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Tuesday 19 August 2025
Samsung SDI beats LGES, SK On to secure major ESS contract
Samsung SDI recently emerged victorious in a large-scale energy storage system (ESS) tender in South Korea, marking a significant milestone in its business transformation as the electric...
Tuesday 19 August 2025
AI glasses promise to shake up the eyewear market
AI glasses are poised to revolutionize the conventional eyewear industry with new growth opportunities.
Tuesday 19 August 2025
Commentary: TSMC shows no fear despite 300% tariff threat
US President Donald Trump recently announced that semiconductor tariffs could reach 300%, yet this has not triggered panic in the chip industry. Supply chain players stress that the...
Tuesday 19 August 2025
SK Hynix signals slowing demand for TCB equipment, putting Hanmi at risk
The market for thermo-compression bonders, or TCB, has surged on the back of booming demand for AI. But signals out of South Korea now show signs of a slowdown. New orders in the...
Tuesday 19 August 2025
US tariff measures hit simultaneously, economic slowdown expected in 2H25
US President Donald Trump has threatened semiconductor tariffs under Section 232 that could reach between 200% and 300%, with an announcement expected in the coming days. Taiwanese...
Tuesday 19 August 2025
China EV sector invests more abroad than at home for first time
Chinese companies involved in the electric vehicle industry invested more overseas than domestically for the first time in 2024, although foreign projects face higher costs, delays...
Tuesday 19 August 2025
Trump tariffs could stall Samsung’s US surge and boost Apple
Samsung Electronics is enjoying its strongest run in the US smartphone market in years, but that momentum could be tested as US President Donald Trump threatens sweeping tariffs on...
Tuesday 19 August 2025
Taiwan unveils new support measures to shield industries from US tariff impact
The 20% reciprocal tariff imposed by the United States on exports from Taiwan officially took effect on August 7, 2025, covering most traditional industries. The impact varies across...
Monday 18 August 2025
China smartphone market, 2Q 2025

Introduction

Monday 18 August 2025
Chipmakers bet on agentic AI to spark consumer demand for smart glasses after Ray-Ban success
Meta's success with its smart Ray-Ban glasses has ignited a wave of development in smart and AI-powered eyewear, offering fresh optimism for chipmakers who once banked on the metaverse...
Monday 18 August 2025
YS Tech cautiously optimistic for 2H25; bets on auto, HPC growth
Yen Sun Technology (YS Tech), a manufacturer of automotive electronics and technology systems, is optimistic that customer orders will return to normal once the US tariff situation...
Monday 18 August 2025
Tariffs, trade, and transformation: how Hushan is redefining Taiwan's auto supply chain
As the world's largest aftermarket supplier of automotive door handles and an emerging force in vehicle camera modules, Hushan Autoparts finds itself navigating a critical transformation—and...
Monday 18 August 2025
Topco Scientific prepares for 2027 showdown as Chinese wafer makers strengthen market hold
As China's semiconductor juggernaut gathers pace, a fierce contest for dominance in the silicon wafer market is becoming inevitable for global suppliers.
Monday 18 August 2025
Samsung debuts world's first 115-inch micro RGB TV, aiming at OLED and mini LED rivals

Samsung Electronics has unveiled the world's first 115-inch micro RGB television, marking a bold step to reinforce its presence in the...

Monday 18 August 2025
Honda's hybrid blueprint shapes China's growing PHEV market

As competition in China's electric vehicle (EV) market intensifies and range anxiety persists, plug-in hybrid electric vehicles (PHEVs)...