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Thursday 8 May 2025
Lite-On boosts AI server component output, new Texas facility to help navigate tariff challenges
Lite-On Technology reported strong financial results for the first quarter of 2025, overcoming typical seasonal declines. Despite the potential impact of US tariffs, the company is...
Wednesday 7 May 2025
Chinese panel makers cut output amid weak demand and US tariffs
A combination of rising US tariffs, reduced benefits from China's "trade-in" subsidy program, and mounting inventory challenges has prompted Chinese panel makers to scale back production...
Wednesday 7 May 2025
Why Apple’s road to ‘Made in India’ is longer than it looks
Despite surpassing analysts' forecasts for both revenue and profit in its fiscal second quarter, Apple CEO Tim Cook expressed caution about the months ahead, citing growing uncertainty...
Wednesday 7 May 2025
Mitsubishi taps Foxconn-Yulon JV for EVs aimed at Oceania, production set for 2026
Mitsubishi Motors said on May 7 that it signed a memorandum of understanding (MOU) with Foxtron Vehicle Technologies—a joint venture between Foxconn and Yulon Motor—to...
Wednesday 7 May 2025
GlobalWafers' proactive expansion with two US plants reduces tariff risks
Driven by capacity expansion and valuation changes of its Siltronic AG shares, GlobalWafers (GW) reported a net profit after tax of NT$1.46 billion (approx. US$48.3 million) in the...
Wednesday 7 May 2025
Jinpao sees continued revenue growth in April, exchange rate fluctuations to have little impact
Jinpao Precision Industry has reported NT$255 million (US$8.4 million) in consolidated revenue for April 2025. Although this represents a slight drop from the record monthly high...
Wednesday 7 May 2025
US manufacturing renaissance spurs China's strategic semiconductor expansion
China's foundry industry has seen explosive growth in mature semiconductor manufacturing over the past five years—a trend reflected in ASML's financial disclosures, where Chinese...
Wednesday 7 May 2025
MicroLED's Bright Future: PlayNitride CEO on geopolitical challenges, AI glasses surge, and SiPh opportunities
Micro LED technology is gaining momentum as the next big leap in display innovation. Driven by the global AI surge, China's intensifying "hundred-glasses war" in smart eyewear has...
Wednesday 7 May 2025
Samsung Vietnam factory hits 900 million smartphone milestone amid tariff headwinds
Samsung Electronics Bac Ninh factory in Vietnam has reached a milestone of producing 900 million smartphones over 17 years since production began in 2009.
Wednesday 7 May 2025
Apple's earnings reveal underlying concerns, dampens confidence in PCB supply chain
Apple reported quarterly earnings that exceeded market forecasts, demonstrating strong performance in both revenue and profit. This development has brought a sense of optimism to...
Tuesday 6 May 2025
Chunghwa Precision hits pause on Taoyuan fab expansion as tariff risks push pivot to AI test tech
Chunghwa Precision Test (CHPT) expects steady demand for high-performance computing (HPC) orders in the second quarter and is seeing increased momentum in automotive applications...
Tuesday 6 May 2025
Tariff sleight of hand: Auto sector calls bluff on Trump's parts 'exemption'
Just ahead of the May 3, 2025 rollout of a 25% auto parts tariff, US President Donald Trump announced a narrow exemption for select components. The move eliminated layered duties...
Tuesday 6 May 2025
US tariff escalation reshapes global server supply chains
In April 2025, the US dramatically escalated its trade war with China, slapping tariffs of up to 145% on select high-tech imports. While it's still unclear whether servers are directly...
Tuesday 6 May 2025
AMD reportedly walks away from Samsung's SF4X deal, escalating foundry pressure on latter
Samsung Electronics is under intensifying pressure in its foundry business following reports that AMD has abandoned plans to adopt its advanced 4nm process, SF4X. The decision marks...
Tuesday 6 May 2025
Tariff tensions delay ABF substrate recovery as Unimicron shifts focus to CoWoS clients
Uncertainty surrounding US President Donald Trump's tariff policy has rattled global supply chains and triggered downward revisions in growth forecasts for consumer electronics and...