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Wednesday 23 April 2025
Alphabet reportedly redirects Pixel production from Vietnam to India amid renewed tariff disruptions
As the US imposes a 46% tariff on Vietnam and a 26% tariff on India, Alphabet executives are reportedly urging Pixel smartphone manufacturers to boost production in India. This shift...
Tuesday 22 April 2025
Tesla exploring Indian suppliers to diversify away from China
Tesla has recently shown strong interest in India, with CEO Elon Musk announcing plans to revisit the country later in 2025. Tesla is also reportedly exploring potential suppliers...
Tuesday 22 April 2025
Alphabet's 1Q on deck: Gauging Wall Street's pulse on AI, infra spend, and legal risk
Major US tech firms are preparing to unveil their latest quarterly earnings, with Alphabet—Google's parent company—kicking things off on April 24, followed by Microsoft,...
Monday 21 April 2025
Trump's metal tariffs create compliance nightmare for US importers
The US's sweeping tariffs—including a 25% levy on steel and aluminum imports—are drawing widespread frustration from American importers. The measures have introduced a...
Monday 21 April 2025
AI gold rush or policy trap? Taiwan IC firms weigh Nvidia's US lure
Taiwanese IC packaging and testing firms express a mix of opportunity and caution as Nvidia's US$500B AI push unfolds. While Nvidia's US-centric AI supply chain creates demand for...
Monday 21 April 2025
Gotion's US ambitions falter with the political pushback and industry headwinds

Gotion High-Tech, one of China's leading lithium battery manufacturers, has suspended operations at its Michigan factory, marking the...

Monday 21 April 2025
Musk's Optimus robot faces supply chain hurdles amid US-China dispute
Intensifying US-China trade tariffs could hamper emerging humanoid robot industries that rely on China's efficient supply chain, according to analysts. Tesla's plan to mass-produce...
Monday 21 April 2025
China tariffs may undermine US humanoid robotics lead
Analysts warn that the US's escalating tariffs on Chinese imports may undercut the country's ability to stay competitive in the emerging humanoid robotics sector. As the US continues...
Monday 21 April 2025
Taiwan supports global AI supply chain, says DIGITIMES chairman in new book 'SEMI Country'
As the tariff war between the US and China intensifies, undermining the existing global supply chain order, DIGITIMES chairman Colley Hwang has released his latest book, "SEMI Country."...
Monday 21 April 2025
FCS Machinery sees significant demand from new energy car sector; overall equipment order visibility extends to 2Q26
Injection molding machine maker FCS Machinery has disclosed that it is gaining momentum from the reshaping of the global supply chain, with increases in orders from multiple sector...
Monday 21 April 2025
US strengthens supply chain resiliency as China tightens rare earth controls
Following the imposition of US tariffs, China announced it would enforce export controls on certain rare earth metals—materials critical to sectors like electric vehicles, semiconductors,...
Monday 21 April 2025
TSMC's confidence tested by supply chain concerns
The recent earnings call from TSMC conveyed an optimistic message. However, downstream brand manufacturers are adopting a more cautious stance regarding future market demand changes...
Saturday 19 April 2025
Optical manufacturers cautious despite 90-day US tariff reprieve
The US has temporarily suspended reciprocal tariffs for over 75 countries for a 90-day period, creating a critical window for supply chain operators to secure orders quickly. However,...
Saturday 19 April 2025
Why 2025's consumer cycle may already be broken

The intensity of the US-China tariff and trade conflict continues to rise, with both nations facing increasing pressure. While the electronics...

Saturday 19 April 2025
The hidden cost of tariffs: AI dreams and export flows at risk
Taiwanese industries are increasingly feeling the effects of US tariff policies, primarily aimed at China, as disruptions spread across manufacturing exports, customs processes, and...