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Wednesday 18 December 2024
Chinese manufacturers stockpile South Korean components ahead of Trump 2.0
Despite continued weak demand for South Korean displays and components in 2024, an unexpected recovery has emerged near year-end. Analysts interpret this trend as a response to the...
Monday 16 December 2024
Trump 2.0 policy shift sparks Taiwan machinery sector pivot
The upcoming US policy focus on "high tariffs" and "Made in America" initiatives could significantly impact Taiwan's machinery exports while potentially creating new opportunities...
Friday 13 December 2024
China's EV exports plummet despite its market penetration rate exceeding 50% for four months
China's domestic electric vehicle (EV) sales have maintained a penetration rate of over 50% for four consecutive months, reflecting strong growth in the domestic market, according...
Wednesday 11 December 2024
China may target more US firms for antitrust probes
China's antitrust probe into Nvidia may be followed by similar actions against other firms, as Beijing ups the ante in retaliation for the latest US trade restrictions.
Tuesday 10 December 2024
Taiwan's US exports surge past US$100 billion ahead of Trump's return
Donald Trump is expected to take office on January 20, 2025, likely being cautious with exporters running significant trade surpluses with the US. Meanwhile, US demand for electronic...
Tuesday 10 December 2024
Japanese intervention reportedly keeps China's CXMT off US entity list
Japan reportedly played a crucial role in keeping Chinese memory maker ChangXin Memory Technologies (CXMT) off the recently updated US Entity List, according to sources from China's...
Monday 9 December 2024
AI servers and satellite demand drive Taiwan's PCB industry back to growth
Taiwan's PCB industry is experiencing a resurgence due to the rising demand for AI servers and low-Earth orbit satellites. This growth is primarily centered around rigid and flexible...
Monday 9 December 2024
Will Trump's protectionism succeed despite harming others without benefiting?
Donald Trump once proposed a 60% tariff on products imported from China but later reduced it to 10% to avoid an overly aggressive trade conflict. However, his announcement of a 25%...
Friday 6 December 2024
China semiconductor exports projected to top CNY1 trillion in 2024
Chinese semiconductor exports are projected to exceed CNY1 trillion (US$30.8 billion) in 2024, having already reached CNY931.17 billion in the first 10 months of the year.
Friday 6 December 2024
South Korea downplays the impact of US' HBM export control
The South Korean government has assured that the Biden administration's latest semiconductor control measures against China, including restrictions on high bandwidth memory (HBM)...
Wednesday 4 December 2024
China sends warning to Biden and Trump with gallium and germanium export ban against US
On December 3, China declared an export ban on these metals to the US, a retaliatory action following US President Joe Biden's administration's introduction of new technology restrictions...
Friday 29 November 2024
HMD Global designates India as key mobile phone export hub amid US-China trade tensions
HMD Global has strategically designated India as a crucial export hub for Nokia phones in response to the evolving dynamics of the global trade environment. The persistent trade tensions...
Tuesday 26 November 2024
Samsung's market risks, SK Hynix's fab dependence: Diverging paths to decoupling from China
South Korean media report that SK Hynix and Samsung Electronics have reduced their reliance on China over the past seven quarters. SK Hynix's China revenue dropped from 30% to 24%,...
Friday 22 November 2024
Trump-style 'Made in USA' could end tariff exemptions for China-made notebooks and smartphones
Donald Trump's expected return to the White House on January 20, 2025, has intensified speculation over his trade policy plans. Liu, Director of the Regional Development Study Center...
Friday 22 November 2024
China's solar energy market still plagued by price war
It has been almost a month since China's solar industry set a floor price in order to curb cut-throat competition among its members, but some opportunists are taking advantage of...
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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