Chinese panel makers cut output amid weak demand and US tariffs

A combination of rising US tariffs, reduced benefits from China’s “trade-in” subsidy program, and mounting inventory challenges has prompted Chinese panel makers to scale back production during the five-day May Day holiday. This measure aims to support prices, which have remained relatively flat since the end of April, preventing a sharp drop amid slowing purchasing activity from television brands.

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Why Apple’s road to ‘Made in India’ is longer than it looks

Despite surpassing analysts’ forecasts for both revenue and profit in its fiscal second quarter, Apple CEO Tim Cook expressed caution about the months ahead, citing growing uncertainty from US-China trade tensions and tariff risks. In response, Apple is accelerating efforts to diversify its manufacturing base, working closely with partners like Foxconn to shift more production to India and Vietnam.

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Mitsubishi taps Foxconn-Yulon JV for EVs aimed at Oceania, production set for 2026

Mitsubishi Motors said on May 7 that it signed a memorandum of understanding (MOU) with Foxtron Vehicle Technologies—a joint venture between Foxconn and Yulon Motor—to jointly develop and supply electric vehicles. Under the OEM agreement, Foxtron will design the EV, while production will be handled by Yulon, with both sides planning to finalize a formal contract in due course.

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eLAND to debut on Taiwan OTC in May, riding AI search boom across four core sectors

Taiwan-based software firm eLAND Information, with nearly two decades of experience in semantic analysis and opinion search technologies, is set to list on the over-the-counter (OTC) market in late May 2025. The move is backed by growing demand for AI-driven search solutions in four key sectors: public governance, digital marketing, security and intelligence, and financial supervision.

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Advantech zeroes in on humanoid robotics, fusing IPC heritage with edge AI to chart the next frontier

As AI evolves beyond algorithms and computational benchmarks, focus has shifted to real-world implementation. Robotics—especially humanoid robots—has emerged as one of the most promising vectors for applying AI at scale. Advantech, a global leader in industrial PCs, has been quietly preparing for this shift. In 2024, the company launched a new business unit aimed at becoming the “brain and heart” of next-generation intelligent robots.

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Jinpao sees continued revenue growth in April, exchange rate fluctuations to have little impact

Jinpao Precision Industry has reported NT$255 million (US$8.4 million) in consolidated revenue for April 2025. Although this represents a slight drop from the record monthly high posted in March, the figure still represents a massive 54.26% increase from the NT$165 million seen in the same month last year, indicating steady performance and continued strong demand as revenue maintains a relatively high level nearly on par with figures reported in January.

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Taiwan’s smartphone slump darkens: AI buzz fails to lift 1Q, 2Q outlook dims

Taiwan’s smartphone shipments dipped slightly in the first quarter of 2025, as extended upgrade cycles and saturated market penetration offset enthusiasm around AI-powered models. Second-quarter prospects remain weak, with monthly shipments expected to stay below 400,000 units due to seasonal demand lulls, rising tariff risks, and currency headwinds from a strengthening New Taiwan dollar.

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