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Wednesday 7 May 2025
Tesla deepens China supply chain ties as 95% of Model Y parts are sourced locally
Tesla announced on May 6 that more than 95% of the parts used in every Model 3 and revamped Model Y produced at its Shanghai Gigafactory are sourced domestically, underscoring the...
Wednesday 7 May 2025
Russia's Baikal Electronics ships 85,000 CPUs under sanctions, eyes China ties for next-gen chips
Founded in 2012, Russian CPU developer Baikal Electronics has shipped 85,000 processors as of the end of 2024, defying international sanctions and growing technological isolation...
Wednesday 7 May 2025
Apple confronts a multifaceted crisis as Tim Cook strives for solutions
Amid the escalating tariff war, Apple has been cast as its most prominent casualty. Yet, a closer examination of the company's recent financial disclosures reveals a performance that...
Wednesday 7 May 2025
Xiaomi reportedly separates Xring chip division in move to preempt US action
Xiaomi is reportedly planning to debut its first in-house smartphone System on Chip (SoC) by late May, with sources indicating the company will restructure its chip division to reduce...
Wednesday 7 May 2025
Advantech set to return to Computex under new AI vision
As AI applications continue to proliferate, industrial PC (IPC) manufacturer Advantech will return to Computex in 2025 after a 12-year absence. CEO KC Liu emphasized that the company...
Tuesday 6 May 2025
Apple beats expectations as iPhone sales inch higher, supply chain sees signs of a rebound
Apple on Thursday reported quarterly earnings that beat the market expectations, buoyed by modest growth in iPhone sales. Despite ongoing concerns over trade tensions and regional...
Tuesday 6 May 2025
BYD scores big in European PHEV market
The EU's anti-dumping duties on battery electric vehicles (BEV) imported from China are reshaping the European car market, accelerating the penetration of Chinese plug-in hybrid electric...
Tuesday 6 May 2025
Mining influence: Taiwan's critical moves in the global rare earth chess game
As the Ukraine-Russo war reaches a stalemate in peace talks, the United States is actively promoting agreements on rare earth elements (REEs) with Ukraine. This move underscores the...
Tuesday 6 May 2025
Impact of Taiwan dollar's sharp rise remains manageable to Asus and MSI
Central Bank governor Chin-Long Yang has stepped forward to dispel rumors regarding exchange rate fluctuations, urging the market not to speculate on foreign exchange issues. He stressed...
Tuesday 6 May 2025
Tata reportedly in talks to onboard NXP semiconductors for OSAT facility
Tata Electronics is negotiating to onboard Dutch semiconductor firm NXP Semiconductors as a customer for its upcoming fabrication plant in Gujarat and Outsourced Semiconductor Assembly...
Tuesday 6 May 2025
TSMC financial forecast holds firm despite surging Taiwan dollar
The New Taiwan dollar (NTD) has surged rapidly, causing significant market unease due to Taiwan's export-driven industries being highly sensitive to exchange rate fluctuations. TSMC...
Tuesday 6 May 2025
Onsemi sharpens focus on cost control, portfolio streamlining, and SiC gains to navigate downturn
On May 5, On Semiconductor (Onsemi) reported a 22% revenue drop to US$1.45 billion in the first quarter of 2025, with margins squeezed by lower utilization and pricing pressures....
Tuesday 6 May 2025
Europe shunned plug-in hybrids. China sold them back
In early 2025, the European Union made a decisive pivot in its electric vehicle policy, throwing full support behind battery electric vehicles (BEVs) while pulling back on plug-in...
Tuesday 6 May 2025
SK Hynix-Hanmi Semiconductor dispute escalates, Hanwha Semitech poised to gain
A brewing conflict between SK Hynix and its long-time supplier, Hanmi Semiconductor, over thermal compression bonder (TC Bonder; TCB) equipment has intensified, potentially reshuffling...
Tuesday 6 May 2025
Rare earth prices surge 210%: EV, robotics, defense supply chains on the line
As China imposed export controls on seven critical medium and heavy rare earth elements in early April, a buying frenzy has gripped the international rare earth market. Within a month,...