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Tuesday 25 March 2025
Tariffs and demand uncertainty in Europe and US lead to unpredictable 2Q25 auto market
The European and US automobile industries are currently difficult to judge due to tariff disputes launched by the Trump administration, making the second-quarter car market unpredictable,...
Tuesday 25 March 2025
Beyond the hype: Five strategic concerns at Nvidia GTC 2025
Nvidia's GTC 2025 has concluded with great fanfare, attracting global attention. CEO Jensen Huang transformed this serious AI conference into a carnival atmosphere, drawing nearly...
Tuesday 25 March 2025
Global tech titans reaffirm Sino-commitment at Beijing forum despite rising tensions
Top business leaders, including Apple CEO Tim Cook, Qualcomm CEO Cristiano Amon, and Siemens CEO Roland Busch, recently attended the 2025 China Development Forum in Beijing. In his...
Tuesday 25 March 2025
Hyundai commits US$21B to boost US production, supply chain, and future mobility
Hyundai Motor Group is making a bold US$21 billion bet on the US economy between 2025 and 2028, targeting key B2B sectors across manufacturing, supply chain logistics, steel production,...
Tuesday 25 March 2025
Japanese PCB maker Meiko to join satellite supply chain, challenging Taiwan's dominance
Japan's Meiko is set to become the third supplier in the low-Earth orbit satellite market by 2025, challenging the dominance of Taiwanese manufacturers Compeq and Unitech as geopolitical...
Monday 24 March 2025
Tesla reportedly talking to Tata for EV component sourcing
Tesla is reportedly talking to local suppliers, including those from Tata, amid its supply chain diversification away from China and Taiwan. This move aligns with its goal to sell...
Monday 24 March 2025
Samsung's Lee Jae-Yong Xiaomi factory visit fuels collab speculation
During a visit to participate in the China Development Forum, Samsung Electronics chairman Lee Jae-Yong and Qualcomm CEO Cristiano Amon reportedly visited Xiaomi's factory in Beijing...
Monday 24 March 2025
Tim Cook revisits China: discuss DeepSeek and supply chain collab
Apple CEO Tim Cook made his first Beijing visit of the year to attend the China Development Forum (CDF). He joined global business leaders to explore market opportunities and reaffirm...
Monday 24 March 2025
Europe's semiconductor push: industry demands 'Chips Act 2.0' to fix supply chain gaps
The European semiconductor industry is urging the European Commission (EC) to update the European Chips Act, broadening its scope beyond manufacturing to include chip design, materials,...
Monday 24 March 2025
Disruption Index 2025: Automotive sector hit hardest, parts costs surpass tariff concerns
In 2025, the automotive industry is projected to surpass healthcare, technology, and financial services for the first time to become the sector most impacted by disruptive changes...
Monday 24 March 2025
Foxconn, Tata, and Dixon lead India's smartphone manufacturing momentum
India's smartphone manufacturing rose in 2024, driven by Apple and Samsung exports, with Foxconn, Tata, and Dixon Technologies significantly increasing production.
Monday 24 March 2025
CIP's Fengmiao project sets benchmark for Taiwan's Phase 3-1 offshore wind expansion
With Phase 2 of Taiwan's offshore wind power development progressing steadily, attention is now turning to Phase 3-1 projects. Among them, the Fengmiao Phase 1 wind farm project,...
Saturday 22 March 2025
SEMI Country excerpt 2: The unique 'Taiwan' advantage of Nvidia
Nvidia pays premium prices to TSMC but gains absolute market advantages. The key question now is: "Are you relevant to AI leaders or core enterprises?"
Friday 21 March 2025
Apple reportedly seeks Wipro and LMW as India supply chain expands
Apple is reportedly advancing talks with Indian companies like Wipro and Lakshmi Machine Works (LMW) to diversify its supply chain as the company is actively expanding manufacturing...
Friday 21 March 2025
Chinese PCB material price hikes force Taiwan CCL makers to follow suit
Several Chinese suppliers of crucial PCB components, including copper-clad laminate (CCL) and glass fiber fabric, have recently announced price increases in response to global supply...