Unitree Robotics: from CMG New Year’s Gala to MWC 2025 – China’s robotic revolution gains momentum

Since the beginning of 2024, discussions surrounding Unitree Robotics in Hangzhou have gained significant attention, almost rivaling that of DeepSeek. From its stunning appearance at the CMG New Year’s Gala to the private symposium held by the Chinese government for private entrepreneurs in Beijing, Unitree’s rise has captured both admiration and skepticism in equal measure.

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Tariff tensions overshadow TSMC’s robust 1Q25 performance

Taiwan Semiconductor Manufacturing Company (TSMC) reported better-than-expected revenue for March and the first quarter of 2025, easing earlier market concerns about earthquake disruptions and signaling continued strength in chip demand. On April 10, the company announced consolidated first-quarter revenue of NT$839.254 billion (US$25.42 billion), a 41.6% increase compared to the same period last year, beating the lower end of its January guidance.

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Auto tariffs take effect, components supply chain hit hardest

The US government under President Donald Trump initiated a new round of trade protection policies on April 3, 2025, imposing a 25% tariff on all automobiles produced outside the US and planning to further expand this to the automotive component supply chain starting May 3, 2025. This move has triggered a ripple effect across the global automotive industry, with China, as a major hub for automotive components, being particularly affected.

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Trump’s reciprocal tariffs unsettle global supply chains; two countries not considered for production relocation

According to sources within the notebook supply chain, meetings with brand manufacturers are intensifying as companies navigate the uncertainty created by the unpredictable nature of Trump’s tariff policies. While no one can say for certain what direction the policy will take, two things are clear: assembly lines will not remain in China, and they will not return to the US.

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US-China tariff clash imperils chip supply chain, May turmoil looms

The Trump administration’s aggressive tariff policies have unleashed a new wave of disruption across the global electronics supply chain. Following China’s retaliatory move to impose an 84% tariff, Trump responded on Wednesday by raising tariffs on Chinese goods to 125%, while maintaining that Beijing remains interested in reaching an agreement. The escalating conflict has already begun to impact supply chains, with signs of halted shipments from major brands and mounting concerns over the ability to redirect sales to other markets.

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Google opens network cable system for enterprise connectivity at Cloud Next ’25 conference

Google has opened its vast network cable system to enterprises through the Cloud Wide Area Network (Cloud WAN) solution. This service allows cross-cloud connectivity with Amazon Web Services (AWS), Microsoft Azure, and Oracle Cloud Infrastructure (OCI), meeting the growing demand for advanced networking due to enterprise AI applications.

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