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Friday 7 March 2025
How China views TSMC's US investment
TSMC's recent announcement of an additional US$100 billion investment in US manufacturing has sparked sharp criticism from Beijing. Chinese media and government officials frame the...
Thursday 6 March 2025
Tariff war has prompted swift migration of E-paper supply chain out of China
Since President Donald Trump took office, his tariff policies have undergone significant fluctuations, with the latest adjustment raising the tariff on Chinese imports to 20%. The...
Thursday 6 March 2025
Elon Musk's 'money printer': how lithium batteries spark global power struggle over critical minerals
In 2022, lithium battery shortages for electric vehicles (EVs) and energy storage reached a peak. Tesla CEO Elon Musk urged global investment in lithium refining, calling it a "money...
Thursday 6 March 2025
Hiwin showcases robotic components at TIMTOS 2025
The Taipei International Machine Tool Show (TIMTOS) 2025 is, for the first time, centering on robots as a primary theme, with keynote addresses from executives of prominent enterprises,...
Thursday 6 March 2025
GlobalWafers continues to invest in compound semiconductors despite market challenges
In recent years, the worldwide silicon carbide (SiC) and other compound semiconductors market has been hit by increased production capacity inside China's supply chain, leading to...
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
Apple's AI split: M3 iPad Air gets intelligence feat, A16 base model left behind
Apple unveiled its latest iPad lineup, introducing two new models: the iPad Air powered by the cutting-edge M3 chip and an updated entry-level iPad (11th generation). Pre-orders opened...
Wednesday 5 March 2025
Trump tariffs spark supply chain shift: PC brands eye southeast Asia, servers move to Texas
The Trump administration is escalating trade tensions, slapping a 25% tariff on Canada and Mexico while increasing China's tariffs by 10%. The move is accelerating supply chain migration,...
Wednesday 5 March 2025
Taiwan chipmakers brace for impact of Trump tariffs
The tariff sword wielded by US President Donald Trump has officially fallen. Although downstream assembly plants and brand manufacturers have generally prepared to diversify their...
Wednesday 5 March 2025
Memory prices rise amid tariff concerns, potentially benefiting Taiwanese manufacturers
The memory industry observes that advance stockpiling in response to tariffs began before the Lunar New Year. Under the pressure of future tariff increases, Chinese memory module...
Wednesday 5 March 2025
Dixon Technologies evaluating more Indian manufacturing facilities to capitalize on global supply chain shift
India's Dixon Technologies is considering expanding its manufacturing operations in Uttar Pradesh, a key hub for mobile phone production. The company aims to start producing display...
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...
Tuesday 4 March 2025
Enosemi and Jabil form alliance to advance photonic chip packaging
In a landmark announcement on March 3, Enosemi and Jabil unveiled a sophisticated collaboration to pioneer advanced packaging process technology for Enosemi's cutting-edge photonic...
Tuesday 4 March 2025
LCD monitor panel prices on an upward tear, set for steeper gains in March
Although the first quarter is typically slow, LCD monitor panel prices are rising, fueled by persistent increases in LCD TV panel prices. Since LCD TV and monitor panels share production...
Monday 3 March 2025
HP slash 2,000 jobs: offshoring 90% of China manufacturing for North America by 4Q25
HP is cutting up to 2,000 jobs and scaling back its dependence on Chinese manufacturing for the North American market. This decision follows mounting US tariffs and rising component...