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Thursday 31 July 2025
US 25% tariff jolts India's electronics sector and Apple
A new 25% US tariff on Indian imports has intensified trade tensions and poses a significant threat to India's fast-growing electronics export industry. The move widens India's disadvantage...
Thursday 31 July 2025
Qualcomm sees handset rebound by year-end, signals strength in China amid Apple drag
Qualcomm anticipates renewed growth in its handset business in the fourth quarter of fiscal 2025, driven by strong Android momentum and new chip launches, even as revenue tied to...
Thursday 31 July 2025
Qualcomm posts solid Q3, but Apple warning clouds outlook
On July 30, Qualcomm reported a 10% year-on-year increase in revenue for its fiscal third quarter, driven by strong growth in IoT and automotive segments. However, its mixed outlook...
Thursday 31 July 2025
BOE acquires half of Apple's MacBook LCD orders, displacing LG Display
BOE Technology is on track to surpass LG Display (LGD) as Apple's top MacBook LCD panel supplier in 2025, marking a significant shift in Apple's display sourcing as the company edges...
Thursday 31 July 2025
Tariff pressures, PLI scheme drive diverging export fortunes for Samsung and Apple
Samsung's smartphone exports from India dropped sharply in the second quarter of 2025, likely due to the end of its eligibility for the production-linked incentive (PLI) scheme. Meanwhile,...
Wednesday 30 July 2025
Apple loses fourth AI researcher in a month to Meta's Superintelligence team
Apple Inc. has lost its fourth AI researcher in a month to Meta Platforms Inc., marking the latest setback to the iPhone maker's artificial intelligence efforts.
Wednesday 30 July 2025
Apple's 2Q25 earnings appear optimistic, but industry remains cautious
Apple will announce its second-quarter financial results on July 31. The market currently holds a relatively optimistic view of its performance this year. Factors such as positive...
Tuesday 29 July 2025
Apple closes first directly managed store in Dalian due to poor foot traffic
Apple's official China website shows that the last operating day for its Parkland Mall store in Dalian is August 9, 2025. This marks the closure of Apple's first directly managed...
Tuesday 29 July 2025
Foxconn breaks away from Apple dependence, others struggling to diversify
Despite Nvidia CEO Jensen Huang's comment during his recent visit to China that he believes Apple has its strengths and pace in advancing its AI technologies, doubts about Apple's...
Monday 28 July 2025
Apple reportedly evaluates Intel 14A process; Nvidia expresses interest in trial production
As US chip giant Intel CEO Lip-Bu Tan openly stated that the company may consider terminating its 14A process node plan if it cannot secure effective external client orders, Intel's...
Monday 28 July 2025
India roundup: China's rare-earth export curbs hit India's EMS ambition
China's tighter rare earth export controls are disrupting Apple's plan to expand manufacturing in India as Dixon Technologies solidifies its status as the local largest mobile phone...
Monday 28 July 2025
Exclusive: Meta turns to China for a second shot at smartwatches
Meta Platforms Inc. is reportedly reviving its smartwatch project, potentially with a camera lens, timed with its Meta Connect conference on September 17-18 in the US. The smartwatch...
Friday 25 July 2025
Google quietly develops smart glasses while promoting Gemini AI
Google is discreetly restarting its smart glasses project. Alphabet and Google CEO Sundar Pichai has given minimal details, but assures that the progress is exciting.
Thursday 24 July 2025
1H25 EMS top 20 analysis: DIGITIMES dissects 3 power shifts behind AI-era shake-up

The first half of 2025 has reshaped the global EMS/ODM landscape, with generative AI emerging as the new industry driver. In a ranking...

Thursday 24 July 2025
Why it’s too early to write off Tim Cook
Apple is currently facing turbulent times, with mounting market criticism focusing on its lack of product innovation, lagging development in generative AI (GenAI), and executive personnel...