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Friday 11 July 2025
How Taiwan's EMS evolved (2): Resilience and regionalized supply chains
As of 2024, the global electronic manufacturing services (EMS) industry is valued at approximately US$700 billion, with about half originating from Taiwan. Starting in 1966 with basic...
Friday 11 July 2025
Korean carmakers prepare for Trump tariff-led price surge
Japanese and South Korean automakers are beginning to pass rising trade costs onto American consumers as hopes for a swift resolution to tariff negotiations with the US continue to...
Friday 11 July 2025
Taiwanese DDI makers report June revenue declines amid currency and policy challenges
Several leading Taiwanese display driver IC (DDI) manufacturers reported notable revenue declines for June, highlighting ongoing market headwinds as early demand surges from the first...
Friday 11 July 2025
Vietnam accelerates export diversification as US tariffs take effect
Vietnam is moving swiftly to diversify its export markets and reduce economic dependence on the US after the US-Vietnam trade agreement announced on July 4, 2025, imposed steep new...
Friday 11 July 2025
China's embodied AI race just got real — Robot Era, DEEP Robotics raises CNY1 billion

China's embodied AI and humanoid robotics market is experiencing a funding surge, with leading startups Robot Era and DEEP Robotics jointly securing...

Friday 11 July 2025
Nissan shifts production of its Kicks SUV to Japan, taps Foxconn to revive underused Oppama plant
Nissan will start producing its compact SUV, the Kicks, at the Oppama plant in Kanagawa Prefecture in the second half of fiscal 2025 (October 2025 to March 2026), according to Nikkei...
Friday 11 July 2025
With GB300 on track and no Cordelia detours, Nvidia eyes a strong AI finish in 2025
With Nvidia's GB200 series products entering volume shipments starting in the second quarter of 2025, the GB300 has also begun its delivery recently, as Dell chairman and CEO Michael...
Friday 11 July 2025
Taiwan's machinery exporters brace for US tariff verdict while handling FX pain
Taiwan's machinery exporters face growing uncertainty as the US confirms 25% reciprocal tariffs for Japan and South Korea, while Taiwan's status remains unresolved. With the US as...
Friday 11 July 2025
China's 'trade-in' subsidy policy aims to stabilize panel prices amid funding crunch concerns
The Chinese government has been vigorously promoting the "trade-in" subsidy policy since the second half of 2024, positioning it as a key tool to stimulate consumption and stabilize...
Friday 11 July 2025
Subsidy hangover? China's June auto sales surge may be last hurrah
China's auto sales reached 2.08 million units in June, marking the highest monthly total since June 2022. Analysts believe the spike was likely driven by consumers accelerating purchases...
Friday 11 July 2025
Apple's foldable smartphone expected in 2026 as China's hinge and display suppliers gear up
Global foldable smartphone shipments rose only 9% year-over-year in the first quarter of 2025, a steep decline from the triple-digit growth seen in earlier years, according to Counterpoint...
Friday 11 July 2025
NXP plots wafer shift to China as new CEO joins push for local supply chain
Kurt Sievers, the CEO of Dutch semiconductor giant NXP Semiconductors, who is set to officially step down at the end of October 2025, recently visited Shanghai and met with the mayor...
Friday 11 July 2025
Qualcomm losing presence in Chinese flagship phones with MediaTek catching up

In a surprising change within the smartphone industry, MediaTek, long seen as the second largest chipmaker in the high-end sector, is...

Friday 11 July 2025
Meituan fuels embodied AI ambitions while robot IPOs hit Hong Kong despite losses

Meituan has made another move in the robotics sector, investing US$100 million in Galaxea AI, its second major robotics deal in two months...

Friday 11 July 2025
SK Hynix narrows gap with Samsung as AI boom fuels HBM chip sales in Q2
SK Hynix is rapidly closing the gap with Samsung Electronics in the global memory chip race, driven by surging demand for high-bandwidth memory (HBM) used in AI applications. According...