04
Aug
Apple reported strong iPhone sales in its fiscal third-quarter 2025 earnings, pushing overall revenue higher and triggering a ramp-up in shipments across the optical lens supply chain ahead of the new model cycle.
04
Aug
Kaynes Circuits reportedly to invest US$570M in Tamil Nadu’s first large-scale PCB facility
The Economic Times, citing unnamed sources, reported that Kaynes Circuits India is set to invest INR49.95 billion (approx. US$570 million) to establish an advanced electronics component manufacturing facility in Thoothukudi, Tamil Nadu, marking the first large-scale PCB investment in the state and signals Tamil Nadu’s broader ambition to develop a new electronics manufacturing cluster in the southern coastal region.
04
Aug
BOE faces Pentagon review over possible Chinese military ties under new US defense bill
The US Congress has added a new clause to the National Defense Authorization Act (NDAA), requiring the Pentagon to evaluate whether BOE Technology — China’s top display panel manufacturer — should be labeled a “Chinese military company” (CMC).
04
Aug
Exclusive: Broadcom exec weighs in on Nvidia’s NVLink strategy and silicon photonics future
The Open Compute Project APAC Summit (OCP APAC) will officially open in Taipei in early August 2025. American IC design giant Broadcom, which holds a critical position in cloud AI application-specific integrated circuits (ASICs) and networking chips, is one of the event’s key exhibitors.
04
Aug
Trump locks in tariffs as allies scramble for relief, China talks stall at ‘halfway’
US Trade Representative Jamieson Greer stated that President Donald Trump’s newly introduced “reciprocal tariffs” are effectively locked in, with little room for revision despite ongoing negotiations with several countries.
04
Aug
VinFast launches production in India with US$500 million Tamil Nadu plant
Vietnamese electric vehicle manufacturer VinFast has officially commenced production at its new manufacturing facility in Thoothukudi, Tamil Nadu. The US$500 million plant represents the first phase of a larger US$2 billion investment in India, with plans to establish the site as a strategic hub for both domestic sales and regional exports, according to the Associated Press and Reuters.
04
Aug
AI glasses revolution: Chinese ODMs and PCB suppliers seize new wearable opportunities
Starting in 2025, AI glasses are set to become the hottest trend in the smart wearable market. Following Xiaomi, Huawei, Lenovo, Google, and startup Xreal, Alibaba has also announced its entry into the AI glasses arena, igniting a new wave of competition among smart terminal devices. The surge driven by the combination of AI glasses and wearable devices is rapidly propelling China’s original design manufacturer (ODM)/original equipment manufacturer (OEM) and printed circuit board (PCB) supply chains into a new phase of transformation and upgrading.
04
Aug
Decoupling in motion: how US tariffs and AI demand are redrawing EMS map
Since Donald Trump’s first term in office, US-China relations have steadily deteriorated. Coupled with the supply chain disruptions triggered by the Covid-19 pandemic, multinational companies have accelerated efforts to diversify risks—especially by reducing reliance on “Made in China” and Chinese supply chains.
04
Aug
Ventec to launch Thailand factory in 2026 to serve US, Asia auto and aerospace markets
Ventec International Group, a specialty manufacturer of copper-clad laminates (CCLs), has commenced construction of a new manufacturing facility in Thailand as part of its broader global expansion efforts. The initial phase of the plant is expected to begin operations in early 2026, with full-scale production lines planned for activation in the second quarter.
04
Aug
苹果新专利公布:可根据用户视角动态调屏幕曲率
8月4日消息,据科技媒体AppleInsider上周报道,苹果最新公布了一项屏幕专利,可利用电脑屏幕内置的传感器追踪用户位置,并通过软硬协调动态调整屏幕曲率。