Foldable iPhone components reportedly sent for testing; could reshape market dynamics in 2026

According to data from Counterpoint, global foldable phone shipments grew by just 2.9% year-over-year in 2024, with warnings that the market may see negative growth for the first time in 2025. However, this is not a sign of market saturation but rather a buildup toward a breakout in 2026. With Apple entering the foldable segment, the market is projected to achieve double-digit growth in 2026.

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Tariff truce sparks order surge at Ability Enterprise, but production still stuck in neutral

Taiwan-based electronics manufacturer Ability Enterprise held an online investor briefing on May 13 to share its first-quarter 2025 results and outlook for the remainder of the year. General Manager Ming-Jen Tseng discussed the temporary 90-day US-China tariff ceasefire, observing a modest uptick in customer pull-in orders. However, he noted that production requires a buffer period for materials and scheduling, and actual output remains dictated by client demand.

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Xpeng launches new SEPA 3.0 platform with cost-effective hybrid SiC modules

As weaker players increasingly bow out of China’s new energy vehicle (NEV) market, newcomers are now shifting their emphasis to smart platforms, the integration of battery, motor, and vehicle control systems, and supply chain resilience. In line with this trend, Xpeng, one of the three leading NEV startups in China alongside NIO and Li Auto, has recently launched its latest SEPA 3.0 platform and introduced a hybrid silicon carbide (SiC) module designed to balance efficiency and cost.

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ABB reportedly weighs multibillion-dollar sale of robotics unit, recasts spin-off plans

Swiss conglomerate ABB is reevaluating plans to spin off its robotics division and is now exploring a possible sale instead, sources familiar with the matter said. The move represents a significant strategic shift under new CEO Morten Wierod, as the company navigates intensifying market competition and geopolitical uncertainty in the global robotics sector.

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China’s fallen chip czar and the bullet Taiwan dodged

Zhao Weiguo, the former chairman of China’s Tsinghua Unigroup and once a high-profile figure in China’s semiconductor ambitions, was sentenced on May 14, 2025, to death with a two-year reprieve by the Jilin Intermediate People’s Court for embezzlement and abuse of power. The court also imposed a lifelong revocation of his political rights and the confiscation of all personal assets.

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Getac unveils rugged AI PC meeting Microsoft Azure standards, to launch in 3Q25

Getac Technology, a subsidiary of Getac Holdings, has unveiled the world’s first rugged AI PC that meets Microsoft Azure’s AI PC standards. The flagship model, B360 Plus, features a dedicated Copilot key and a neural processing unit (NPU) capable of up to 48 TOPS (trillion operations per second), delivering enhanced AI performance for use in demanding environments. The device is scheduled for commercial launch in the third quarter of 2025.

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