Major PC brands have started raising prices on US-bound products, attributing the hikes to tariff pressures. The industry's strategy has shifted from stockpiling inventory ahead of tariffs to direct price adjustments in response to evolving trade policies.
Lenovo posted strong third-quarter results for the 2024/25 fiscal year, with revenue reaching US$18.796 billion, up 19.6% year-over-year, marking its best quarterly sales in three years and the second-highest in company history. The growth was largely fueled by AI-driven demand and expanding enterprise solutions.
US President Donald Trump's 10% tariff on Chinese imports has prompted Acer to raise US notebook prices by 10%, making it the first brand to respond. However, US-based competitors have yet to follow suit. DIGITIMES Research senior analyst Jim Hsiao notes that the tariff hike will hit three Asia-based brands the hardest: Lenovo, Acer, and Asus.
Acer CEO Jason Chen confirmed in a UK interview that the company will raise prices on US-bound laptops made in China by 10% next month in response to Trump's tariffs. He also hinted at possible production shifts beyond China, including manufacturing in the US, The Telegraph reported.
Currently, there are over 30 million active users of DeepSeek's large language model (LLM), making it the most popular LLM in China. This has sparked predictions that AI PCs will become more affordable and widely adopted, leading to growth in LTPS panels, which are more energy-efficient and environmentally friendly than OLED panels.
China-based TV manufacturers, including TCL and Hisense, are aggressively challenging South Korea-based competitors by leveraging their price advantages. In response, Samsung Electronics and LG Electronics are ramping up OLED TV sales to fend off the mounting competition from China.
The tariff approach of US President Donald Trump seems to be hindering the recovery of the notebook market, prompting brand vendors to explore various strategies for reducing costs.
While quantum computing has become a major topic in the tech industry in recent years, with leading figures such as Nvidia CEO Jensen Huang and Microsoft founder Bill Gates weighing in on its development, the key question for Taiwan's tech industry players is identifying their potential opportunities in this emerging field.
Following a nine-month decline spanning three consecutive quarters, the wearable market in India, previously the global growth driver for wearables, contracted in 2024, primarily due to weakening demand for smartwatches.
What factors did Apple consider when selecting a partner for Apple Intelligence, leading them to choose Alibaba? The recent server overloads experienced by DeepSeek highlight its computational limitations, indicating that Apple's primary consideration was service stability, followed by technical capabilities.
Quantum expert Ching-Ray Chang, a distinguished professor of physics at National Taiwan University (NTU), believes that quantum computing is already here, refuting a previous statement by Nvidia CEO Jensen Huang that it is still another 20 years away.
MOSFET provider Force Mos Technology has secured a legal victory in a patent infringement lawsuit against Asus, with the US District Court for the Eastern District of Texas ruling in its favor on February 13, 2025. The court found Asus guilty of willful infringement and ordered the company to pay US$10.5 million in damages.
Nvidia's high-end RTX 50 series launch, originally set for January 2025, has been postponed to March, according to notebook supply chain sources. This delay also impacts the mid-range and entry-level models, moving their release from March to April.
US clients have long collaborated with Taiwan's manufacturing sector, rendering the US the foremost export market for Taiwan's medical equipment industry. However, with the initiation of a new series of tariffs by the Trump administration, Taiwan's medical equipment exports to the US may be impacted.
The PC market is expected to show weak performance in the second half of 2024, but the industry remains optimistic about replacement demand in 2025. The introduction of PCIe Gen5 in high-end models is set to begin in Q2 2025, with a projected penetration rate of 5% for the year. Growth will further accelerate in 2026, with the overall penetration rate reaching 20-30%.
The emergence of DeepSeek, combined with strong sales of Nvidia's RTX 50 series and Microsoft's decision to cease Windows 10 support are creating favorable conditions for the previously dormant notebook market in 2025.
Apple is partnering with Alibaba Group to introduce artificial intelligence features in China, strengthening its position in a crucial market where it has struggled to establish a strong AI presence.
With the launch of DeepSeek, the application of artificial intelligence (AI) is rapidly penetrating various fields, indicating that the demand for AI consumption will further increase and may trigger structural changes in the market. The chief executive of Huawei's consumer business group, Gang He, recently announced that Huawei's Celia assistant has successfully integrated with DeepSeek and released the beta version of DeepSeek-R1.
Rumors suggest that Apple is set to launch new products, including the iPhone SE 4, a refreshed MacBook Air, an updated iPad Air, and a new headphone line. These launches aim to boost Apple's financial performance, aligning with its goal of a single-digit revenue increase in the first quarter.
The World Bank forecasts stronger global trade growth in 2025 compared to 2024, suggesting that US President Donald Trump's trade protectionism may have less impact on the global economy than initially feared.
Taiwan's export growth maintained its momentum in January 2025, driven primarily by artificial intelligence (AI) and high-performance computing (HPC) demand, according to statistics from Taiwan's Ministry of Finance (MOF).
The administration of US President Donald Trump has imposed a 10% tariff on China while granting Canada and Mexico a one-month extension before additional tariffs take effect. In contrast to the server supply chain's proactive stance, the consumer electronics sector has maintained a calm approach, with notebook brand vendors and ODMs showing minimal interest in relocating production to the US.
Taiwanese network IC design house Realtek Semiconductor has expressed confidence in its business prospects for 2025, as evidenced by improved order visibility and technological advancements.
Shein, the Chinese fast-fashion company, has returned to India nearly five years after a ban, partnering with Mukesh Ambani's Reliance Retail, highlighting India's adoption of a market-for-technology approach similar to China's.
