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    Home Tech ICT ICT manufacturing
    Friday 4 April 2025
    US latest tariff policy favors those who buy American chips
    The US government announced on April 2 a new tariff policy imposing a uniform 10% duty on all imported goods. Additionally, the policy introduces reciprocal tariffs ranging from 1% to 49% for specific trade partners. A key provision of the policy allows for tariff reductions if at least 20% of a product's value originates from American-made components, a move that could significantly impact industries reliant on semiconductor imports.
    Thursday 3 April 2025
    US imposes 10% blanket tariff starting April 5; Taiwan, Asia exporters face country-specific rates up to 49%
    The White House has announced a significant shift in US trade policy, asserting that access to the American market is "a privilege, not a right." The Trump administration emphasized a move away from what they described as past trade deals that yielded "empty promises" and a firm stance on reciprocal tariffs.
    Thursday 3 April 2025
    China restricts companies from investing in US as tensions rise
    China has taken steps to restrict local companies from investing in the US, according to people familiar with the matter, in a move that could give Beijing more leverage for potential trade negotiations with the Trump administration.
    Thursday 3 April 2025
    AI boom drives growth for connector maker JPC
    Taiwan's JPC Connectivity is experiencing strong demand for AI and cloud server wire harnesses, with supply shortages compelling overtime production to meet requirements from US customers. The connector manufacturer is expanding beyond its core products to offer third-generation open-rack external power cables, water-cooled connectors, optical modules, and active optical cables.
    Wednesday 2 April 2025
    Goertek pours US$390 million into Vietnam expansion, inks key HUST partnership
    Goertek, a leading Chinese electronics manufacturer, is expanding its footprint in Vietnam with a proposed VND9,717 billion (approx. US$391 million) investment while also formalizing a partnership with Hanoi University of Science and Technology (HUST) to support talent development and joint research initiatives.
    Wednesday 2 April 2025
    The Great Tech Reset 4: Taiwan's electronics edge holds firm as AI era reshapes global supply chains
    Between 2019 and 2024, global GDP rose by about US$21 trillion. During this time, companies like AWS, Microsoft, Meta, Google, and Tesla saw their market values exceed US$1 trillion. These tech giants have not only focused on their main business areas but have also significantly invested in developing in-house chips.
    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 assembler strengthens its sustainability efforts globally.
    Wednesday 2 April 2025
    Interview with Boston Dynamics founder: Robotics growth fueled by AI but humanoid debate continues
    The demand for humanoid robots is on the rise, driven in part by the optimism of industry leaders such as Nvidia. However, the practicality of adopting a humanoid form for robots remains a critical topic of discussion. Recent insights from Marc Raibert, founder of Boston Dynamics, shed light on various aspects of this burgeoning trend during an interview with DIGITIMES.
    Wednesday 2 April 2025
    Taiwanese electronics industry thrives with AI Demand, but Trump's upcoming tariffs raise economic concerns

    Taiwan's electronics component industry has benefited from strong demand driven by AI and high-performance computing applications, with recent export, production, and outbound orders showing double-digit year-over-year growth. The expansion of AI server production also bodes well for the industry's prospects. However, Taiwan's shipping industry has raised concerns, citing the tariff policies announced by Trump on April 2, which have introduced uncertainty into the economic outlook, with the risk of economic downturn increasing significantly in 2025.

    Wednesday 2 April 2025
    China's Luxshare reportedly mulls US$2–3 billion Hong Kong listing in 2025

    Luxshare Precision Industry, a Shenzhen-listed supplier to Apple and assembler of AirPods, is weighing a Hong Kong listing later in 2025. The potential move reflects a broader trend of mainland Chinese firms turning to Hong Kong for fundraising amid shifting geopolitical and market dynamics.

