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Tuesday 6 May 2025
From Biden's carrots to Trump's sticks: Chinese solar giants adapt to new US playbook
The administration of US President Donald Trump has implemented exceptionally high anti-dumping tariffs on solar modules imported from Malaysia, Vietnam, Thailand, and Cambodia. Most...
Tuesday 6 May 2025
China chokes rare earth supply—prices triple, global supply chains rattle
China's decision to tighten export controls on seven rare earth elements has sent global prices soaring more than threefold since early April, raising alarms across critical industries,...
Tuesday 6 May 2025
Former Samsung employee indicted in DRAM leak case aiding CXMT
South Korean prosecutors recently announced the indictment and detention of a former Samsung Electronics researcher suspected of leaking core semiconductor technology secrets, developed...
Tuesday 6 May 2025
Tariffs support sustained price increases for LCD monitor panels
Compared to TVs, IT panels are more affected by tariffs. As a result, during the tariff exemption period, LCD monitor brands have continued strong inventory buildup and accepted slight...
Tuesday 6 May 2025
Tariff turmoil brings uncertainty and new opportunities, says RichWave
RF front-end supplier RichWave held an investor conference to share its market outlook. The company noted that although tariff conditions remain uncertain, client orders have not...
Monday 5 May 2025
Largan posts 28% YTD revenue growth, eyes Q3 lens upgrade cycle
Largan Precision announced on May 5, 2025, that its preliminary revenue for April reached NT$4.375 billion (US$142 million), representing an 11% decline from March but a 27% increase...
Monday 5 May 2025
PTIC expands into new markets with robot vacuum cleaners and drones
Powertip Image (PTIC), a subsidiary of STN LCD panel manufacturer Powertip Technology, is actively developing niche products beyond notebook computer applications. Its product range...
Monday 5 May 2025
Letenda pioneers innovation in electric bus manufacturing
Letenda, a company with a strong vision to become a major player in the transportation industry, is making significant strides in the electric bus market. With a focus on innovation,...
Monday 5 May 2025
Huawei reportedly erects three advanced chip fabs in Shenzhen to sidestep foreign tech
Facing escalating US sanctions and export bans, Huawei is reportedly building three semiconductor fabs in Shenzhen's Guanlan district to localize its supply chain for advanced AI...
Monday 5 May 2025
iPhone sales in China falter: headwinds on four fronts
Apple reported iPhone sales revenue of US$46.8 billion for the first quarter of 2025, representing a 1.9% increase compared to the same period last year, according to its financial...
Monday 5 May 2025
PC pioneer FICG retools for the AI age with optical module surge
Once Taiwan's second-largest PC maker, First International Computer (FIC), has reinvented itself as a top-three global supplier of optical modules. Leo Chien, Chairman of parent firm...
Monday 5 May 2025
China's 28nm foundry capacity to hit 31% by 2027 as SMIC, HLMC, Nexchip ramp up

China is rapidly expanding mature-node chip production at key sites, including SMIC's fabs in Beijing, Shenzhen, Shanghai Lingang, and...

Monday 5 May 2025
Taiwan's surging currency puts pressure on exporters' margins

The New Taiwan dollar (NT$) surged by NT$0.953 against the US dollar (US$) on May 2—an appreciation of nearly 3% in a single day...

Monday 5 May 2025
Indian smartphone market sees decline in shipments as Mediatek dominates chipset share, Apple gains premium traction
According to Counterpoint, India's smartphone market experienced a 7% year-over-year shipment decline in the first quarter of 2025, impacted by high inventory levels and fewer product...
Monday 5 May 2025
Taiwan's Coretronic disrupts drone market, outflanks DJI with non-red supply chain edge
Coretronic Intelligent Robotics Corporation (CIRC), a subsidiary of Taiwan's Coretronic Group, is carving a niche in the global drone market, capitalizing on its non-red supply chain...