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Thursday 10 July 2025
US tariff plans threaten Taiwan's key tech exports amid shifting trade dynamics
The US's latest tariff actions have sparked concern in Taiwan, raising fears that its export-driven tech sector could soon face steep import duties. Although Taiwan was not named...
Wednesday 9 July 2025
US lifts EDA ban, revives Synopsys-Ansys China deal prospects
The US and China have reached a preliminary trade agreement that includes the resumption of rare earth exports from China. In tandem, several electronic design automation (EDA) software...
Monday 7 July 2025
Unclear US definitions on origin washing put Vietnam in crossfire of both superpowers
The US and Vietnam recently agreed on tariffs up to 40% on certain goods transshipped through Vietnam, targeting origin washing used to evade US duties. This move is part of a broader...
Monday 7 July 2025
Tariff pressure pushes South Korea down on list of top US import sources
South Korea's exports to the US have declined due to growing protectionist measures under the Trump administration, raising concerns about the competitiveness of South Korean products...
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...