    Wednesday 2 April 2025
    'Machine gun' tariffs: Trump's economic barrage forces supply chain recalculation
    US President Donald Trump's aggressive tariff policy has struck the global economy like a machine gun blast. His 25% tariffs on imports from Canada and Mexico, coupled with uncertainties surrounding the US-Mexico-Canada Agreement (USMCA), have already sent shockwaves through the automotive industry.
    Wednesday 2 April 2025
    Foxconn buys Apple equipment as production ramps up in India
    Foxconn (Hong Hai) revealed that its Indian subsidiary will procure equipment from Apple's subsidiary, signaling an expansion of Apple product production in India, which is rapidly emerging as a key manufacturing hub for the company.
    Wednesday 2 April 2025
    Chinese entrepreneur Xingxing Wang's Unitree Robotics shines in the global robotics race
    Among China's six Hangzhou start-ups, Unitree Robotics is one of the standout players. Founded in 2016, Unitree has been consistently profitable since 2020, achieving steady growth year after year. How has Xingxing Wang, a Chinese entrepreneur and founder of Unitree, managed to achieve such remarkable success?
    Wednesday 2 April 2025
    Xiaomi's decade-long comeback: Dramatic role reversal with Samsung and Gree
    In a remarkable power shift over the past decade, Xiaomi has transformed from an industry underdog to a dominant force. While CEO Lei Jun once waited hours to secure Samsung display panels, Samsung's chairman now visits Xiaomi's electric vehicle (EV) factory. Similarly, Xiaomi has surpassed Chinese home appliance giant Gree in revenue and market value, with its ecosystem strategy proving superior to Gree's single-product focus in today's digital economy.
    Tuesday 1 April 2025
    Apple top brass back in China: smart manufacturing partners in the spotlight
    Three months into 2025, Apple's senior leadership is back in China. CEO Tim Cook posted "Hello, Beijing" on Weibo, marking his fourth visit in just over a year. COO Jeff Williams also returned, focusing this time on deepening ties with Apple's supply chain partners across the country.
    Tuesday 1 April 2025
    The Great Tech Reset 3: Behind the decades of expertise anchoring global supply chains
    Between the 1960s and 1980s, the semiconductor industry primarily used a vertically integrated model covering all aspects, from equipment to materials. This approach disadvantaged latecomers such as Taiwan and South Korea, which concentrated on process technology rather than developing their own equipment and material capabilities.
    Tuesday 1 April 2025
    AI data center demand: Bubble or boom? Taiwan's server ODMs paint optimistic picture
    There is growing speculation regarding a potential slowdown in the demand for AI data centers. Despite these concerns, Taiwan's server original design manufacturers, who hold more than 90% of the global market share, insist that the adjustments in customer orders are primarily due to shifts in supply conditions, with demand momentum remaining strong. Amid shifting US tariff policies, recent order surges have pushed production to full capacity, propelling server revenues to new heights.
    Tuesday 1 April 2025
    Huawei 2024 annual report: US$118B in revenue, profit slips, R&D spending soars past US$25B
    Huawei Chairman Liang Hua said at the Guangdong High-Quality Development Conference in early February that the company's total sales revenue for 2024 surpassed CNY860 billion (approx. US$118.42 billion).
    Tuesday 1 April 2025
    Edge AI boom fuels Mitac Digital Technology's IPO plans
    Mitac Digital Technology (MDT), a subsidiary of Mitac Holdings, is gearing up for a public listing, with chairman Billy Ho likening the company's two decades of innovation to "sharpening a sword for 20 years." With discussions on edge AI development gaining traction, Mitac has expanded into smart mobility, smart telematics, and smart cities, projecting a double-digit compound annual growth rate over the next three years.
    Tuesday 1 April 2025
    Foxconn's CEO rotation signals strategic evolution
    When Foxconn (Hon Hai Technology Group) launched its rotating CEO system in April 2024, it was seen as a bold experiment aimed at grooming future leaders and strengthening corporate governance. The company named CC Lin, General Manager of the E Business Group, as the inaugural rotating CEO. After completing his one-year term, Foxconn announced on March 30, 2025, that Kathy Yang, the Group's Chief Campus Officer, would assume the role as the second rotating CEO.
    Tuesday 1 April 2025
    Taiwan pursues ADTA to deepen US trade amid 'Dirty 15' concerns
    As the seventh-largest US trade partner, Taiwan has been speculated by foreign media as part of the "Dirty 15" countries targeted for reciprocal tariffs. However, the US government has not officially named Taiwan. In response, Taiwan is actively negotiating an Avoidance of Double Taxation Agreement (ADTA) to reduce trade barriers and facilitate investment.
    Monday 31 March 2025
    Foxconn reportedly to double iPhone manufacturing in India
    Foxconn reportedly plans to double iPhone production in India by 2025, aiming to produce 25-30 million units annually. This expansion, driven by Apple's diversification strategy and Indian government incentives, marks a significant shift in global iPhone manufacturing.
    Monday 31 March 2025
    KPMG survey: China's executives prioritize survival over growth
    Most Chinese chief executives are focusing on corporate survival rather than growth strategies, with geopolitical tensions and supply chain disruptions ranking as their top concerns for the next three years, according to KPMG's "2024 China CEO Outlook" survey.
    Monday 31 March 2025
    LG Group prioritizes battery business and compliance at shareholder meeting
    At LG Group's 63rd shareholders' meeting in Seoul, chairman Koo Kwang-mo, though absent, conveyed his strategic vision through a written message, emphasizing the company's commitment to advancing its battery business as a key driver of future growth, according to South Korean media reports, including Money Today and ZD Korea.
    Monday 31 March 2025
    India launches electronics component incentive scheme
    India is extending its push for electronics self-reliance beyond finished goods, approving a US$2.68 billion scheme targeting component manufacturing. This initiative aims to close a significant import gap, offering tailored incentives to boost domestic production and integrate India into the global electronics supply chain, addressing a critical need alongside existing Production-Linked Incentive (PLI) efforts.
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    Geopolitics may bring dramatic shifts in semiconductor industry
    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES