The Trump administration's evolving tariff policies are causing market uncertainty. Fluctuating tariffs pose risks to economic growth and investment, fueling fears of a downturn. Despite this, industries must stay alert. Given the unpredictability of US tariff changes, businesses should continuously monitor developments and strategically plan to maintain stability

Auto Shanghai 2025, running from April 23 to May 2, is set to become a critical arena for global automakers. Chinese brands are poised to dominate the spotlight, while European manufacturers—reeling from sluggish sales in China—see the event as a crucial opportunity to reset and reengage

China and Vietnam signed dozens of cooperation agreements during a state visit by Chinese President Xi Jinping, as he aimed to strengthen ties in Southeast Asia on his first overseas trip of the year

The escalating US-China tariff conflict, now featuring tariffs exceeding 100%, is significantly impacting global tech supply chains, particularly in the semiconductor sector. This has disrupted chip procurement and pricing, especially in China's key electronics hub, Huaqiangbei, Shenzhen

Taiwan, heavily reliant on exports to China and the US, faces mounting challenges as both markets grapple with economic turbulence. In China, challenges in the real estate sector have resulted in significant overcapacity and weakened consumer confidence, consequently dampening demand. Across the Pacific, the US has introduced volatile tariff policies that complicate corporate planning, raising the stakes for investment and production cost decisions

Chinese battery-making giant Contemporary Amperex Technology Co. Ltd. reported a 33% jump in first-quarter earnings, defying a slowdown in demand for electric vehicles and a drop in the prices of the cells that power them

South Korea's top telecom carriers, KT Corp. and SK Telecom (SKT), are accelerating their AI infrastructure investments by adopting Nvidia's latest Blackwell GPUs across their GPU-as-a-Service (GPUaaS) platforms and data centers—deepening the race to lead in AI transformation (AX)

BYD recently introduced a new 1,000V high-voltage and megawatt-level charging platform. The technology, unveiled in mid-March, claims to provide up to 400 kilometers of driving range with just five minutes of charging for its updated Han L and Tang L models. This breakthrough signals BYD's ambition to significantly accelerate EV charging speeds, aiming for parity with the refueling times of conventional gasoline vehicles

In a bid to bolster its competitiveness in advanced technologies, the South Korean government has extended the maximum approval period for longer working hours in the semiconductor industry — with Samsung Electronics becoming the first company to receive the green light under the new policy

As trade frictions between China and the US escalate, with the US threatening to raise tariffs once again, the State Council of China held a press conference on April 14, 2025. The General Administration of Customs released data for the first quarter of 2025 regarding imports and exports

As the US-China tariff saga intensifies, the Trump administration's decision to delay reciprocal tariffs by 90 days offers a fleeting reprieve for the semiconductor supply chain. Despite initial expectations that tariff-related stockpiling would boost first-quarter revenues in 2025, industry sources reveal a different driver: China's voracious appetite for GPUs, spurred by its AI supply chain, has emerged as the true engine of growth

As Taiwan's machinery industry grapples with the US's reciprocal tariffs, it seizes the 90-day buffer period and 10% initial rate to devise countermeasures. Beyond domestic subsidies, the sector's gravest concerns lie abroad: thwarting China's potential dumping, curbing origin-washing schemes, and countering the strategies of rivals Japan and South Korea

China is navigating the complexities of ongoing trade tensions with the US by employing a dual strategy of diplomatic engagement and strategic countermeasures. President Xi Jinping has taken a proactive role in fostering international trade relations, emphasizing the detrimental effects of tariff conflicts, while simultaneously addressing the practical challenges posed by US trade policies

US Commerce Secretary Howard Lutnick indicated Sunday that recent tariff exemptions for electronics and semiconductor products are merely temporary, with comprehensive semiconductor tariffs likely arriving "within a month or two." The move aims to repatriate manufacturing of critical components to US soil