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Monday 7 July 2025
Trump solar crackdown unlikely to benefit non-Chinese firms due to patent warfare
The Trump administration's policies are expected to seriously undermine renewable energy supply and demand in the short term, while its moves to block Chinese solar firms with US...
Monday 7 July 2025
Unclear US definitions on origin washing put Vietnam in crossfire of both superpowers
The US and Vietnam recently agreed on tariffs up to 40% on certain goods transshipped through Vietnam, targeting origin washing used to evade US duties. This move is part of a broader...
Monday 7 July 2025
Toyota delays US EV rollout to 2028 amid weak demand and policy shifts
Toyota Motor Corporation has postponed its plan to produce electric vehicles (EVs) at its US factories, shifting focus to gasoline-powered and hybrid SUVs amid changing market conditions...
Monday 7 July 2025
Toppan to sell full stake in Taiwan's Giantplus as new owner eyes strategic shift
Japan's Toppan Holdings is offloading its entire 53.1% stake in Taiwanese display maker Giantplus Technology to Ju Yi Investment, with the deal unfolding in two phases and expected...
Sunday 6 July 2025
Tesla launches US production of LFP batteries as trade policies shift

Tesla CEO Elon Musk has confirmed that the company's first LFP battery plant in the US—located in Sparks, Nevada—is nearing...

Sunday 6 July 2025
Exclusive: Battery circularity or policy gap? Formosa Smart Energy weighs in on Taiwan's storage push
Formosa Smart Energy has unveiled Taiwan's first lithium iron phosphate (LFP) battery recycling pilot line, launched in tandem with the government's July 1 rollout of discounted disposal...
Friday 4 July 2025
Tesla halts Optimus robot production plans as hardware woes mount
Tesla has reportedly paused procurement and production plans for its humanoid robot, Optimus, due to unresolved hardware challenges, according to sources within China's supply chain...
Friday 4 July 2025
South Korea's 3D printing boom sparks fears of tech leaks to China
Many South Korean companies are turning to 3D printing to cut production costs, using the technology to manufacture products in critical sectors such as aerospace and defense, areas...
Friday 4 July 2025
AI surge drives Micron to broaden HBM output beyond Taiwan
Micron plans to start operations at its new factory in Singapore in 2026, aiming to expand its production capacity of high-bandwidth memory (HBM). The investment is part of the company's...
Friday 4 July 2025
Component makers across Southeast Asia await clarity as Vietnam reaches tariff deal with US

US President Donald Trump has unveiled a trade agreement with Vietnam that reduces tariffs on Vietnamese exports to the US from 46% to...

Friday 4 July 2025
Uneven customer demand and development keep ASIC providers walking on thin ice
While optimism about cloud ASICs is rising, demand and development vary widely among clients. Some with strong development teams are steadily increasing their ASIC needs, while others...
Friday 4 July 2025
Communication suppliers respond to Trump tariffs with cautious diversification
On June 2, US President Donald Trump announced a trade agreement imposing a 20% tariff on imports from Vietnam and a 40% tariff on transshipped products. The new tariffs have garnered...
Friday 4 July 2025
Renesas ditches SiC to focus on MCU, GaN products for AI sector
Japanese semiconductor firm Renesas has halted mass production of silicon carbide (SiC) power semiconductors and will now launch new products including microcontroller units (MCU)...
Friday 4 July 2025
Jinpao, Nafco tap aviation to offset electronics volatility

As global aerospace demand strengthens, Taiwanese manufacturers are expanding beyond traditional electronics and into high-value aviation...

Friday 4 July 2025
Vietnam tariff deal triggers SEA jitters for Taiwan's PCB supply chain
Less than a week ahead of the tariff truce deadline, US President Donald Trump announced that the Commerce Department had struck a deal with Vietnam. Under the agreement, Vietnamese...