According to the Economic Times, PTI, and Outlook Business, Dixon Technologies, an Indian electronics manufacturing giant, has signed an agreement with NxtCell India Private Ltd. to produce smartphones for the French brand Alcatel, marking the brand's return to the Indian market after seven years. The partnership, announced on Friday, will see Dixon's subsidiary, Padget Electronics, commence manufacturing within the next 12-18 months, with initial production expected to roll out in 8-10 weeks.
Panasonic Holdings has unveiled plans to lay off approximately 10,000 employees, split evenly between Japan and overseas, as part of structural reforms to improve profitability. The reductions, targeting departments such as home appliances, are scheduled for fiscal year 2025 (April 2025 to March 2026). The company's energy division, focused on electric vehicle (EV) batteries, will be spared due to strong demand, particularly from Tesla.
Acer CEO and President Jason Chen said US President Donald Trump's policies are triggering both manageable and unpredictable disruptions for global companies. While issues like tariffs and currency fluctuations can be countered with strategy, he warned that policy-driven uncertainty is undermining consumer confidence—a volatile threat that's harder to contain.
Trans-Sun Materials Technology has observed a growing demand for advanced transmission solutions in global data centers and AI servers due to the rapid advancement of generative AI and multimodal large models. Next-generation optical communication technologies like silicon photonics, co-packaged optics (CPO), and 1.6T/3.2T high-speed interconnect architectures are transitioning from research to practical application, driving substantial upgrades in AI infrastructure.
Tata Electronics plans to double iPhone enclosure production at its Hosur facility to support Apple's September launches, according to sources who spoke with The Economic Times. The move comes as Apple deepens its manufacturing footprint in India, with the plant now restored to pre-fire capacity after a setback in September 2024.
Recent disruptions in Taiwan's industrial supply chain due to tariff and exchange rate changes have garnered significant attention regarding their impact on the industry. In an online investor conference, Hiwin Technologies chairman Eddie Chuo noted that the direct impact is limited since the North American market constitutes only about 5% of the company's total revenue.
Pegatron Corporation reported April 2025 revenue of NT$102.871 billion (approx. US$3.42 billion), showing a 21.55% increase from the previous month and a 14.71% rise from the previous year. The company's total revenue for the first four months of 2025 was NT$375.305 billion (approx. US$12.48 billion), up 10.36% compared to the same period last year.
The latest round of tariffs from US President Donald Trump is shaking up Southeast Asia's manufacturing heartland, dealing a blow to nations that form the backbone of Taiwan's electronics supply chain. Key countries like Vietnam, Thailand, Indonesia, and Malaysia-vital cogs in Taiwan's regional production network-are now grappling with steep tariffs on products ranging from servers and PCs to notebooks and networking gear, injecting fresh uncertainty into the industry.
With US President Donald Trump back in the White House, a new wave of tariff and exchange rate issues has impacted global supply chains. However, unlike in the past, businesses are not hastily expanding overseas. Instead, Thailand remains the top choice for companies setting up factories in Southeast Asia, thanks to its strategic location, labor resources, and market potential.
High-level trade negotiations between the US and China, held in Geneva, Switzerland, on May 10-11, concluded with both sides reporting substantial progress and key agreements, signaling a step toward addressing longstanding trade imbalances.
Apple's 'Make in India' journey is expected to be a rocky one despite rising number of suppliers there. South Korean electronics manufacturers are keeping a close eye on the India-Pakistan tension.
Aplex Technology chairman Chad Lee acknowledged a slowdown in the industrial PC sector in 2024, influenced by uncertainties in US trade policies. Customers are hesitantly adopting a wait-and-see approach, prompting Aplex to adjust its product strategies. The company anticipates a gradual recovery through the launch of new projects throughout 2025.
WT Microelectronics, a Taiwan-based IC distributor, reports that the impact of US tariffs on its operations remains minimal, as most components are exempt from such duties. WT Microelectronics chairman Eric Cheng notes that while certain sectors like smartphones, PCs, and servers have experienced accelerated inventory replenishment due to tariffs, the overall semiconductor industry is unmistakably emerging from its trough in the second quarter of 2025.
On May 8, US President Donald Trump and British Prime Minister Keir Starmer jointly announced the near-finalization of a long-anticipated bilateral trade agreement between the United States and the United Kingdom.
Over the past decade, Samsung Electronics executive chairman Lee Jae-Yong has leveraged global mergers and acquisitions (M&A) to transform Samsung into a "technology-first" company. Rather than pursuing large-scale deals, Lee has focused on strategic acquisitions that strengthen core technologies. These efforts have laid the foundation for Samsung's competitiveness in semiconductors, automotive electronics, AI, and display sectors.
The sharp rise of the New Taiwan Dollar (NTD) has triggered widespread concern across Taiwan's financial and industrial sectors. Hua Nan Bank managing director and president Huang Chun-Chih warned that the main problem is the speed, not the fact, of the appreciation.
Taiwanese equipment maker Innostar Service is positioning itself to capture growth in artificial intelligence (AI) and high-performance computing chip testing by expanding into semiconductor packaging solutions.
With the potential return of "Trump 2.0" and a renewed wave of tariffs, speculation is growing over another shift in global supply chains. Yet for Taiwanese electronics manufacturers, most of whom endured the first Trump-era disruptions, this is no cause for alarm. Global diversification has long been part of their core strategy, not a reactionary measure. Many are instead seizing the moment to evaluate the effectiveness of their global expansion efforts to date.
To strengthen Taiwan's cybersecurity resilience, the Ministry of Digital Affairs (MODA) has unveiled the Seventh National Information and Communication Security Development Program (2025–2028). The new initiative focuses on enhancing cybersecurity through a comprehensive effort involving government, industry, and talent development, and is built around four major strategic directions.
According to CNBC-TV18, KNN Today, and Money Control, South Korean conglomerate LG Electronics will establish a large-scale manufacturing facility in Sri City, Andhra Pradesh, with an investment of over INR50 billion (approx. US$589.5 million).
Plastics mold and hinge maker Syncmold Enterprise reported consolidated revenue of NT$22.43 billion(US$0.08 billion) for the first quarter of 2025, buoyed by increased shipments of display hinges, bases, and precision mechanical components, as well as contributions from new clients.
Global trade networks are experiencing unprecedented volatility as President Trump's aggressive tariff policies reshape longstanding supply chain patterns, according to industry executives.
For the first time in six years, military tensions between India and Pakistan have escalated. Amid this, South Korean tech giants Samsung Electronics and LG Electronics, with factories in India, are closely monitoring the situation.
As the 90-day grace period for the Trump administration's reciprocal tariffs approaches, FIC Global (FICG) is intensifying its global diversification strategy. In an exclusive interview with DIGITIMES, FICG chairman Leo Chien emphasized that the company's investment decisions predate the tariff threat. FICG's long-standing commitment to establishing a US manufacturing presence remains on track, underpinned by a methodical approach to risk mitigation. With operations already spanning the US, Japan, Germany, Malaysia, Taiwan, and mainland China, FICG is strategically positioned to weather geopolitical uncertainties.
Universal Robots (UR), the global collaborative robot (cobot) leader, maintains optimism for growth despite US President Donald Trump's tariff policies, as advanced manufacturing reshoring could boost demand for automation systems to offset higher American labor costs.