CONNECT WITH US
Tuesday 18 February 2025
ASE to increase spending in 2025 for expansion, new Malaysia plant reportedly set to open
Global packaging and testing leader ASE Technology Holdings (ASE) expects total capital expenditure (capex) for the year to grow significantly by over 60%, primarily allocated for expanding advanced packaging and testing capacities. Notably, ASE's new plant in Malaysia is set to officially commence operations soon, which is expected to further contribute to revenue growth in its packaging and testing business
LATEST STORIES
Thursday 13 February 2025
SEA smartphone shipments see 11% YoY increase in 2024; Chinese companies dominate top spots
Canalys reported on February 11, 2025, that Southeast Asia's smartphone market rebounded in 2024, growing 11% year-over-year after two years of decline, with 96.7 million units shipped. Oppo led the market for the first time with an 18% share, followed closely by Samsung Electronics (Samsung) (17%), while Transsion and Xiaomi shared third place (16%), and Vivo rounded out the top five (13%)
Wednesday 12 February 2025
Taiwanese PCB manufacturers shift focus to SEA as Trump tariffs fuel US-China tensions
With the start of the Trump 2.0 administration, the global PCB industry is preparing for changes, especially in Southeast Asia's competitive environment. China's PCB sector is expected to grow rapidly in 2024, reflecting a wider investment trend in Thailand. This situation offers challenges and opportunities for Taiwanese manufacturers
Tuesday 11 February 2025
ASEAN deepens China supply chain ties despite Panama's BRI exit
Under pressure from the Trump administration, Panama has exited China's Belt and Road Initiative, even as Southeast Asian nations move to deepen their supply chain ties with China in a bid to strengthen their US negotiating position
Tuesday 11 February 2025
Amkor forecasts weak 1Q25 on smartphone, auto slowdown amid Vietnam expansion plans
Amkor Technology reported lower-than-expected sales for the fourth quarter of 2024 and projects weaker first-quarter 2025 results, with analysts attributing the downturn to softening smartphone demand and automotive inventory corrections
Tuesday 11 February 2025
Yulon Group accelerates EV adoption in Taiwan and expands global footprint
Yulon Group has reinforced its commitment to accelerating electric vehicle (EV) adoption in Taiwan while expanding its mobility service ecosystem. During its Lunar New Year opening ceremony, CEO Lilian Chen outlined the company's strategic vision for 2025, emphasizing net-zero carbon goals, green energy applications, and multi-brand development
Monday 10 February 2025
Apple makes manufacturing pivot: scales back Vietnam MacBook production, ramps up India operations
Apple is shifting its strategy by scaling back its plans to expand MacBook production in Vietnam, which was expected to ramp up in late 2024. This marks a departure from its earlier aggressive expansion approach and contrasts with its growing manufacturing focus in India, which is becoming more central to Apple's production plans
Monday 10 February 2025
Thailand navigates US-China trade tensions with bilateral engagement
Thailand is strategically managing the escalating tariff tensions between the US and China. While not directly targeted by US tariff policies, Thai officials are taking preemptive action through overseas visits to secure trade agreements with both nations
Friday 7 February 2025
Malaysia says chipmakers face minimal impact from US tariffs
New tariffs by the US on some countries will have a minimal impact on Malaysia's semiconductor exports, for now, according to Trade Minister Zafrul Aziz
Friday 7 February 2025
Component makers fear Southeast Asia next on Trump tariffs
While electronics suppliers maintain cautious optimism about US President Donald Trump's tariff policies, growing concern exists that Southeast Asia could become the next target for increased trade measures
Friday 7 February 2025
Singapore faces trade risks amid rising G2 tensions
As the US escalates tariff threats against trading partners, experts warn that Singapore's close trade relationship with China makes it vulnerable to indirect consequences
Thursday 6 February 2025
Malaysia braces for impact of Trump's tariff plans amid reliance on China and US chip market
While Malaysia is not a direct target of Donald Trump's tariff war against trading partners, the Southeast Asian nation is concerned about potential impacts and is advocating for trade diversification
Tuesday 4 February 2025
TikTok to invest US$3.8 billion in Thai data center
ByteDance's TikTok plans to invest THB126.8 billion (US$3.76 billion) in a Thai data hosting service, marking a major expansion in Southeast Asia. Thailand is emerging as a digital hub, attracting tech giants like Google, AWS, and Microsoft despite workforce challenges
Monday 3 February 2025
Singapore to keep working closely with US amid DeepSeek concerns
Singapore said its customs and law enforcement departments will continue to work closely with US counterparts amid concerns China AI firm DeepSeek obtained Nvidia Corp. chips through intermediaries on the island
Friday 24 January 2025
Singapore and Malaysia optimistic US AI chip curbs won't derail data center plans
Malaysia's data center sector maintains an optimistic outlook despite new US export restrictions on artificial intelligence (AI) chips, which were implemented in the final days of President Joe Biden's administration
Friday 24 January 2025
BYD expands Southeast Asian presence through Grab partnership
BYD has formed a strategic partnership with Grab, Southeast Asia's leading ride-hailing platform, to offer discounted rates on up to 50,000 EVs for fleets and drivers. The collaboration extends across Indonesia, Malaysia, the Philippines, Singapore, Thailand, and Vietnam, reports The Edge Singapore
Research Report Database
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research