market concerns over potential foreign exchange...

Thursday 14 August 2025

Laster Tech reports 2Q25 loss amid expansion plans in North America

LED automotive lighting module manufacturer Laster Tech announced consolidated revenue of NT$2.27 billion (US$76.1 million) for the second quarter of 2025 but recorded a net loss...

Wednesday 13 August 2025

Tariff cut eases tensions for Korean auto exports, but risks remain

In a significant outcome of the ongoing US-South Korea trade deal, tariffs on automobiles and auto parts have been reduced from 25% to 15% as of April 2025. The two nations also agreed...

Wednesday 13 August 2025

Taiwan industries seek tariff relief as Chinese rivals undercut prices despite 50% duties

Taiwan's Minister of Economic Affairs J.W. Kuo recently held forums addressing the impact of increased US tariffs on Taiwanese industries. He proposed six countermeasures to help...

Wednesday 13 August 2025

HTC bets on AI glasses with Taiwan Mobile, but skips AR/VR features

HTC has announced a product launch for its Vive series scheduled for August 14, with Taiwan Mobile (TWM) set to unveil its updated application services simultaneously. The events...

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