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Friday 25 April 2025
China's weaponizing of raw materials in tariff war could cripple US EV supply chain
US President Donald Trump has imposed several tariffs since taking office, resulting in retaliatory actions from several countries. The response from China has garnered the most attention,...
Friday 25 April 2025
Celestica smashes Q1 forecasts, lifts 2025 outlook as cloud and connectivity demand soar
Celestica, a leader in design, manufacturing, hardware platforms, and supply chain solutions, reported first-quarter 2025 financial results that decisively exceeded the upper end...
Friday 25 April 2025
Trump reciprocal tariff impact on IPC industry

Introduction

Friday 25 April 2025
Exclusive: Google considers HBM3E supplier change
Samsung Electronics has recently intensified its deployment in advanced high bandwidth memory (HBM) processes. However, supply chain sources reveal that Samsung's HBM3E certification...
Friday 25 April 2025
NB Industry accelerates global shift despite US overtures to China
Despite recent softening in rhetoric from President Trump and the US Treasury Secretary toward China, American diplomatic overtures have done little to slow the exodus of NB brands...
Friday 25 April 2025
Tariffs shadow over NAND: Phison turns cautious, prices rise
In response to potential tariff changes, Taiwanese companies in the industrial computer (IPC) sector are adjusting their strategies. As the US introduced a 90-day tariff exemption...
Thursday 24 April 2025
Unpredictable US policy fuels PC makers' continued departure from China

Despite recent conciliatory signals from the US government towards China, PC brand manufacturers already in the process of diversifying their...

Thursday 24 April 2025
Trump signals major China tariff cuts; AUO's Peng warns 50% duties amount to decoupling
US President Donald Trump has eased his previously tough stance on China, announcing for the first time that US tariffs on Chinese imports will be "substantially lowered"—but...
Thursday 24 April 2025
Samsung reportedly eyes India electronics production shift as US tariffs hit Vietnam
The US has imposed retaliatory tariffs on imports from China and Vietnam at rates of 125% and 46%, respectively. This has disrupted the supply chain strategies of major electronics...
Thursday 24 April 2025
China jumpstarts humanoid robot production with EV sector support
Fueled by the AI boom and China's tech self-sufficiency agenda, the country's humanoid robot industry is scaling rapidly. A growing wave of returnees from firms like Tesla and OpenAI...
Wednesday 23 April 2025
Ericsson partners with VVDN to fully localize antenna production in India
Ericsson Antenna System (EAS) is expanding its manufacturing operations in India, aiming to localize 100% of its passive antenna production for the Indian market by June 2025. The...
Wednesday 23 April 2025
Taiwan PCB sector rallies on tariff pause and rush orders, yet clouds loom over 2H demand
Taiwan's PCB suppliers report that the ongoing US-China tariff tensions prompted early order pull-ins from networking and consumer electronics customers, allowing the first quarter...
Wednesday 23 April 2025
Unitree scales up in Hangzhou with bold bet on AI-powered robot 'brains'
Unitree Robotics, a Chinese humanoid robot startup, has opened a new manufacturing plant in Hangzhou to support its expansion. Although the company is ramping up investment in AI...
Wednesday 23 April 2025
Tesla reports sharp profit decline, withdraws annual sales forecast amid tariff, supply chain pressures
Tesla's steep profit decline and withdrawal of its 2025 sales forecast mark a major turning point for the EV giant, underscoring mounting pressures from tariffs, supply chain constraints,...
Wednesday 23 April 2025
Taiwan tech leader clinches quiet win in global auto supply chain amid US-China tensions
As the global automotive sector advances rapidly toward electrification and autonomous technologies, Taiwan is establishing a significant presence through steady and deliberate progress...