Wellysun emphasizes limited tariff impact as end customers do not export to North America

Regarding the recent China-US tariff policies affecting automotive components, Wellysun, a company specializing in the research and development, manufacturing, and sales of customized automotive electronic control modules, stated that the tariff policies have had limited overall operational impact since their end products are not exported to the US.

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Etron expands AI portfolio with edge computing solutions for smart robots and privacy-preserving AI

Etron Technology is making bold moves into the burgeoning edge AI market with the launch of its AI vision solution, eYs3D, under its subsidiary eYs3D Microelectronics. The solution has already secured 12 customers, including a major Taiwanese parking lot operator, with expectations that over a thousand parking lots will adopt the technology by the second half of this year. This growing demand is set to fuel Etron’s growth trajectory through 2026. Additionally, its other subsidiary, DeCloak, has unveiled new applications for its robot dog technology, integrating AI-powered privacy systems into military and law enforcement operations, with orders already overflowing into the year-end.

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Intel and AMD reap nearly 30% of revenue from China, yet US semiconductor imports are just 3%—What’s behind the discrepancy?

Washington’s export controls and escalating US-China chip tensions have dominated headlines, but American semiconductor leaders continue to rely heavily on the Chinese market. In 2023, China drove 27% of Intel’s global revenue, roughly US$14.6 billion, and 15% of AMD’s, about US$3.4 billion. Nvidia reported China accounted for over 13% of its fiscal 2025 revenue, totaling approximately US$17 billion. Despite Beijing’s push for self-reliance, these numbers highlight China’s critical role for US chipmakers. However, Chinese customs data reveals a stark contrast, with US semiconductors comprising just 3% of China’s total chip imports.

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