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WEEK IN REVIEW: Modi’s Tour Targets Critical Minerals Diversification and Lessen Dependence on China

The Trump administration has reportedly suspended a regulation that compelled companies to seek government licenses to sell chip design software to China. The U.S. Commerce Department reportedly informed three key providers of chip design software – Synopsys, Cadence Design Systems, and Siemens – that government licenses to do ...

WEEK IN REVIEW: China to Shift to a Massive-Scale Consumption Economy – China’s Premier Li Qiang

The Taiwanese tech company Foxconn, a major assembler of Apple products, received approval from Taiwan’s regulator for a $2.2 billion investment in facilities in India and the U.S. The Department of Investment Review in Taiwan’s Ministry of Economic Affairs also approved a $1.49 billion investment in a subsidiary ...

Foxconn to Expand India Focus With $1.5 Billion Investment

Key iPhone maker Foxconn is making a $1.5 billion investment to expand its focus on India as Apple looks to mitigate geopolitical and tariff risks by shifting production away from China. The Taiwanese tech giant said its Singapore-based subsidiary had picked ...

WEEK IN REVIEW: Apple Plans to Moves U.S. iPhone Production from China to India Amid Trump Tariffs

U.S. President Donald Trump dismissed the economic impact of the trade war on U.S. consumers in an interview with ABC News. He said he doesn’t believe that hard times are ahead for the U.S. and that China will likely absorb the impact of the steep trade levies imposed ...

WEEK IN REVIEW: Apple Plans to Moves U.S. iPhone Production from China to India Amid Trump Tariffs

U.S. President Donald Trump dismissed the economic impact of the trade war on U.S. consumers in an interview with ABC News. He said he doesn’t believe that hard times are ahead for the U.S. and that China will likely absorb the impact of the steep trade levies imposed ...

Analysis from Cobus van Staden

BRICS Announces Numerous New Initiatives

The BRICS group wrapped up its two-day leaders’ summit in Rio de Janeiro on Monday. The summit’s final communique is a 16,000-word doorstop that covers numerous issues from economics to education.
The communique avoids any direct mention of the United States, and references to “unilateralism” and other coded criticism are also relatively scarce. Rather, the communique keeps the focus on the BRICS’ vision of the strengthening and reform of the global multilateral system ...

WEEK IN REVIEW: Apple Plans to Moves U.S. iPhone Production from China to India Amid Trump Tariffs

U.S. President Donald Trump dismissed the economic impact of the trade war on U.S. consumers in an interview with ABC News. He said he doesn’t believe that hard times are ahead for the U.S. and that China will likely absorb the impact of the steep trade levies imposed ...

WEEK IN REVIEW: China Has Announced Plans to Build a Giant Solar Power Space Station

U.S. President Joe Biden will have a trilateral telephone call with Japanese Prime Minister Shigeru Ishiba and Philippines President Ferdinand Marcos, Jr. on Monday morning. The trio are widely expected to discuss closer cooperation in responding to Beijing's territorial claims in the South China Sea. 

Chinese Phone Brands Benefit From Reduced Inflation in Global South, Shipments Jump 12%

Shipments of mobile phones around the world increased by 12% in the second quarter of the year compared to the same period in 2023, according to new data by the market research firm Canalys. While Samsung and Apple held on to ...

China Still Dominates Apple’s Supply Chain in Asia

Apple CEO Tim Cook's recent visit to Southeast Asia prompted a lot of discussion about the company's drive to diversify its supply chain to reduce its reliance on China.  While Apple is definitely shifting some production capacity to other countries in Asia, ...

China +1: Apple CEO Meets Indonesia Leader to Talk Investments

Apple chief executive Tim Cook met Indonesia's president on Wednesday, as the tech giant explores ways to invest in Southeast Asia's biggest economy and diversify supply chains away from China. The visit comes as US President Joe Biden's administration seeks to ...

WEEK IN REVIEW: Apple Assembled $14 Billion Worth of iPhones in India in Its Last Fiscal Year

Apple assembled $14 billion worth of iPhones in India in its last fiscal year, providing more evidence of the electronics giant's rapid diversification of its supply chain beyond China. The company also hopes improved sales in the Indian market will help offset slumping demand for Apple products in ...

India Will be “Significantly Ahead” of China in Key Technologies, Says IT Minister

With Apple and other global technology companies moving some of their production out of China to other countries in Asia, there's a growing interest in whether a country like India, for example, is well positioned to rival China's dominance in tech manufacturing one day. ...
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