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Monday 7 April 2025
US tariffs on Chinese lithium battery materials create winners and losers in global supply chain
The US has intensified tariffs on Chinese lithium battery materials, beginning with the Inflation Reduction Act under the Biden administration and continuing with President Trump's...
Monday 7 April 2025
Trump's tariff policies force global supply chains to adapt
Supply chain operators worldwide are carefully navigating the impact of President Trump's sweeping tariff policies, which have rapidly reshaped global trade dynamics since his January...
Monday 7 April 2025
With chip tariffs on the horizon, China goes solo—Is Taiwan prepared?
Just when the global supply chain thought it had a breather, US President Donald Trump's administration is stoking renewed tensions with China by threatening sweeping new tariffs...
Monday 7 April 2025
Supply chain forced to reinvent survival playbooks as US-China tariff war redefines industry rules
On April 3, 2025, the United States announced a 34% "reciprocal tariff" on Chinese goods. The next day, China retaliated with a 34% punitive tariff, marking the most significant escalation...
Monday 7 April 2025
Machvision eyes strategic opportunities; US reciprocal tariffs to yield limited fallout
As the US gears up to implement reciprocal tariffs, Taiwan's Machvision, a company specializing in PCB and semiconductor AOI equipment, has carefully assessed potential challenges...
Monday 7 April 2025
Powerlogic expands in Thailand with new subsidiary as Trump slaps 36% tariffs
Powerlogic is strategically diversifying its operations by establishing a new subsidiary in Thailand that focuses on the burgeoning automotive and new application fan sectors. The...
Monday 7 April 2025
PVI expands production capacity, expects 40% revenue growth in 2025
As a leader in advanced processes and the CoWoS and SoIC advanced packaging supply chain, Praise Victor Industrial (PVI) is benefited from the ongoing semiconductor expansion wave,...
Monday 7 April 2025
Apple production hubs hit by tariffs
Apple Inc. is finding itself squarely in the crosshairs of President Donald Trump's new tariffs, even after a yearslong effort to insulate the iPhone maker from trade wars and supply...
Saturday 5 April 2025
Trump's tariff shock: Quanta hit hard, Wiwynn and Inventec catch a break
The implementation of equal tariffs by the US has taken the industry by surprise, leading to significant changes in the server supply chain. Initially, original design manufacturers...
Saturday 5 April 2025
Apple's China pivot threatens LG's display and camera stronghold
As Apple accelerates efforts to diversify its iPhone component supply chain, LG Group's component subsidiaries are monitoring market developments closely. While LG Display (LGD) and...
Friday 4 April 2025
Will Trump's sweeping tariffs drive notebook makers back to China?
The Trump administration has implemented reciprocal tariffs globally, leaving the notebook (NB) electronics manufacturing sector in shock. Production bases in Southeast Asia, which...
Thursday 3 April 2025
Trump's 32% tariff on Taiwan exempts chips but hits key tech exports
US President Trump announced a reciprocal tariff rate of up to 32% on Taiwan, exceeding expectations (however, items such as steel, aluminum, copper, pharmaceuticals, and semiconductors...
Wednesday 2 April 2025
Nvidia H20 chips face Chinese supply shortage amid export concerns
Chinese distributors of Nvidia's H20 GPU are facing severe supply constraints as demand surges for AI computing power in the market. According to a notice from Chinese tech firm H3C...
Wednesday 2 April 2025
Foxconn expands third-party ESG audits to nine global facilities, achieves 89% compliance
Foxconn is broadening its third-party environmental, social, and governance audit program to nine facilities across China, Vietnam, Malaysia, India, and Mexico in 2024, as the iPhone...
Wednesday 2 April 2025
Apple faces AI challenge in China as local competition intensifies
As China rapidly advances in artificial intelligence, local smartphone brands are integrating AI technology to strengthen their market positions. Meanwhile, Apple has yet to launch...