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Friday 4 July 2025
Big screens, bigger stakes: LG and Samsung compete in the SDV display market

The global automotive industry is rapidly pivoting toward software-defined vehicles (SDVs), fueling a parallel surge in demand for large in-car displays. Market research firm Omdia forecasts that displays larger than 10 inches will account for a staggering 81% of automotive display sales by 2027, nearly doubling their market share from 2021

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Friday 4 July 2025
Malaysia lays quiet groundwork to become regional IC design hub
Malaysia is advancing its integrated circuit (IC) design capabilities through a recent 10-year technology licensing deal worth US$250 million with Arm Holdings, aiming to strengthen local IC design firms like Oppstar, Key ASIC, and SkyeChip
Friday 4 July 2025
AOS to settle US export violation with US$4.25 miilion over Huawei shipments
Alpha and Omega Semiconductor (AOS), a California-based chipmaker, has agreed to pay US$4.25 million to resolve allegations that it violated US export controls by shipping restricted components to Huawei Technologies in 2019, the year Huawei was placed on the US Entity List
Friday 4 July 2025
Component makers across Southeast Asia await clarity as Vietnam reaches tariff deal with US

US President Donald Trump has unveiled a trade agreement with Vietnam that reduces tariffs on Vietnamese exports to the US from 46% to 20%, while imposing a 40% levy on transshipped goods. Although the full policy details have yet to be released, connector and cable suppliers say the Vietnam deal provides a provisional reference point amid broader uncertainty over regional tariff policies

Friday 4 July 2025
Apple faces fresh tariff headwinds as US-Vietnam deal reshapes supply chains
US President Donald Trump recently announced a new trade deal with Vietnam, which reduces a planned 45% reciprocal tariff on Vietnamese imports to 20%, while imposing a 40% tariff on transshipped goods, signaling shifts in US trade policy with significant implications for technology supply chains
Friday 4 July 2025
China-based USI moves upmarket with L10 edge AI server for global clients

Universal Scientific Industrial Shanghai (USI), a China-based electronics design and manufacturing company, has completed delivery of a Level 10 (L10) full-system joint design manufacturing (JDM) project. The lightweight edge AI server, co-developed with a major international client, targets deployment in healthcare, retail, and industrial applications across Europe and North America

Friday 4 July 2025
Malaysia-Singapore Special Economic Zone builds cross-border AI ecosystem amid sovereign tech race

As the global race to build "sovereign AI" gains momentum, Southeast Asia is carving out a strategic role in the next wave of digital infrastructure, and the Johor-Singapore Special Economic Zone (JS-SEZ) is emerging as a focal point. High-profile moves, like Nvidia CEO Jensen Huang's recent visit to the Middle East, have spotlighted the growing link between AI innovation and national policy. In Southeast Asia, JS SEZ is becoming a real-world testbed for how governments can work together to support AI-powered industries

Friday 4 July 2025
Acer Cyber Security to expand localized services in Southeast Asia with focus on Thailand
Acer Cyber Security Inc. announced plans to broaden its localized cybersecurity services across Southeast Asia in the second half of 2025, prioritizing Thailand as its key market. The company seeks to leverage its technology expertise and improve its sales partner network amid increasing regional demand
Friday 4 July 2025
Acer Medical wins Singapore approval for AI bone density screening software
Acer Medical, a smart healthcare subsidiary of Acer Group, has secured market approval from Singapore's Health Science Authority (HSA) for its AI-assisted diagnostic software, VeriOsteo OP, designed to detect abnormal bone mineral density. This marks the software's official entry into the Singaporean medical market
Friday 4 July 2025
Communication suppliers respond to Trump tariffs with cautious diversification
On June 2, US President Donald Trump announced a trade agreement imposing a 20% tariff on imports from Vietnam and a 40% tariff on transshipped products. The new tariffs have garnered significant attention within the network communication industry, particularly in Taiwan, where many manufacturers have relocated production to Vietnam, targeting the US market
Friday 4 July 2025
Renesas ditches SiC to focus on MCU, GaN products for AI sector
Japanese semiconductor firm Renesas has halted mass production of silicon carbide (SiC) power semiconductors and will now launch new products including microcontroller units (MCU) for the edge AI and AIoT markets, and gallium nitride (GaN) power semiconductors for AI data centers, as the company restructures its business focus
Friday 4 July 2025
Intel's new AI accelerator may adopt HBM4? SK Hynix stresses no confirmed details
Intel recently held its AI Summit in South Korea, sharing the latest trends in artificial intelligence (AI) technology and innovative applications across various industries. The event also explored future AI development directions and cross-industry collaboration strategies. Among the highlights, cooperation between SK Hynix and Intel on high-bandwidth memory (HBM) for next-generation AI accelerators attracted significant attention
Friday 4 July 2025
US-Vietnam tariff deal narrows gap, but transshipment rules remain a black box
US President Donald Trump has confirmed a preliminary tariff framework with Vietnam that lowers duties on Vietnamese exports to the US from 46% to 20%. However, the deal includes a separate 40% tariff on transshipped goods routed through Vietnam from other countries. In return, Vietnam will eliminate all tariffs on US imports, granting American products full access to its market
Friday 4 July 2025
Vietnam tariff deal triggers SEA jitters for Taiwan's PCB supply chain
Less than a week ahead of the tariff truce deadline, US President Donald Trump announced that the Commerce Department had struck a deal with Vietnam. Under the agreement, Vietnamese exports to the US will be subject to tariffs of 20% to 40%, with the highest rate applying to goods rerouted through Vietnam from third countries
Friday 4 July 2025
Thailand moves to limit foreign workers at PCB plants amid trade tensions with China
Thailand plans to restrict foreign employment at manufacturing facilities to 70% local workers, targeting Chinese companies suspected of using the country to circumvent US import restrictions, as Taiwan and China PCB makers expand operations there
Friday 4 July 2025
Trump's Vietnam tariff deal eases some market uncertainty, but 40% transshipment clause raises new risks

President Donald Trump announced that the US has reached a new tariff agreement with Vietnam, lowering tariffs on Vietnamese exports to the US from a previously reciprocal rate of 46% to 20%. While the tech and electronics industries generally welcomed the announcement, experts say the real game-changer may lie in a lesser-discussed clause: a 40% tariff on transshipped goods. The details of its implementation—and the criteria for what qualifies as transshipment—remain unclear