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Tuesday 13 May 2025
Chinese EV supply chain's bold expansion into Thailand raises profit concerns among local industry
China's auto industry is accelerating, driven by soaring demand for electric vehicles (EVs). New figures from the China Association of Automobile Manufacturers report a 9.8% year-over-year increase in new vehicle sales, including exports, reaching 2.59 million units in April. The growth is largely due to a sharp increase in sales of electric and other new-energy vehicles. EVs now account for 49.5% of all new cars sold in China, marking a rise of nearly 10pp from the previous year
Tuesday 13 May 2025
CT Semiconductor expands Vietnam's first fully locally owned IC backend facility
CT Semiconductor has begun the second phase of its chip packaging and testing plant in Vietnam, targeting 100 million chips annually by 2027. As the country's first fully locally owned facility, it represents Vietnam's broader semiconductor push alongside major projects from Intel, Amkor, Hana Micron, and government-led initiatives
Tuesday 13 May 2025
Display Week 2025: LGD showcases leading P2P panels and stretchable OLEDs
LG Display (LGD) is set to participate in the Society for Information Display's (SID) Display Week 2025 with a major focus on next-generation automotive displays. Highlights include a 50% stretchable display, the world's largest 57-inch full cockpit width point-to-point (P2P) panel, and an 18-inch slidable OLED
Tuesday 13 May 2025
The US-China trade talks ease supply chain pressures
In a rare sign of easing tensions, the US and China have reached a temporary détente on tariffs, agreeing to a 90-day truce that significantly reduces mutual trade penalties. Under the agreement, Washington will lower tariffs on Chinese imports to a maximum of 30%, while Beijing will scale back its duties on American goods to 10%
Tuesday 13 May 2025
90-day tariff truce: China exodus irreversible
The US-China negotiations have reached an agreement to temporarily reduce tariffs on each other for 90 days, buying more time for further talks. According to statements from both countries, the US will lower tariffs on China to 30%, while China will reduce tariffs on the US to 10%. However, even with this concession, electronics assembly supply chain players state that production capacity already relocated will not return—it is a one-way move
Tuesday 13 May 2025
Europe considers ban on Chinese solar inverters, citing cybersecurity concerns
Europe is grappling with growing concerns over the cybersecurity risks posed by Chinese-made photovoltaic inverters, prompting discussions about restricting high-risk suppliers from connecting to its power systems. The debate mirrors the 2019 US ban on Huawei solar inverters, which cited potential remote control threats to the power grid, particularly during wartime
Tuesday 13 May 2025
Hanwha Semitech establishes new R&D center to meet surging demand for TCB equipment
South Korean TC bonder (TCB) manufacturer Hanwha Semitech recently announced an organizational restructuring aimed at strengthening its development capabilities for next-generation semiconductor equipment. This move is expected to accelerate the innovation of new semiconductor device technologies
Monday 12 May 2025
Sharp offloads iconic LCD factory to Foxconn amid deepening losses
Sharp plans to sell its Kameyama No. 2 factory in Japan's Mie Prefecture to its parent company, Hon Hai Technology Group (Foxconn), as the company continues to scale back its once-dominant liquid crystal display business, according to a May 12 report by Nikkei
Monday 12 May 2025
China and US announce tariff rollbacks and renewed trade talks amid easing tensions

The governments of China and the US released a joint statement on May 12, 2025, announcing a significant easing of trade tensions, with both sides agreeing to roll back certain tariffs and resume high-level consultations aimed at stabilizing economic relations. The move is seen as a strategic effort to de-escalate ongoing trade frictions and reestablish a framework for long-term, mutually beneficial economic cooperation

Monday 12 May 2025
Naver's AI-driven growth contrasts Kakao's struggles in 1Q25
South Korea's leading internet companies, Naver and Kakao, released their first-quarter financial results for 2025, revealing starkly different outcomes driven by their respective approaches to artificial intelligence (AI) integration
Monday 12 May 2025
Exclusive: AI implementation challenges reshape government roles in ecosystem success
During an in-depth reporting trip to the Johor-Singapore Special Economic Zone (JS-SEZ), DIGITIMES explored the evolving AI landscape through exclusive interviews with Microsoft executives from Singapore and Malaysia. As Nvidia and AI supply chain players increasingly highlight "AI implementation" applications, we sought to understand how cloud giants perceive this trend, what enables or hinders progress, and the appropriate role for governments
Monday 12 May 2025
Jarllytech April 2025 revenue hits second-highest record on Chinese foldable device boom
Jarllytech, a hinge manufacturer, experienced significant growth in April 2025, with its consumer electronics line boosted by strong shipments of new foldable devices from a Chinese customer. Additionally, enhanced performance in the notebook and LCD product lines exceeded seasonal expectations, elevating the group's total monthly revenue to its second-highest historical level
Monday 12 May 2025
China's trade-in stimulus fades by mid-2025 amid ongoing challenges for tech sector growth
China's trade-in stimulus, bolstering the tech supply chain from late 2024 to early 2025, has waned by the second quarter of 2025. Despite ongoing provincial subsidies aimed at boosting consumer spending, buyers usually only invest in new electronics during upgrade waves, opting to wait for the next cycle once a wave concludes
Monday 12 May 2025
Dixon Technologies partners with NxtCell to manufacture Alcatel smartphones in India
According to the Economic Times, PTI, and Outlook Business, Dixon Technologies, an Indian electronics manufacturing giant, has signed an agreement with NxtCell India Private Ltd. to produce smartphones for the French brand Alcatel, marking the brand's return to the Indian market after seven years. The partnership, announced on Friday, will see Dixon's subsidiary, Padget Electronics, commence manufacturing within the next 12-18 months, with initial production expected to roll out in 8-10 weeks
Monday 12 May 2025
Panasonic announces 10,000 layoffs to boost profitability
Panasonic Holdings has unveiled plans to lay off approximately 10,000 employees, split evenly between Japan and overseas, as part of structural reforms to improve profitability. The reductions, targeting departments such as home appliances, are scheduled for fiscal year 2025 (April 2025 to March 2026). The company's energy division, focused on electric vehicle (EV) batteries, will be spared due to strong demand, particularly from Tesla
DTexhi
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES