18 Apr
Latest News and Trends

China’s EV high-flyers face hard landing: will big three startups survive shakeout?

China’s leading EV upstarts—Nio, XPeng, and Li Auto—delivered strong sales in 2024. Li Auto stood out as one of just three profitable NEV makers nationwide, alongside BYD and the rising Seres. Despite the momentum, a stark warning has emerged from academia. Zhu Xichan, a professor at Tongji University’s Intelligent Vehicle Research Institute, predicts that all three firms could disappear within three years.

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18 Apr
Latest News and Trends

US manufacturing surge: Foxconn’s NAM board role amplifies strategic ambitions

US President Donald Trump has introduced a series of policies designed to revitalize American manufacturing and attract industries such as semiconductors to return to the US. While Taiwanese manufacturers have long pursued global diversification, recent policy shifts have crystallized the notion that establishing production facilities within the US represents the most prudent and secure course of action in today’s geopolitical climate.

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17 Apr
Latest News and Trends

Jensen Huang visits Beijing following H20 export ban to China

Nvidia CEO Jensen Huang arrived in Beijing on April 17, 2025, just days after the US government imposed an indefinite export restriction on the company’s H20 AI chip to China. The timing of Huang’s visit—at the invitation of the China Council for the Promotion of International Trade (CCPIT)—has sparked speculation about how Nvidia plans to navigate escalating US-China tensions and its role at the center of the global AI race.

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17 Apr
Latest News and Trends

Xpeng’s high-tech global strategy aims to navigate EV industry consolidation

In the face of rising global tariff pressures and an increasingly volatile automotive market, Chinese automaker Xpeng Motors is bucking the trend, actively accelerating its expansion into overseas markets. Xpeng’s Co-founder and Chairman of the Board, Xiaopeng He, stated that over the next decade, competition in the automotive industry will be fierce, and only 5 to 7 electric vehicle manufacturers will ultimately survive.

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17 Apr
Latest News and Trends

Taiwan’s tech supply chain faces uncertainties as US tariffs exclude key Apple wearables

Taiwan’s supply chain firms are navigating a turbulent landscape as the US continues to recalibrate its tariff policies. While recent exemptions for smartphones, laptops, and other electronic devices have offered temporary relief to major brands like Apple, wearables such as the Apple Watch and AirPods remain excluded from these lists. This exclusion injects new uncertainty into the market, particularly for suppliers already grappling with razor-thin profit margins.

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