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Friday 18 April 2025
Can tariffs achieve the MAGA dream?
The past week has seen a series of twists and turns in US reciprocal tariff rates, with the latest announcement on the US Customs and Border Protection's Cargo Systems Messaging Service...
Friday 18 April 2025
Taiwan's display makers reject US production shift
As US President Donald Trump escalates tariff tensions, Taiwan's top two display makers—AUO and Innolux—are drawing a line: relocating production to the US is not an op...
Friday 18 April 2025
Trump orders national security probe into critical minerals, threatens higher manufacturing costs
The US President Donald Trump has initiated a national security investigation into imports of critical minerals and their downstream products, including semiconductor wafers, electric...
Friday 18 April 2025
SEMI reports 10% growth in global semiconductor equipment sales in 2024, reach record of US$117.1 billion

SEMI announced on April 16 that global semiconductor manufacturing equipment sales will grow by 10% in 2024, reaching a total of US$117.1...

Friday 18 April 2025
US manufacturing surge: Foxconn's NAM board role amplifies strategic ambitions
US President Donald Trump has introduced a series of policies designed to revitalize American manufacturing and attract industries such as semiconductors to return to the US. While...
Thursday 17 April 2025
Taiwanese tech leaders shift to US production, betting on automation
Amid rising geopolitical tensions, Taiwan's leading tech manufacturers, including Foxconn, Quanta, Wistron, Wiwynn, and Inventec, are accelerating investments to expand production...
Thursday 17 April 2025
China drone dominance fuels ambitions for low-altitude economic supremacy
China has positioned the low-altitude economy as a cornerstone of its future industrial strategy, with drones serving as the linchpin of this burgeoning sector. Leveraging its early...
Thursday 17 April 2025
Aeon Motor shifts gears amid trade war; expands in Vietnam to offset tariffs
Aeon Motor has expanded internationally by opening a new manufacturing plant in Vietnam despite rising tariff challenges. The company noted that the 10% tariff applies worldwide,...
Thursday 17 April 2025
Collateral damage in chip war: Intel and TI suffer, AMD rises
The US Department of Commerce has confirmed that lower-spec AI chips—such as Nvidia's H20 and AMD's MI308—now require export licenses for shipment to China. The move signals...
Thursday 17 April 2025
US factory setback for China's Gotion high-tech; will Taiwanese firms step in?

Gotion High-Tech, one of China's top lithium battery manufacturers, had positioned itself as a trailblazer among Chinese companies expanding...

Thursday 17 April 2025
Multi-year subscriptions shield cybersecurity firms from tariff-driven client budget cuts
As the ripple effects of the tariff war spread across industries, even sectors seemingly less tied to hardware manufacturing, like cybersecurity, have not remained entirely unaffected...
Thursday 17 April 2025
Taiwan's AI server supply chain strains under pressure as TSMC expands US commitments
Taiwan's tech giants are grappling with rising costs and logistical hurdles as they follow TSMC into the US, responding to pressure from Washington to localize advanced semiconductor...
Thursday 17 April 2025
Taiwan’s chip dominance faces new test as Trump targets tech reshoring
Donald Trump’s evolving trade policies could introduce significant uncertainty for global economies and supply chains, including those of the United States. Taiwan’s semiconductor...
Thursday 17 April 2025
From Belgium to Beijing: Melexis rewires its China strategy with local manufacturing muscle

Melexis, a Belgian semiconductor supplier, unveiled a new China strategy on April 16, marking a deeper push into localization and regional...

Wednesday 16 April 2025
Trump reciprocal tariff impact on server industry

Introduction