Trump’s tariff shock: Quanta hit hard, Wiwynn and Inventec catch a break

The implementation of equal tariffs by the US has taken the industry by surprise, leading to significant changes in the server supply chain. Initially, original design manufacturers (ODMs) affected by increased tariffs on Mexico were expected to face severe impacts; however, this new wave of equal tariffs has resulted in a reduced shock for them. Conversely, ODMs producing in Taiwan and Thailand are now facing fresh challenges.

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Tata Electronics appoints semiconductor veteran KC Ang to lead manufacturing push in India

Tata Electronics has made a significant move to bolster its semiconductor manufacturing ambitions by appointing industry veteran KC Ang as President and Head of Tata Semiconductor Manufacturing. Ang, bringing over three decades of experience in the semiconductor sector, will assume his new role in 2024, reporting directly to Tata Electronics CEO Randhir Thakur, according to the Economic Times and Mint.

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Trump tariffs spare no country; Asia and Europe are hit harder

President Donald Trump is imposing tariffs on US trading partners worldwide, his biggest assault yet on a global economic system he has long bemoaned as unfair.
Trump said Wednesday he will apply a minimum 10% tariff on all exporters to the US and slap additional duties on around 60 nations with the largest trade imbalances with the US. That includes substantially higher rates on some of the country’s biggest trading partners, such as China — which now faces a tariff of at least 54% on many goods — the European Union and Vietnam.

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Wistron accelerates US expansion as US announces 32% tariffs on Taiwan

In a move against the US reciprocal tariffs, Taiwan-based Wistron Corporation has announced a substantial investment in a new US subsidiary focused on AI product manufacturing. The decision, revealed alongside a flurry of strategic financial moves, underscores the company’s efforts to mitigate potential trade barriers and capitalize on the growing AI market.

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Ecocera targets third-generation semiconductor packaging, aims for 10% revenue share by year-end

Ecocera, a prominent manufacturer of ceramic circuit boards, is experiencing enhanced operational performance as it leverages the increasing demand for automotive lighting substrates. This growth is highlighted by Chairman Wanshun Zhou, who outlined the company’s focus on expanding its market share within the lucrative automotive headlamp sector. In addition, Ecocera is making strides in the field of third-generation semiconductor packaging. Despite revenue from this sector comprising only 1% of the current figures, the company anticipates an increase to 10% by the end of 2025. This projected growth comes as new technologies make the transition to small-scale production and begin shipments to packaging clients.

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Apple’s China pivot threatens LG’s display and camera stronghold

As Apple accelerates efforts to diversify its iPhone component supply chain, LG Group’s component subsidiaries are monitoring market developments closely. While LG Display (LGD) and LG Innotek maintain significant positions in Apple’s display and camera module supply chains, Chinese vendors are rapidly gaining ground, challenging South Korea’s long-standing dominance.

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Cybersecurity threats shift to IVI and OS as AI reshapes vehicle security

As AI applications in smart vehicles become increasingly widespread, cybersecurity vulnerabilities in connected vehicles are becoming more evident. According to Taiwan-based automotive cybersecurity specialist VicOne, a subsidiary of Trend Micro, the number of automotive vulnerabilities reached a record high in 2024, with over 77% occurring in in-vehicle or onboard systems.

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Open-source AI: Taiwan’s talent crisis amid China’s rise

At the DIGITIMES AI Expo, renowned AI expert Andrew Ng underscored the transformative potential of open-source models in fostering innovation. He argued against restricting their use by Chinese firms, emphasizing that open-source initiatives amplify “soft power,” enabling developers and small businesses worldwide to benefit. Taiwan’s Artificial Intelligence Academy (AIA) further spotlighted this topic by hosting a forum on the impact and strategies surrounding open-source models, reflecting their central role in contemporary AI discourse.

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Outmaneuvering Huawei and Tesla: How Momenta quietly claimed China’s auto-driving crown

As Tesla and Huawei continue to dominate headlines in China’s autonomous driving race, another player is quietly reshaping the landscape. Founded in 2016, Momenta has captured more than 60% of China’s urban Navigation on Autopilot (NOA) market for third-party suppliers, according to Xinhua News Agency. In a field crowded with tech giants and cash-burning startups, this stealth-mode contender has rapidly become a pivotal force in China’s smart mobility sector.

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