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Friday 17 October 2025
US auto giants push tariff pain down supply chain in wake of subsidy revokes

President Donald Trump's renewed push for aggressive tariffs — aimed at bringing manufacturing back to US soil — has created...

Thursday 16 October 2025
Hyundai Mobis boosts Mexico plant investment to strengthen North American supply chain
Hyundai Mobis is set to invest an additional US$28.6 million in its Pesqueria plant in Nuevo Leon, Mexico, aiming to reinforce its dominance in the North American market amid escalating...
Thursday 16 October 2025
China's 10.5 generation panel depreciation to boost TV panel market dominance
China leads in LCD TV panel production, with BOE and TCL CSOT expected to control over 72% of the market by 2026. Over the past decade, global LCD TV panel capacity has become highly...
Wednesday 15 October 2025
TSMC set to report strong results amid expanding AI chip demand and stable margins
TSMC is scheduled to hold its online earnings call on October 16, 2025, with market expectations high that the company will meet or exceed its third-quarter 2025 financial targets...
Tuesday 14 October 2025
OCP Summit: Microsoft expands AI infrastructure by 2 GW, cuts GPT-4 cost by 93%, and backs new power and cooling standards

Microsoft is accelerating its transformation into what it calls "the world's AI supercomputer," revealing that it added 2 gigawatts of...

Thursday 9 October 2025
Tesla simplifies EV lineup with 'Standard': a strategic pause before the next leap

Tesla has rolled out new, lower-cost versions of its two best-selling vehicles—the Model 3 and Model Y—under the "Standard"...

Thursday 9 October 2025
HPE sees rising AI demand in Taiwan and Hong Kong, targets enterprise support with Juniper acquisition
Hewlett Packard Enterprise (HPE) is intensifying its focus on artificial intelligence (AI) adoption in Taiwan and Hong Kong amid increasing demand across multiple sectors, particularly...
Wednesday 8 October 2025
70% local manufacturing supports India-based boAt's growth and IPO plans
IPO-bound boAt has returned to profitability in fiscal 2025, reporting a net profit of over INR600 million (US$6.76 million) compared with a net loss of INR800 million in the previous...
Tuesday 7 October 2025
CATL extends global lead as Korean battery utilization drops to 50%

South Korea's once-dominant battery manufacturers are losing their footing in the global electric vehicle (EV) supply chain, as Chinese...

Tuesday 7 October 2025
Upstream substrate and leadframe price hikes pressure IC packaging costs
Since early 2025, rising costs of precious metals such as gold and silver have triggered price increase signals in the supply chain for key materials like substrates and leadframes...
Tuesday 7 October 2025
Taiwan's silicon shield under siege as US accelerates chip onshoring
A US proposal to evenly split advanced semiconductor production between Taiwan and the United States has sparked deep concern in the industry and triggered a political debate in Taipei,...
Tuesday 7 October 2025
Chang Wah Technology announces significant price hike for LED lead frames from 2026
Facing continuing growth in precious metal costs, IC packaging lead frame manufacturer Chang Wah Technology has revealed plans to raise prices on its LED lead frames starting January...
Friday 3 October 2025
Mature chip pricing squeeze deepens for UMC as Taiwan IC design houses foresee challenges lasting into 2026
United Microelectronics Corp. (UMC) recently issued a notice to its suppliers demanding a 15% price reduction, signaling heightened cost pressures within the semiconductor supply...
Thursday 2 October 2025
Taiwan's UMC seeks 15% price cuts from suppliers in rare written notice
United Microelectronics Corporation (UMC) has formally demanded that its suppliers propose price cuts of more than 15% to take effect on January 1, 2026, an unusually aggressive move...
Wednesday 1 October 2025
Galaxy S26 Ultra: Samsung taps Mcnex for periscope lens, reportedly curbing Sunny Optical's role
Samsung Electronics is overhauling its flagship smartphone camera supply chain for the Galaxy S26 Ultra, with South Korea's Mcnex taking over folded zoom (periscope) module supply...