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Monday 3 February 2025
Beyond price war: China's solar giants locked in escalating patent disputes, reshaping global landscape
In 2024, China's solar power manufacturing sector faced its toughest year for profitability due to fierce internal competition and a relentless price war. These challenges are further...
Monday 3 February 2025
Trump 2.0 prospects: tariffs spark potential three-way supply chain realignment
President Trump's administration has escalated trade tensions since taking office, implementing a 25% tariff on goods from Canada and Mexico and a 10% tariff on Chinese imports since...
Monday 3 February 2025
TSMC to hold board meeting in US next week to review progress at Arizona site
TSMC will conduct its regular board of directors meeting in the US next week. The progress of the Arizona site construction is expected to be evaluated.
Monday 3 February 2025
Honda boosts US investment by 40% to expand EV, HEV production
Honda is expanding its US investment with an additional US$300 million, aligning with President Donald Trump's policies and the growing demand for EVs in North America. This investment...
Monday 3 February 2025
India cuts import taxes on electronics components to boost local manufacturing
In a bid to strengthen India's position in global supply chains and boost local manufacturing, the Indian government has eliminated import taxes on several electronics components...
Monday 3 February 2025
Global supply chains holds breath over Trump's 100% chip tariffs
In late January 2025, President Donald Trump proposed tariffs of up to 100% on chips imported from Taiwan, aiming to bolster US manufacturing. The move, however, risks driving up...
Friday 31 January 2025
AI robots emerge as new competitive frontier for automakers
The convergence of AI robotics and automotive manufacturing presents a critical turning point for the industry. As automakers explore artificial intelligence (AI) robots, the technical...
Thursday 30 January 2025
EMS watch: top-down observation on supply chain
The global tech landscape has undergone significant transformation since the COVID-19 outbreak in 2019. Government subsidies totaling US$17 trillion, combined with the surge in remote...
Thursday 30 January 2025
Foxconn chair outlines Taiwan's path to industrial transformation through patents and software
In Taiwan's pursuit of industrial transformation and upgrading, manufacturers must create unique value amid intense global competition. Foxconn Technology Chairman Young Liu believes...
Tuesday 28 January 2025
EMS Watch: insights on the ranking shifts of the EMS sector
In the rapidly evolving global electronics manufacturing services (EMS) industry, the dominance of major players continues to shape the competitive landscape. While the notion that...
Monday 27 January 2025
EMS Watch: Taiwan leads AI servers, China bets big on edge computing
As 2024 came to a close, major companies unveiled their preliminary financial reports. Simultaneously, Nvidia CEO Jensen Huang toured Taiwan, hosting key industry leaders. With the...
Friday 24 January 2025
Screen to boost semiconductor equipment production capacity by 20% to meet AI demand
Japanese semiconductor cleaning equipment manufacturer Screen plans to increase its semiconductor manufacturing equipment production capacity to 120% of the 2023 level by fiscal year...
Friday 24 January 2025
Trump's new policies accelerate changes as major automakers buckle up
Upon taking office, US President Donald Trump swiftly targeted immigration, electric vehicles (EVs), and energy with his first executive orders. He is considering imposing a 25% tariff...
Friday 24 January 2025
From graphene to next-gen materials, the upcoming 2D FET
Since the discovery of graphene in 2004, research over the past two decades has advanced the use of 2D materials in semiconductor manufacturing, with academia playing a crucial role...
Friday 24 January 2025
Trump policies drive supply chain shift to Arizona
As TSMC's Arizona semiconductor fab prepares to begin mass production, the local semiconductor supply chain continues to strengthen. Industry experts suggest that if Trump promotes...