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Monday 10 March 2025
Taiwanese automotive supply chain upbeat despite Trump tariffs
US president Donald Trump's tariff policy is creating uncertainties for many industries around the world, but Taiwan's automotive components supply chain remains optimistic about...
Friday 7 March 2025
Qisda expands production in Vietnam as US tariff policies reshape global supply chains
The US tariff policy is set to cause major changes in the global supply chain. Joe Huang, president of Qisda, stated that while the company currently has manufacturing facilities...
Friday 7 March 2025
Solar sector braces for 'eclipse' in 2025 amid oversupply, weakening demand
The global solar industry faces an impending "solar eclipse" in 2025 as oversupply worsens and demand shows signs of fatigue. Motech General Manager Cheng-Hsien Yeh likened the company...
Friday 7 March 2025
TSMC's US$100 billion expansion: political capital or sunk cost?
TSMC is committing an additional US$100 billion to the US, funding three wafer fabs, two advanced packaging plants, and an R&D center. While framed as a business decision, the...
Thursday 6 March 2025
Chinese lithium battery makers face challenges from Trump's tariffs
It is becoming increasingly difficult for Chinese lithium battery manufacturers to navigate the constant changes to US tariff policy made by US President Donald Trump. These policy...
Thursday 6 March 2025
Trump's push to repeal CHIPS Act puts Samsung at greatest risk
In his first congressional address of his second term, US President Donald Trump reaffirmed his commitment to repealing the CHIPS and Science Act, a policy shift that has unsettled...
Wednesday 5 March 2025
Majority of current US EV owners reluctant to return to fuel vehicles amid Trump's disruptive policies
Consumer sentiment towards electric vehicles (EVs) in the US is improving as concerns over high prices and range anxiety diminish. However, US President Donald Trump's policies have...
Wednesday 5 March 2025
China's subsidies ignite chip demand surge—but can it last?
China's recent trade-in subsidy program, aimed at boosting the consumer electronics market, has significantly impacted the supply chain. For Taiwanese IC design firms, it has sparked...
Tuesday 4 March 2025
TV panel prices surge: When will purchasing momentum reverse?
As panel manufacturers normalize production cuts, traditional seasonal dynamics have reversed over the past two years. Following US President Donald Trump's inauguration in January...
Thursday 27 February 2025
Sysgration to ship new IPC products ahead of schedule
Taiwanese industrial PC (IPC) maker Sysgration is expected to benefit from US President Donald Trump's tariff policy, with its Texas plant anticipated to begin mass production in...
Thursday 27 February 2025
Chinese smartphone AP shipments decrease sequentially in 4Q24, but stay flat in 1Q25, says DIGITIMES
Chinese smartphone application processors (APs) shipments are expected to remain stable in the first quarter of 2025 despite the traditional off-season, supported by China's handset...
Wednesday 26 February 2025
Is Apple's US$500 billion US bet a turning point? Foxconn's strategic moves suggest so
As US tariffs on Mexico and Canada approach implementation after a one-month delay, manufacturers are reassessing US-based production strategies. Apple has pledged a US$500 billion...
Monday 24 February 2025
Siemens Energy flags supply chain constraints among Taiwan's energy transition
Siemens Energy is grappling with supply chain bottlenecks for critical components as Taiwan pushes forward with its ambitious energy transition plans, according to Richard Li, Managing...
Thursday 20 February 2025
Trump calls Tesla's India factory plans 'unfair' amid EV expansion rumors
US President Donald Trump has criticized Tesla's potential plans to manufacture electric vehicles in India, calling the move "unfair" to the US during an interview with Fox News...