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Friday 11 April 2025
Tariff changes prompt supply chain to hit fast-forward button
The Trump administration's reciprocal tariffs have undergone another change, with a full suspension implemented within 24 hours for 90 days. However, tariffs on China have been increased...
Friday 11 April 2025
Apple and TSMC face challenges ahead of 2nm chip launch
The United States' reciprocal tariffs officially took effect on April 9, 2025. However, within 24 hours, President Donald Trump announced a 90-day suspension for most trading partners,...
Friday 11 April 2025
Soitec navigates US-China semiconductor rivalry with strategic neutrality
As the US and China intensify their semiconductor sanctions, the G2 dynamic between these superpowers grows increasingly pronounced, pushing supply chains toward de-risking. This...
Friday 11 April 2025
India's Suchi Semicon to begin production this month, expands global ties and workforce
India-based OSAT startup Suchi Semicon is preparing to begin commercial production in April, less than a month after completing successful trial runs, its founder Shetal Mehta told...
Friday 11 April 2025
The hidden cost of replacing China's manufacturing
US President Donald Trump's escalating tariff policies—culminating in a 90-day tariff suspension that excluded China—have rattled global supply chains. With major brands...
Thursday 10 April 2025
Luxshare considers SEA as top choice for expansion, prioritizing low-tariff regions
China is facing a 125% tariff imposed by the US due to an inability to reach consensus, placing significant pressure on related supply chain businesses. Luxshare, which assists Apple...
Thursday 10 April 2025
The Great Tech Reset 8: Sovereign AI
What we see today with OpenAI and DeepSeek are just the foundational infrastructures and rule-makers of the early investment stage. The current investments are made to secure industry...
Thursday 10 April 2025
Foxconn plans to launch EVs in Asian markets starting in 2026
Foxconn announced on April 9 in Tokyo its ambitious plans to enter the electric vehicle (EV) market, with multiple vehicle models expected to launch beginning in 2027. The announcement...
Thursday 10 April 2025
Tariff waves freeze global supply chains, forcing ODMs and brands to seek strategic retrenchment

Shifting tariffs have thrown global supply chains into disarray. Many clients, caught in the uncertainty, have halted shipments and paused...

Thursday 10 April 2025
China’s rare earth export controls threaten South Korean semiconductor supply chains

As the US-China trade war intensifies, China has announced export controls on rare earths, a critical raw material for semiconductor...

Thursday 10 April 2025
Mexico provides refuge from US tariffs for automotive supply chain for now
US president Donald Trump's tariffs war has heaped pressure on the entire automotive supply chain. But Taiwan-based automotive components maker Hiroca Holdings, which runs manufacturing...
Thursday 10 April 2025
Taiwan's EMS bets on Vietnam face new risks from U.S. tariff shift
EMS firms' Vietnam expansion plan could be disrupted by policy shifts, DIGITIMES analyst says in his latest report.
Wednesday 9 April 2025
ITRI urges Taiwan industries to pursue 'blue ocean' markets with tech innovation amidst tariff headwinds
While the aggressive US tariff policy is heaping heavy pressure on Taiwan's industrial operations and strategic planning, Edwin Liu, president of the Industrial Technology Research...
Wednesday 9 April 2025
Hydrogen push stalls globally as costs, geopolitics bite
Once hailed as a cornerstone for achieving net-zero goals, hydrogen development is losing steam globally amid soaring construction costs and geopolitical headwinds. Many countries...
Wednesday 9 April 2025
US tariffs upend global diversification plans, nullify '+1' supply chain strategies
US President Donald Trump has announced a sweeping new tariff regime. Among the hardest hit are Cambodia and Vietnam, with tariffs of 49% and 45%, respectively, while Thailand and...