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Friday 11 April 2025
Tariff impact on iPhone's production strategy
As of April 10, the latest development shows that Trump has raised tariffs on Chinese goods to 145%, maintaining a hardline stance. For Apple's iPhone, which still relies heavily...
Friday 11 April 2025
The Great Tech Reset 9: Inside the autonomous future—smart cars, drones, robots, AR gear take the lead
China's EV dominance is already global, but the next front is autonomous driving. It's no longer just about the vehicle; it's about the AI-powered stack behind it: maps, sensors,...
Friday 11 April 2025
Rising US-China tensions put American consumer tech brands at risk in China

The escalating US-China trade conflict is placing consumer electronics and high-tech industries at the center of geopolitical strain...

Friday 11 April 2025
Apple's China suppliers struggle as G2 trade war forces costly decoupling
As the US-China trade conflict escalates once again, both countries are imposing steep tariffs on each other, pushing global supply chains into a period of heightened uncertainty...
Friday 11 April 2025
Taiwan cracks down China goods falsely labeled to circumvent US tariffs
The United States has intensified efforts to prevent Chinese goods from entering the American market through third-party countries, and Taiwan is responding with decisive action.
Friday 11 April 2025
Apple and TSMC face challenges ahead of 2nm chip launch
The United States' reciprocal tariffs officially took effect on April 9, 2025. However, within 24 hours, President Donald Trump announced a 90-day suspension for most trading partners,...
Friday 11 April 2025
Taiwan, US experts warn of shifting AI landscape among trade tensions
As global trade dynamics evolve and AI reshapes economies, former Taiwanese Minister John Deng and Intel's ex-Chief Trade Officer Jeff Rittener offered sobering insights into the...
Friday 11 April 2025
Soitec navigates US-China semiconductor rivalry with strategic neutrality
As the US and China intensify their semiconductor sanctions, the G2 dynamic between these superpowers grows increasingly pronounced, pushing supply chains toward de-risking. This...
Friday 11 April 2025
The hidden cost of replacing China's manufacturing
US President Donald Trump's escalating tariff policies—culminating in a 90-day tariff suspension that excluded China—have rattled global supply chains. With major brands...
Thursday 10 April 2025
Luxshare considers SEA as top choice for expansion, prioritizing low-tariff regions
China is facing a 125% tariff imposed by the US due to an inability to reach consensus, placing significant pressure on related supply chain businesses. Luxshare, which assists Apple...
Thursday 10 April 2025
The Great Tech Reset 8: Sovereign AI
What we see today with OpenAI and DeepSeek are just the foundational infrastructures and rule-makers of the early investment stage. The current investments are made to secure industry...
Thursday 10 April 2025
MetaX's IPO and rise of China's domestic GPU giants in AI era
In early 2025, the China Securities Regulatory Commission (CSRC) website announced that MetaX Integrated Circuits (Shanghai) Co., Ltd. has completed its listing filing and plans to...
Thursday 10 April 2025
Unitree Robotics: from CMG New Year's Gala to MWC 2025 – China's robotic revolution gains momentum

Since the beginning of 2024, discussions surrounding Unitree Robotics in Hangzhou have gained significant attention, almost rivaling...

Thursday 10 April 2025
Auto tariffs take effect, components supply chain hit hardest
The US government under President Donald Trump initiated a new round of trade protection policies on April 3, 2025, imposing a 25% tariff on all automobiles produced outside the US...
Thursday 10 April 2025
Trump's reciprocal tariffs unsettle global supply chains; two countries not considered for production relocation

According to sources within the notebook supply chain, meetings with brand manufacturers are intensifying as companies navigate the uncertainty...