LG Group chairman Kwang-mo Koo traveled to India to assess the company's R&D, production, and distribution as LG commemorates 30 years in the market. This visit aligns with LG's strategy to expand in India while managing risks associated with US-China tensions.
AI-capable PC shipments hit 15.4 million units in the fourth quarter of 2024, accounting for 23% of all PC shipments during the quarter, according to the most recent data from Canalys, which is now a part of Omdia.
The "A+H" dual-listing model—where companies trade shares on both Mainland China's A-share market and the Hong Kong Stock Exchange (HKEX)—is gaining momentum. More Chinese firms are embracing this approach to diversify funding sources and attract global investors. According to Wind Information, as of March 3, 2025, over 40 companies have filed for initial public offerings (IPOs) on HKEX, including Goertek Microelectronics Inc. (GMI), a subsidiary of Goertek Inc.
The Taipei International Machine Tool Show (TIMTOS) 2025 is, for the first time, centering on robots as a primary theme, with keynote addresses from executives of prominent enterprises, including THK CEO Akihiro Teramachi.
The Mobile World Congress (MWC) is a key event for global mobile phone vendors, especially Chinese brands, to unveil new technologies and products. In the competitive AI landscape, major brands are introducing both innovative product forms and advanced AI and imaging applications.
The Trump administration is escalating trade tensions, slapping a 25% tariff on Canada and Mexico while increasing China's tariffs by 10%. The move is accelerating supply chain migration, with PC brands shifting production to Southeast Asia and server makers in Mexico pivoting to Texas.
The tariff sword wielded by US President Donald Trump has officially fallen. Although downstream assembly plants and brand manufacturers have generally prepared to diversify their production locations, the increase in related costs has prompted companies to consider adjusting product prices or passing these costs onto component suppliers.
Taiwan-based Elan Microelectronics, a major provider of touch controller chip solutions, has disclosed that significant order momentum for product lines offering high gross profits boosted both revenue and gross profit margins in 2024. The company is cautiously optimistic about the market in 2025.
At MWC 2025, Samsung Electronics introduced its newest AI advancements, spotlighting the Galaxy S25 series with cutting-edge AI features and the inaugural XR headset Project Moohan. The notably thin Galaxy S25 Edge and AI applications for the smart home and health were also highlighted.
Qualcomm is preparing for a more dominant entry into the PC market after seeing a rather successful entry in the mobile segment with its Snapdragon X Elite SKUs. According to German media outlet WinFuture, the Snapdragon X2 chipset will feature an impressive 18 Oryon V3 cores, a 50% increase over its predecessor, making it a formidable contender in the premium laptop and desktop segments.
Qualcomm's next-generation Snapdragon X2 processor, codenamed "Project Glymur," is reportedly in development for Windows PCs. The chip is expected to feature up to 18 third-generation Oryon cores—a 50% increase over the previous generation's 12-core design.
Taiwanese ODM Compal Electronics has raised its capital expenditure to NT$10 billion (US$304.83 million) in 2025, up from NT$7 billion in 2024. The additional funds will primarily be invested in servers and establishing factories overseas.
HP is cutting up to 2,000 jobs and scaling back its dependence on Chinese manufacturing for the North American market. This decision follows mounting US tariffs and rising component costs as the company reshapes its supply chain to stay competitive.
Delta Electronics plans to expand the Indian market with industrial automation foray. Tata is expected to sign MoUs with semiconductor firms to enhance its chip capabilities.
Despite a production ramp since the end of 2024, there are worries this surge might result more from Trump-era tariffs than genuine demand recovery. As a result, PC manufacturers are cautious, especially regarding the Windows on Arm platform, potentially affecting Qualcomm and MediaTek's ambitions to enter the notebook market by 2025.
Apple CEO Tim Cook has spent the past eight years skillfully navigating the turbulent waters of US-China relations. Under both Donald Trump's first administration and Joe Biden's tenure, Cook has made frequent visits to China—inspecting Apple's operations, meeting political leaders, and speaking at the annual China Development Forum, a government-organized event designed to shape China's economic policies.
India's PC market saw a 3.8% growth in shipments, reaching 14.4 million units in 2024, according to an IDC report. The consumer market grew due to rising demand for notebooks, especially gaming and AI models. However, a weakening rupee could impact future costs for small and medium-sized businesses.
Dixon Technologies, India's largest electronics manufacturing services (EMS) provider, has experienced rapid annual growth and is looking to double revenue, demonstrating that "Make in India" is on the rise.
Guangdong Haoqin Robotics Technology was recently registered, with Huanke Wu listed as its legal representative. The company, which has a registered capital of CNY10 million (approx. US$1.38 million), focuses on developing and selling intelligent robots, manufacturing industrial robotics, and advancing artificial intelligence (AI) applications.
Lenovo has announced a leadership transition, with Executive Vice President and Chief Financial Officer (CFO) Wai-ming Wong and Senior Vice President and Chief Legal Officer (CLO) Laura G. Quatela set to retire on March 31. However, both will remain involved as non-executive directors on Lenovo's board, with Wong joining the Audit Committee and Quatela taking a seat on the Nomination and Governance Committee.
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.
