A new 25% US tariff on Indian imports has intensified trade tensions and poses a significant threat to India's fast-growing electronics export industry. The move widens India's disadvantage against Vietnam in the US market and complicates Apple's supply chain strategy. However, based on past adjustments to US tariff policy, there may still be room for negotiation to mitigate the impact on critical sectors.

As the US deadline for reciprocal tariffs, set under the Trump administration, approaches on August 1, 2025, Taiwan's final tax rate remains unresolved. While Vietnam and the Philippines—now major production hubs for Taiwanese networking equipment manufacturers—face tariffs of 20% and 19% respectively, speculation has emerged over whether a more favorable rate for Taiwan could trigger a shift in production back home.

Chunghwa Telecom (CHT) announced on July 29, 2025, that it had successfully completed the renewal and reissuance of Google certificates for government and commercial websites on July 25. All customer websites that agreed to update their certificates have now completed the reissuance process, with validity periods lasting up to one year, ensuring normal website operation and secure user connections.

The latest smartphone sales data has revealed that despite facing multiple sanctions, Huawei delivered an impressive performance in China during the second quarter of 2025, reclaiming the top spot in smartphone sales.

The US Commerce Department imposed anti-dumping tariffs as high as 93.5% on Chinese graphite imports in mid-July 2024, bringing total duties to 160% when combined with existing countervailing measures and threatening to increase electric vehicle costs by US$1,000 to US$1,500 per unit.

Japan's major automakers extended factory suspensions into July 31, 2025, following a powerful earthquake off Russia's Kamchatka Peninsula on the morning of July 30, 2025, which triggered a tsunami warning across Japan's Pacific coast, from Hokkaido to the Kinki region.

Chinese battery producer Contemporary Amperex Technology Co. Ltd. (CATL) posted a 34% rise in profit for the second quarter, with its outlook further buoyed by a blockbuster share sale in Hong Kong that will fund its global expansion.

Cold Electric, a Taiwanese lithium iron phosphate battery manufacturer, is capitalizing on growing international demand for non-Chinese energy storage systems as it expands production capacity eight-fold and targets markets in Japan and the United States.

President Donald Trump's tariffs on Chinese solar imports have effectively blocked competition for American manufacturers, but severe raw material shortages threaten to undermine the protectionist strategy as domestic production capacity remains structurally imbalanced.

US President Donald Trump launched a Section 232 trade investigation targeting China's polysilicon exports, which control 95% of the global market, as his administration dismantles renewable energy subsidies and forces Chinese manufacturers to exit or restructure US operations.

In October 2025, Taiwan Space Agency (TASA) will launch Formosat-8A, the nation's first domestically developed optical remote sensing satellite. Three homegrown 8U CubeSats—Bellbird-1, Black Kite-1, and TORO-1—will share the ride, developed under TASA's "Startup Star Catcher" initiative to foster local space hardware capabilities.

Taiwan's defense ministry plans to procure 48,750 drones across five categories through 2027 with a budget exceeding US$1.68 billion, attracting manufacturers globally as the island bolsters military capabilities amid rising tensions with China.

China's defense industry is transitioning from domestic-focused growth to global competition through artificial intelligence integration and civil-military technology fusion, prompting South Korea to reassess its strategy for achieving its goal of becoming a top four arms exporters worldwide.

BOE Technology is on track to surpass LG Display (LGD) as Apple's top MacBook LCD panel supplier in 2025, marking a significant shift in Apple's display sourcing as the company edges toward OLED adoption.

Taiwanese panel players are prepared for their Investor conferences, with Coretronic to be the first to host, followed by AUO, BenQ Materials, Innolux, and Cheng Mei Materials Technology. For the factors that may influence their second-half performance, in addition to the US's reciprocal tariffs on Taiwan's exports, panel demand in the third quarter of 2025 is likely to be weak despite the period being the traditional strong season. However, each company will still prepare the needed measures to maximize its results.

LG Display (LGD) has announced that it will ship around 6.5 million large-size OLED TVs and monitors in 2025, a year-over-year increase of 14.04%. With the depreciation of equipment at the Guangzhou OLED plant in China ending, LGD has outlined major plans to turn its operations profitable by the end of the year.