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Friday 25 April 2025
China braces for economic shock as the US unleashes sweeping tariff hikes
The White House has unveiled a sweeping new round of punitive tariffs on imports from China, with rates reaching as high as 245%. While not all products will be subject to the highest rate, the majority face significant tariff hikes, signaling a sharp escalation in trade tensions that could severely curtail Chinese exports to the US.
Friday 25 April 2025
Apple suppliers reportedly use shell companies in Southeast Asia to bypass China's export curbs against India
Apple's efforts to reduce its reliance on China are facing pushback from Beijing, according to a report by The Information. In early 2025, Chinese authorities reportedly blocked a local Apple supplier from exporting equipment needed for the trial production of the upcoming iPhone 17 in India.
Friday 25 April 2025
Overview of main themes at Taiwan's joint mobility mega shows
As the global automotive industry continues to shift toward connected, autonomous, shared, and electric (CASE) vehicles, Taiwan's three major mobility industry trade shows—the Taipei International Automobile and Motorcycle Parts and Accessories Show (Taipei AMPA), E-Mobility Taiwan, and Autotronics Taipei—have increasingly been held as joint events, highlighting the influential roles Taiwanese companies play on the global stage.
Friday 25 April 2025
Taiwan unveils major relief package through 2027 to ease US tariff impact and power cost pressures
In response to the potential economic fallout from US President Donald Trump's high-tariff policies, Taiwan has unveiled a NT$410 billion (approx. US$12.7 billion) special relief package aimed at bolstering economic, social, and national security resilience. The program, approved by the Executive Yuan on April 24, 2025, will run through the end of 2027 and may be extended with legislative approval.
Friday 25 April 2025
Taiwan expands aid for exporters hit by US tariffs
Taiwan's government has increased an aid package to NT$93 billion (approx. US$2.86 billion) for companies hit by US tariffs while lowering the threshold for eligibility.
Friday 25 April 2025
Navigating ambiguity: industry adopts wait-and-see approach on US policies

As the US continues to recalibrate its trade policy toward China, Taiwanese technology suppliers find themselves caught in a state of strategic limbo, anxious over the potential implications of every twist and turn in US tariff decisions.

Friday 25 April 2025
NB Industry accelerates global shift despite US overtures to China
Despite recent softening in rhetoric from President Trump and the US Treasury Secretary toward China, American diplomatic overtures have done little to slow the exodus of NB brands from China. The industry's supply chain remains firmly committed to expanding manufacturing capacity in Southeast Asia and Mexico as companies hedge against future geopolitical risks.
Friday 25 April 2025
Delta Electronics sees India gains amid global tariff war, eyes local expansion
Delta Electronics expects to boost its India operations as global tariff regimes continue to shift supply chains, a senior executive told Digitimes Asia in an interview, adding that the company is preparing to bring more global customers to its local manufacturing facilities.
Friday 25 April 2025
Router maker TP-Link faces US criminal antitrust investigation
The US is conducting a criminal antitrust investigation into pricing strategies by TP-Link Systems Inc., a California-based router maker with links to China whose equipment now dominates the American market, according to people familiar with the matter.
Friday 25 April 2025
Why Trump's tariffs are helping China adapt instead of hurting it
US President Donald Trump's "reciprocal tariffs" have sent shockwaves through global markets, yet may be yielding unintended consequences. His strategy, championed in his bestselling "Trump: The Art of the Deal," appears to be backfiring as China adapts and diversifies.
Friday 25 April 2025
Tariffs shadow over NAND: Phison turns cautious, prices rise
In response to potential tariff changes, Taiwanese companies in the industrial computer (IPC) sector are adjusting their strategies. As the US introduced a 90-day tariff exemption period, IPC firms have been closely coordinating with clients and adjusting prices accordingly. With NAND Flash price adjustments now in effect, both industrial control and OEM manufacturers are stocking up to prepare for potential fluctuations in the supply chain.
Thursday 24 April 2025
Large donations by South Korean companies to Trump inauguration seen as preemptive move ahead of tariff war
The list of donors for US President Donald Trump's inauguration ceremony has been released, with South Korean conglomerates Samsung, Hyundai Motor, and Hanwha making large donations through US subsidiaries. Observers interpret the donations as an attempt by South Korean companies to proactively seek favorable outcomes related to US tariff policy.
Thursday 24 April 2025
Unpredictable US policy fuels PC makers' continued departure from China

Despite recent conciliatory signals from the US government towards China, PC brand manufacturers already in the process of diversifying their production are not slowing down. Sources within the original design manufacturing (ODM) sector reveal that these brands are not only shifting production for US-bound products but are also beginning to move production for European markets out of China.

