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Wednesday 3 December 2025

Eleven Japanese and American companies file lawsuits seeking refunds for Trump tariffs

Eleven companies from Japan and the US, including Toyota Tsusho, Sumitomo Chemical, Ricoh, and Costco Wholesale, have filed lawsuits demanding refunds for reciprocal tariffs imposed by the Trump administration. These legal actions were brought before the US Court of International Trade, which handles trade-related disputes.

Wednesday 3 December 2025

EOC reshapes into integrated supply chain eyeing AI and semiconductors

Optical communication filter maker East Tender Optoelectronics Corp. (EOC) completed a board restructuring in March 2025, positioning itself to capture booming opportunities in AI, semiconductors, high-speed computing, satellite communications, and advanced packaging. The company is shifting from its traditional optical filter business toward integrated solutions spanning optics, networking, AI, lasers, and semiconductor materials, aiming to transform from a component supplier into an integrated optoelectronic solution provider.

Wednesday 3 December 2025

AI companion toys break out in China after Huawei's sell-out launch

AI-driven emotional-companion toys are becoming a new growth driver for the consumer electronics sector as advances in AI accelerate.

Wednesday 3 December 2025

Samsung's Z TriFold overcomes fragility, redefines mobile AI

Samsung Electronics recently unveiled its first tri-fold smartphone, the Galaxy Z TriFold, emphasizing advanced in-folding dual-side panels to deliver enhanced durability and technical refinement. The company aims to revolutionize productivity, portability, and user experience in the mobile AI era with this innovative device.

Wednesday 3 December 2025

Malaysia reassures China on US trade pact amid domestic backlash

China's Ministry of Commerce (MOFCOM) has raised concerns regarding Malaysia's recent trade agreement with the US, prompting Kuala Lumpur to provide detailed clarifications. Malaysia's Minister of Investment, Trade and Industry, Zafrul Aziz, confirmed that a delegation met with Chinese officials to explain the terms and assure Beijing that the pact would not harm Sino-Malaysian trade relations.

Wednesday 3 December 2025

AI pivot opens fresh opportunities across the global supply chain, says DIGITIMES president

The DIGITIMES Tech Forum commences on December 3, drawing over 1,500 participants from the technology sector. The hybrid event spotlighted the industry's focus on global supply chain restructuring and accelerating artificial intelligence (AI) developments.

Wednesday 3 December 2025

Tariffs are here to stay, and global supply chains may never look the same

As DIGITIMES Tech Forum takes place on December 3, 2025, DIGITIMES Research deputy director Tom Lo highlighted challenges and opportunities for Taiwan's technology supply chain amid the evolving trade and technological landscape under US President Donald Trump's second administration. Lo stressed that Taiwan's companies can no longer rely on a single-market, single-production-base model due to rising trade barriers and regionalized production.

Wednesday 3 December 2025

Chinese server makers gain ground globally as US tariffs reshape industry manufacturing strategies

Taiwanese EMS companies accelerate factory setups in the US, while Chinese server brands expand overseas amid changing global dynamics.

Wednesday 3 December 2025

North American EMS providers see growth from AI data-center boom

North American electronics manufacturing services (EMS) and original design manufacturing (ODM) providers are seeing sustained, broad-based growth as accelerating investment in AI servers and data-center infrastructure reshapes the regional manufacturing landscape.

Wednesday 3 December 2025

Delta Electronics acquires Vivotek outright in US$119m move to cement its smart-building ecosystem

Delta Electronics and Vivotek jointly announced on 1 December that Delta will acquire 100% of Vivotek at NT$100 (US$3.18) per share, bringing the total deal value to NT$3.733 billion (approx. US$118.8 million).

Wednesday 3 December 2025

BizLink to acquire XFS Communications, expand optical interconnect business

BizLink said on December 1 that it signed a definitive agreement to acquire Shenzhen-based XFS Communications, aiming to expand its optical interconnect capabilities as demand for high-speed links in AI data centers accelerates. The company expects the deal to close in the first quarter of 2026, after which XFS will be folded into BizLink's High Performance Computing Business Unit.

Tuesday 2 December 2025

US reduces South Korea import tariffs to 15% after strategic investment deal

The US government has reduced the tariff rate on imports from South Korea to 15%, retroactive to November 1, 2025, following South Korea's approval of major investment commitments in the US, according to Commerce Secretary Howard Lutnick. The adjustment applies to multiple products, including automobiles.

Tuesday 2 December 2025

MediaTek secures Google V7e chip order, eyes 2M units by 2027

Amid rising demand for Google's TPU chips, MediaTek has emerged as a key ASIC supplier with confirmed orders for its V7e product line set to begin shipping in the second half of 2026. Market sources indicate that MediaTek expects shipments of 300,000 to 400,000 units next year, surpassing earlier conservative estimates and positioning the company to reach its US$1 billion revenue target from this segment. Looking at the full V7e product cycle, total shipments could reach at least 2 million units, with peak volume anticipated in 2027.

Tuesday 2 December 2025

Taiwan's Robotics Innovation Alliance targets six major industries

Although Taiwan possesses core upstream technologies in the robotics supply chain, downstream applications are only just getting started. To fill the gap, companies have formed the Robotics Innovation Alliance (RIA), emphasizing that future efforts will begin from actual industry needs to connect the supply and demand sides and push applications toward successful commercialization.

Monday 1 December 2025

Tata Electronics accelerates hiring and fab redesign as Tata Power deepens solar vertical integration

Tata Electronics is ramping up hiring and redesigning its Gujarat chip fab as it races to match Apple's fast-growing India production. The expansion comes amid soaring iPhone exports and mounting engineering challenges, underscoring the Tata Group's broader push to scale electronics and semiconductor manufacturing.

Monday 1 December 2025

Shinkong’s new growth story starts with GPU packaging and e-paper

Shinkong Synthetic Fibers Corporation (SSFC) told investors on November 28 that it is navigating a challenging operating environment marked by raw material price volatility, Chinese product dumping, and shifting US tariff policies. The company said it is countering these pressures through diversified product development, rising contributions from its optoelectronics segment, and accelerating growth at subsidiary Shinsol Advanced Chemicals.

Monday 1 December 2025

Brightek's Jiangsu plant inaugurated to target smart sensing and AI robotics

Optoelectronic semiconductor integration solution provider Brightek recently officially commissioned its Jiangsu factory, built with an investment of nearly CNY200 million (approx. US$28.3 million). Brightek stated that the new facility will fully support emerging applications such as international automotive manufacturers, smart mobility, intelligent sensing, and AI robotics, laying a critical foundation for growth over the next decade.

Monday 1 December 2025

ACME shifts SiC R&D to AI and defense as auto market slowly recovers

Silicon carbide (SiC) demand has been weighed down by a sluggish automotive market, but ACME recently observed signs of market reversal and expects the auto sector to gradually recover from late 2025 into 2026. The company is refocusing its R&D on SiC for AI data centers and inductive materials, while expanding production of semi-insulating grade SiC powder to meet surging defense industry needs.

Monday 1 December 2025

India roundup: India launches US$820M scheme to secure local rare earth supply

India aims to secure rare earth magnet supply amid Chinese dominance as firms from the country deepen ties with Korean giants.

Sunday 30 November 2025

Taiwan's vertical integration cluster advantage limits industry relocation risk

Amid reports that Taiwan plans to invest US$400 billion in the US to secure better tariff treatment, avoid overlapping tax rates, and reduce Section 232 impacts under the Trump administration, a Deloitte Taiwan consultant says concerns over industrial relocation and hollowing out are largely unfounded.

Saturday 29 November 2025

Taiwan eyes overseas tech parks to help Taiwan SMEs expand globally

Taiwan's tech industry is set for a major transformation in international expansion, amid the ongoing restructuring of global supply chains and geopolitical shifts. In his capacity as chairman of the Taiwan Electrical and Electronic Manufacturers' Association (TEEMA), Hon Hai (Foxconn) chairman Young Liu has pledged to replicate Taiwan's science park model overseas, a bid welcomed by many small and medium-sized enterprise (SME) owners, who hope for swift implementation of such plans.

Saturday 29 November 2025

OT vulnerabilities push cybersecurity to core competency in manufacturing

As global supply chains realign and tariff barriers rise, Taiwan's manufacturing sector—at the heart of this storm—feels the uncertainty acutely. At the Fortinet Cybersecurity Carnival 2025 held on November 26, 2025, in Taipei, IDC senior research analyst Yvette Lin stressed that amid geopolitical tensions and rising operating costs, manufacturers must treat cybersecurity not as a simple cost of protection but as a core competitive advantage that ensures uninterrupted production and reinforces operational resilience.

Friday 28 November 2025

Liquid cooling opportunities bring optimism for Walrus Pump in 2026

Raymond Huang, chairman of water pump leader Walrus Pump, stated that 2026 will see four main growth drivers: this includes the launch of the new Kaohsiung Luzhu Global Factory, industrial water pumps entering the supply chains of major US and Japanese machine tool makers, shipments of server-grade technology pumps, and the launch of newly developed submersible pumps. The company is very optimistic about its 2026 business outlook.

Friday 28 November 2025

Trump-Xi détente could unleash another wave of Taiwan AI chip boom

The US Genesis Mission, a major AI infrastructure project, has boosted Taiwan's AI chip supply chain, as all global AI inference chips come from Taiwanese firms. With 76% of TSMC's revenue from the US, improved US-China relations and a lifted Chinese import ban could further surge Taiwan's AI orders.

Friday 28 November 2025

Meta's Google TPU shift opens new AI supply chain for Taiwan PCB makers

Recent market rumors indicate that Meta is negotiating to deploy Google's seventh-generation TPU "Ironwood" in its data centers by 2027, with procurement potentially reaching tens of billions of US dollars. This move signals confidence that Google will become a leading ASIC chip supplier, challenging Nvidia's dominance and securing the second spot in the AI accelerator market.

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