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Friday 25 April 2025
Why Trump's tariffs are helping China adapt instead of hurting it
US President Donald Trump's "reciprocal tariffs" have sent shockwaves through global markets, yet may be yielding unintended consequences. His strategy, championed in his bestselling...
Friday 25 April 2025
Huawei challenges Nvidia with Ascend 910C as Japan powers up for tech dominance
Huawei is rapidly rolling out a new generation of semiconductor products tailored for artificial intelligence (AI), signaling a bold push to fill the void left by tightening US export...
Thursday 24 April 2025
Trump reciprocal tariff impact on server ODMs
Trump's reciprocal tariffs challenge the resilience of the server supply chain;
Mexico temporarily becomes a safe haven for Taiwanese EMS providers.
Thursday 24 April 2025
China's AI ambitions strain as domestic chipmakers rush to sell compute power amid H20 ban
Following the Trump administration's export controls on Nvidia's H20 AI chip for China, there's speculation that Chinese AI chip manufacturers might fill the gap. Although China's...
Thursday 24 April 2025
Cloud market braces for key Amazon earnings update amid lease cuts, supply snags, and tariff tensions
Amazon and Microsoft have reportedly paused selected external data center lease agreements, impacting third-party colocation centers but not their self-built facilities. The move...
Thursday 24 April 2025
More smart glasses to be introduced in 2H25, with ecosystem taking shape
With Meta's smart glasses wowing the market with their attractive features and significant sales, other brand vendors and Taiwanese ODMs are stepping up development for the AI/VR...
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
Electronics suppliers split on demand as US-China tensions escalate

As the US ramps up tariffs on Chinese imports, electronics component makers are responding differently depending on their market segments...

Thursday 24 April 2025
Samsung leads global gaming monitor market for six consecutive years, tops OLED monitor segment for the second time
In the global gaming monitor market, Samsung Electronics has maintained its position as the market leader for six consecutive years. Additionally, in the rapidly growing OLED monitor...
Thursday 24 April 2025
Rapid rise of Chinese cars accelerates access to European and Japanese automakers for Taiwan's E-Lead
Chinese cars have established a significant presence in Southeast Asia and started to make inroads into Europe, thanks to their attractive price-performance ratios and smart cockpit...
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
Intel's Lip-Bu Tan bets on AI with ruthless restructuring: return to engineering prowess
Intel Corporation, led by newly appointed CEO Lip-Bu Tan, has initiated a major organizational restructuring to regain its competitive edge in the semiconductor industry. Since assuming...
Thursday 24 April 2025
China's critical metal curbs chokes global supply; sends Europe and North America scrambling

In a bold escalation of its ongoing trade dispute with Washington, China has dramatically tightened its grip on the global supply of...

Thursday 24 April 2025
Taiwanese businesses may trigger new wave of factory sales amidst Chinese-origin tariffs
KPMG's recent seminar highlighted that US tariffs primarily target Chinese products. Even Chinese-funded factories in Southeast Asia are under US scrutiny, suggesting a long-term...
Thursday 24 April 2025
Tesla eyes India entry but timeline remains unclear amid tariff hurdles and policy talks
Tesla is actively exploring entering the burgeoning Indian automotive market, but significant hurdles remain, primarily due to the country's steep tariff structure. During a recent...