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Monday 4 August 2025
With tariffs easing, PCB firms boost footprint in emerging ASEAN manufacturing hubs
The US has lowered tariffs on imports from several Southeast Asian nations. These measures provide a temporary boost to Taiwanese printed circuit board (PCB) manufacturers, enabling...
Monday 4 August 2025
Nvidia reportedly seeks new Hsinchu site for SiPh module testing amid growing demand
The long-rumored Nvidia Taiwan headquarters was finalized at the end of May 2025, with CEO Jensen Huang personally announcing its location in the Beitou-Shilin Technology Park (BSTP),...
Monday 4 August 2025
Foxconn data foreshadow Apple's 3Q25 beat, but pull-in gains may fizzle
Apple exceeded expectations in its fiscal third quarter 2025, driven by strong iPhone 16 sales and early demand in China. Foxconn's revenue surge aligned with this momentum, reflecting...
Monday 4 August 2025
South Korea averts major trade blow with 15% automotive tariff compromise
The US has reduced tariffs on imports from South Korea from 25% to 15%. This reduction benefits South Korean automakers like Hyundai Motor by cutting annual losses of around KRW30...
Monday 4 August 2025
US auto parts localization faces supply chain reality
As key tariff deadlines draw near, several countries have secured trade agreements with the US, with the automotive sector playing a central role in the negotiations. Industry experts...
Sunday 3 August 2025
No need to reinvent the wheel: Taiwan pushes to standardize AI robots like PCs

Amid surging global demand for AI-driven robotics, Taiwan's industry leaders are banding together to form strategic alliances aimed...

Sunday 3 August 2025
Inpaq Technology opens new Penang plant to boost high-frequency antenna production
Inpaq Technology, part of PSA Walsin Technology, has officially launched a new advanced production facility in Penang, Malaysia, aimed at high-frequency antenna module manufacturing...
Saturday 2 August 2025
Apple talent exodus reflects AI strategy transition dilemma

A wave of executive departures at Apple, including the recent exit of AI head Ruoming Pang and...

Friday 1 August 2025
Taiwan industries to sail into Trump's 20% tariffs storm with contingency plans deployed
Taiwanese exporters are responding with cautious pragmatism after the Trump administration announced a new 20% reciprocal tariff rate on Taiwan. The rate represents a reduction from...
Friday 1 August 2025
Trump's tariff war reshapes China's IC trade in 1H25
Large-scale US tariffs launched in the second quarter of 2025 aimed to curb China's technological advancement through stricter import restrictions on high-tech and advanced manufacturing...
Friday 1 August 2025
Apple braces for US$1.1B in tariffs as Cook outlines strategy to localize production
Apple is preparing for an estimated US$1.1 billion in tariff-related costs in the September quarter, CEO Tim Cook revealed during the company's third-quarter fiscal 2025 earnings...
Friday 1 August 2025
China remains core to server PCB supply despite SEA expansion
Amid rising US-China tech tensions, Taiwan-based PCB suppliers have accelerated factory expansions in Southeast Asia since 2022. However, despite new PCB clusters reaching full production,...
Thursday 31 July 2025
China's third central automaker revs up EV-chip cluster in Chongqing

As China moves to curb domestic EV overcompetition and prioritize industrial upgrading, China Changan Automobile Group (CCAG) officially...

Thursday 31 July 2025
US 25% tariff jolts India's electronics sector and Apple
A new 25% US tariff on Indian imports has intensified trade tensions and poses a significant threat to India's fast-growing electronics export industry. The move widens India's disadvantage...
Wednesday 30 July 2025
From substrate to system: A deep dive into Nvidia's CoWoP packaging shift
As artificial intelligence and high-performance computing enter a phase of explosive growth, the limitations of traditional chip manufacturing and the slowing of Moore's Law have...