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NEWS TAGGED COMMENTARY AND ANALYSIS
Monday 14 April 2025
DIGITIMES analysis: electronics tariffs driving three-pronged supply chain transformation
US Commerce Secretary Howard Lutnick indicated Sunday that recent tariff exemptions for electronics and semiconductor products are merely temporary, with comprehensive semiconductor...
Saturday 12 April 2025
As US tariffs escalate, China explores countermeasures targeting tech and IP
The trade conflict between the US and China has intensified, with the US recently announcing an increase in tariffs on Chinese goods to 125%. This move is seen as a reaffirmation...
Friday 11 April 2025
Trump's tariff push disrupts global trade, raises risks for U.S. economy
After his second election as President of the United States, Trump has fully unleashed his destructive power on the global economic order. Japanese Prime Minister Shigeru Ishiba described...
Friday 11 April 2025
Trump's auto parts tariffs spark chain reaction concern for Taiwan manufacturers
The tariff strategy of US President Donald Trump has taken another sharp turn, delaying implementation by 90 days and reducing tariffs for most countries to 10%. However, his 25%...
Friday 11 April 2025
Global tech industry on high alert as Trump pauses tariffs
US President Donald Trump's sweeping global tariff policy has sent shockwaves through the international economic landscape. While the administration has now announced a 90-day suspension...
Wednesday 9 April 2025
US tariffs upend global diversification plans, nullify '+1' supply chain strategies
US President Donald Trump has announced a sweeping new tariff regime. Among the hardest hit are Cambodia and Vietnam, with tariffs of 49% and 45%, respectively, while Thailand and...
Tuesday 8 April 2025
South Korean firms' decades-long US cultivation: Shield against protectionism?
On April 2, 2025, US President Donald Trump announced a new round of tariffs, imposing rates as high as 46% on products from Vietnam, 34% on those from China, 32% on Indonesia, and...
Tuesday 8 April 2025
AI server providers face tariff headwinds, DIGITIMES Research proposes two key strategies
In response to tariff barriers constructed by the US, many electronics manufacturing service (EMS) providers are developing related countermeasures.
Tuesday 8 April 2025
Tech braces for tariff tsunami: DIGITIMES analysts break down impact across six key sectors
As Donald Trump ramps up his tariff-heavy trade agenda in a bid to bring manufacturing back to US soil, Taiwan's tech and manufacturing sectors are bracing for impact—again...
Tuesday 8 April 2025
Lip-Bu Tan gets real about Intel's foundry roadmap—and what it takes to win customers
For nearly 50 years, Intel remained committed to its integrated device manufacturing (IDM) model. From its founding CEO Robert Noyce to Paul Otellini, the company prioritized in-house...
Monday 7 April 2025
Trump's tariff policies force global supply chains to adapt
Supply chain operators worldwide are carefully navigating the impact of President Trump's sweeping tariff policies, which have rapidly reshaped global trade dynamics since his January...
Monday 7 April 2025
Shift in Taiwanese manufacturers' investment strategy under Trump's policies
The US is the world's largest economy, and following Donald Trump's inauguration in January 2025, there have been significant changes across various policies, including trade, domestic...
Monday 7 April 2025
With chip tariffs on the horizon, China goes solo—Is Taiwan prepared?
Just when the global supply chain thought it had a breather, US President Donald Trump's administration is stoking renewed tensions with China by threatening sweeping new tariffs...
Monday 7 April 2025
Supply chain forced to reinvent survival playbooks as US-China tariff war redefines industry rules
On April 3, 2025, the United States announced a 34% "reciprocal tariff" on Chinese goods. The next day, China retaliated with a 34% punitive tariff, marking the most significant escalation...
Saturday 5 April 2025
Microsoft's AI outlook faces noise: An isolated case or a market reflection?
Microsoft has experienced significant momentum in the past two years due to GenAI, but recent signals indicate a shift towards cautiousness. Despite previously emphasizing urgent...