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Tuesday 8 April 2025
Price slashing: An inescapable peril for China's auto industry
Although China's automobile industry has overtaken its competitors on the global stage, the industry itself is suffering from ever-increasing internal competition, with supply chain...
Tuesday 8 April 2025
DuPont becomes next target in China's expanding antitrust investigations against US firms
As the trade friction and technology war between China and the US continue to intensify, on April 5, 2025, China announced an antitrust investigation into American chemical giant...
Tuesday 8 April 2025
Alibaba races to secure Nvidia H20 chips for Apple as US ban looms
Nvidia's H20 chip—originally designed for the Chinese market to comply with US export rules—has unexpectedly surged in demand. A spike in AI infrastructure projects, spearheaded...
Tuesday 8 April 2025
Ultra large TVs still see momentum from China's incentive policy
China's incentive program to boost consumption has triggered TV replacement demand starting in the second half of 2024. Although overall demand has slowed recently, the ultra large...
Tuesday 8 April 2025
Taiwan's car market faces stiff headwinds as brands launch aggressive promotions
Taiwan's domestic car market entered 2025 with cautious optimism, but early indicators reveal a challenging landscape. Despite aggressive promotional efforts and a flurry of new model...
Monday 7 April 2025
LCD TV panel slowdown meets polarizer pinch amid shifting 2Q25 demand
Television brands started pulling in LCD panel orders in the fourth quarter of 2024 to get ahead of US tariffs under Donald Trump's trade policies and to benefit from China's appliance...
Monday 7 April 2025
Taiwan drone makers target global expansion amid supply chain shift
Taiwan's drone industry, acknowledging limited domestic opportunities, is increasingly focusing on international markets by promoting non-Chinese supply chains. Industry leaders expect...
Monday 7 April 2025
China semiconductor's Deepseek moment? SiCarrier lithography claims meet skepticism
SiCarrier, once a little-known name in China's chip sector, has jolted the semiconductor industry with bold claims of breakthroughs in photolithography—a field long ruled by...
Monday 7 April 2025
Apple's US$500 billion investment pledge fails to secure tariff exemptions
Apple CEO Tim Cook committed to bringing manufacturing back to the US with a US$500 billion investment. Yet, this move seemingly failed to earn Apple any exemption from tariffs. On...
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
Musk breaks with Trump amid market plunge, economists scrutinize 'reciprocal tariffs' formula
In the global market turmoil, economists, analysts, and even figures from within Donald Trump's camp, including Elon Musk, have openly criticized the US president's new "reciprocal...
Monday 7 April 2025
TCL CSOT completes acquisition of LG Display's Guangzhou LCD factory
TCL has finalized its acquisition of LG Display's LCD manufacturing plant in Guangzhou, China, officially renaming it "T11" under the management of its subsidiary, TCL China Star...
Monday 7 April 2025
China's aggressive SiC price war set to halve cost by 2025
The Sino-US trade war has accelerated global competition in compound semiconductors, with Chinese manufacturers now aggressively targeting price reductions in silicon carbide (SiC)...
Monday 7 April 2025
Shift in Taiwanese manufacturers' investment strategy under Trump's policies
The US is the world's largest economy, and following Donald Trump's inauguration in January 2025, there have been significant changes across various policies, including trade, domestic...
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...