Thursday 24 April 2025
Electronics suppliers split on demand as US-China tensions escalate

As the US ramps up tariffs on Chinese imports, electronics component makers are responding differently depending on their market segments. Consumer electronics firms are taking a cautious stance on future demand, while server component suppliers report steady orders and continued strength in artificial intelligence–related demand.

Thursday 24 April 2025
Samsung reportedly eyes India electronics production shift as US tariffs hit Vietnam
The US has imposed retaliatory tariffs on imports from China and Vietnam at rates of 125% and 46%, respectively. This has disrupted the supply chain strategies of major electronics manufacturers like Samsung Electronics, which has substantial production facilities in both countries. As a result, Samsung is reportedly considering shifting some of its smartphone manufacturing from Vietnam to India, following similar moves by other tech giants like Alphabet.
Thursday 24 April 2025
Taiwanese businesses may trigger new wave of factory sales amidst Chinese-origin tariffs
KPMG's recent seminar highlighted that US tariffs primarily target Chinese products. Even Chinese-funded factories in Southeast Asia are under US scrutiny, suggesting a long-term trend of heightened trade restrictions. Experts advised Taiwanese manufacturers to avoid establishing plants in countries aligned with China.
Wednesday 23 April 2025
India ramps up notebook manufacturing as global brands shift in response to rising tariffs on Chinese exports
India's INR170 billion (approx. US$2 billion) Production Linked Incentive (PLI) scheme for IT hardware appears to be gathering pace as global notebook brands increasingly partner with Indian contract manufacturers to localize production as companies like Asus, MSI, HP, Lenovo, and Acer are now tapping into India's growing electronics ecosystem to scale operations and meet localization norms.
Wednesday 23 April 2025
OCP targets 1MW racks to cut data center energy losses to 7%
The Open Compute Project Foundation (OCP) is spearheading a radical redesign of data center power architecture to support AI's explosive growth, including the concept of "1 Megawatt racks" that could reduce energy losses from 40% to just 7%. This transformation would eventually move power supplies outside computing floors and potentially integrate on-site renewable energy generation, including small nuclear reactors, according to Chief Innovation Officer Cliff Grossner, Ph.D.
Wednesday 23 April 2025
Ericsson partners with VVDN to fully localize antenna production in India
Ericsson Antenna System (EAS) is expanding its manufacturing operations in India, aiming to localize 100% of its passive antenna production for the Indian market by June 2025. The initiative is part of the company's broader supply chain strategy and aligns with India's ongoing 5G rollout.
Wednesday 23 April 2025
VVDN powers India's tech shift with new innovation hub amid global manufacturing exodus
According to Electronics For You and The Machine Maker, India-based electronics manufacturer VVDN Technologies has announced the inauguration of its state-of-the-art Mechanical Innovation Park in Manesar, Gurugram, Haryana, alongside the launch of its largest surface mounting technology (SMT) line at the Global Innovation Park.
Wednesday 23 April 2025
IPC firms brace for tariff fallout, adjust pricing amid uncertainty
As the ripple effects of potential reciprocal tariffs loom, industrial PC (IPC) manufacturers report they remain in close communication with customers and have already adjusted pricing to reflect anticipated cost increases.
Wednesday 23 April 2025
Trump signals softer trade stance with China, floats tariff reduction
US President Donald Trump has signaled a shift in his administration's trade approach toward China, indicating openness to a more conciliatory tone while maintaining leverage through high tariffs.
Wednesday 23 April 2025
Alphabet reportedly redirects Pixel production from Vietnam to India amid renewed tariff disruptions
As the US imposes a 46% tariff on Vietnam and a 26% tariff on India, Alphabet executives are reportedly urging Pixel smartphone manufacturers to boost production in India. This shift from Vietnam to India supports the growing US-India trade relationship, which aims for US$500 billion in bilateral trade by 2030.
Wednesday 23 April 2025
PC giants eyes Saudi Arabia for setting up plants as US tariffs supply disrupt
The Trump administration's imposition of reciprocal tariffs has thrown global supply chains into disarray. Industry analysis of tariff rates and regional investment incentives reveals that Middle Eastern Saudi Arabia has emerged as a standout option, actively courting manufacturers to establish local production facilities.
Wednesday 23 April 2025
JD.com, Meituan drive export-to-domestic shift as Chinese manufacturers recalibrate
Amid escalating US-China trade tensions and Washington's push for "reciprocal tariffs," Chinese exporters are facing unprecedented strain. Canceled orders, rising costs, and growing policy uncertainty have shaken once-stable overseas markets. In response, Chinese regulators and e-commerce giants are mobilizing to redirect exporters toward the domestic market. Early indicators suggest this inward pivot is gaining traction.