29
Apr
29
Apr
Apple supplier sees no tariff cost-sharing talks, expects tough 2025
Radiant Optoelectronics, a key backlight module supplier for Apple notebooks and tablets, reports that customers have remained calm about tariffs imposed under the Trump administration, with no discussions about sharing these costs. Chairman Justin Wang described client reactions as very “chill.”
29
Apr
Mature chip processes most vulnerable in Trump’s tariff storm
Taiwan’s semiconductor industry has temporarily escaped US President Donald Trump’s sweeping tariff measures announced earlier this month, but industry insiders warn that systemic risks could still impact the sector as global trade tensions escalate.
29
Apr
US tariffs spark automotive tax cut debate in Taiwan
US tariff policies have triggered discussions about tax adjustments in Taiwan’s domestic automobile market. In response, Taiwan’s Ministry of Economic Affairs and the Taiwan Transportation Vehicle Manufacturers Association (TTVMA) have shown support for reducing the commodity tax, highlighting a consensus between the industry and the government.
29
Apr
From MacBooks to moonshots: Quanta bets on R&D
Quanta Chairman Barry Lam announced that the company will shift toward independent research and development, moving beyond contract manufacturing. While acknowledging the risks, Lam said Quanta’s strong profitability provides the foundation for this transformation. “This metamorphosis must happen,” he said. “Otherwise, we will forever remain a worm, never a butterfly.”
29
Apr
Intel appoints new SMG VP and Taiwan GM
Intel has announced the appointment of Tasha Chuang as vice president of its sales and marketing group (SMG) and general manager for Intel Taiwan. She will officially assume her new role on May 1, leading the team to drive Intel’s market operations and marketing efforts in Taiwan.
29
Apr
Longsys rolls out bespoke automotive memory solutions to power smarter mobility
At Auto Shanghai 2025, Shenzhen Longsys Electronics Co. unveiled its full range of automotive-grade memory solutions, including two new in-house products: the eMMC Full-chip Custom Edition and a next-gen LPDDR4x, underscoring its growing presence in intelligent vehicles.
29
Apr
Singapore seeks assurances on AI chip access in US talks
Singapore’s Deputy Prime Minister and Minister for Trade and Industry, Gan Kim Yong, held a phone call with US Commerce Secretary Howard Lutnick on April 25, 2025 to address the critical issue of Singapore’s access to advanced artificial intelligence (AI) chips and semiconductors, as the United States implements new tariffs and tightens export controls.
29
Apr
How Hesai’s cost cuts and key partnerships fuel 4x LiDAR growth in 2025
Hesai Technology, the leading LiDAR manufacturer in China, is planning a fourfold increase in its production capacity by 2025 to address the rapidly growing demand for automotive advanced driver-assistance systems (ADAS).
28
Apr
China’s Wingtech cuts loose ODM drag, races toward semiconductor pure play
Wingtech Technology announced its 2024 full-year and 2025 first-quarter results on April 25, underscoring an accelerated shift toward its semiconductor business. Wingtech posted 2024 revenue of CNY73.598 billion (US$10.1 billion), up 20.23% compared to the previous year, while swinging to a net loss of CNY2.833 billion due to impairments tied to its product integration (ODM) business after being added to the US Entity List.