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Tuesday 18 March 2025
US EV market faces slowdown as hybrids gain traction
The US electric vehicle market is losing momentum as policy shifts under President Donald Trump reshape incentives and supply chains. While battery electric vehicle (BEV) sales continue...
Wednesday 12 March 2025
Taiwan takes measured approach in reviewing TSMC's US expansion
Taiwan Semiconductor Manufacturing Company (TSMC) has announced plans for a US$100 billion expansion investment in the United States, marking a significant escalation in the global...
Tuesday 11 March 2025
Foxconn receives US$800 million incentive in India as Tata expands
Foxconn's smartphone assembly plant in Karnataka, India, is set to receive a subsidy of INR69.7 billion (US$801 million) from the local government, marking the first such incentive...
Monday 10 March 2025
Trump's first-term impact on supply chains still evident
US President Donald Trump's impact on the supply chain has been deep and far-reaching, with his tariff policies from 2017 having a lasting effect to this day.
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...
Thursday 6 March 2025
GlobalWafers anticipates return to growth in 2025, no adjustment notice received for US chip subsidies
GlobalWafers, a silicon wafer company that experienced revenue and profit declines in 2024, anticipates a return to growth in 2025. The Taiwan-based company also stated that it has...
Wednesday 5 March 2025
Trump calls for termination of CHIPS Act at first address to Congress
On March 5, US President Donald Trump delivered his first address to a joint session of Congress since taking office. He opened by stating that despite facing economic headwinds,...
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...
Wednesday 5 March 2025
China's cut-rate SiC substrates and mature process chips upend global market
Backed by state subsidies and a self-sufficient supply chain, China is ramping up SiC substrate and mature process chip production at an unprecedented pace. The expansion is fueling...
Friday 28 February 2025
Commentary: TSMC weighs U.S. chip dominance demands while guarding its Taiwan roots
US President Donald Trump, now back in the White House, has once again set his sights on TSMC. Previously, his administration championed the semiconductor supply chain crisis as a...
Thursday 27 February 2025
Huawei dominates China's 2024 foldable market: Mate X5, Pocket 2 capture nearly 40% share
China's foldable smartphone market surged in 2024, with competition reaching new heights. Huawei led the pack, securing 51.29% market share, well ahead of rivals. Its Mate X5 and...
Wednesday 26 February 2025
US govt pressures South Korean firms with US$1 billion investment target
Donald Trump, President of the United States, has repeatedly signaled potential tariff increases on semiconductors and possible adjustments to the CHIPS Act subsidies, intensifying...
Wednesday 26 February 2025
Raydium eyes stronger 1Q25 on China subsidies, early tariff-driven orders
Raydium Semiconductor Corporation's board has approved its 2024 financial report and profit distribution. Full-year consolidated revenue hit NT$24.38 billion (US$743.59 million),...
Wednesday 19 February 2025
China's subsidy boosts flat-screen TV sales, while chipmakers face mixed demand
China recently unveiled a series of subsidy policies targeting consumer electronics and home appliances to stimulate domestic consumption. Beyond the central government's efforts,...
Tuesday 18 February 2025
Automakers recalibrate electrification plans as tariffs, subsidies shift
Global automakers are revamping their electrification strategies amid shifting subsidies and tariff uncertainty. After overestimating demand outside China, industry giants from the...