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Monday 17 February 2025
US tariff expected to impact brands more than components initially
Supply chain uncertainty looms as US President Donald Trump's recent tariff measures target North American trade, though suppliers suggest the initial impact will affect brand customers...
Monday 17 February 2025
Black swan events could increase risks globally in 2025
Shifts in political power around the globe have caused the international trade and geopolitical landscapes to become increasingly complicated, rocking the stability of supply chains,...
Monday 17 February 2025
India strengthens global presence with trade, AI, and energy partnerships during Modi's international tour
Indian Prime Minister Narendra Modi recently attended the AI Act Summit in Paris before heading to Washington for discussions with US President Donald Trump. The trip underscored...
Monday 17 February 2025
TSMC weighs first US advanced packaging fab as leadership shift looms
Facing mounting pressure to strengthen semiconductor production in the US, TSMC is considering establishing the country's first advanced packaging facility. This move could reshape...
Friday 14 February 2025
GlobalWafers maintains course amid US CHIPS Act funding uncertainty
Reports indicate that the Trump administration is considering revising incentive agreements under the CHIPS and Science Act (commonly referred to as the 'CHIPS Act'), potentially...
Friday 14 February 2025
Europe's industrial and automotive recovery stalls another quarter as two key roadblocks hold firm
Europe's industrial control and automotive sectors remain sluggish, with weak demand and excess inventory likely delaying recovery until the second quarter of 2025, according to IDMs...
Friday 14 February 2025
Excellence Opto builds Mexico plant to navigate tariff risks
Excellence Optronics Inc (EOI) has begun constructing a new automotive LED module factory in Querétaro, Mexico. This expansion strengthens EOI's global supply chain, with the...
Friday 14 February 2025
US pushes for trade balance with India, aims for US$500 billion bilateral trade by 2030
Discussions between the US and India have intensified on addressing trade imbalances, with the US raising concerns over India's tariff policies. Following meetings between the two...
Friday 14 February 2025
Trump moves to impose reciprocal tariffs as soon as April
President Donald Trump ordered his administration to consider imposing reciprocal tariffs on numerous trading partners, raising the prospect of a wider campaign against a global system...
Friday 14 February 2025
EU narrows carbon tax scope to focus on major polluters
The European Union's Carbon Border Adjustment Mechanism (CBAM), a pioneering global carbon tariff, will begin charging extra costs on carbon-intensive industries—including steel,...
Thursday 13 February 2025
Trump tariffs may hurt Taiwan's medical equipment exports
US clients have long collaborated with Taiwan's manufacturing sector, rendering the US the foremost export market for Taiwan's medical equipment industry. However, with the initiation...
Thursday 13 February 2025
Taiwanese AI server assembly may not shift abroad; air freight value-added facilities aim for year-end completion
Foxconn chairman Young Liu announced plans in October 2024 to build a massive GB200 server factory in Mexico, but products entering the US from Mexico could face new tariff barriers...
Thursday 13 February 2025
Wolfspeed's SiC lead grows, but US IDMs struggle with tariff fallout
Donald Trump's administration is implementing sweeping tariff reforms that reverse many of his predecessor's policies. The US has initiated a Section 301 investigation targeting China's...
Thursday 13 February 2025
Why Mexico and Canada's retaliation to Trump tariffs may fuel further economic uncertainty across North America
The recent tariffs imposed on Mexico and Canada have sparked significant attention, with Washington later delaying their implementation by a month. Both countries have signaled their...
Wednesday 12 February 2025
Foxconn warns rising global tariffs could shrink markets, spurring production shifts
Foxconn resumed operations on February 12, 2025, with Chairman Young Liu addressing concerns over potential tariff changes under the Trump administration. He acknowledged the administration's...
Research Report Database
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research