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Friday 4 July 2025
AOS to settle US export violation with US$4.25 miilion over Huawei shipments
Alpha and Omega Semiconductor (AOS), a California-based chipmaker, has agreed to pay US$4.25 million to resolve allegations that it violated US export controls by shipping restricted...
Friday 4 July 2025
Component makers across Southeast Asia await clarity as Vietnam reaches tariff deal with US

US President Donald Trump has unveiled a trade agreement with Vietnam that reduces tariffs on Vietnamese exports to the US from 46% to...

Friday 4 July 2025
Pegatron chair warns Taiwan's chip edge hinges on 3 critical fixes
Pegatron Chairman T.H. Tung, speaking as President of the Monte Jade Science & Technology Association of Taiwan at the Yushan–KPMG Technology Forum on July 2, highlighted...
Friday 4 July 2025
US-Vietnam tariff deal narrows gap, but transshipment rules remain a black box
US President Donald Trump has confirmed a preliminary tariff framework with Vietnam that lowers duties on Vietnamese exports to the US from 46% to 20%. However, the deal includes...
Friday 4 July 2025
Vietnam tariff deal triggers SEA jitters for Taiwan's PCB supply chain
Less than a week ahead of the tariff truce deadline, US President Donald Trump announced that the Commerce Department had struck a deal with Vietnam. Under the agreement, Vietnamese...
Friday 4 July 2025
Trump's Vietnam tariff deal eases some market uncertainty, but 40% transshipment clause raises new risks

President Donald Trump announced that the US has reached a new tariff agreement with Vietnam, lowering tariffs on Vietnamese exports...

Thursday 3 July 2025
China rare earth curbs put US in chokehold

Rare earth elements—critical to electric vehicles, defense systems, and advanced electronics—are once again at the center...

Thursday 3 July 2025
Taiwan seeks irreplaceable role in global chip supply chain amid AI boom
Taiwan's semiconductor industry has emerged as a strategic global resource amid geopolitical tensions and artificial intelligence growth, but the island must redefine its positioning...
Thursday 3 July 2025
Trump Vietnam trade deal hits Chinese transshipment with higher tariff
US President Donald Trump announced a sweeping trade deal with Vietnam, proposing tariffs on Vietnamese and transshipped goods while securing zero-tariff access for American products,...
Monday 30 June 2025
Chinese server component exports to US surge despite tariffs, driven by AI server demand and local assembly push
Despite the Trump administration's implementation of high tariffs on Chinese imports without granting China the grace periods afforded to other trade partners, the volume of server...
Friday 27 June 2025
China auto sector spirals amid fake exports, price wars, and policy strain
China's auto sector faces intense pressure from a cascade of crises, including deepening price wars and mounting scrutiny over "fake used car" export practices. Recent exposés...
Thursday 26 June 2025
China reportedly demands rare earth firms hand over tech staff data amid delays in lifting export curbs
Despite a pledge made at the Geneva talks to lift export restrictions on rare earth materials, China has yet to follow through. According to The Wall Street Journal, Chinese authorities...
Thursday 26 June 2025
India greenlights US$48 million electronics hub in Uttar Pradesh
India has approved an INR4.17 billion (US$48.14 million) Electronics Manufacturing Cluster (EMC 2.0) in Gautam Buddha Nagar, Uttar Pradesh. Developed by YEIDA over 200 acres, the...
Wednesday 25 June 2025
EU tariffs on Chinese EVs spark high-stakes talks as China leverages brandy, pork, rare earths for minimum-price deal
The European Union (EU) imposed anti-subsidy duties on Chinese battery electric vehicles (BEVs) in October 2024, with combined tariffs reaching up to 45% for a duration of five years...
Monday 23 June 2025
Taiwan electronic product export orders break US$100 billion in January-May 2025, driven by AI and HPC applications
Taiwan's export orders for January-May 2024 rose 15% year on year to reach US$263.8 billion, with electronics products recording an over 25% annual growth to break the US$100 billion...